Financial Management for Program Staff

Financial Management for Program Staff


This course aims to build the confidence and skills of program staff to use financial management tools to implement project activities in a cost effective, controlled and accountable way.

Target Audience

This course is designed for non-finance program managers and project officers of international NGOs who manage or directly implement projects. It is not suitable for finance staff.  A background in finance is not required for this course.

This is a companion course to Assessing your partners’ financial health for Program Managers who implement programs with local partner NGOs.

Key Takeaways

By the end of this course, you will be able to:

  • Create a fully-costed budget using the activity-based budgeting technique
  • Build a phased project budget from a project activity plan
  • Use a funding grid to manage multiple-donor funded projects
  • Use budget monitoring reports to review and manage project progress
  • Apply key policies and procedures needed to safeguard project cash and equipment
  • Describe the four Building Blocks of Financial Management and the role they play in achieving good practice in financial management in program implementation
  • Describe the key organizing tools of a financial system, including the Chart of Accounts and Cost Centers

Learning Approach

Our training puts the learner at the center, using practical and fun learning activities supported by easy-to-use materials. We share tools and techniques that can be immediately used in your work.

Practice areas

In-house client workshops

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