Introduction

With just weeks left before fiscal year-end, agencies face the same challenge: spending down year-end funds in a way that is fast, compliant, and impactful. Too often, those funds end up going toward one-off purchases that never connect to long-term priorities.

Instead, year-end funds can be a chance to build something that lasts, with more transparency, better planning, and smarter decisions well into the next fiscal year, no new software required and right-sized for year-end procurement.

Need a fast start? Email busdev@pbgtech.com and we’ll scope a right-sized TBM sprint you can kick off immediately.

Here are seven proven TBM services that teams can deliver quickly. Each one provides measurable benefits now while building lasting value for your organization.

  1. Conduct a TBM Maturity Assessment: Agencies often don’t know where they truly stand in their TBM journey. A rapid 90-day maturity assessment can identify cost transparency gaps and produce a roadmap with practical next steps. Leaders gain a clear picture of strengths, weaknesses, and the path forward without having to reinvent the wheel internally.
  2. Align Spend to the TBM Taxonomy: When spending data isn’t aligned to a common framework, it’s hard to tell a consistent story. Mapping current-year spend to TBM categories gives executives sharper visibility and analysts a head start on cost modeling. The result is a foundation for reporting and benchmarking that an agency can trust, using the systems you already have.
  3. Support OMB Capital Planning & Investment Control (CPIC): Budget submissions for the upcoming years demand accuracy and defensibility. Applying TBM Cost Pools, IT Towers, and Solution Types helps align portfolios and strengthen justifications, supporting OMB compliance and preparing upcoming Budget Year (BY) CPIC artifacts with clear data lineage.
  4. Create a Solution Inventory: Many agencies lack a single “source of truth” for what products and services they deliver. Building a solution inventory that connects portfolios, products, and services in one view enables stronger cost and performance reporting tied directly to mission outcomes.
  5. Develop a Cost Allocation Starter Kit: Large budget lines often hide important details. A starter kit can break those lines into components, assign costs to services or capabilities, and provide templates and logic models. Leaders can then begin to explain costs more clearly to executives, auditors, and oversight bodies, while laying the groundwork for a more comprehensive cost allocation model over time.
  6. Build Executive Dashboards and Visualizations: Static spreadsheets limit insight. Interactive dashboards in tools like Power BI or Tableau allow leaders to drill up or down through TBM views. Agencies gain a long-term capability that transforms how leadership engages with financial and performance data, in platforms they already use.
  7. Conduct TBM Training and Workshops: Even the best tools and models only work if people know how to use them. Executive overviews, analyst bootcamps, and custom workshops focus on practical impact. Participants walk away with skills and confidence to sustain TBM adoption.


Conclusion

Year-end funds don’t have to be a scramble. A TBM-first approach can turn closeout decisions into durable capability, aligning on a common taxonomy, creating a decision-grade executive view, and grounding CPIC narratives in reliable data that stands up over time.

Let’s put expiring dollars to work on decision-grade TBM foundations that pay off all next year. Contact our team to lock in a quick win.

Stay tuned for Part 2 on the topic, where we’ll explore how to build a durable capability for years to come — rooted in deep expertise and real-life experience.

 

Tags CPIC (Capital Planning & Investment Control) Federal IT Budget Federal Year-End Funds Technology Business Management (TBM)