About Treasury • Budget and Performance
Budget Request / Annual Performance Plan and Reports
Budget and performance documents explain how an agency plans to use resources to achieve results and how it measures progress. Together, these materials connect funding, priorities, and outcomes.
Budget Request
A budget request typically describes the resources an agency seeks to carry out its mission. It often includes funding levels, program descriptions, and justification for changes or new initiatives.
- Program descriptions: what the resources support.
- Justification: why funds are needed and expected impacts.
- Priorities: alignment to strategic goals and key outcomes.
- Efficiency: efforts to reduce costs and improve delivery.
Annual Performance Plan
An annual performance plan sets out measurable objectives and targets for the year, often organized by strategic goal. It clarifies what will be delivered and how progress will be assessed.
- Performance goals: measurable targets for the year.
- Measures: indicators used to track progress.
- Milestones: key steps and delivery points.
- Dependencies: coordination needed across programs.
Performance Reports
Performance reports summarize what was achieved and what needs improvement. They often highlight results, explain variances, and identify actions to improve performance in the next cycle.
- Reports progress against targets and goals.
- Explains why results differed from expectations.
- Describes corrective actions and improvement plans.
- Shares lessons learned and best practices.