Local Government and School Accountability

Multiyear Financial Planning

A Tutorial for Local Government Officials

Module 1: Elements of a Successful Plan

• Elements of a Successful Plan
• The Process of Multiyear Financial Planning:
  • Step 1 - Gather Financial Data
  • Step 2 - Decide on Time Frame
  • Step 3 - Level of Detail
  • Step 4 - Describe Your Assumptions
    • Some General Principles
  • Step 5 - Revisit Your Plan
  • Step 6 - Generating Public Discussion

Next: Elements of a Successful Plan

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