Budget Builder for Patient and Public Engagement
Patient and Community Engagement
Files
Interactive spreadsheet
One of our most popular downloads.
Overview
This free budgeting tool will help you create an inclusive and meaningful budget for public and patient engagement. Easily edit, save and export a comprehensive one-page summary to include in any of your funding applications.

A budget building spreadsheet
Use this tool to create your patient and public engagement budget. Recommendations and relevant links for each amount are included below each relevant question. Once you have answered the questions, you can visit the ‘Budget Overview’ tab to view and print your budget summary.
Document overview
- Number of meetings
- Duration of meetings
- Attendees per meeting
- Compensation
- Refreshments
- Facilitation
- Support services
- Communication
- Caregiving
- Transportation and travel
- Assistance
- Venue
- Audio/visual
- Transciption
- Disposables
- Additional meeting costs
- Recruitment posters, advertising, admin staff, software, etc.
- Allowances to enable you to pivot during an interactive and fluid process
- Fixed service income
- Honoraria (one-time payments)
- In-kind compensation
- Interpretation and translation costs
- Childcare and caregiving costs
- Costs for travel from rural and remote locations
- Costs for partners who may be differently abled