Spot budget gaps and future-proof your profitability.
Use this scorecard alongside the Budget Playbook, Volume 2 to evaluate where your dollars are working, and where they’re not, so you can future‑proof profitability.
Adapted from insights by Adam Craig, CEO at GoDocs
This scorecard helps you evaluate how effectively your current spending supports your tech, compliance, and automation goals. Identify allocation gaps and uncover opportunities for leaner, smarter investments.
What to Expect:
The scorecard is divided into four key categories:
Future-Proof Infrastructure
Efficiency & Cost Control
Borrower Experience
Compliance Readiness
Each category includes three strategic statements to help you assess how well your institution is aligned with best practices and forward-looking priorities.
You can score each statement on a scale of 1–5, either individually or as a team. Low scores signal potential areas for improvement, giving you a clear starting point to refine your budget strategy and align investments with long-term growth.
Use it to self-evaluate or spark productive team conversations around where your budget is working, and where it’s not.
