Compensation Budget Planning Survey
Use this form to gather compensation budget planning details, priorities, constraints, and review status for the selected planning period.
Compensation Planning Context
Department / Team
*
Job Level or Employee Group
*
Individual Contributors
Managers
Executives
Mixed Group
Other
Planning Cycle / Budget Period
*
Geographic Location / Market Scope
Budget Inputs and Priorities
Budget increase target (%)
*
Primary compensation component(s) being planned
*
Merit increases
Promotions
Market adjustments
Bonuses
Equity
Retention adjustments
Other
Priority ranking for allocation decisions
How constrained is the budget relative to needs?
*
Not constrained
1
2
3
4
Highly constrained
5
1 is Not constrained, 5 is Highly constrained
Approval and Notes
Approval Status
*
Draft
In Review
Approved
Needs Revision
Estimated Headcount Covered
*
Comments / Assumptions
Submit
Should be Empty: