Helping NGOs do more with their money

We're moving to soon.

eWorkshop: Budgeting essentials

   Key discoveries

  • Prepare accurate, complete and justified activity-based project budgets
  • Top tips on preparing budgets for donors
  • Create budgets for managing cashflow and reviewing project progress
  • Techniques for budgeting for central support (‘core’) costs
  • The funding grid tool

Book now

Download or print the full course outline here




Course code: ES6e

This online workshop covers the key skills you need to write effective project and donor budgets. During the course you will create a set of project budgets and come away with practical skills that you can use immediately in your own work.

"While I could have learned just by reading through the text and examples independently, I gained so much more through our rich discussions and team tasks."

Read more about our eLearning approach here


Course costsEarly booking
Standard booking
Individuals, and non-profit organisations with less than £1m income275345
Non-profit organisations more than £1m income345430
For-profit/governmental organisations430550

Who should attend

This eWorkshop is suitable for anyone in the not-for-profit sector with responsibility for building or implementing project, programme or organisation-wide budgets.

This is an introductory-level course. Previous experience in budgeting is useful but it is not a requirement to attend the course.

We recommend that you read this course outline carefully to make sure the content is relevant and meets your learning requirements. If you are not sure if this course is for you, please contact us.

Programme guide

Programme guide

Week 1


Getting to know you and the course

  • Introductions
  • Using online learning tools
  • Introduction to financial planning 
  • Different types of budget
  • Challenges of budgeting
Week 2


Activity-based budgeting 
  • Aactivity-based budgeting - steps and tips
  • The budget worksheet
  • Identifying resources
  • Practical budgeting - part 1
Weeks 3  
Summarising and consolidating budgets
  • Categories, codes and cost centres
  • Summary budgets
  • Budgeting for ‘core costs’
  • Practical budgeting - part 2

Week 4


Budgeting for donors
  • Creating donor budgets
  • Managing multiple donor funds
  • Phased budgets and cashflow forecasts
  • Practical budgeting - part 3
Week 5  
Consolidating the learning
  • Practical budgeting - budget buddy review
  • Summary of tools and techniques
  • Action planning

Learning outcomes

At the end of the course, participants will:

  • Complete an accurate, complete and justified project budget using the activity-based budget technique
  • Structure budgets in different donor formats to accompany funding proposals
  • Create phased budgets for programme implementation 
  • Use a funding grid to manage multiple- donor funded programmes
  • Identify at least 10 different types of budget and three different approaches to setting budgets
  • Describe how the Chart of Accounts is used in budgeting and budget management
  • Recognise why it is important to prepare accurate, complete and justified budgets for effective programme management
  • Appreciate the role of programme staff in building and managing effective project budgets.

Course dates

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

Share this page