Institutions in Stage 1 focus on a one-year operational budget that is based purely on history or user input. This bottoms-up, incremental budgeting approach is labor intensive and often not informed by ongoing changes to the college or university’s strategies.

Stage 1 institutions rely on one-off reports and Microsoft Excel, and have little to no data integration or standardization to provide a quantitative framework for decision making.

Download this checklist to learn how we can help you transition to Stage 2.