• 1: Governance
• 2: Financial Management
• 3: Physical Plant
• 4: Planning & Personnel
• 5: Collections & Library Services

• Governance
• Financial Management
• Physical Plant
• Planning
• Human Resources
• Friends Groups
• Collection Management
• Intellectual Freedom
• Library Services
• Continuing Education
• Sample Policies
• Technology
• All Topics

• About ABLE
• Feedback
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Final Documents

All documents in MS Word format unless otherwise indicated. Use of this material must include credit to the ABLE Project, Nioga Library System.

Module 2: Financial Management in the Small Public Library

• Lecture Notes
• Learning Objectives
• Financial Management in the Small Public Library (PPT)
• Bibliography
• Content Outline
• Content Outline Indexed to Power Point Slides

• Teaching Aids
  1. Critical Documents
  2. Your Input for this Workshop
  3. Types of Libraries: A comparison
  4. The Plan and the Budget
  5. Worksheet for Next Year’s Budget (Excel)
  6. Estimating Income
  7. Friends, Grants, Endowments and Foundations Legally Permitted Investments
     
  8. Estimating Expenses
  9. A New Budget Initiative
  10. A Few Calculations
  11. Cash Flow Worksheet (Excel)
  12. Miscellaneous Stuff
  13. The Library's Financial Calendar
  14. Fund-Raising Opportunities
  15. Records Retention
  16. Accounts Payable: How to Pay the Bills
  17. Financial Procedures Manual
  18. Some Rules for Library Politics

Training Session Scenes

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This web site is supported by Federal Library Services and Technology Act funds, awarded to the New York State Library by the Federal Institute of Museum and Library Services via the Nioga Library System. Use of this material must include credit to the ABLE Project, Nioga Library System.

Last Updated: April 26, 2007