Planning for Financial Sustainability

Planning for Financial Sustainability


This course builds confidence and skills of NGO leaders to improve the financial sustainability of their, or partners’, organizations by:

  • Assessing and managing critical financial risks
  • Developing a financing strategy and associated policies

Target Audience

This course is designed for policy and strategic decision-makers of small to medium-sized NGOs, including Board Members. The course is also suitable for international NGO Program Managers who advise local partners on how to plan for financial sustainability.

Previous financial management experience or training is not a requirement for this course although it is advantageous to complete the Essentials of Financial Management course (FMD) first if you are completely new to financial management.

During the course, there will be an opportunity to practice key planning tools using your own organization’s situation, so it is important that you are familiar with your organization’s strategic objectives and are in a position to implement the learning after the course. The course will have the most effective outcomes if two people from the same organization are able to attend at the same time.

Key Takeaways 

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

  • Describe the components of a financing strategy for an NGO including the four key features of a financially sustainable NGO
  • Outline options for building up unrestricted reserve funds to create a safety net and support future development
  • Outline options for financing and managing central support costs across the organization
  • Carry out a financial risk assessment using selected analysis and mapping tools to identity critical threats facing your or partner NGOs
  • Analyze financial statements using financial ratios to assess the donor dependency and reserves status of your or partner NGOs’ current and desired financing mix
  • Carry out a resources audit to establish the potential for alternative financing options in your or partner NGOs
  • Create an action plan for the next steps to finalize your organization’s financing strategy

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.

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Dates and registration

Mar 25 - Mar 27, 2019 Bangkok, Thailand English Full info
Apr 24 - Apr 25, 2019 Guatemala City, Guatemala Spanish Full info