Workday Adaptive Planning Annual Budget
The annual operating budget process begins with gathering volumes and other key drivers.
FY26 Budget Kickoff Meetings (links)
Academic Enterprise / VMG: January 27, 2025 @ 10:00 AM
Non-VMG Clinical Enterprise (Hospitals & Clinics) / MCA: January 29, 2025 @ 1:00 PM
Recordings will be available below
Quick Links:
VMG & Academic Enterprise - Non-VMG Clinical Enterprise (Hospitals & Clinics) -
Medical Center Administration (MCA) - Additional Resources -
Non-VMG Clinical Enterprise (Hospitals & Clinics)
Team email box: AdaptiveBudgetCEMCA@vumc.org
| FY26 Annual Budget Kickoff Meeting (MCA/H&C): | Join Here | Presentation |
FY26 Detail Budget Calendar - Hospitals & Clinics
FY26 Budget Guidelines
FY26 Budget Training Materials:
- Budget Training Presentation - H&C
- H&C Budget Checklist
- Adaptive Planning Annual Budget Reports Guide
- Budget Training Q&A - H&C
FY26 H&C Adaptive Budget Demo Session Monday, February 3 @ 1pm Link
Budget Office Hours for MCA and Hospitals & Clinics (MWF 2/5-2/28):
11:30AM - 12:30PM Join Here
Medical Center Administration (MCA)
Team email box: AdaptiveBudgetCEMCA@vumc.org
| FY26 Annual Budget Kickoff Meeting (MCA/H&C): | Join Here | Presentation |
FY26 Detail Budget Calendar - MCA
FY26 Budget Guidelines
FY26 Budget Training Materials:
- Budget Training Presentation - MCA
- MCA Budget Checklist
- Adaptive Planning Annual Budget Reports Guide
- Budget Training Q&A - MCA
FY26 MCA Adaptive Budget Demo Session Tuesday, February 4 @ 10:30 am Link
Budget Office Hours for MCA and Hospitals & Clinics (MWF 2/5-2/28):
Times 11:30AM-12:30PM Join Here
VMG & Academic Enterprise
Team email box: budgetprofinance@vumc.org
| FY26 Annual Budget Kickoff Meeting (AE/VMG) | Watch Here | Presentation |
FY26 VMG/AE Training Session Recordings:
| Clinical Overview (click to join) | 1/27 @ 1pm |
| Non-Clinical Overview (click to join) | 1/28 @ 9:30am |
| Professional Revenue & Volumes** | 1/28 & 1/29 |
| Labor** | 1/30 |
| Grants & Gifts** | 1/31 |
| Reporting** | 2/7 |
**Click to register for these sessions in the Learning Exchange
FY26 Budget Training Materials:
Budget Office Hours for AE & VMG:
| TBD | View Here |
Presentations:
- FY25 Budget & Q2 Forecast Calendar Presentation
- FY25 Budget & Q2 Forecast Calendar in Excel
Videos:
- FY25 Budget & Q2 Forecast Calendar & BFT Personnel Form Review
Go to: Office of Finance: Academic Enterprise Budget/Forecast Resources page
Additional Resources
Workday Adaptive Planning Security Request
FY25 High-Level Budget Calendar
FY25 Detail Budget Calendar - Hospitals & Clinics
FY25 Detail Budget Calendar - MCA
FY25 Key Considerations Table
FY25 Budget Letter (non-VUMC CE and MCA)