Helping NGOs do more with their money

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Building on the basics (2 days)

Key discoveries

  • How your NGO stands in terms of good practice frameworks and principles
  • Key skills practice including budgeting, designing and analysing reports and procedures development
  • Action planning for stronger finance systems.

Book now

Download or print the full course outline here

Course code: ES2 

This is a great follow-up to our 5-day Getting the basics right course. This hands-on action planning workshop will sharpen your skills and confidence and prepare you to implement good practice tools in your organisation.  The course fee includes a follow-up call with one of our trainers to help you work through specific financial management challenges.  

Course costsEarly booking
£ GBP
Standard booking
£ GBP
Individuals, and non-profit organisations with less than £1m income360450
Non-profit organisations more than £1m income450560
For-profit/governmental organisations560700

Who should attend

This course is for NGO staff and trustees who have previously attended Mango’s Getting the basics right course. As the workshop has a strong self-assessment and action planning theme, we strongly recommend that two people attend, ideally representing both programme management and finance functions.

Programme guide

Programme Guide

Day 1

 
Welcome and overview
  • Introductions and expectations
  • Programme overview and approach
Key elements of good practice
n financial management
  • The Four Building Blocks of Financial Management and Seven Principles of Financial Management
  • Mango’s Finance Health Check – are you reaching the standard?
Accounting essentials
  • Getting organised with coding structures

  • Supporting documents – why we need them

  • Different accounting methods and their reporting outputs

  • Financial statements revisited 

Budget management essentials
  • Financial planning in practice – what you need for operations and long-term planning
  • What makes a good budget?
  • Using budget monitoring reports for programme management
  • Reporting on donor budgets

Day 2

 
Internal Control Systems
  • The Four Internal Control actions – how they protect you and your resources
  • The Procurement Procedure – Delegated authority and separation of duties in action
Summary and reflection
  • Minimum standards checklist

  • Call to action 

Practical workshops

Learners will select two practical sessions from:

  • Chart of accounts development
  • Budgeting skills
  • Policies and procedures development
  • Budget management skills
  • Preparing for audit
Surgery session and action
planning
  • Key financial management challenges facing your NGO – solutions and actions
Summary and close
  • Summary of key learning
  • Evaluation
  • Certificates

Learning outcomes

By the end of the training, you will:

Do
  • Assess strengths and weaknesses in their NGO’s financial management systems using the standards set out in Mango’s self-assessment Finance Health Check
  • Resolve accounting, budget management and internal control challenges facing their NGOs using key tools and principles revisited on the workshop
  • Use the learning from the self-assessment process and workshop content to create a timed action plan for strengthening and integrating good financial management practice into programmes.
Know
  • Describe the minimum standards for the ‘Four Building Blocks’ to ensure robust financial management practice in NGO programmes
  • Explain the critical role played by the Chart of Accounts in budgets, accounting records and financial reports
  • Describe the key differences between cash and accruals accounting and how accounting methods have an impact on the data in financial reports
  • Outline top tips for budgeting and budget management to ensure effective use of project resources
  • Explain how the ‘Four Internal Control Actions’ help to protect staff and NGO assets to ensure resources are always used for the purpose intended.
Feel
  • Appreciate the importance of integrating good financial management practice into programmes to achieve their NGO’s mission and objectives.

Course dates

There are no up-and-coming courses in the open training programme.

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