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Financial Management Reporting

This guide was written for Last Mile Learning.

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Recommended Course Schedule

Section Objectives Activities Slides Handout Timing
Introduction Define the purpose of financial management reporting and help participants understand the needs these reports meet. Financial IntelligenceCommunicating Through Financial Reports

Characteristics of Good Financial Reporting

2-4 15 min
Financial Management Reporting in Your Organization Handout 1:Critical Financial Management Questions 25 – 30 min
Introduce learning objectives Learning Objectives 5 5 min
1. Financial Reports Overview Help participants identify the main users of financial management reports, why they need the reports, and the type of reports that fit different users. Users and Their NeedsUsers and Their Different Reports 6-7 Handout 2: Who Said What? 30 min
2. Management Reports Raise awareness of the types of management reports and how they are derived. Where do Management  Report Figures Come From?Cash Flow Repot

Budget Monitoring Report

Forecast Report

8-11 Handout 3: Which Report Am I? 40-45 min
3. External Reports: Donor and Beneficiary Reports Define what to consider when creating  beneficiary and donor reports and the benefits associated with creating them. Your Donors and Beneficiaries are Watching You 12 15-20 min
Break
4. Presenting Reports Raise awareness of elements to include in reports and help students identity ways to present figures Exceptions Reporting 13 Handout 4: Present This 30 min
5. Analyzing Financial Reports Help participants identify what to look for when they read a financial management report and how to prepare a variance analysis What Should We Look For?Variance Analysis Techniques 14-15 20 min
6. Action Planning Help participants understand the various actions they can take when variances occur. Handout 5: Planning and Taking Action 40 min
7. Conclusion Review / assessment Congratulations 16 15 min