Financial Management for NGOs

MODULE 01: KEY CONCEPTS AND TOOLS 12 Cashir

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Course Purpose

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What is the financial management

Why financial Management is important

MODULE 02: FINANCIAL MANAGEMENT – ROLES AND RESPONSIBILITIES 6 Cashir

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Delegation Of Authority

Board – Roles and Responsibilities

The Four Areas Of Operations 01

The Four Ares Of Operations 02

Plan – Do – Review Cycle

Financial Control

MODULE 03: THE FOUR BUILDING BLOCKS 5 Cashir

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The four Building Blocks of Financial management

MODULE 04: THE FINANCE MANUAL 3 Cashir

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What is a Policy

What are Procedures

What is a Finance Manual

MODULE 05: SEVEN PRINCIPLES FOR FINANCIAL MANAGEMENT 8 Cashir

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The Seven Principles of financial management

MODULE 06: ACCOUNTING RECORDS 10 Cashir

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Why we need to keep accounting records

Which Accounting Records to keep

Financial Accounting and Management Accounting

Compering Finanial and Managment Accounting

Cash-based and accruals-based accounting

The 3 Ps of procurement

Steps in the procurement process

Detailed steps in the procurement process – 01

Detailed steps in the procurement process – 02

Detailed steps in the procurement process – 03

MODULE 07 – THE FINANCIAL PLANNING PROCESS 4 Cashir

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Financial Planning in Programs

Strategic planning and Operational planning

The Planning Pyramid

MODULE 08 – DIFFERENT FORMS AND TYPES OF BUDGETS 9 Cashir

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What is a Budget?

What makes a good Budget?

Who is involved in the budgeting process?

Approaches for Preparing Budgets

Different content and layout of budget

Main Types of Budgets

Budget Status

Level of budget Detail

Budget Hierarchy

MODULE 09 – ACTIVITY-BASED BUDGETING 5 Cashir

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Activity based budgeting process

The 8 Steps – 01

The 8 Steps- 02

The 8 Steps- 03

Useful Documentation and Information

MODULE 10 – USING A PROJECT BREAKDOWN AND BUDGET WORKSHEET 4 Cashir

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Project Breakdown Sheet

Example Project Breakdown Sheet

The Budget Worksheet

Example Budget Worksheet

MODULE 11 – UNIT TYPES AND OTHERS 10 Cashir

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Choosing Unit Types 01

Choosing Unit Types 02

Lump Sum

Compound Unit Types

Price Inflation

Which currency to Use?

Budgeting for in-kind Donations

Budgeting for Contingencies

Budgeting for indirect project costs

Central Support Costs Policy

MODULE 12 – KEY BUDGETS 11 Cashir

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Income and expenditure budget

Example of Income & Expenditure budget

The Cash Flow Forecast

MTTI Projuct summary cash flow forecast

Capital budget

MTTI Capital Budget

The Phased Budget

Example Phased Budget

Summarizing and consolidating budgets

Example Summary Budget

The consolidated Budgets

MODULE 13 – BUDGETS FOR FUNDING AGENCIES 5 Cashir

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Creating budgets for donor agencies

Budget Narrative

Multiple donor–funded programmes

Prepare a funding grid

Summary – Budgeting process

MODULE 14 – FINANCIAL MONITORING 5 Cashir

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Overview of Financial monitoring

Financial reports and how they are used

Creating financial reports

The financial statements

Annual financial statements

MODULE 15 – BUDGET MONITORING REPORTS & VARIANCES 11 Cashir

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The budget monitoring report

Example of the Budget Monitoring Report01

Example of the Budget Monitoring Report02

Budget Monitoring Checklist – 01

Budget Monitoring Checklist – 02

Formula for variance calculations

Calculating variance percentages

Calculating the utilization ratio (burn rate)

What causes variances to happen

Temporary Variances

Permanent Variances

MODULE 16 – INTERNAL CONTROL 3 Cashir

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Why internal controls matter?

The Four Actions for Internal Control

Types Of Audit

Financial Management for NGOs

Course Content

About Instructor

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Course Includes