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Mango Training Course Outline
Course code:
ES2 [formerly FM11]
Course Title:
Building on the basics
2 days
Those who have previously attended Mango’s
Getting the basics right (ES1) course
This workshop is to refresh key skills and build the confidence of learners to:
self-assess their NGO’s financial management systems and implement
action plans that will integrate robust practice into programmes, with
remote follow-up support from Mango.
Target Audience
This course is for NGO staff and trustees who have previously attended
Mango’s Getting the basics right (ES1) course.
As the workshop has a strong self-assessment and action planning theme, we
strongly recommend that two people attend, ideally representing both
programme management and finance functions.
We recommend that you read this course outline carefully to make sure the
content is relevant and meets your learning requirements. If you have any
questions please do contact us.
Course Content
The final content of the workshop will be decided in consultation with those
attending, according to their operational challenges and interests. Key
workshop content includes:
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Reaching the standard – using Mango’s Finance Health Check to assess
current practice
Accounting essentials – making sure everyone who needs financial
information gets it
Budget management essentials – writing great budgets and using budget
comparison reports for decision making
Protecting our resources – designing internal controls to keep our staff
and assets safe
Problem solving and action planning ‘surgery’ – identifying challenges,
practical solutions and actions to implement robust financial management
Follow up support – post workshop remote support from a Mango trainer,
including tailored advice on specific challenges during implementation of
the action plan.
Learning Outcomes
At the end of the course, participants will be able to:
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Assess strengths and weaknesses in their NGO’s financial
management systems using the standards set out in Mango’s
self-assessment Finance Health Check
Resolve accounting, budget management and internal control
challenges facing their NGOs using key tools and principles
revisited on the workshop
Use the learning from the self-assessment process and
workshop content to create a timed action plan for
strengthening and integrating good financial management
practice into programmes
Describe the minimum standards for the ‘Four Building Blocks’
to ensure robust financial management practice in NGO
Explain the critical role played by the Chart of Accounts in
budgets, accounting records and financial reports
Describe the key differences between cash and accruals
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accounting and how accounting methods have an impact on
the data in financial reports
Outline top tips for budgeting and budget management to
ensure effective use of project resources
Explain how the ‘Four Internal Control Actions’ help to protect
staff and NGO assets to ensure resources are always used for
the purpose intended
Appreciate the importance of integrating good financial
management practice into programmes to achieve their NGO’s
mission and objectives.
Training Approach
Mango’s training approach is highly practical, participatory and often fun! We
focus on real issues and help participants to use the techniques covered,
rather than just discuss them. We work hard to de-mystify financial concepts
to overcome the fear of finance.
“Mango training really does take the fear out of finance!”
We work with small groups to meet the needs of individual participants. We
use a variety of learning methods to stimulate interest and meet differing
learning styles of participants – including illustrated presentations, group
exercises and discussions, case studies and practical problem-solving
Courses are supported by extensive materials for participants to take away
and apply after the course. We also offer a free follow-up service by email or
phone to all Mango trainees.
How to Book
This course is currently only available as an in-house or group training event.
Please visit our website to plan your training or contact the training team at
training@mango.org.uk for more information.
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Building on the basics
Topics to be covered:
Day 1
Welcome and Overview
Introductions and expectations
Programme overview and approach
Key elements of good
practice in financial
The Four Building Blocks and Seven
Principles of Financial Management
Mango’s Finance Health Check – are
you reaching the standard?
Accounting essentials
Getting organised with coding
Supporting documents – why we need
Different accounting methods and their
reporting outputs
Financial statements revisited
Financial planning in practice – what
you need for operations and long-term
What makes a good budget?
Using budget monitoring reports for
programme management
Reporting on donor budgets
The Four Internal Control actions – how
they protect you and your resources
The Procurement Procedure –
Delegated authority and separation of
duties in action
Minimum standards checklist
Call to action
Budget management
Day 2
Internal Control Systems
Summary and reflection
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Topics to be covered:
Practical workshops
Learners to select two practical
sessions from:
o Chart of accounts development
o Budgeting skills
o Policies and procedures
o Budget management skills
o Preparing for audit
Surgery session and
action planning
Key financial management challenges
facing your NGO – solutions and
Summary and Close
Summary of key learning
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