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ZHRC/HTI Financial Management Training

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?.

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ZHRC/HTI Financial Management Training

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  1. ZHRC/HTI Financial Management Training Session 0: Introduction to Course

  2. 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?

  3. 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

  4. 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

  5. Housekeeping • Timings of the training • Locations of: • Toilets • Lunch and tea room • Payment of per diems

  6. 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

  7. 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

  8. 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

  9. 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

  10. Target Participants • ZHRC Coordinators • HTI Principles • Accountants • Health Administrators • Supply Officers

  11. 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.

  12. 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

  13. Course Materials • Participant Handbook • Copies of PowerPoint slides • Supporting explanations for many slides • Handouts • Worksheets

  14. 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

  15. 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

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