Module Six Presentation Guidelines and Rubric
Overview
In this presentation, you will analyze
budget documents (including budgeting approaches) for Savannah, Georgia. You
will investigate how the city utilizes an operating budget and capital improvement
plan budget. The budget document is rich with information about the goals of
the community, as well as how the budget was formed and how effectiveness will
be measured. This budget document provides you with an opportunity to learn how
budgets are organized and to practice analyzing budget documents. Additionally,
this presentation allows you to practice and refine your presentation skills,
which you will apply in Project Three: Sidewalk Funding, due in Module Eight.
Prompt
For this assignment, you will create a
PowerPoint presentation that answers the following questions based on the
budget documents listed below: How does the budget align with the strategic
goals of the city? What are the sources of revenue that are being used by this
community?
Scenario
Assume the role of an advisor
presenting to the city manager’s new budget analyst for his or her first day on
the job. You will analyze the Savannah, Georgia, Office of Management and
Budget’s fiscal documents. First review the Office of Management and Budget website. Then review the 2018 Savannah Adopted Budget, which has been included so that you can see the budget in
its entirety. Note that you do not need to read the entire budget; however, it
is helpful context as you complete this assignment. Pay special attention to
the following sections of the budget:
· Introduction, pages 1–7
· Budget Overview, pages 10–26
· Financial Policies and Structure, pages 27–30
· Strategic Plan, pages 67–79
· Organizational Overview, page 81
· Capital Improvement Plan Overview, pages 179–180
Be sure your presentation adheres to
the principles of planning an effective presentation in this module’s
resources. Your final presentation should include 3–4 slides with accompanying
speaker notes.
Address the following critical
elements in your submission:
I.
Strategic
Goals
a. Illustrate how the budget aligns with
strategic goals of the city. (This is described by the city manager in his
message on the budget.)
b. Describe the budgeting approach used by
this city (e.g., line item, performance based). What are the strengths and
challenges with this approach?
c. Choose one policy initiative in the
budget. Illustrate how it is outlined throughout the budget document from the
city manager’s message.
II.
Sources
of Revenue
a. Describe the sources of revenue (e.g., public or private
grants, interlocal agreements, tax revenue) that are being used by
this community and how these sources of revenue are being categorized (i.e.,
capital budget or operating budget expenditures).
b. Describe if these are the expected revenue sources and/or
if the community is using innovative funding streams in its revenue
approach.
III.
Communication
Your presentation should be customized
for the audience of a budget official. Your slides should be
streamlined to highlight the most essential information, while the speaker
notes add context and detail.
What to Submit
The Introduction to Budgeting
presentation must be a 3- to 4-slide PowerPoint presentation with accompanying
speaker notes. Include at least two references cited in APA format.
Module Six Presentation Rubric
Criteria
Proficient (100%)
Needs Improvement (75%)
Not Evident (0%)
Value
Strategic Goals: Budget Alignment
Illustrates how
the budget aligns with strategic goals of the city
Addresses
“Proficient” criteria, but there are gaps in clarity, logic, or detail
Does not address
critical element, or response is irrelevant
15
Strategic Goals: Budgeting Approach
Describes the
budgeting approach used by this city
Addresses
“Proficient” criteria, but there are gaps in clarity, logic, or detail
Does not address
critical element, or response is irrelevant
15
Strategic Goals: Policy Initiative
Illustrates how
one policy initiative is outlined throughout the budget document
Addresses
“Proficient” criteria, but there are gaps in clarity, logic, or detail
Does not address
critical element, or response is irrelevant
15
Sources of Revenue: Use and
Categorization
Describes the
sources of revenue that are being used by this community and how they are
categorized
Addresses
“Proficient” criteria, but there are gaps in clarity, logic, or detail
Does not address
critical element, or response is irrelevant
15
Sources of Revenue: Revenue Approach
Describes if these
are the expected revenue sources and/or if the community is using innovative
funding streams in their revenue approach
Addresses
“Proficient” criteria, but there are gaps in clarity, logic, or detail
Does not address
critical element, or response is irrelevant
15
Communication
Presentation is
customized for the audience; slides are streamlined for effective
communication of ideas
Addresses
“Proficient” criteria, but there are gaps in clarity, logic, or detail
Does not address
critical element, or response is irrelevant
15
Articulation of Response
Submission has no
major errors related to citations, grammar, spelling, or organization
Submission has
some errors related to citations, grammar, spelling, or organization that
negatively impact readability and articulation of main ideas
Submission has
critical errors related to citations, grammar, spelling, or organization that
prevent understanding of ideas
10
Total:
100%
