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Templates Finance

Presentation · 5 slides

Budget request template for PowerPoint

Ask for money: what it buys, what it returns, and what happens without it.

Free, and not counted as a creation. You get your own copy to edit, in any theme.

When to use it

Use it when asking for money: what it buys, what it returns, and what happens without it.

How to use it

  1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
  2. Fill in the fields below, and answer the question each slide asks with your own content and numbers.
  3. Download it as an editable PowerPoint file, or as a PDF. The file is reopened and checked before it is offered.

Slide by slide

  1. Budget request: [initiative] [team] · [date]
  2. The ask We are asking for [amount] for [initiative]. What does it make possible?
  3. Where the money goes A table: Item, Cost, When
  4. With and without it With the budget, Without it
  5. Next steps The decision we need, and by when.

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

  • {{initiative}}
  • {{team}}
  • {{date}}
  • {{amount}}
  • {{return}}
  • {{payback}}
  • {{cost_people}}
  • {{cost_tools}}

What is inside

Budget request:
{{initiative}}
{{team}} · {{date}}
Slide 1
The ask
We are asking for {{amount}} for {{initiative}}. What does it make possible?
What it buys
What it returns: {{return}}
When it pays back: {{payback}}
Slide 2
Where the money goes
ItemCostWhen
People{{cost_people}}Which months?
Tools and services{{cost_tools}}Which months?
Slide 3
With and without it
With the budget
What happens?
Without it
What happens instead?
Slide 4
Next steps
The decision we need, and by when.
1. First action — who owns it — by when
2. Second action — who owns it — by when
3. The decision we need, and by when
Slide 5