Planning for Financial Sustainability

Planning for Financial Sustainability

This workshop is available as an In-person English workshop, In-person Arabic workshop, In-person French workshop, In-person Spanish workshop, and an online English workshop. 

This workshop shares the practical tools and know-how to achieve financial sustainability while you, or your partners, meet your organization’s mission and objectives, now and in the future. You will discover how to assess your current vulnerabilities, and how to move beyond donor dependency.

Our expert facilitators will begin with an explanation of what financial sustainability means, before getting you to think about how sustainable your own organization is. The focus of the workshop continues with an emphasis on you building your own financing strategy for your or a partner organization. We will share many useful tools and techniques including our very own recipe for building a financially secure future for your or partner NGOs.

What will you learn?

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

  • Assess your or a partner organization’s financial sustainability and risk status
  • Describe how to diversify income and become less dependent on donor income or external funding agencies
  • Manage and outline options for cost recovery and financing central support costs
  • Set targets for and identify options for building financial reserves
  • Complete a communications plan to strengthen stakeholder relationships
  • Practise using key tools to create a financing strategy document with everyone in the organization

Who should attend?

This workshop is designed for:

  • Senior managers of national NGOs, such as CEOs, Program Directors, Finance Managers
  • INGO program managers who support partner NGOs
  • INGO managers who develop a financing strategy for their country programs
  • Members of local boards of trustees, such as Chairperson, or Treasurer

This workshop is especially effective if a program manager and a finance manager from the same organization attend together. Previous financial management experience or training is not a pre-requisite to attend this 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

Humentum’s Finance for NGO Leaders Learning Pathway


The Finance for NGO Leaders learning pathway is a comprehensive learning pathway specifically for leaders of NGOs across the globe who want to get a comprehensive overview of how their finance function should operate.

Start this learning pathway today and grow your and your organization’s confidence in Financial Management.:

The two other workshops that form the Finance for NGO Leaders Learning Pathway are:

Fighting Fraud in NGOs

Full Cost Recovery Essentials

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 eWorkshops 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 Onlilne 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

Financial Management

In-house client workshops

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