ZHRC/HTI Financial Management Training
description
Transcript of ZHRC/HTI Financial Management Training
![Page 1: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/1.jpg)
ZHRC/HTI Financial Management Training
Session 0: Introduction to Course
![Page 2: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/2.jpg)
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?
![Page 3: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/3.jpg)
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
![Page 4: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/4.jpg)
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
![Page 5: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/5.jpg)
Housekeeping
• Timings of the training• Locations of:
• Toilets• Lunch and tea room
• Payment of per diems
![Page 6: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/6.jpg)
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
![Page 7: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/7.jpg)
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
![Page 8: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/8.jpg)
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
![Page 9: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/9.jpg)
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
![Page 10: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/10.jpg)
Target Participants
• ZHRC Coordinators• HTI Principles• Accountants• Health Administrators • Supply Officers
![Page 11: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/11.jpg)
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.
![Page 12: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/12.jpg)
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
![Page 13: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/13.jpg)
Course Materials
• Participant Handbook• Copies of PowerPoint slides• Supporting explanations for many slides • Handouts• Worksheets
![Page 14: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/14.jpg)
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
![Page 15: ZHRC/HTI Financial Management Training](https://reader035.fdocuments.us/reader035/viewer/2022070503/568155c6550346895dc39989/html5/thumbnails/15.jpg)
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