NGO's are service and project driven, and these parameters often conflict. On top of that, financial planning and reporting at the organizational level often look very different from what’s required at the project level.

In this interactive workshop, we’ll put on our collective “Project Manager” hats to walk through practical strategies for effective project budget planning. In this session, we’ll explore:

How to calculate a project’s 'break-even' point
How to define meaningful KPIs to assess project success, even when results aren’t visible until a year or more after completion
Important factors to include that make financial tracking and reporting more efficient
Reporting systems and tools that support smoother project execution and improve communication with funders and interest groups

By the end of the session, all participants will receive a free, user-friendly Excel Project Financials Calculator template to help you confidently plan and manage your next project.

Session Objectives:

Understand, plan and track cashflow throughout the project lifecycle
Understand, plan and track expenses throughout the project lifecycle
Suggestions for how to set project KPI's and/or a 'break even' calculation for your project

2026 Schedule

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