Mission Focus and Resource Stewardship: Strong budgeting and planning are the cornerstones of our School of Education’s success. They allow us to deliver a stellar education: top-notch teaching, groundbreaking research, and impactful outreach – all while safeguarding our financial future.

Building a Blueprint for Excellence: Each year, we craft a financial plan, a roadmap for the upcoming year. This plan is fluid, continuously monitored and adjusted as new developments emerge. This agility ensures we stay financially responsible, make informed decisions, and remain firmly on track to achieve our ambitious goals.

Budget Materials (Shared via Box)

  • Budget Workbooks
  • Budget Narrative Template
  • Other Shared Documents

Please contact Ravi Rajani if you or members of your departmental budget team need access to the materials.

Job Aids

  • Budget Kick-off Recording – If you missed it, we have the recording of the kick-off meeting with Academic and Support Units available by request. Contact Ravi!
  • Budget Kick-off PowerPoint – Copy of the slides reviewed at the kick-off meeting.
  • Budget Workbook Navigation – a general overview of the workbook tabs and key elements to assist with entry.
  • Budget Workbook Entry Guide – specific scenarios and guidelines for entering budget plans into the workbook.

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Budget Workbook Guide (Recordings)

FY25 Budget Workbook: Tab walk-through (recordings)

Step by step recordings to navigate through each tab in the SOE Budget workbooks. Access required – please contact Ravi Rajani as needed.

  1. Budget Template Overview  tab: Walks through the resources and tools that can be referenced as you navigate through the workbook.
  2. Planning Allocation tab: Helps Departments understand their GPR targets by major class.
  3. Resource Request: Tab where Departments can submit any budgetary requests they have for FY25. All fields are required to be filled out.
  4. DPS Tab:  Tab that details the funding for all permanent employees as of January 12th, 2024. Employees funding can be updated as needed in any cells that are not highlighted gray.
  5. New Hires Position Changes Tab: Tab where you can add or edit employees who have been hired since January 12th, 2024 and/or have changed positions since said date.
  6. Additional Adjustments Page Tab: On the Additional Adjustments Page, enter in any lump-sum adjustments that need to be entered. This could be potential salary savings (i.e. attrition), anticipated vacancies, anticipated hires, Student Help, Graduate Appointments, Limited Term Employees and lump-sum distributions. In general, this is where you will record any salary adjustments not captured on the DPS or New Hires tabs. Please use comments to help describe any entries being made on this tab.
  7. Employee Summary: Pivot table that shows complete overview of all employees, new hires, vacant positions and additional compensation adjustments entered in the workbook that have funding impacting your department.
  8. Summary Data Pivot: Pivot tables designed to help with entry in other parts of this workbook. Once you have completed your entries in the DPS, New Hires, and Additional Adjustments Tabs, you can refresh the pivot tables below to complete the other tabs in your workbook.
  9. Non-Salary Planning: Table used to itemize expenditures that are related to supplies, capital, special purpose and financial aid. Once you have entered data, refresh the pivot to see the breakout of non-salary expenditures by fund, which you can feed back into the fund-specific tabs.
  10. Financial Summary: Summarizes the data entered in all fund specific tabs into a sources and uses format. Data is linked to individual tabs – once data is populate in fund specific tabs, sources and uses table data will populate (do not edit).
  11. 101 Expenditures Summary Tab: Revenue tab includes GPR targets, with targets being linked to the Planning allocation tab and broken out by major class. Salary expenditures broken out by Appointment type – all other major class expenditure categories itemized.
  12. 131 Non-Pooled tab: Revenue section ask Departments to forecast Campus and SOE Assessment(s) (given that the assessments post as a revenue transfer). Expenditures broken out by major class. Bottom line formulas: (Operating Net = Revenue – Expenditures) , (Ending Balance = Operating Net + Beginning Balance)
  13. 131 Summer Tab (for Academic Dept’s only): FY25 data is linked from Department’s summer submission. FY26 & 27 estimates submission needed.
  14. 136 Tab: Forecasting the anticipated revenue and sales credits from 136 operations. Campus Assessment and SOE assessment is in the expenditures section, as the assessments post as an S&E Expenditure. Bottom line formulas: (Operating Net = Revenue – Expenditures) , (Ending Balance = Operating Net + Beginning Balance)
  15. WFAA: Foundation data pulled as of 12/31/23

Office Hours

We are dedicating time to work with departments to address questions and assist with the budget process. Please schedule a time to meet virtually or in-person. Contact Ravi to setup a time to meet individually or with a group.

What’s New for FY25 Budgeting?

  • Planning Allocation – The Planning Allocation concept is a used by campus to establish and maintain budget authority (spending authority) for operational units across campus. Budget authority is adjusted incrementally as funding decision occur. Starting with the FY25 Budget development cycle, the School of Education will be deploying the Planning Allocation concept to departments that receive budget allocations from the school. In general, Planning Allocation targets will be established for units receiving general fund support (fund 101).
  • New Workbook Design – The budget workbooks are receiving an overhaul in design to improve the user experience and to align with tools created by the Madison Budget Office. The core feature of the design changes are the incorporation of the Departmental Planning Spreadsheet and other complimentary tabs designed to record personnel expenditures.

Planning Allocation Concepts

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Planning Allocation Introduction

Rosie Bell

Position title: Administrative Project Specialist

Email: rbell6@wisc.edu

Phone: 608-263-2397

1000 Bascom Mall
353 Education Building
Madison, WI 53706

Andrew Johnson

Position title: Budget & Finance Director

Email: andrew.johnson@wisc.edu

Phone: 608-262-0130

1000 Bascom Mall
L259 Education Building
Madison, WI 53706

Ravi Rajani

Position title: Finance Associate Director

Email: rrajani@wisc.edu

Phone: 608-890-0886

1000 Bascom Mall
L259 Education Building
Madison, WI 53706

Sheryl Van Gruensven

Position title: Interim Chief Financial Officer