ei Home

NEW FORMAT for this Course. Don't Delay, Register Today!! 

Strategic Budgeting 
Barbar Robinson, principal of Robinson & Associates, a management
consulting firm specializing in strategic planning and organization

No manager can live without a line-item budget in order to track the
rates at which categories of costs are being spent and raw materials are
being used. However, being able to relate those expenditures to the
products and services you provide requires thinking conceptually about
financial matters. Strategic budgeting enables management and staff to
understand and "see" how resources are allocated and how they link to
the results your funders are willing to subsidize. 

This session introduces participants to the concept of strategic
budgeting and demonstrates why it is an essential tool for both managing
and defending scarce resources. It highlights the difference between a
line-item budget and a program budget, and focuses on the importance of
defining programs and then creating, at least conceptually, distinct
cost, or profit centres for their operation. 

3 PM Atlantic 11AM PT - 1.5 hours in length 
Monday, April 3rd, 2006

The Benefits 

Participants will come away with a vocabulary they can use to speak the
language of financial managers and a realization that they have been
running their libraries without a complete understanding of where their
money is going, or even knowing the full cost of their operation. Even
math phobes will find the concept of strategic budgeting critical to
their success in managing and justifying their operation to their own

Participants will leave with an understanding of why a line-item budget
is an accounting tool and a program budget is a management tool. They
will learn that their line-item budgets do not capture the full cost of
their operation and that they need to track down the missing numbers to
get an accurate grand total. 

Concepts drawn from economics and accounting, such as operating/capital
costs, intermediate costs, imputed costs as well as inputs and outputs,
are introduced to enable participants to speak about their operations in
terms that will enhance their credibility and help them think more
clearly about what they do. 

Who Should Participate? 

This course is aimed at anyone responsible for preparing or selling a
budget for management within their library or information organization. 

Key Topics You Will Explore 

* Key concepts related to strategic budgeting and linking strategic
objectives to the budget.
* Capturing the full cost of the operation.
* Steps required to create a strategic program budget.
* The importance of defining the programs/businesses the library is in
and being able to relate the costs to each of those programs. 

Method of Instruction 

One 1.5 hour teleconference/Powerpoint session. (Article to be read
before the session. It will be sent the day before the call.) 


Member: $66.00 + GST 
Non-Member: $86.00 + GST 

About The Presenter......

Barbar Robinson is a management consultant with an MLS from the Simmons
School of Library and Information Science. She is the principal of
Robinson & Associates, a management consulting firm specializing in
strategic planning and organization redesign. She works with individuals
and teams and offers a variety of services, including transition and
succession planning, coaching, executive search, as well as meeting
facilitation and dispute resolution. She is certified to administer the
Birkman assessment, a tool designed to help individuals and teams gain
insight on how to be more productive and enjoy what they do. Over the
years, many of her clients have been special libraries in trade and
professional associations, as well as in the public and private sector.
She is a member of SLA, a member of the board of SLA Europe, and has
trained many of her fellow members on strategic budgeting and reference
triage, two workshops she has offered at annual SLA conferences over the
years. Developed for the Education Institute by Jane Dysart, Dysart &
Jones, Toronto. 


The Education Institute
The learning programs of the

If you have questions please contact the appropriate Association or
Meredith Gilbert for the Partnership and the Education Institute at the
Ontario Library Association at [log in to unmask] 

Canada's national network of provincial and territorial library



A service of 


Copyright (c) 2005 The Partnership <> . 
All rights reserved.