Helping NGOs do more with their money

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Keeping your donors happy (2 days)

 

Key discoveries

  • Getting organised for the four key phases in the grant management cycle
  • Critically assessing donor contracts and adapting systems to ensure compliance
  • Tips and tools for managing multiple-donor funded projects.

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Download or print the full course outline here

 

Course code: WD1 

For NGO staff who are new to managing donor contracts and funds. It covers key principles and good practice through all stages of the grant management process to ensure successful stakeholder relationships and that grants are used correctly.

"Mango training...opens your eyes wide to the world of grant management, especially things always overlooked or taken for granted. Every grants manager needs this training."

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 specially designed for NGO staff who are new to grant management. It is suitable for those responsible for managing donor funds where programmes are implemented directly or through operational partners.

The course provides an introduction to the essentials of grant management and is not therefore suitable for experienced grant managers or those looking for detailed guidance on specific donor rules and regulations.

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

Day 1

 
Welcome and overview
  • Introductions and expectations
  • Course purpose and aims
Overview of grant management
  • Challenges in managing institutional donor grants
  • The four phases in the grant management process
  • Who does what in grant management?
  • The flow of donor funds
  • Partnership relationships
Phase 1: Contract Assessment
& negotiation
  • Assessing grant terms & conditions:  are they reasonable and can you comply?
  • The impact of new projects which grow the NGO
  • Negotiating with the donor
Phase 2: Implementation - Getting the basics right 
  • Adapting internal systems to meet donors rules
  • Procurement procedures
  • Supporting documents

Day 2

 
Phase 2: Implementation - Accounting challenges
  • Cash vs commitment accounting
  • The impact of exchange rates
  • Coding structures
  • Reporting systems
  • Multiple donor-funded projects
Phase 3: Reporting
  • Meeting donor reporting requirements
  • Getting the narrative report to work for you
  • Budget revisions and no-costs extensions
  • Grant management meetings
Phase 4: Closing off the grant
  • A grant closure checklist
  • Preparing for a donor audit
Summary and close
  • Review of key messages
  • Evaluations

Learning outcomes

By the end of the training, you will:

Do
  • identify and assess the critical terms and conditions of grant aid for donor-funded projects
  • ensure compliance with donor terms and conditions including: providing supporting documents; correct procurement of goods and services; and meeting financial reporting requirements
  • use a grant schedule to managing multiple-funded programmes
  • prepare a donor financial report to match with a project narrative report
Know
  • describe the four phases in the grant management cycle
  • clarify key responsibilities and routines needed for successful grant management
  • describe the impact of foreign exchange on grant management
  • identify the requirements for closing off a donor grant
Feel
  • manage the relationship with donors, head office and implementing partners with greater confidence
  • appreciate that finance and programme staff must work closely for successful grant management

Course dates

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

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