Budgeting and Financial Management (Public Sector)

Why Attend

As financial resources of projects becomes constrained as a result of multiple demands by the various project objectives, the need for critical budget preparations and compilation has become very important. Budgets are prepared for many different purposes and the period of future forecasting varies, but most projects budget are prepared annually with the input from the various project activity areas to estimate their proposed expenditure for the period and for the appropriate subvention and allocation of funds earmarked for the projects.

With this in mind project finance and budget officers in various donor funded projects are challenged to exhibit high professionalism in the data mobilization for the preparation of the budgets, and to meet and comply with budget submission deadlines. Sub-vented institutions also needs to effectively utilize budget funds allocated in accordance with the initial proposal submitted. This calls for the implementation of a strategic finance and budgetary control effort by all section/department heads and managers towards the achievement of the budget objective. This 4 week course has been designed to sharpen the skills of officers who are directly or indirectly involved in finance and budget preparation of projects for their organization, to comply with their donor funding agency reporting requirements.

Overview

Course Outline

Schedule & Fees

Course Methodology

Presentations, case studies and interactive sessions.

Course Objectives

At the end of this course, participants will be able:
To Understand the principles of financial management for donor/grant funded projects.
To understand how financial management and budgeting are interrelated.
To grasp the core understanding of how budgets are compiled and monitored.
To be able to present a well - defined reporting system as a compliance measure.
Understand project finance & budgeting.

Target Audience

This course is primarily designed for the following target group in mind.
Principal Budget officers, Assistant budget officers, Budget Clerks, Finance Managers, Department or Sectional Heads, Accountants,
Auditors

Target Competencies

n/a

Understanding Budgets in the Public Sector

Functions of the Budget Process
Budgetary Principles & Budget Cycle
Budget preparation, execution and alterations
Cash Planning and Management
Investment Budgets and Programmes (PIPs)

Medium Term Expenditure Framework (MTEF)

Linking Sector level Policy, Planning and Budgeting
Linking Policy, Planning and Budgeting at the Government-Wide Level
Linking Policy, Planning and Budgeting in the Planning and Resource Management Cycle
Stages of the MTEF
Weaknesses that produce Poor Budgeting Outcomes

Approaches to Budget Reform

Context and issues in Budget Reform
Current initiatives in Budget Reform
Institutional arrangements for Better Budgetary Outcomes

Financial Management & Accounting & Control

Preparation of NGO and Government Wide financial Statements
Accounting for Restricted and unrestricted Funds
Fund Accounting and encumbrance Accounting
Interpretation Of Financial Statements
Corruption and Fraud issues in Public Expenditure
Capital Budgeting and Project Financing
Auditing and Financial Control
Public expenditure Monitoring and Tracking and the role of the Auditor general
Computerized Application in recording transactions and presentation of information

Final Project

Action Planning

Aid and Public Expenditure

Improving effectiveness and Accountability
Poverty and Public Expenditure
Donor Support to Public Expenditure and the relevant accounting
Programme Aid and the Financing Gap
Managing the SWAP approach and Basket Funding

Public Expenditure Management (PEM)

Budgeting and political realities in relation to values of Fiscal discipline and Budgetary outcomes
Millennium Development Goals (MDGs) and PRSPs

Forecasting Models for Planning Purposes

Moving averages and exponential Smoothing
Regression analysis through data analysis applications (Computerized)
Qualitative and Quantitative methods

$2975

Arusha

Country: Tanzania

Duration: Two weeks

Date: 10–21 Nov 2025

$2975

Cape Town

Budgeting and Financial Management (Public Sector)

Overview

Course Outline

Schedule & Fees

Course Methodology

Course Objectives

Target Audience

Target Competencies

Understanding Budgets in the Public Sector

Medium Term Expenditure Framework (MTEF)

Approaches to Budget Reform

Financial Management & Accounting & Control

Final Project

Aid and Public Expenditure

Public Expenditure Management (PEM)

Forecasting Models for Planning Purposes

$2975

Country: Tanzania

Duration: Two weeks

Date: 10–21 Nov 2025

$2975

Country: South Africa

Duration: Two weeks

Date: 13–27 Feb 2026