Introduction
The ability of development partners to implement their project interventions is dependent on their access to donor funding. Access to these funds requires submission of proposals for consideration by the potential donors. Project results should be effectively communicated and shared through good reports.
For sustainable and effective implementation of project interventions, it is essential that organizations have the capacity to design, write and deliver high quality project proposals and reports. This course aims to equip participants with skills in writing and presenting effective and successful proposals.
Budgets are used from the initial stage of the project cycle for planning revenues and expenses and throughout the entire cycle, for monitoring, evaluating and analysing changes. In NGOs, budget is submitted to donors to obtain funding for the projects and to communicate about the performance of a project or of the entire organization. This course covers the basics of financial planning in NGOs and explains budgeting process in simple terms for people with little exposure to accounting and finance. You will learn to create and understand budgets in NGOs, and to use budget as an active management tool. The hands-on approach based on case studies ensures that the developed skills are applicable to real-life situations.
Duration
5 Days
Who Should Attend
- Employees of humanitarian organisations who need to work with budgets or plan projects (field coordinators, admin/financial support, etc.);
- Management of NGOs;
- Founders of humanitarian organisations/charity projects, who need to plan the financial side of their projects;
- Project managers and other NGO staff interested in financial planning and project budgeting.
- Managers, program/project coordinators and other project staff whose roles involve developing proposals for fundraising and report writing for their organization.
Course Level:
Course Objectives
- Understand what is budget and why they are used in project management;
- Understand the main budget concepts and the difference between budget and cash flow;
- Develop skills to analyse the main budget categories and estimate their value;
- Understand the meaning and importance of “buffers” and when and how to use them;
- Learn about cost drivers and the link with the budgeting;
- Learn how to organise data in the spread sheet and put controls in place;
- Learn how to use and analyse budgets and explain variances between budget and actuals;
- Understand why saving too much is almost as bad as spending too much;
- Learn to use the budget as an active management tool;
- Be prepared to take more advanced courses on Finance.
- Understand different ways of resource mobilization
- Understand the principles of project development and proposal writing
Course Outline
- What is budget? Its types and uses
- Simple budgeting concepts: CAPEX, Budget and Cash flow
- Practical development of the budget:
- Main Budget Categories;
- Activities and Cost Drivers;
- Organising the spread sheet
- Development of a template
- Putting numbers against the categories
- Techniques and estimations; - Controls in place.
- Record keeping for actuals and variance analysis
- Presentation techniques: delivering precise information
- Resource mobilization principles and practices
- Donor assessment and mapping
- Identifying funding opportunities
- Resource Mobilization Strategy
- Proposal writing in grants mobilization
- Understanding donors’ requirements
- Proposal formats
- Project Development and Proposal Writing
Related Courses
Course Administration Details:
METHODOLOGY
The instructor-led trainings are delivered using a blended learning approach and comprise presentations, guided sessions of practical exercise, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience, working as professionals and trainers in these fields. All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.
ACCREDITATION
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
TRAINING VENUE
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
ACCOMMODATION AND AIRPORT PICKUP
Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
TAILOR-MADE
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:
- Email: [email protected]
- Phone: +254715 077 817
PAYMENT
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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