This site provides resources to supplement those found in the GFOA's book, Financing the Future: Long-Term Financial Planning for Local Government. If you do not already have the book, you can learn more about it and order it here and you will still find many resources on this site that you can use. We hope that the book and this site are of assistance to you in achieving and maintaining financial sustainability. For other assistance with long-term planning, please contact us at Long-Term Financial Planning.
Fiscal First Aid - Fiscal first aid includes tactics and treatments that governments can immediately turn to in a financial crisis to provide some immediate relief that will allow the government to take a reasoned, deliberate approach to more permanent solutions.
An Introduction to Financial Planning - A four-page handout covering the basics of long-term financial planning, helpful for introduing financial planning to others and building the case for planning.
Training, Presentations, and Other Resources - The GFOA provides training on financial planning at its annual conference, national training sessions, and at state GFOA conferences and training. If you are interested in having GFOA present at one of your events, please contact us at
Using Excel for Long-term Financial Planning - Presentation of financial trends, such as shifting expenditure composition (ex.salaries, benefits and other line items as a percentage of overall spending) can be enhanced via the use of interactive charts.
Tools and Samples
- Planning Tools - Tools to facilitate planning process, adaptable to your own planning.
- Process Maps - Financing the Future features graphical maps of the planning processes used by three jurisdictions and a map of a conceptual model for planning. This site makes those maps available as separate pdf documents.
- Financial Analysis - Interesting reports from other organizations on current financial conditions
Environmental Sustainability - Recognizing the
link between environmental and financial sustainability, the GFOA has begun to collect resources useful to finance officers is promoting environmental sustainability in their communities