📘 Financial Management of Donor Funds

Overview

🎯 Course Description

This course is designed to equip finance professionals, grant managers, and project teams with the knowledge and practical skills to manage donor-funded projects in compliance with international standards and donor requirements (e.g., USAID, UN, World Bank, EU). Participants will learn how to design budgets, monitor expenditures, ensure accountability, maintain donor compliance, and produce quality financial reports that align with donor and audit expectations.

👥 Who Should Attend

Finance Managers & Accountants in NGOs and donor-funded projects
Grant and Project Managers
Monitoring & Evaluation Officers
Auditors and Compliance Officers
Budget Officers and Program Coordinators
Procurement and Logistics Staff involved in financial processes
Government officers involved in donor-funded programs

🧠 Training Format

Instructor-led sessions
Real-world case studies and financial templates
Group work and role-playing scenarios
Practical exercises in budgeting and reporting
Daily wrap-ups with Q&A and peer feedback

📅 Daily Agenda with Time Breaks

📆 Day 1: Introduction to Donor Fund Management

Time	Topic
08:30–09:00	Registration and Course Introduction
09:00–10:30	Overview of Donor Funding Mechanisms and Compliance Frameworks
10:30–10:45	☕ Coffee Break
10:45–12:15	Roles and Responsibilities in Donor Fund Management
12:15–13:15	🍽️ Lunch
13:15–14:45	Key Donors and Their Financial Guidelines (e.g., USAID, EU, UNDP)
14:45–15:00	☕ Coffee Break
15:00–16:30	Grant Agreements, MOUs, and Contractual Obligations

📆 Day 2: Budgeting and Planning for Donor Projects

Time	Topic
08:30–10:00	Principles of Budgeting for Donor-Funded Projects
10:00–10:15	☕ Coffee Break
10:15–12:15	Developing Activity-Based Budgets and Cost Allocation
12:15–13:15	🍽️ Lunch
13:15–14:45	Budget Templates and Justifications Required by Donors
14:45–15:00	☕ Coffee Break
15:00–16:30	Budget Revisions and Reprogramming Procedures

📆 Day 3: Accounting, Internal Controls & Procurement Compliance

Time	Topic
08:30–10:00	Accounting Systems for Donor Funds (Cash vs Accrual)
10:00–10:15	☕ Coffee Break
10:15–12:15	Establishing Internal Controls, Segregation of Duties
12:15–13:15	🍽️ Lunch
13:15–14:45	Procurement Rules & Audit Trails for Donor Funds
14:45–15:00	☕ Coffee Break
15:00–16:30	Asset Management and Inventory Controls

📆 Day 4: Reporting and Audit Readiness

Time	Topic
08:30–10:00	Financial Reporting Requirements (Formats, Templates)
10:00–10:15	☕ Coffee Break
10:15–12:15	Donor Reporting Timelines and Accuracy
12:15–13:15	🍽️ Lunch
13:15–14:45	Preparing for External and Donor Audits
14:45–15:00	☕ Coffee Break
15:00–16:30	Handling Audit Queries and Ensuring Compliance

📆 Day 5: Risk, Fraud Prevention & Sustainability

Time	Topic
08:30–10:00	Risk Management in Donor Funded Projects
10:00–10:15	☕ Coffee Break
10:15–12:15	Detecting and Preventing Fraud & Misuse of Donor Funds
12:15–13:15	🍽️ Lunch
13:15–14:45	Exit Planning, Grant Closeout & Financial Sustainability
14:45–15:00	☕ Coffee Break
15:00–16:30	Final Group Case Study, Discussions & Certificate Distribution

📂 Course Materials Provided

Grant budgeting templates
Donor-compliant reporting forms
Risk assessment and fraud prevention checklists
Procurement policy guides
Full slide deck and case study workbook
Certificate of Completion

Target audiences

Reservoir Engineers, Geologists

$ 5,600

Course Features

Lecture 0
Quiz 0
Duration 5 days
Skill level All levels
Language English
Students 40
Assessments Yes