Helping NGOs do more with their money

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Financial management for successful programmes (2 days)

BasicsKey discoveries

  • Frameworks and principles for robust financial management practice 
  • Key skills for building effective project budgets 
  • Analysis techniques for project budget monitoring reports
  • Policies and procedures to ensure appropriate use of project funds.

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Download or print the full course outline here

Course code: ES3 

This intensive and fast-paced course equips INGO programme managers with the skills and confidence to strengthen financial management practice in their projects. 

"Best training I have been to, I’m sure to remember it for a long time!"

Course costsEarly booking
£ GBP
Standard booking
£ GBP
Individuals, and non-profit organisations with less than £1m income440550
Non-profit organisations more than £1m income550690
For-profit/governmental organisations690860

Who should attend

This course is designed for non-finance programme managers and project officers of international NGOs who manage or directly implement projects. A background in finance is not required for this course.

This is a companion course to Assessing your partners' financial health for Programme Managers who implement programmes with local partner NGOs.

This course is not suitable for finance staff or local NGOs - see our FMD Pro 1:The essentials of financial management course as a suitable alternative.

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  
Introduction and overview
  • Introductions and expectations
  • Course objectives and overview of the day
  • Overview of financial management
Getting organised
  • Four Building Blocks of Financial Management.
  • Who does what in financial management?
  • Coding structures
Financial planning
  • The financial planning process
  • Practical budgeting
  • Managing multiple donor-funded projects
Day 2  
Financial reporting and monitoring
  • Accounting essentials –  where do the figures come from?
  • Which reports do we need in programme management and why?
  • Overview of the annual financial statements
  • Using budget comparison reports for programme management
Managing internal risk
  • Internal control in the field – what goes wrong?
  • Key internal control policies and procedures
  • The role of audit
Summary and review
  • How to integrate financial management into programmes
  • Mango’s Finance Health-check
  • Course evaluation and certificates

Learning outcomes

By the end of the training, you will:

Do
  • create a fully-costed project budget using the activity-based budgeting technique
  • build a phased project budget from a project activity plan
  • use a funding grid to manage multiple-donor funded projects
  • use budget monitoring reports to review and manage project progress
  • apply key policies and procedures needed to safeguard project cash and equipment
Know
  • describe the Four Building Blocks of Financial Management and the role they play in achieving good practice in financial management in programme implementation
  • describe the key organising tools of a financial system, including the Chart of Accounts and Cost Centres
Feel
  • appreciate that you do not have to be a trained accountant to understand and use financial management tools
  • recognise the role of financial management in achieving project objectives

Course dates

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

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