Mango Training Course Outline

Transcription

1 Mango Training Course Outline Course code: Course Title: Duration: For: ES2 [formerly FM11] Building on the basics 2 days Those who have previously attended Mango s Getting the basics right (ES1) course Purpose This workshop is to refresh key skills and build the confidence of learners to: self-assess their NGO s financial management systems and implement action plans that will integrate robust practice into programmes, with remote follow-up support from Mango. Target Audience This course is for NGO staff and trustees who have previously attended Mango s Getting the basics right (ES1) course. As the workshop has a strong self-assessment and action planning theme, we strongly recommend that two people attend, ideally representing both programme management and finance functions. We recommend that you read this course outline carefully to make sure the content is relevant and meets your learning requirements. If you have any questions please do contact us. Course Content The final content of the workshop will be decided in consultation with those attending, according to their operational challenges and interests. Key workshop content includes: P a g e 1 Mango 2014

2 Reaching the standard using Mango s Finance Health Check to assess current practice Accounting essentials making sure everyone who needs financial information gets it Budget management essentials writing great budgets and using budget comparison reports for decision making Protecting our resources designing internal controls to keep our staff and assets safe Problem solving and action planning surgery identifying challenges, practical solutions and actions to implement robust financial management practice Follow up support post workshop remote support from a Mango trainer, including tailored advice on specific challenges during implementation of the action plan. Learning Outcomes At the end of the course, participants will be able to: Do: Assess strengths and weaknesses in their NGO s financial management systems using the standards set out in Mango s self-assessment Finance Health Check Resolve accounting, budget management and internal control challenges facing their NGOs using key tools and principles revisited on the workshop Use the learning from the self-assessment process and workshop content to create a timed action plan for strengthening and integrating good financial management practice into programmes Know: Describe the minimum standards for the Four Building Blocks to ensure robust financial management practice in NGO programmes Explain the critical role played by the Chart of Accounts in budgets, accounting records and financial reports Describe the key differences between cash and accruals P a g e 2 Mango 2014

3 accounting and how accounting methods have an impact on the data in financial reports Outline top tips for budgeting and budget management to ensure effective use of project resources Explain how the Four Internal Control Actions help to protect staff and NGO assets to ensure resources are always used for the purpose intended Feel: Appreciate the importance of integrating good financial management practice into programmes to achieve their NGO s mission and objectives. Training Approach Mango s training approach is highly practical, participatory and often fun! We focus on real issues and help participants to use the techniques covered, rather than just discuss them. We work hard to de-mystify financial concepts to overcome the fear of finance. Mango training really does take the fear out of finance! We work with small groups to meet the needs of individual participants. We use a variety of learning methods to stimulate interest and meet differing learning styles of participants including illustrated presentations, group exercises and discussions, case studies and practical problem-solving activities. Courses are supported by extensive materials for participants to take away and apply after the course. We also offer a free follow-up service by or phone to all Mango trainees. How to Book This course is currently only available as an in-house or group training event. Please visit our website to plan your training or contact the training team at training@mango.org.uk for more information. P a g e 3 Mango 2014

4 Building on the basics PROGRAMME GUIDE Day Module: Topics to be covered: Day 1 Welcome and Overview Introductions and expectations Programme overview and approach Key elements of good practice in financial management Accounting essentials Budget management essentials The Four Building Blocks and Seven Principles of Financial Management Mango s Finance Health Check are you reaching the standard? Getting organised with coding structures Supporting documents why we need them Different accounting methods and their reporting outputs Financial statements revisited Financial planning in practice what you need for operations and long-term planning What makes a good budget? Using budget monitoring reports for programme management Reporting on donor budgets Day 2 Internal Control Systems The Four Internal Control actions how they protect you and your resources The Procurement Procedure Delegated authority and separation of duties in action Summary and reflection Minimum standards checklist Call to action P a g e 4 Mango 2014

5 Day Module: Topics to be covered: Practical workshops Surgery session and action planning Summary and Close Learners to select two practical sessions from: o Chart of accounts development o Budgeting skills o Policies and procedures development o Budget management skills o Preparing for audit Key financial management challenges facing your NGO solutions and actions Summary of key learning Evaluation Certificates P a g e 5 Mango 2014