Annual Budget Planning Schedule
The 2026–2027 budget advances Crosspoint’s 2035 Dream. Every dollar accelerates 2,000 unique roles lived out, 3,000 first-time conversions to Christ, and 500 communities of faith launching disciple-making movements. Built on disciplined stewardship and strategic clarity, it positions us to move forward with confidence and lasting kingdom impact.
The Director of Operations is responsible for oversight and execution of the annual budgeting process. In the event of absence or vacancy, the CPA Accountant assumes responsibility for administering and completing the annual budget cycle.
Start Building Budgets
November Directional Leadership Committee approves the annual Budget Planning Schedule and documents key financial assumptions in Leadr.
November/December Lead Pastor and Director of Operations establish strategic direction and budget priorities for the upcoming fiscal year.
Tuesday, January 27 Director of Operations & Rod Wilkinson complete updates to the general budget worksheets.
CPA Accountant and Director of Operations review and confirm the accuracy of the general budget worksheets.
Director of HR completes updates to the salary planning worksheets.
Tuesday, February 10 Directional Leadership Committee affirms preliminary income posture and financial constraints to guide budget development.
Tuesday, February 17 Lead Pastor, XP of Ministries, and Director of HR develop a recommendation on cost-of-living increase adjustments and merit ranges for Personnel Committee review.
Personnel Committee reviews the Director of HR’s recommendation and discusses proposed cost-of-living adjustments and merit increase ranges.
Sunday, March 1 Lead Pastor and Director of Operations confirm preliminary budget parameters to guide Finance Committee review.
Director of Operations and CPA Accountant submit an initial income projection for the coming year and prepare a fiscal year-end forecast based on end-of-February actuals.
Finance Committee review of the projected tithes and offerings and establishes preliminary maximum income and expense parameters. These parameters establish the spending ceiling for campus budget development.
Budgeting Process Ends & Campus Budgeting Starts
Tuesday, March 3 Expanded Directional Leadership Committee review of the projected tithes and offerings and review of the parameters set by the Finance Committee.
Tuesday, March 10 Personnel Committee approves final cost-of-living adjustments and merit increase ranges.
Director of HR incorporates approved personnel adjustments into the salary planning worksheets and notifies XP of Ministries and Director of Academies to communicate updated budget figures to Campus Pastors and Academy Directors.
Wednesday, March 11 Director of Operations and Executive Pastor (XP) of Ministries coordinate final budget worksheets prior to distribution.
CPA Accountant distributes budget PDF worksheet access information to Campus Pastors, Director of Academies, and the Counseling Center Board.
XP of Ministries communicates recommended budget guidelines to Campus Pastors.
Director of Operations communicates recommended budget guidelines to Director of Academies and Counseling Center Board.
Director of HR notifies, by email, eligible staff of housing allowance information and the April 1 submission deadline.
Wednesday, April 1 Housing Allowance Recipients submit designation requests to the Director of HR by close of business.
Monday, April 6 XP of Ministries & Directors of HR/Operations conduct a preliminary review of campus budget submissions, identifying any variances from approved guidelines.
April 7-14 XP of Ministries meets with Campus Pastors to review campus budgets and documents in writing any variances or proposed new initiatives in the general budget worksheets.
Director of Operations meets with the Director of Academies and Counseling Center Board to review budgets and documents any variances or proposed new initiatives in the general budget worksheets.
Thursday, April 9 Lead Pastor and Director of HR evaluate and affirm the recommended personnel budget.
Friday, April 10 Director of HR incorporates finalized housing allowance amounts into the salary planning worksheets.
Thursday, April 16 Campus Pastors submit finalized budgets to the XP of Ministries. XP of Ministries consolidates submissions and forwards them to the Director of Operations.
Director of Academies and Counseling Center Board finalizes and submits budgets to the Director of Operations.
Director of HR completes the finalized salary planning worksheet and meets to discuss with the Lead Pastor.
Campus Budgeting Ends & Approvals Begin
Monday, April 20 Director of Operations and CPA Accountant provide the finalized Explanation of Significant Budget Changes to the Secretary of the Administrative Board and the Assistant to the Director of Operations for distribution to the Administrative Board and Finance Committee.
Tuesday, April 21 Personnel Committee approves the recommended personnel budget.
Thursday, April 30 Director of Operations and CPA Accountant compiles and finalizes the total consolidated budget ready for distribution.
Thursday, May 7 XP of Ministries & Directors of HR/Operations finalize the Explanation of Significant Budget Changes.
Wednesday, May 13 Assistant to the Director of Operations distributes the recommended budget to the Finance Committee.
Sunday, May 17 Finance Committee approves and recommends the budget to the Administrative Board.
Wednesday, May 27 Secretary of Administrative Board circulates the recommended budget to Board members.
Sunday, June 7 Administrative Board holds an optional budget Q&A session and votes to approve the budget.
Monday, June 8 Director of Operations communicates adopted budget to ministry leaders and archives final approved documentation in Leadr.
Year End Requests Begin
Monday, June 22 CPA Accountant determines end-of-year available balances and shares results with the Director of Operations.
Lead Pastor and Director of Operations meet to review total available year-end funds and identify potential strategic initiatives.
Tuesday, June 23 Directional Leadership Committee valuates year-end funding priorities and determines allocation strategy across Campuses, Academies, Counseling Centers, Missions, and Central Projects.
Wednesday, June 24 XP of Ministries communicates year-end allocation amounts to Campus Pastors and collaborates on allocation strategy.
Director of Operations communicates approved year-end allocations to the Director of Academies and Counseling Center Board.
Monday, June 29 Campus Pastors submit year-end requests to the XP of Ministries.
Director of Academies and Counseling Center Board submit year-end requests to the Director of Operations.
Tuesday, June 30 Lead Pastor, XP of Ministries, Directors of Operations and HR align on recommendations to present to the Expanded DLT.
Expanded DLT approves forwarding year-end allocation recommendations to the Finance Committee for approval.
Sunday, July 26 Finance Committee approves year-end funding allocations and initiatives.
Monday, July 27 CPA Accountant completes journal entries and communicates to recipients their amounts awarded.
Wednesday, July 29 Director of Operations verifies journal entries are accurately posted and properly documented.
Sunday, August 2 Director of Operations reports approved year-end fund allocations to the Administrative Board.