Federal Budget Analysis Using Microsoft Excel Course

Module 1: Conducting Analysis in Today’s Budgeting Environment

• Explore the performance-oriented budgeting framework and its legal foundations
• Review key OMB Circulars (A-11, A-136) and GPRA Modernization Act requirements
• Define and apply performance measures for inputs, outcomes, and efficiency

Module 2: Structured Approach for Performance Analysis

• Understand and apply the five-step structured analysis process
• Define analysis questions, identify and collect data, and conduct Excel-based evaluations
• Utilize Excel for linking data across worksheets and visualizing results

Module 3: Monitoring Budget and Program Execution

• Apply analytic methods to monitor execution of performance budgets
• Use Excel tools like sparklines, ratios, and trend analysis
• Generate reports using SF 133 and SBR formats for quarterly reviews

Module 4: Formulation of Performance Budget Requests

• Estimate O&M and capital investment costs using Excel functions
• Conduct life-cycle cost and net present value (NPV) analysis
• Use OMB guidance (A-11, A-94) for developing justifications

Module 5: Presenting Analytic Results: Capstone Exercise

• Prepare compelling performance-based budget justifications
• Create Excel-linked Word summaries and PowerPoint visuals
• Translate analytic results into a narrative that supports budget decisions