The Excel workbook helps you collect and organize data before entering it into the platform, and makes it easy to divide the work across departments.
Suggested Division by Department
Department | Pages |
Finance | 1a, 1b, 5a, 5b, 6 |
Event Operations / Box Office | 2a, 2b, 4 |
Human Resources | 3 |
Education | 1a (last 4 questions) |
Tips
Set internal deadlines ahead of your submission due date. Have each department head verify their section before transferring data to the platform. Note any unusual circumstances or year-over-year changes — these will need to be explained in the anomalies field on Page 1a.
Next Steps
Once the workbook is complete and reviewed, proceed to enter data into the platform and follow the Review & Submit Process.