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Financial Planning and Management

This page and its subsections offer information for administrators seeking effective ways to plan and manage their organization's finances. The following resources cover financial planning strategies, such as budgeting and fiscal analysis, and financial management strategies, such as accounting and income generation.

  • Funding strategies
  • Sustainability planning

Budget Basics: Child Welfare (PDF - 496 KB) 
Missouri Budget Project (2017) 
Outlines a State budget for child welfare from Missouri and explores child welfare services and a funding breakdown. The resources provide information on how Missouri's money was spent, which areas of child welfare were targeted, sources of money for spending, and more. 

Building Financial Capability: A Planning Guide for Integrated Services 
Youth.gov 
Offers an interactive guide for organizations interested in financial planning and developing a funding integration plan. The resource outlines several steps: envisioning financial capacity, building the team, moving into action, and making the case. 

Evidence2Success: Tools for Fund-Mapping the Future [Video]
Annie E. Casey Foundation (2016) 
Presents the Evidence2Success framework, which includes financing strategies that help States and local communities map current investments and shift a portion of their funding into evidence-based programs. The video shows how sites in Alabama, Rhode Island, and Utah are using data to better align funds with priority outcomes. 

Managing Your Money 
University of Kansas Community Tool Box 
Provides information on money management for organizations and reviews why a money management plan is needed, how to create a money management plan, challenges, and more. 

Managing Your Organization's Finances
McNamara 
Offers an e-learning module on financial management that covers budgeting, money management, financial analysis, and more. 

State vs. County Administration of Child Welfare Services

Series Title
Factsheets
Author(s)
Child Welfare Information Gateway
Availability
View
Download (PDF - 216KB)
Order (Free)
Year Published
2018
Outlines the administrative framework for child welfare services across the country. The way States administer child welfare services can be classified as State administered, county administered, or hybrid—partially administered by both county and State.

Strategic Financing Toolkit for Tested, Effective Programs 
 Annie E. Casey Foundation (2016) 
Explores how to develop a strategic finance plan, when to engage in strategic finance planning, why strategic financing planning is critical to collaborative efforts, and more. 

Using What Works Series: New Strategic Financing Webinar Recording and Tools [Webinar]
Annie E. Casey Foundation (2016)
Presents a webinar that describes the components of a strategic financing plan for programs working with children and families and discusses new financing approaches being used across the country. 

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