Within an organization, a person may need a certain amount of money to do a specified activity. In order to get the funds from the company to achieve this--whether is it sales seminar or holiday party--the person in charge of the activity must present a budget request that is approved to move forward. Some companies have specified forms that are submitted to supervisors. If no form is available, follow these guidelines to get your budget approved.
Instructions
1. Open the word processing program. Open the template for the company letterhead. If no letterhead exists, create your own that includes your name, contact information and department.
2. Date the request and place a "Regarding Line" under it. That line should state the reason for the budget request. For example: "RE: Judy's Retirement Party Budget."
3. Briefly state the purpose of the event and the reason you are seeking funds for it. Note any benefits that the activity or changes the activity will provide.
4. Include the date of the activity or event and its duration.
5. State the overall budget. Refer to the itemized budget that will be attached as described in Step 6.
6. Conclude politely, asking for budget approval by a specific date. Request how the funds should be released (either reimbursement for receipts or a budget check given for discretionary use).
7. Itemize a budget as separate page. This should include everything that will be required to do the activity: advertising, notices, location rentals, food, drink, and entertainment). Don't leave anything out. The more detailed, the better.
8. Print the document. Sign it, and submit the request to your supervisor or designated contact. Follow up to make sure it was received and is being addressed.
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