Best Practices for Managing Donor Funding Course


INTRODUCTION

Not all donors have extensive regulations detailing how you must manage their funding. In the absence of specific donor requirements, organizations must determine how best to implement their projects in a responsible manner. This course covers best practices for managing core components of implementation, including procurement, financial management, personnel, sub awards, reporting, and donor relationship management. Topics will be addressed across the proposal, negotiation, start-up, implementation and closeout stages, to identify key decisions at each phase. Each topic will be examined from the perspective of senior leadership, program staff and operational staff using real-life scenarios.

DURATION

5 Days

WHO SHOULD ATTEND?

Staff in finance, contracts and grants, procurement and programs Staff in senior leadership roles

LEARNING OBJECTIVES

At the end of the course, participants will be able to:

  • Identify key decisions and action items
  • Identify components of organizational policies
  • Identify approaches for managing risk
  • Contribute to developing tools and templates for your organization
  • Build and manage collaborative relationships with donors

TOPICS TO BE COVERED

Introduction

Donor Relationships

  • Identifying new donors
  • Key decisions for pursuing new donors
  • Anticipating donor scrutiny of organization’s systems

Preparing the Organization

Procurement system part 1

  • Code of ethics
  • Competition
  • Documentation
  • Inventory management

Financial management system

  • Documentation
  • Cost effectiveness
  • Access to financial records     

Preparing the Organization Part 2

Human resources system

  • Salaries
  • Recruitment
  • Local labor law
  • Performance management

Sub award management system

  • Identifying sub recipients
  • Pre-award assessment
  • Monitoring
  • Risk management

Reporting system

  • Financial and programmatic reporting
  • Planning for timely report submission
  • Roles and responsibilities

Risk management

  • Identifying priority actions  

Negotiating Donor Funding

Negotiation with donors

  • Draft award review
  • Identifying negotiation priorities
  • Negotiation tips    

Managing Donor Funding

Project start-up

  • Start-up costs
  • Start-up staffing
  • Communications to stakeholders

Implementation

  • Managing project budget and activities
  • Maintaining a good relationship with the donor
  • Ensuring strong internal controls

Project close Out

  • Closeout planning
  • Staffing
  • Sub award closeout
  • Final reports

Enroll for this Course

We are proud to offer this course in a variety of training formats to suit your needs.

IRES

Enroll for In-Person (Face to Face) Class

We use the highest quality learning facilities to make sure your experience is as comfortable as possible.

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IRES

Enroll for a Virtual Zoom Class

Join a scheduled class with a live instructor and other delegates.

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IRES

Enroll for Online Self-paced Class

Keep track of your own progression throughout your course and ensure continuous improvement.

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Benefits of Taking a Course at IRES

LEARN

Our courses are carefully curated to keep you abreast of latest industry trends, technological advancements, and best practices. We employ a variety of teaching methodologies, including hands-on workshops, case studies, and interactive sessions, all aimed at fostering an engaging and effective learning environment. Our expert instructors bring a wealth of knowledge and real-world experience, providing our clients with insights that can be immediately applied in their professional lives.

NETWORK

Our courses serve as a vibrant platform for professionals to connect and engage with a diverse community of peers, industry leaders, and experts. By participating in our programs, you gain access to an invaluable network that spans across various sectors and geographical boundaries. This networking aspect is not just about forming professional relationships; it's about creating a supportive ecosystem where ideas, opportunities, and collaborations can flourish.

GROW

Our courses are designed to challenge and inspire professionals to step out of their comfort zones and explore new horizons. Through a combination of theoretical knowledge and practical application, our programs help professionals refine their existing skills and acquire new ones, making them more versatile and competitive.

FAQs & Course Administration Details:

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on Phone: +254 715 077 817 or Email: [email protected].
The instructor led trainings are delivered using a blended learning approach and comprise of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields. All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.
Upon successful completion of this training, participants will be issued with an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Payment should be transferred to IRES account through bank on or before start of the course. Send proof of payment to [email protected].
Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer. Email: [email protected] Phone: +254 715 077 817.

Who else has taken this course?


# Job Title Organisation Country
1 Finance CARE International Somalia
2 Individual Participant Uganda