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 online 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 look at a set of project budgets and come away with practical skills that you can apply at your organization. At the end of the 6 weeks, 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 self-directed and focused online workshops always put the learner first. You will have the opportunity to connect and engage with peers from around the world in a social network style environment, whilst working through a series of engaging videos, assignments and readings. You will have a dedicated, expert facilitator to guide you on your learning journey, and always ready to answer your specific questions to further enhance your learning.

How does this Online Workshop work?

The online workshop is open for a set number of weeks, and you can log-in at any time that suits you, and work at your own pace. Once online, you’ll find our learning platform easy to navigate, with clear guides and instructions.
You’ll need to earn points for completing various tasks (such as watching videos, completing knowledge checks, and interacting with others). The more tasks you complete, the more points you’ll earn. The quicker you earn these points, the sooner you’ll be able to complete the workshop! 

We estimate this workshop requires 4-5 hours per module (4 modules in total), depending on your pace of learning, and previous experience.


Special Offers

Are you looking for ways to ensure your staff have the skills they need to succeed? We are pleased to offer Humentum’s Organizational Training Package, new way to support your team’s learning objectives – now in a flexible and cost savings package.

This package includes the flexibility to select any type of workshop throughout the year, in any language or time zone, and with a discount even lower than the early bird price.  Packages start at a minimum of 10 people. Find out more.

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

Jul 14 - Aug 10, 2021 Online English Register

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