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Recommended Course Schedule
|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
|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
|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|
|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|