When funding restrictions limit what you can do, how do you strengthen and diversify to keep your NGO’s mission on track? Not to mention that funding flows may not be consistent or reliable. How can you make that uncertain source of funding sustainable?
This training shares proven, practical tools to move from uncertainty to financial sustainability. You’ll start by learning how to assess your own and your partners’ financial health and risk status in ways that point out specific areas to improve. You’ll then learn a range of financial skills, from cost recovery to stakeholder engagement. You’ll practice each new skill and try out each tool so that at the end, you’re ready to apply all that you’ve learned for your NGO.
What you will learn
By the end of this training, you will be able to:
Determine how to diversify income and become less dependent on donor income or external funding agencies, including institutional funders
Create and manage options for cost recovery and unrestricted funding
Identify how to build financial reserves
Build a communications plan to strengthen stakeholder relationships
Practice using tools to create a finance strategy that everyone in the NGO organization can use and understand
How you will learn
Format
Self-led
Effort
3 hrs/per week
Duration
6 Weeks
Certificate
Digital
Humentum’s self-directed and focused trainings put the learner first. Connect and engage with peers from around the world, while learning through a series of engaging videos, assignments and readings. An expert facilitator will guide you.
The platform is open for a set number of weeks, and you can log-in to work at your own pace whenever convenient. You’ll find our learning platform easy to navigate, with clear guides and instructions.
You can find out more about our online training platform by watching the following video:
Each week, the following module will become available. To proceed to the next module, you’ll need to earn points for completing various tasks (such as watching videos, reviewing resources, and interacting with others). The more tasks you complete, the more points you’ll earn.
We estimate this training requires 3 hours per module (5 modules in total), depending on your pace of learning, and previous experience.
Who should attend
This training is designed for:
Senior managers of national NGOs, such as CEOs, Program Directors, or Finance Managers who need to work directly with funders
INGO program managers who support partner NGOs in implementing projects while supporting their internal operations
INGO managers who develop a financing strategy for their country programs
Members of local boards of trustees, such as Chairperson or Treasurer providing guidance and direction on the financial sustainability of the organization.
Meet your facilitators
Hilda Hakiza
Associate Trainer/Consultant, Uganda
Rob Hayes
Associate Trainer/Consultant, UK
Sareta Thomas
Associate Trainer/Consultant, South Africa
Fanny Bervoets
Associate Trainer/Consultant, UAE
Lisa Mellon
Associate Trainer/Consultant, Canada
Walelign Wondye
Associate Trainer/Consultant, Ethiopia
Agenda
Expand All Collapse All
Module 1
You get started with a background to the concept of financial sustainability.
Key Principles
Sustainability and NGOs – Key concepts
What is a financing strategy?
Where do NGOs get their money?
Module 2
We introduce some planning tools to help assess an organization’s financial position, risks, resources, and opportunities.
Where Are We Now? Situation Analysis
Situation Analysis Tools – SWOT and Stakeholder Analysis
We focus on managing risk and look at how healthy your income is, identify other financial risks that could affect our operations now, and in the future.
Where Are We Now? Risk Assessments
Assessing income diversification
Donor dependency
The risk assessment and mitigation process
Module 4
Module 4 is all about building on strengths and opportunities, minimizing the impact of risks & threats, and setting targets.
Where Do We Want to Go? Setting Targets
Setting targets: The desired financing mix
Strategies for diversifying income
Conducting a resources audit
Alternative financing options
Charging for services
Module 5
A strong focus on key financial policies as well as taking a look at financing central support costs and the ethics of fundraising.
Where Do We Want to Go? Financial Policies
The reserves policy
Ethical fundraising policy
Financing core costs policy
Managing Stakeholder relationships
How Do We Get There? Financing Strategy
Pricing and Discounts
Type
Discount
Humentum Member
10%
Groups of five or more
15%
It was genuinely an amazing course full of information and rich of different experiences. It provided us with totally new concepts with its suitable tools! Moreover, the provided references are a real treasure. I can't believe this course came to an end! I really enjoyed it so much to the extent that I cancelled/postponed many of my commitments in order to keep on track. It have me huge amounts of information, which were supported by learning practical tricks and instances from every single one of you all. I am so grateful for letting me join this course and for the experience you shared during these five weeks. And huge thanks to you ,the course facilitators, for the great efforts and support you provided.
Rami Kalazi
Organizational Training Package
Find out about our cost-savings training bundle for Humentum members
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