Building and Managing a Winning Recruitment Budget - Webinar v3 - Key Metrics and Best Practices

Sep 13, 2026

Building and managing a winning recruitment budget focuses on why budgeting is critical to recruitment planning and ROI. The session outlines how great budgets support management’s ability to set goals, organize investments, and detect issues early through actual-versus-budget monitoring. It details the core planning components, including objectives, break-even/profit-loss considerations, required team support, and marketing assessment. Practical guidance covers building expense and revenue sections, selecting metrics, and aligning allocated recruitment fees across new and resale/transfer and conversion acquisition scenarios.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages8

Reading Time3 min

AccessFree to download

Objective for today’s session

Why great budgeting is critical

Great budgets come from great plans

Objectives of budget and goals

Budget template components

Building a great budget: Expenses

Building a great budget: Revenue

Building and Managing a Winning Recruitment Budget

BUILDING AND MANAGING A WINNING RECRUITMENT BUDGET December 3, 2019 Building and Managing a Winning Recruitment Budget Art Coley Founder & CEO CGI Franchise 281-658-9409 [acoley@cgifranchise.com](acoley@cgifranchise.com)[ ](acoley@cgifranchise.com)[cgifranchise.com](cgifranchise.com) Josh Wall Chief Franchise Officer Urban Air Parks 832-754-0846 [josh.wall@urbanairparks.com](josh.wall@urbanairparks.com)[ ](josh.wall@urbanairparks.com)[urbanairtrampolinepark.com](urbanairtrampolinepark.com) © CGI FRANCHISE PROPRIETARY AND CONFIDENTIAL DOCUMENT 2 Objective for today’s session Art Coley CGI Franchise • You will walk away with: • Understanding why a budget is important • Gain knowledge on how to monitor and manage resources and results…actual vs . budget Josh Wall Urban Air Parks • Best practices and the right metrics to develop and implement your budget © CGI FRANCHISE PROPRIETARY AND CONFIDENTIAL DOCUMENT 3 Why great budgeting is critical: Art Coley CGI Franchise Josh Wall Urban Air Parks • Allows management of the recruitment plan / recruitment margin • Ability to focus on goals and future planning • Organization of investment • Early detection for problems / poor ROI • Team investment • Determine total Revenue / Signing, Investment / Signing © CGI FRANCHISE PROPRIETARY AND CONFIDENTIAL DOCUMENT 4 Great budgets come from great plans Art Coley Josh Wall CGI Franchise Urban Air Parks • Objectives of budget / what goals • Supplemental Budget – Go into are being accomplished • Break-even, profit, loss • Team needed to support the plan • Marketing assessment – determine strategy and program needed the detail – Take the time that is needed to get the full picture • Budget Template • Revenue • Expenses • One-page summaries Key: Involve the team for respective © CGI FRANCHISE PROPRIETARY AND CONFIDENTIAL DOCUMENT areas 5 Building a great budget: Expenses Art Coley CGI Franchise Josh Wall Urban Air Parks • Include all expenses: • Team Development (Training, coaching, role-playing, recordings, ride-a-longs, consulting • Research and development (Trends, conferences, books) • Discounts (Veterans, struggling unit transfers, reduced initial fees) • Advertising (Portals, social media, SEO, SEM, PPC, etc.) • Referral Networks (Monthly fees, signing fees, shows) • Technology (CRM, phone, other) • Legal (FDD, franchise agreements) • Office supplies / Postage • Discovery Days (meals, booklets) • Team (Salary, 1099, commissions, travel) • Vendors (Third party / Outsourced) © CGI FRANCHISE PROPRIETARY AND CONFIDENTIAL DOCUMENT 6 Building a great budget: Revenue Art Coley CGI Franchise Josh Wall Urban Air Parks • Direction from Executive/ Leadership Team • What fees are being allocated to recruitment • Determine goal for 18 months out – New – Resale / Transfer – Conversion / Acquisition – Existing vs . New Franchisees, Other © CGI FRANCHISE PROPRIETARY AND CONFIDENTIAL DOCUMENT 7 Building and Managing a Winning Recruitment Budget Art Coley Founder & CEO CGI Franchise 281-658-9409 [acoley@cgifranchise.com](acoley@cgifranchise.com)[ ](acoley@cgifranchise.com)[cgifranchise.com](cgifranchise.com) Josh Wall Chief Franchise Officer Urban Air Parks 832-754-0846 [josh.wall@urbanairparks.com](josh.wall@urbanairparks.com)[ ](josh.wall@urbanairparks.com)[urbanairtrampolinepark.com](urbanairtrampolinepark.com) © CGI FRANCHISE PROPRIETARY AND CONFIDENTIAL DOCUMENT 9

FAQs

Why is budgeting important for recruitment planning?

Budgeting clarifies the recruitment plan and margin, helps focus on goals and future planning, and supports early detection of problems and poor ROI.

What are the key elements included in building a recruitment budget?

A strong plan defines budget objectives and goals, includes break-even/profit-loss considerations, identifies the team needed, and performs a marketing assessment to determine strategy and programs.

How should expenses and revenue be organized in the budget?

Expenses should include all cost categories such as team development, research and development, advertising, referral networks, technology, legal, discovery days, team compensation, and vendor costs. Revenue should align with leadership direction and specify allocated recruitment fees across timelines and scenarios such as new, resale/transfer, and acquisition/convert channels.

Sep 13, 2026

Uploaded by Emma Mercer