The basics of funding mix. 15 days November 13 th to December 1 st 2017, course fees Choice of a donor Donor s ID card

Transcription

1 15 days November 13 th to December 1 st 2017, course fees 2000 The basics of funding mix Choice of a donor Donor s ID card To provide participants with the critical skills required to raise funds for humanitarian programmes and to manage financial resources accountably funding sources, funding cycle, funding strategy, mainstream donors, proposal writing, grant management, monitoring and reporting, fundraising essentials, build activity-based programmes budgets, field accounts and financial reports, budget monitoring reports, analyse financial statements, internal controls, manage incidences of fraud. Persons already working or willing to work as a manager in the humanitarian sector. MANDATORY Previous experience in project or programme management. Level of English proficiency: B2 minimum (according to European language levels - Self Assessment Grid) The Grant application Process Donor guidelines and request for proposals Essential elements of a proposal Exercise: How to write a successful concept note Relationship with the donor How to approach a donor The project s funding strategy Constructing a project s funding mix Grant Management Compliance Reporting Fundraising Basics of fundraising Private sources of funds Fundraising strategies Financial management concepts and frameworks Key financial management concepts and frameworks How to create a strong financial base to implement programmes now and in the future Introduction General Overview of trends in Humanitarian Assistance Context & Funding cycle The Basics of the Funding Cycle and Funding Strategy The funding cycle Getting organised Who does what in financial management and governance Standards for good practice: The Seven Principles of financial management The Four Building Blocks Mango s finance health-check

2 Getting organised for good practice: Coding structures Key procedures and documentation The Procurement procedure Financial planning essentials Financial planning and how it fits into the project management cycle (Plan-Do-Review) Activity-based budgeting - how to use the budget worksheet to create accurate and complete project budgets Phasing budgets for programme management Field accounting essentials What you need to know about financial accounting Field accounting essentials: the books, documentation and routines Checking the records - the Bank Reconciliation process Commitments accounting Creating a Receipts and Payments report Financial reporting essentials / financial analysis Financial reporting for accountability and programme management Budget monitoring analysis techniques Understanding financial statements the Balance Sheet explained Using ratio and trend analysis to assess partners' financial statements What to look for in the auditor's report Internal control essentials & Summary What is internal control and what does it involve? How to identify amd manage fraud risk The challenge of bribery - risks and responses Summary of key messages Identify key learning and actions Evaluation

3 9.00: : : :17.30 On the first training day, please show up at 9am at the training On the first training day, please show up at 8:00 am at the center. Training ends at 5:30 pm the first day. training center. The final day of training ends at 5:00 pm. We kindly request you to arrange your return transportation (train, flight) only after 6:00 pm. The final day of training ends at 5:30 pm. We kindly request you to arrange your return transportation (train, flight) only after 6:00 pm. Pedagogical methods focus on the practical application of knowledge and skills, delivered by experienced trainers from the humanitarian sector. Collective practical cases (case studies, exercises, role-playing, etc.), restitutions, analysis and group discussions. Technical methods, tools and equipment/materials as those used in a professional context. Theoretical and practical training. Daily review of the training activities to enhance skills development. Number of participants varies depending on the type and organization of a training session, so as to encourage opinion-sharing debates among the group. > up to 18 participants > up to 30 participants MONITORING SESSION 1 daily learning review with the facilitator The time dedicated to mutual exchange aims at assessing trainees practical and theoretical knowledge acquisition. Content may then be adapted to trainees to meet their expectations as well as global training objectives. 1 time dedicated to monitoring knowledge acquisition for each participant A self-assessment questionnaire is completed by each participant at the start and end of the course. The questionnaire is intended to measure participants knowledge acquisition. 1 feedback form to be completed by each participant at the end of the training Trainees will be asked to assess the quality of the training: relevance of its content, organization, pedagogical methods used during the training, equipment and the quality of information given before the training. KNOWLEDGE ASSESSMENT Skills-based training courses are not subject to official certification. However, an individual assessment test is organized at the end of the course. Trainees must score a minimum grade of 10 out of 20 to obtain a certificate of professional competence. Centre Bioforce Europe 41 avenue du 8 mai Vénissieux cedex Centre d Infectiologie Charles Mérieux Rue du Docteur Charles Mérieux, ex-base aérienne BPE 2283 Bamako, Mali

4 For each of our trainings materials services include: 1 or more training class rooms that can be adjusted to activities (case studies, role-playing, work group, etc.) 1 video projector, white board 1 or more paperboard-s DOCUMENTS GIVEN AT THE END OF THE TRAINING A flash drive that includes all course materials featured during the session and participants contacts to get in touch after the training. A attendance sheet will be signed by the trainer(s) and participants every half-day. A certificate of attendance will be delivered to each participant at the closing session of the training. It mentions the course title and objectives and attests the number of hours the trainee attended. A certificate of professional competence will be delivered to each participant that obtained a minimum grade of 10 out of 20 at the individual assessment test This skills based training course is part of the following Management Programmes: Certificate in Humanitarian Programme Management Certificate in Humanitarian Logistic Management You can now obtain a Certificate in Humanitarian Programme Management or a Certificate in Humanitarian Logistics Management at your own pace: Attend the 5 competency based modules (3 years to attend the 5 modules) Go out on a 6 months fieldwork in international solidarity (within the 18 months following the end of the last module you attend) Up to 5 years 1 year Module 1 Introduction to the aid sector 800 Module 2 Managing people and organization Module 3 Managing programmes and Projects Module 4 Managing Finance and Funding OR Managing the Supply Chain Module 5 Training of trainers for the aid sector 800 Total

5 The closing date for submission of applications is set 1 week before the training starts. As the number of participants for each training is limited, early registration is advisable. Candidates likely to benefit from an employer funding are advised to apply no later than 3 weeks before the training starts. To register for the training, go to Bioforce Institute Apply online now!. You will be asked to attached a resume in PDF format to complete the registration form. PRE-REGISTRATION You will receive a pre-registration confirmation within 10 days after you completed the registration form. REGISTRATION You are not registered until you complete payment of the training course fee. To complete registration and secure your place, you must pay the full training fee. Furthermore, candidates who applied for trainings in Europe or e-learning trainings shall agree and sign a quotation and then send it back to Bioforce Institute. Full or partly funding from your employer or any accredited collecting fund organism must be stated during registration, along with a certificate of the precise amount covered by the organism. Final registration will be confirmed by to the participant. Upon confirmation of registration, trainees will be sent by mail a convocation that includes all the necessary practical information. If you have any questions, you can browse through our Frequently Asked Questions (FAQ) by clicking here: Funding opportunities Cancellation and refund policy, means of payment Level of skills after a skills-based training courses Available equipment and events open to participants Support materials used during our trainings Rules of procedure Etc.