Budgeting Essentials: 1 Day NGO Budgeting Session in San Francisco, CA
Schedule
Fri, 16 Jan, 2026 at 09:00 am to Fri, 12 Jun, 2026 at 10:00 pm
UTC-08:00Location
regus CA, San Francisco - Mid-Market | San Francisco, CA
About this Event
Group Discounts:
Save 10% when registering 3 or more participants
Save 15% when registering 10 or more participants
About the course:
Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session
Course Overview:
This one-day course provides a practical introduction to budget planning, resource allocation, tracking, and reporting tailored for NGO environments. You will learn essential budgeting steps, understand how to structure financial plans, and gain clarity on how budgets help strengthen program execution and accountability. The course simplifies budgeting concepts so you can confidently manage funds, develop accurate projections, and support decision-making. By the end of the session, you will feel equipped to prepare, maintain, and communicate NGO budgets effectively.
Learning Objectives:
By the end of this course, you will:
- Understand the structure and purpose of NGO budgeting.
- Prepare clear and accurate financial plans aligned with program needs.
- Allocate funds effectively across key activities.
- Track and monitor budgets using simple tools.
- Identify risks and maintain transparency in financial processes.
- Communicate budget progress to donors and stakeholders.
- Strengthen your confidence in handling financial documentation.
Target Audience:
NGO finance teams, managers.
Why is it the Right Fit for You?
This course is ideal if you want a practical and accessible understanding of how NGO budgets work. It breaks down financial concepts into easy steps so you can apply them directly to your projects. The training emphasizes real-world challenges, giving you the clarity needed to manage funds responsibly and transparently. You will gain tools, templates, and techniques that improve planning and tracking. With hands-on learning and guided practice, this course strengthens your ability to support programs through effective financial management.
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Our Royalty Referral Program
Know a team or professional who could benefit from our workshops? Refer them and earn attractive royalties for every successful registration.
For royalty-related queries, contact [email protected]
Would you like your entire team to strengthen their financial planning skills?
We offer in-house training tailored to your NGO’s specific budgeting processes, donor requirements, and operational needs. The modules can be customised to focus on areas most relevant to your team, ensuring practical application and improved financial coordination across departments.
📧 Contact us today to schedule a customized in-house session:
Agenda
Module 1: Introduction to NGO Budgeting
Info:
• Purpose and importance of budgeting
• Types of budgets used in NGOs
• Understanding financial terminology
• Activity
Module 2: Budget Planning & Preparation
Info:
• Identifying needs and cost elements
• Creating budget frameworks
• Aligning budgets with program goals
• Activity
Module 3: Resource Allocation & Cost Categorization
Info:
• Direct vs. indirect costs
• Allocating funds across activities
• Budget justification essentials
• Activity
Module 4: Budget Tracking & Monitoring
Info:
• Tracking expenses vs. planned amounts
• Identifying variances
• Simple tools for monitoring
• Activity
Module 2: Budget Planning & Preparation
Info:
• Identifying needs and cost elements
• Creating budget frameworks
• Aligning budgets with program goals
• Activity
Module 3: Resource Allocation & Cost Categorization
Info:
• Direct vs. indirect costs
• Allocating funds across activities
• Budget justification essentials
• Activity
Module 4: Budget Tracking & Monitoring
Info:
• Tracking expenses vs. planned amounts
• Identifying variances
• Simple tools for monitoring
• Activity
Module 5: Reporting & Documentation
Info:
• Preparing basic financial reports
• Communicating budget status
• Supporting audits and reviews
• Activity
Module 6: Risk Management in Budgeting
Info:
• Identifying financial risks
• Contingency planning
• Strengthening transparency
• Activity
Module 7: Donor Requirements & Compliance
Info:
• Reading donor guidelines
• Budget formats and templates
• Importance of compliance
• Case Study
Module 8: Building Sustainable Financial Practices
Info:
• Long-term financial planning
• Improving efficiency in budgeting
• Leveraging simple digital tools
• Activity
Where is it happening?
regus CA, San Francisco - Mid-Market, 1390 Market Street, Suite 200, San Francisco, United StatesEvent Location & Nearby Stays:
USD 542.07 to USD 705.91
