This assessment was developed to be a participatory tool whereby budget stakeholders convene to discuss the current state of their budget process and then identify important pathways for improvement.
It is a tool useful for evaluation, planning, and dialogue geared toward organizational change. The assessment invites budget stakeholders to answer the questions such as:
- What are we doing well in our budget process?
- In what areas could we improve our budgeting process?
- What are the first steps we can take to evolve our budgeting process?
While this first version of this tool is geared at organizational dialogue, future versions will build on the index with the additional input from local governments across the nation and additional analyses of promising practices in budgeting.
- Publication date: May 2025