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Description

Management Control for Non-Profit Organisations: Tracking Funds, Budgeting and Reporting

Steering a non-profit organisation where every resource received must be justified to the funder that provided it

  • 2 days โ€” 14 h
  • In-person or virtual
  • Foundation
  • Up to 6 participants

A non-profit organisation rarely manages a margin. It must justify the use of restricted funds track multi-year funding agreements and report to funders who do not all expect the same document. The budget approved by the general assembly sits alongside project budgets that do not align with it.

Two days to put in place management control adapted to the non-profit sector: cost accounting by programme tracking of restricted funds budgeting by funding agreement and production of the financial reports expected by public and private funders.

Learning objectives

  • Identify the management specificities of a non-profit organisation
  • Build cost accounting by programme and by project
  • Track the use of restricted funds and grants received
  • Prepare the annual budget and budgets by funding agreement
  • Produce the financial reports expected by funders

What makes this programme different

Cost accounting by programme is built from the chart of accounts of a representative non-profit organisation
A grant financial report is prepared and then tested against the funder's expectations
Valuing volunteer time and in-kind contributions is covered through a complete case study

Programme

1Specificities of the Non-Profit Sector

Understanding what you are actually steering

  • Position own resources grants and donations
  • Distinguish unrestricted funds deferred funds and restricted funds
  • Identify reporting obligations according to each funder
  • Connect the organisation's mission with financial steering

2Cost Accounting by Programme

Knowing what each activity costs

  • Break activity down into programmes and projects
  • Allocate direct costs to the relevant programmes
  • Apportion overheads using a defensible allocation key
  • Value volunteer time and in-kind contributions

3Budgeting and Tracking Funding Agreements

Meeting the commitments made to funders

  • Build the annual budget and project budgets
  • Track the consumption of funds under a multi-year agreement
  • Anticipate carry-forwards and unspent funds
  • Manage co-funding applied to the same programme

4Reporting and Dialogue with Funders

Justifying the use of resources clearly

  • Prepare the financial report for a grant
  • Build a dashboard for the board of directors
  • Explain variances between the approved budget and actual spending
  • Prepare funding renewal applications

Who is it for

Treasurers ยท non-profit directors ยท administrative and finance managers and finance officers working in the non-profit sector.

Prerequisites

No prerequisites

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.