A 4-Day Workshop geared to build the financial literacy and planning ability of non-financial managers thereby improving their performance and increasing your organisation’s donor attractiveness.

Benefits to Your Organisation

In the absence of clear project performance indicators which are often difficult to determine, the project manager’s personal performance is often evaluated by measurable financial indicators, i.e. budget performance, record keeping, and the accuracy of financial reporting. This workshop is geared to developing managerial competence by removing the fear out of finance. The focus is on application with understanding, and not on number crunching. It will also demonstrate the benefits of the Balanced Scorecard applied to finance and planning.

Desired Project Outcomes

This workshop presents both the theoretical and practical aspects of developing financial literacy in the NGO context. At the conclusion of this workshop, participants should have acquired a working knowledge of how to:

• Understand financial reports, cash flow information and budgets
• Integrate financial information into the management decision making process
• Understand the impact of risk on project performance
• Access the right information for donor reporting
• Harness financial management skills in microenterprise development
• Avoid cost escalation with effective project cost control
• Apply the Balanced Scorecard to finance and planning
• Communicate effectively with finance staff and donors

Workshop Overview:

• The role of financial management in an NGO
• Accounting
• Budgeting
• Microenterprise & livelihoods
• Practicing risk-based decision making
• Passing it on: Engineering financial sustainability in communities

Learning Features

The workshop methodology is to combine the use of interactive facilitation supported by participatory learning through case-studies, creative thinking exercises, group exercises and presentations by the participants. This is followed up by a complimentary three month period of expert tutor support by email for all participants.

Who Should Attend

This workshop is best conducted with a maximum of 15 participants. It will benefit those involved in general and project management roles in the NGO development sector, with a view to developing their functional and cross functional management capabilities.

Training Fee for In-House Delivery

We would be pleased to provide a quotation, which will include:

• A limited, single-use programme copyright
• Facilitator’s delivery fees
• Printed material for exercises
• Printed workshop notes.

Not included in the training fee are venue & equipment costs, meals & refreshments, transportation, and the trainer’s accommodation and international travel costs.