Course Description
Master the essentials of NGO financial excellence with the Certified Budget and Budget Monitoring for NGOs Course, a globally acclaimed program offered by Step Sure Training & Research Institute (STRI)—Africa’s leading provider of professional development.
In a time of increasing donor expectations, stringent compliance requirements, and impact-driven financing, this advanced training equips you with practical, results-oriented knowledge in budgeting, financial planning, and expenditure monitoring specifically designed for NGOs and donor-funded initiatives.
Acquire the skills to develop precise, donor-compliant budgets, monitor fund utilization in real time, and elevate financial reporting to international standards. Whether you’re overseeing multi-donor portfolios or managing grassroots funding, this course empowers you to optimize financial impact, ensure full compliance, and enhance transparency across your operations.
Course Objectives
- Design Strategic Budgets that reflect donor priorities and institutional goals
- Monitor Real-Time Budget Performance using dynamic financial dashboards
- Improve Financial Oversight and minimize variances through effective internal controls
- Build Compliant, Cost-Efficient Budgets with approved donor templates
- Link Budgets to Results using outcome-based financial planning methods
- Manage Multi-Donor Funds Efficiently through modern reconciliation techniques
- Automate Budgeting Processes using ERP tools such as QuickBooks and Sage
- Increase Financial Transparency and Prevent Fund Misuse via audit-ready systems
Course Modules
Module 1: Foundations of NGO Budgeting
- Core budgeting principles and NGO financial frameworks
- Differentiating restricted and unrestricted funding sources
Module 2: Donor Budget Development and Strategic Costing
- Building budgets for USAID, EU, UN, GIZ, and other key donors
- Strategic cost allocation and budgeting for indirect expenses
Module 3: Budget Monitoring and Financial Dashboards
- Developing and interpreting budget variance reports
- Leveraging real-time data for strategic decision-making
Module 4: Internal Controls and Accountability Systems
- Fraud risk detection and expense verification
- Preparing for donor and external audits with complete documentation
Module 5: Technology-Driven Budgeting
- Automating budgets using Excel, QuickBooks, and Sage
- Building interactive dashboards and automated alerts for fund tracking
Module 6: Program-Based Budgeting and Results Alignment
- Integrating budgets with KPIs, outcomes, and logical frameworks
- Enhancing collaboration between finance and programmatic teams
Module 7: Multi-Year and Multi-Donor Budgeting
- Managing overlapping donor grants and complex funding cycles
- Adaptive planning and reforecasting methodologies
Key Beneficiaries / Users
This course is essential for professionals involved in NGO financial management, including:
- Finance Officers, Accountants, and Budget Analysts
- Grant Managers and Donor Project Coordinators
- Program Managers and Proposal Development Specialists
- Internal Auditors and Risk Compliance Experts
- Monitoring and Evaluation Professionals
- Finance Leads in INGOs, CBOs, FBOs, and Humanitarian Agencies
General Information
- Duration: 5-Day Intensive Masterclass (Flexible – Online or In-Person)
- Tools Provided: Templates, Case Studies, Budgeting Models, Real ERP Tools
- Hands-On Systems: Excel Dashboards, QuickBooks, Sage
- Optional Equipment: Laptop or Tablet Rentals Available
- Support: Six Months Post-Training Mentorship and Helpdesk
- Certification: International Certificate of Excellence Awarded
- Networking: Access to a Professional Community of NGO Practitioners
- Amenities: Meals and Refreshments (for onsite sessions)
- Travel Support: Accommodation Assistance for Non-Local Participants
- Locations: Nairobi, Kampala, Kigali, Dar es Salaam, and Online Worldwide
Contacts
Email: info@stepsureresearchinstitute.org
Phone/WhatsApp: +254 723 482 495 | +254 757 155 287
Website: