THE HSWAGATA BUDDHA TOOTH RELIC PRESERVATION MUSEUM
FOR INTERNAL USE ONLY
Template No.: T164
Template Title: Annual Workplan & Budget Summary Sheet (Department)
Related Research Case IDs / Cluster: _______________________________
Linked Templates / Policies: T154 (Strategic Planning Workshop Note), T153 (Board Minutes), T163 (Risk Register Entry), Finance Policy / Budget SOP, Procurement SOP
Date of form: ____ / ____ / ______
Prepared by / Role: _______________________
Office / Unit: ____________________________
Country / Location: _______________________
Confidentiality Level:
Internal only [ ] Restricted [ ] Sacred-Restricted / Sensitive [ ]
Use of this form (tick):
New case / action [ ] Follow-up [ ] Annual review [ ] Archive only [ ]
1) Purpose (why we use this sheet)
This sheet condenses one department’s annual plan and budget into one clear summary for management and the Board.
2) Plan period and department details
Year / budget period: ____________ (e.g., 2026)
Department / Unit: __________________________________________
Department head (name/role): _________________________________
Reporting line (reports to): _________________________________
Total staff in department: _______
Main partners (if any): ______________________________________
3) Objectives (what we want to achieve)
Write 3–7 objectives. Keep them clear and short.
4) Outputs and indicators (what we will deliver, and how we measure)
Use one block per output.
Output 1: ______________________________________
Key activities (main actions):
a) ________________________________________
b) ________________________________________
c) ________________________________________Indicator(s) (numbers or clear proof):
Target (by end of year): __________________________
Evidence to file (report/photo/log/minutes): ____________________
Responsible person: _______________________________
Output 2: ______________________________________
Key activities:
a) ________________________________________
b) ________________________________________
c) ________________________________________Indicator(s): _____________________________________
Target: __________________________________________
Evidence to file: _________________________________
Responsible person: _______________________________
(Add more outputs as needed.)
5) Main activities calendar (optional but helpful)
Tick the quarter/month and add short notes.
Activity: __________________________________________
Q1 [ ] Q2 [ ] Q3 [ ] Q4 [ ] Notes: ___________________________
Activity: __________________________________________
Q1 [ ] Q2 [ ] Q3 [ ] Q4 [ ] Notes: ___________________________
6) Budget summary (budget lines)
Fill the main budget lines for this department. Add rows as needed.
Currency: _________
Budget Line 1
Budget code / line name: ______________________________
Purpose (short): _____________________________________
Amount requested: _______________________
Funding source (tick): Museum budget [ ] Restricted donation [ ] Grant [ ] Partner [ ] Other: ____
Procurement needed? Yes [ ] No [ ]
Notes: _______________________________________________
Budget Line 2
Budget code / line name: ______________________________
Purpose (short): _____________________________________
Amount requested: _______________________
Funding source: Museum budget [ ] Restricted donation [ ] Grant [ ] Partner [ ] Other: ____
Procurement needed? Yes [ ] No [ ]
Notes: _______________________________________________
Budget Line 3
Budget code / line name: ______________________________
Purpose (short): _____________________________________
Amount requested: _______________________
Funding source: Museum budget [ ] Restricted donation [ ] Grant [ ] Partner [ ] Other: ____
Procurement needed? Yes [ ] No [ ]
Notes: _______________________________________________
Total requested budget for department: ______________________
7) Budget-to-output link (simple check)
Show that spending supports outputs.
Output 1 uses budget line(s): ____________________________
Output 2 uses budget line(s): ____________________________
Output 3 uses budget line(s): ____________________________
8) Key risks and controls (summary)
List the top 3–5 risks for this workplan (link to T163 if needed).
Risk 1: __________________________________________
Control / mitigation: ______________________________________
Owner: __________________________ Review date: //____
Risk 2: __________________________________________
Control / mitigation: ______________________________________
Owner: __________________________ Review date: //____
Risk 3: __________________________________________
Control / mitigation: ______________________________________
Owner: __________________________ Review date: //____
9) Dependencies and support needed
Support needed from other departments: _____________________________
Approvals needed (if any): ________________________________________
External dependencies (permits, partners, delivery timelines): _________
10) Review and reporting
Reporting frequency (tick): Monthly [ ] Quarterly [ ] Every 6 months [ ] Yearly [ ]
Reports sent to (tick): Director [ ] Board [ ] Committee [ ] Finance [ ]
Main reporting dates (if known): _________________________________
11) Signatures and approval
Prepared by (name/role): _______________________ Signature: __________ Date: //____
Reviewed by (Dept Head): _______________________ Signature: __________ Date: //____
Reviewed by (Finance): _________________________ Signature: __________ Date: //____
Approved by (Director/Board authority): _________ Signature: __________ Date: //____
12) Filing
File location (cabinet/folder + digital path): __________________________
Document version / code: ____________________ Effective date: //____
