MASTER: Simple Agile Budgeting Forecasting Cost Modelling Spreadsheet template (v1.1)
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� NOTE: This template is locked. Please create a copy of this file for your own use by selecting "File" > "Make a Copy" from the menu above. Please DO NOT request edit rights to this master template.
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About this tool
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DISCLAIMER:
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This tool has been created based on experience with various clients but does not contain any sensitive data, or proprietary technology. All of the data (including but not limited to names, rates, roles, budget items, and pay-grades) is completely fictitious and used solely for demonstration purposes.
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This tool is provided in the hopes that it will be useful and/or inspiring but is provided as-is with no warranty expressed or implied. Peter Kappus, PNK Industries Ltd, its affiliates, employees, and/or associates cannot be held accountable for any decisions made using this software or the accuracy of the data or calculations therein. Usage of this tool is at-will and includes no support whatsover.
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Use this template to create a simple annual programme budget which can be baselined and tracked against in a real-time way. When you get actuals, these can be incorporated as well to improve the quality of your annual forecast.
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Video Tutorial
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For a video walk through of this tool, please visit:
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http://www.peterkappus.com/blog/budgeting-for-agile-teams/
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How to use this tool
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Add your pay grades and rates to the "rate card" tab. Make sure the rates reflect the total cost to the organisation including any benefits. This will almost always be higher than their take-home salary.
Add people costs to the "People" tab. Update the monthly utilisation using a 0 for no utilisation or a 1 for 100% utilisation. if someone works 2 days per week, you would put 0.4 in the appropriate box.
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Adding Actuals
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When actuals become available, make sure they are reported in the same categories you've forecasted (permanent staff, interim, other costs). Add them by month, category, and amount to the "Actuals" sheet to have them automatically included in your forecast numbers.
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Terms of Use
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This software is provided free of charge in the hope that it will be useful and inpspire new ways of working. You are free to make a copy (using "File > Make a Copy") and use it under the terms of the Creative Commons Attribution Share-Alike 4.0 License (see below). This software is provided with absolutely no warranty expressed or implied. Peter Kappus, PNK Industries, Ltd. or its partners, employees, or affiliates cannot be held responsible for any data, calculations, or decisions made using this software.

If you would like to discuss how this sheet can be adapted to your own needs or to have something bespoke created, please contact Peter Kappus via http://kapp.us to request a quote.
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License
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Attribution-ShareAlike 4.0 International (CC BY-SA 4.0)
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Revision History
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v1.0
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25 April 2017
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Initial build of basic single-team planning template.
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v1.1
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09 May 2017
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Added goals and sample data. Tweaked "analysis" tab to show less redudant info.
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Released blog-post and video tutorial:
http://www.peterkappus.com/blog/budgeting-for-agile-teams/
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