Wikimedia Conference 2018/Program/33

33. Introduction to Financial Planning for your organization


James Baldwin (Wikimedia Foundation)

Length (min)


Audience / Target group

Affiliate leadership staff, affiliate board members, or anyone who is involved in planning or budgeting.

Session Format



In this session, you will learn the primarily components and stages of a financial planning cycle. We will share common approaches to financial planning and discuss how financial planning integrates with programmatic planning.

Desired Outcome

This session will prepare you with a foundational understanding of financial planning cycles that will allow you to: start planning a financial planning cycle for your organization, or assess how your organization is currently doing financial planning.

Materials and notes

Agenda of the session included

  • Sharing financial planning best practices and process elements
  • Talking about how to design a planning process
  • Walk through an example - WMF 2018/19 Annual Plan draft