Download - Everyday Leadership

honeydewscreenManagement

Nov 9, 2013 (3 years and 10 months ago)

96 views

ZHRC/HTI Financial
Management Training

Session 0: Introduction to Course



Introductions


Your name (what you would like to be
called during this training?)


What you do


Where you work


Years of experience in financial
management


What do you hope or expect to learn in
this training course?



Ground Rules/Norms


Agreement between trainers and
participants for how this training will be
conducted


Posted on the wall


Referred to throughout the training


Helpful to manage the training


Require group commitment to abide by
ground rules throughout the course



Parking Lot


Place to put or ‘park’ items such as
questions, concerns, or topics that:


Require extra time


Are related to the training but not critical


Require follow up


These items can be dealt with during
breaks, lunch, evenings or at the end of
the training




Housekeeping


Timings of the training


Locations of:


Toilets


Lunch and tea room


Payment of per diems




Background and Rationale of the
Training Course (1)


Financial Management Assessment of
ZHRCs was conducted in
Sept 2008
-
Feb
2009


Purpose: to identify ways in which the ZHRC
could be strengthened in management


Results: ZHRCs should build their capacity in
financial management, leadership and
management



Background and Rationale of the
Training Course (2)


This course was
developed and
conducted in
March, 2010 in Iringa to respond to needs identified
during financial assessment of ZHRCs


Differences between the original version of the
course and this current one include:


Target audience of original course has been
expanded to include Finance and Management teams
from the HTIs


Course content has been adapted to incorporate the
Tanzania context and financial practices, especially
regarding procurement



Course Goal and Objectives

Goal:
To build the capacities of the ZHRCs/HTIs in
financial management


Objectives:
By the end of this training course,
participants will be able to:


Better manage funds of ZHRCs/HTIs


Develop stronger internal controls and financial
processes in ZHRCs/HTIs which will attract
development partner funding and involvement




Objectives (continued)


Develop and expand income generating activities
(IGA) in ZHRCs/HTIs


Create an action plan for implementing the
financial management improvements in
ZHRCs/HTIs


Share best practices and challenges and
continue peer education and communication
among ZHRCs/HTIs post
-
workshop





Target Participants


ZHRC Coordinators


HTI Principles


Accountants


Health Administrators


Supply Officers







Financial Management Course
Outline (1)


Day 1
: Learn an overview of financial
management, internal controls for cash, banking
and payments, and practice creating a bank
statement reconciliation.


Day 2
: Learn about budgeting, accounting and
financial reporting, study a case about strategic
planning, learn about auditing.


Day 3
: Learn about development partner
relations, per
-
diem policies, and public
procurement & legal framework in Tanzania.










Financial Management Course
Outline (2)


Day 4
: Learn and discuss about different
procurement and tendering methods, learn
about annual procurement plans, and review
tools for procurement


Day 5
: Learn about Store Management, Income
Generating Activities (IGAs) and resource
mobilisation, plan an IGA, and develop resource
mobilisation strategies






Course Materials


Participant Handbook


Copies of PowerPoint slides


Supporting explanations for many slides


Handouts


Worksheets






Course Assessment


Pre/post test


Conducted at the before and after the course


Daily Evaluation


Completed by participants daily


Final Course Evaluation


An overall rating for the course at the end

Your feedback is valued and appreciated





Key Points to Remember
Throughout Training


This course was developed to respond to
needs identified during the Financial
Assessment of ZHRCs in 2008
-
09


You already know a lot about financial
management


You have much to share with others


Ask questions throughout this workshop


We are here to guide you on how to more
effectively manage the financial operations of
your organization