Office of Planning & Budget

The mission of the Office of Planning and Budget is to provide responsive services that enable leadership to best allocate resources that support teaching, scholarship, and student success.

The University of Richmond’s budget is built through a collaborative year-round process that addresses both short-term needs and long-term goals. The operating budget covers day-to-day expenses, including salaries and benefits, while the capital budget addresses major infrastructure. UR’s fiscal year runs July 1 through June 30.

The Office of Planning and Budget provides business process analysis to assist in streamlining workflows, coordinating and prioritizing new initiatives, and maximizing efficiencies. OPB staff also monitors budgetary performance throughout the fiscal year and serves as a resource for university leaders, budget officers and financial managers for budget planning and evaluation.


Training

In addition, both group and one-on-one training sessions are available covering a variety of topics, including:

  • Workday
  • Banner Forms Finance Functionality
  • ROADS Finance Reporting
  • Basic Excel
  • Fiscal Planning


OPB Portfolios

The Office of Planning & Budget now operates under a portfolio-based structure, with each member assigned to specific University units. This ensures streamlined communication and tailored support for budget development and financial management. Use the table below to find your designated OPB contact.

Justin Woodson  Alex McWhorter Ian Chance Catherine Fitzgerald Meghan Harris
Public Safety Provost  Information Services Student Development President's Office
Robins School of Buiness Weinstein Learning Center Communications School of Arts and Sciences Business Affairs
Jepson School of Leadership Library  SPCS Athletics Human Resources/Benefits
General Counsel CCE/Bonner Advancement Law School  Spider Management
Board of Trustees International Education  Campus Services (Aux) Enrollment Management Internal Audit
Campus Operations (Non Aux) Faculty Hub Planning and Policy
Modlin    
Museums      
Career Services      
  Equity and Inclusion