Grant Management and Fundraising Course

Overview

Introduction

This course is comprehensive on grants management and fundraising, spanning the grants lifecycle from pre-award through grant closeout. The course provides the Federal, pass-through, and recipient workforces with the knowledge and skills they need to improve program and public accountability, efficiency, and outcomes for beneficiaries.

Course Objectives

• Identify and understand the critical terms and conditions of grant aid for donor-funded projects
• Ensure compliance with donor terms and conditions
• Understand the donor requirements in relation to supporting documents, correct procurement of goods and services and meeting financial reporting requirements
• Managing multiple-funded programmes
• Understand proposal writing, project planning and problem analysis
• Prepare a donor financial report to match with a project narrative report
• Describe the phases in the grant management cycle clarify key responsibilities and routines needed for successful grant management
• Identify the requirements for closing off a donor grant
• Manage the relationship with donors, head office and implementing partners with greater confidence
• Appreciate the contribution of the different functions within the organization (program and project staff) and cultivate good work relationship between the teams, finance and programme staff working closely for Successful grant management
• Develop Grants management planning implementation and reporting tools
• Develop Proposal writing skills, project Planning and Project problem analysis

Duration

5 days

Course Content

• Basic concepts in grant management
• Key challenges in grant management
• The grant management life cycle
• Project Planning
• Project problem analysis
• Grant Award Contract
• The flow of donor funds
• Assessing the terms and conditions in grant agreements
• Grant agreements, and accounting and procurement systems
• Complying with donor reporting requirements
• Cost Share/ Matching costs
• Procurement Procedures
• Grant Reporting,
• Financial Documentation and Reporting
• Documentation, Internal Controls; Audit, Narrative Reporting, Partnerships & consortia management, Donor Compliance

Sources of Fundraising

• Grants from agencies, foundations and corporations
• Individual donors
• Sales and services
• · Methods of Fundraising
• Special events
• Donor relationship and cultivation
• Capital and comprehensive campaigns
• Accountable fundraising
• Professional fundraising

Best Practices of Fundraising

• Use credible, cost-effective fundraising methods
• Be accountable
• Respond quickly to questions and complaints
• Publish annual reports
• Update paper work
• Express gratitude

Deterrents to Fundraising

o Lack of patience

o Insufficient planning

o Poor communication

o Poor networking

o Lack of appeal/credibility

o Lack of long-term planning

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: [email protected] Tel: +254 721 331 808

Training Venue

The training will be held at our Upskill Training Centre. We also offer training for a group (at a discount of 10% to 50%) at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Upskill certificate upon completion of this course.

What you will learn

Learning Objectives

•     Identify and understand the critical terms and conditions of grant aid for donor-funded projects
•     Ensure compliance with donor terms and conditions
•     Understand the donor requirements in relation to supporting documents, correct procurement of goods and services and meeting financial reporting requirements
•     Managing multiple-funded programmes
•     Understand proposal writing, project planning and problem analysis
•     Prepare a donor financial report to match with a project narrative report
•     Describe the phases in the grant management cycle clarify key responsibilities and routines needed for successful grant management
•     Identify the requirements for closing off a donor grant
•     Manage the relationship with donors, head office and implementing partners with greater confidence
•     Appreciate the contribution of the different functions within the organization (program and project staff) and cultivate good work relationship between the teams, finance and programme staff working closely for Successful grant management
•     Develop Grants management planning implementation and reporting tools
•     Develop Proposal writing skills, project Planning and Project problem analysis