Workday Adaptive Planning Annual Budget
The annual operating budget process begins with gathering volumes and other key drivers.
The FY25 Budget Kickoff Meetings were held on January 29, 2024. (Links below.)
Quick Links:
VMG & Academic Enterprise - Clinical Enterprise (Hospitals & Clinics) -
Medical Center Administration (MCA) - Additional Resources -
Clinical Enterprise (Hospitals & Clinics)
Team email box: AdaptiveBudgetCEMCA@vumc.org
| FY25 Annual Budget Kickoff Meeting (MCA/H&C): | Watch Here | Presentation |
FY25 Detail Budget Calendar - Hospitals & Clinics
FY25 Budget Guidelines
FY25 Budget Training Materials:
- Budget Training Presentation - H&C
- H&C Budget Checklist
- Adaptive Planning Annual Budget Reports Guide
- Budget Training Q&A - H&C
FY25 Budget Training Session Recording - H&C
Budget Office Hours for MCA and Hospitals & Clinics (February 12 - March 15):
Every MWF 11:30-12:30 Join Here
Medical Center Administration (MCA)
Team email box: AdaptiveBudgetCEMCA@vumc.org
| FY25 Annual Budget Kickoff Meeting (MCA/H&C): | Watch Here | Presentation |
FY25 Detail Budget Calendar - MCA
FY25 Budget Guidelines
FY25 Budget Training Materials:
- Budget Training Presentation - MCA
- MCA Budget Checklist
- Adaptive Planning Annual Budget Reports Guide
- Budget Training Q&A - MCA
FY25 Budget Training Session Recording - MCA
Budget Office Hours for MCA and Hospitals & Clinics (February 12 - March 15):
Every MWF 11:30-12:30 Join Here
VMG & Academic Enterprise
Team email box: budgetprofinance@vumc.org
| FY25 Annual Budget Kickoff Meeting (AE/VMG) | Watch Here | Presentation |
FY25 VMG/AE Training Session Recordings:
| Clinical Sessions | 1/30 |
| 1/31 (b) | |
| 1/31 | |
| 2/1 | |
| Non-Clinical Sessions | 1/30 |
| 2/1 | |
| 2/2 |
FY25 Budget Training Materials:
Budget Office Hours for AE & VMG:
| Monday 2/5 | 8:15 - 9:00 am | Volumes & Professional Revenue | View Here |
| Tuesday 2/6 | 8:15 - 9:00 am | Labor | View Here |
| Wednesday 2/7 | 8:00 - 8:45 am | Gift & Grant Dashboards | View Here |
| Thursday 2/8 | 1:15 - 2:00 pm | Allocations, % of Revenue, AE Non-Labor | View Here |
| Friday 2/9 | 1:15 - 2:00 pm | Reports | View Here |
| Monday 2/12 | 3:00 - 3:45* | Volumes & Professional Revenue | View Here |
| Wednesday 2/14 | 3:00 - 4:00* | ||
| Thursday 2/15 | 3:00 - 4:00 | ||
| Friday 2/16 | 3:00 - 4:00* |
*updated
Presentations:
Videos:
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)