Resources & Templates

A directory of resources by phase of cobudgeting.

A cobudget process tends to go through 5 basic stages: discovery, setup, running & closing the process and reporting. Here is a brief introduction to each of these phases and key resources & templates to help you take your group through these steps of cobudgeting.

To help you design and run great collaborative funding processes, we have created a 5-step participatory proposal guide, to help you go further with onboarding, engagement, high quality proposal making and accountability. You can see it as

1. Discovery

In this phase we recommend you hold a workshop with your organisation to analyze how cobudgeting can provide value for you and identify where (in which team or process) you can integrate your first cobudget round.

Since this first step is often the most challenging, you may want human support with this first step. If that is the case, the Greaterthan team would be happy to hold a customized workshop for you to kick you off with Cobudget.

Resources for Discovery Phase

Money flow canvas

An assessment-canvas to help you get an overview and analyze your money flows and how decisions about them are made.

Cobudget 101

Cobudget's basic features

Use cases

An overview of types of use cases that Cobudget works well with.

Case Studies

Stories from our top users and how they are using Cobudget.

2. Setup

Now that you have identifed where you want to get started with using Cobudget in your organisation, it's time to setup the detailed parameters of your Cobudget group. By this we mean how Cobudget will be integrated into your exsiting way of working and agreeing on the basic rules for how you will use it, such as who can join the group, how funds will be distributed etc.

Resources for Setup Phase

Parameters & Policies Template

The most important template to start with: It guides you through the key parameters & policies that need to be setting up to start cobudgeting.

Choose your money governance model

A presentation with 3 different money governance models you can choose.

Models / Algorithms for distributing funds

An overview of models you can use to distribute funds among your group members.

Examples of group parameters

Happy City Lab Bern

Online Demo

A short video about how the tool works that you can use to onboard your group.

3. Run

Now it's time to run your first Cobudget round! This includes faciliating the process from A to Z, such as communicating about it to your organisation members, onboarding them onto the tool, distributing funds to them and giving them support on how to use Cobudget well.

Resources for Running Cobudget

User upload template

For bulk upload of users

Fund upload template

For bulk upload and changing of users' funds

How to make a great bucket

Advice and examples on how to scope & create convincing buckets

Email Templates

To communicate & follow up with Bucket owners about their buckets

4. Close & Report

Once your round is over, you need to ensure that everything that took place inside the tool is handed over cleanly to an administration for processing and making payments. To measure your success with using Cobudget, it's useful to track metrics about your group and its engagement.

Resources & Templates for Closing & Reporting Phase

Bucket Handoff Sheet Template

A template you can give your accountant to easily track & process funded buckets.

Email Templates

Follow up with Bucket owners about their buckets for payouts

Reports & Metrics

Examples of reports by groups using cobudget and a list of potential metrics you can measure to track engagement.