Budget Season Checklist
A month-by-month checklist so budget season never sneaks up on you again.
What this is
Budget season is predictable, and yet it manages to feel like an ambush every year. Contribution figures need reviewing, contracts need re-quoting, the reserve contribution needs confirming, and the board needs time to actually discuss it before owners see anything. This checklist lays the whole run-up out in order so a newer manager can pace the work instead of scrambling in the final week.
It is written to work across provinces, since the underlying rhythm of gathering numbers, drafting, reviewing, and distributing is broadly the same everywhere. Where your jurisdiction sets specific timing or approval steps, the checklist flags that you should confirm them locally rather than assuming.
What's inside
- A month-by-month timeline leading into budget approval
- Prompts for reviewing contracts, utilities, and insurance costs
- A reminder list for reserve contribution and inflation assumptions
- Distribution and board-review steps to confirm against your local rules
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