# Forecast and Variance Builder

Use the four tables below with fictional or properly authorized, de-identified figures. The downloadable CSV templates provide a spreadsheet-ready version.

## How to use this worksheet

1. Make a working copy.
2. Use fictional, aggregated, de-identified, or expressly authorized information.
3. State assumptions instead of silently filling gaps.
4. Mark questions that need finance, legal, HR, insurance, privacy, technology,
   governance, or district input.


## Monthly forecast assumptions

| Assumption | Expected | Constrained | Growth | Source | Trigger to revise |
| --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Staffing cost build

| Role | FTE | Start month | Salary | Benefits | Other employer cost | Contractor fallback | Annual loaded cost |
| --- | --- | --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Budget-to-actual review

| Line | Budget YTD | Actual YTD | Variance | F/U | Driver | Year-end action |
| --- | --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Cost allocation test

| Shared cost | Possible driver | District A | District B | District C | District D | District E | Fairness concern |
| --- | --- | --- | --- | --- | --- | --- | --- |
|  |  |  |  |  |  |  |  |

**Notes and decisions**

- 
- 


## Completion check

- [ ] I used evidence or labeled assumptions.
- [ ] Every action, decision, or follow-up has an owner.
- [ ] I identified at least one cross-district implication.
- [ ] I identified at least one financial, legal, compliance, privacy, people, or continuity risk.
- [ ] I removed or protected sensitive information appropriately.

## Information safety

Do not upload personally identifiable student information, protected student records, confidential personnel information, unredacted contracts, credentials, or sensitive financial information to an AI system without explicit authorization. Follow FERPA, IDEA, district policy, employment-confidentiality duties, contractual restrictions, records rules, and approved data-security procedures.