Budgeting Essentials

Budgeting Essentials

This workshop is available in the following formats: In-person, English (In-house only) and Online, English.

In this highly participatory workshop, our expert facilitators will introduce you to the key skills you need to write effective project and donor budgets. During the workshop, you will create a set of project budgets and come away with practical skills that you can apply at your organization. At the end of the workshop, we will consolidate and share a useful summary of all recommended budgeting tools and techniques.

You will return to work recognizing why it is critical to prepare accurate, complete and justified budgets for effective program management. You will also understand the importance of program and finance teams working together in building and managing budgets.

What will you learn?

By the end of this workshop, learners will be able to:

  • Complete an accurate, complete and justified project budget – using the activity-based budgeting technique
  • Structure budgets in different donor formats to accompany funding proposals
  • Create phased budgets for program implementation
  • Describe how the Chart of Accounts is used in budgeting and budget management
  • Use a funding grid to manage multiple-donor funded programs.
  • Identify at least 10 different types of budget and 3 different approaches to setting budgets

Who should attend?

This workshop is designed for:

  • Anyone in the not-for-profit sector with responsibility for building or implementing project, program or organization-wide budgets.

Previous budgeting experience is useful, but not required for this introductory-level workshop.

If you’re still not sure if this workshop is right for you, feel free to contact us and we can help!

Further Information

Master Budgeting Learning Pathway


Humentum’s Master Budgeting learning pathway is a two-step pathway designed for learners who need to oversee, plan implement or deal with budgets day-to-day. This two-workshop pathway will help you refresh (and become master of) those budgeting skills required across the social sector and international development work. Both workshops in this learning pathway are available to take online.

The second workshop that forms the Master Budgeting Learning Pathway is:

Alternative Financial Management Workshops


Humentum has a wide range of Financial Management workshops which available both online and in-person:

Continuing Professional Education Credits (CPE)


In-person workshop: Continuing Professional Education Credits (CPEs) are not awarded at the end of this workshop. 

Online workshop: Continuing Professional Education Credits (CPEs) are not awarded at the end of this workshop. 

Learning Approach


In-person Workshop: Humentum’s highly practical workshops always put the learner first. Our expert facilitators will draw on their own vast sector and subject-specific knowledge to ensure our learner experience is as worthwhile and enjoyable as possible. They will share relevant tools, techniques and insights that are immediately transferrable to your own work. You are also actively encouraged to engage in meaningful discussions, hands-on group work, and pose your own specific questions to further enhance your learning.

Online Workshop: Humentum’s highly practical, structured and in-depth Online Workshops always put the learner first. Working together with a small cohort of peers from around the world in a social network style environment, you will discover relevant tools and techniques through engaging videos, readings and assignments. You will have a dedicated, expert facilitator to guide you on your learning journey, provide feedback, and always ready to answer your specific questions to further enhance your learning

How does an Online Workshop work?

The Online Workshop is open for a set number of weeks, and you must log-in each week to complete assignments and reach weekly deadlines. Once online, you’ll find our platform easy to navigate, with clear guides and instructions. You’ll need to earn points for completing various tasks (such as watching videos, uploading assignments, group tasks, and interacting with others). The more tasks you complete, the more points you’ll earn. You’ll need to reach a minimum target points score, submit assignments and contribute to discussions in order to pass the workshop.

We estimate this workshop requires 5-7 hours per week, depending on your pace of learning, and previous experience.

Practice areas

Finance Management, Budgeting

In-house client workshops

All of our courses may be offered as in-house client workshops. Please click here for more info


Dates and registration

Jan 13 - Feb 23, 2021 Online English Register

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