Worksheet: Preparing the Budget for a Project

Worksheet: Preparing the Budget for a Project (For details, see posts related to Project Management 4. Establish the Budget.)

Type of Expense Specific Expense Cost
  • Need analysis
  • Information design
  • Writing
  • Editing
  • Graphics
  • Production
  • Programming
  • Project management
  • SME time (if appropriate)
  • Other
  • Tuition, travel, and related expenses for attending a formal training program.
  • Budget for on-the-job training, such as time to study, time for informal coaching, fees for access to proprietary databases and memberships in professional organizations (which also provide access to proprietary resources)
Gathering source material
  • Purchase of information
  • Courier fees
  • Travel and lodging
  • Other expenses
Copying of drafts
  • Quick copy /copy center
  • Mailing/shipping/courier
Printing/CD duplication of the final version
  • Printing or duplication
  • Packaging (if needed)
  • Postage or shipping for final version
  • Inventory
  • Other
Direct expenses
  • Equipment
  • Software
  • Additional copying
Indirect expenses
  • Administrative expenses
  • Corporate overhead
Contingency Percentage of non-printing costs (see Table 7 for suggestions on how to calculate the contingency) ____________________________
Total Expenses ____________________________
Type of Revenue Notes
Revenue sought Total costs of project (including contingency)Desired profit (percentage on top of labor costs) ____________________________
Total Revenues ____________________________


© Copyright 1996-2012. Saul Carliner. All rights reserved. If sharing or excerpting, should be properly cited.


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Exploring, reporting, teaching, and advising on learning and communication for the workplace and consumers.
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