1. PART IV District Trainer’s Manual Chapter 3 PDG Jason Yeung
Developing a Budget
PART IV
District Trainer’s Manual Chapter 3
PDG Jason Yeung
Session 3 (slide 1 of 7)
Key points
RI leaders’ guides are based upon the principle of facilitated discussion.
To be an effective training leader, you must project competence, credibility, and enthusiasm, while using the training techniques and skills appropriate for adult learners.
This session will cover the following training techniques and skills:
Characteristics of adult learners
Conveying information
Facilitating learning
The role of the facilitator
Questioning techniques
Nonverbal communication 1

2. PDG Jason & Rebecca
District Trainer Program

3. Developing a Budget
Meeting budgets should be based on anticipated revenues and estimated expenditures
Use figures and expenses from past district training meetings as a guide
Work with meeting’s convener to determine who will manage the meeting’s funds
District Trainer’s Manual pages 58-59
Session 10 (slide 1 of 1)
READ SLIDE
Key points
When determining a budget
Use simple and straightforward financial policies and requisition methods.
Prepare a careful estimate of revenue and expenses.
Provide a reserve for fund deficits.
Make payments dependant on the appropriate individual’s approval.
Arrange for bank services and an outside audit of final accounts.
Organize a purchasing system.
Develop a procedure to collect registration fees and other funds raised for the meeting.
Settle all bills and remit the balance, if any, to the person in charge of the meeting’s funds.
Prepare a summary of financial operations for use in the next year’s planning.
Obtain liability insurance as necessary, to protect the district and clubs.
Understand each budget allotment and its function.
Obtain the approval of the governor-elect or the governor for any substantial change in plans.
(DTM, page 58)
Discussion Questions:
Who do you work with to determine your budget?
What are the challenges of budgeting?
Where are you likely to incur additional costs?
District Trainer Program

4. Estimated Revenue
District Trainer Program

5. Estimated Expenses-1
District Trainer Program

6. Estimated Expenses-2
District Trainer Program