07 Funding Status

Research Purpose

OPRE needs a way to track money within a budget. For example, tracking the available amount vs the amount set aside for planned spending.

Research Goals

• Understand how OPRE currently tracks budgets and spending
• Identify current challenges / areas of improvement
• Define the funding statuses required to accurately track their budget and what data requirements are needed to calculate each
  • Available
  • Planned
  • Executing
  • Obligated
• Explore design options for funding status and budget tracking

Methods

• Contextual inquiry
• 1:1 interviews

Engagement Groups

• Budget team (to define)
• Divisions Directors, Team Leaders and other Team Members (to validate)

Research Plans

October 2022 - Research Plan - Funding Status