Start here
Check what
the money covers.
Check what the funding request is for, what it will cost and how much money is already promised elsewhere. Ask the responsible office which restrictions and approvals apply. Keep the requested amount, approved amount and money actually available separate in your notes. Record enough detail for the group to explain its decision and next step. If a number or condition is unclear, write down who will check it before anyone counts on that funding.
- Setting
- Campus
- Useful when
- Leading now
- Resource type
- Practical guide
Try it out
Put it
to work.
1 / Consider a funding request
Try this next
- Gather the request, itemized costs and a current list of money already promised elsewhere.
- Ask the finance contact to confirm the approval steps and any conditions you still need to check.
- Record the decision, any conditions, the next action and the person responsible for communicating it.
Talk it through
- What exactly is being requested, and which costs does the request leave out?
- Which spending restrictions or amounts already promised do you still need to check?
- Where will you record who approved the request and what happens next?
Choose one next step.
Pick one thing you can try. Check any requirements with the people responsible before you act.
Explore campus leadershipPut the guide to work
Start with a practical tool.
- Meeting Agenda
Name the meeting outcome, make space for people and give each discussion a clear lead and time.
- Meeting Notes
Record the discussion, decisions and next actions, with an owner and due date for each step.
- Action Tracker
Keep the next actions, owners, due dates and status together, and flag any blocker or help needed.