Budgets and Meeting workplace context survey

Name:

First Last

Date:

Organisation:

I would consider myself familiar with budgets and budgeting.

I like budgets and budgeting.

I understand the concepts of revenue and expenses.

I understand, in general terms, how businesses calculate their budget surplus or loss.

I understand, in general terms, the idea of cost of goods sold (COGS).

In my organisation, we have to follow budgets.

In my work role, I am required to report on the budget to my supervisor / boss.

In my work role, I have budget KPIs (milestones/ targets) that am I aware I need to try and meet.

I believe I could identify what the key items in my workplace budget that I have influence over are.

If I had to, and with the input of others if necessary, I think I could develop the budget for my store / department / area

I run informal meetings (huddles, catchups) with my team regularly (at least once every two weeks or more)

I run formal meetings (ones that have an agenda and minutes) with my team.

I have been managing or having input into budgets at work for:

Never

Less than a year

More than a year, less than 3 years

More than 3 years

My Budget has

Just sales & wages

Sales with some expenses

Lots of items/line

I tend to have meetings / catchups with my team