Skip to main content
NITA AccreditedIntermediatePhysical + Virtual5 daysTOMF797

Training on M&E for Financial Performance in NGOs

Strengthen NGO accountability with training on M&E for financial performance, donor compliance, and results-based financial reporting.

Next intake

20 Jul 2026 · Nakuru

View all dates

Duration

5 days

Live instruction

Delivery

Physical + Virtual

Cohort based

Level

Intermediate

Working professionals

Certification

NITA reimbursable

For Kenyan cohorts

Language

English

All materials

Overview

About this programme

This course equips NGO professionals with the skills to apply Monitoring & Evaluation (M&E) tools in tracking financial performance, ensuring accountability, and linking resources to program outcomes. It combines financial management with results-based approaches, offering practical techniques for financial reporting, donor compliance, and decision-making.

Duration

5 Days

Who Should Attend

  • Finance & Grants Managers in NGOs

  • Monitoring & Evaluation Specialists

  • Program Managers and Officers

  • Donor Liaison Officers

  • Auditors and Compliance Officers

Learning outcomes

What you'll walk away with

By the end of this training, participants will:

  1. Understand the role of M&E in NGO financial performance.

  2. Develop financial performance indicators within M&E systems.

  3. Learn techniques for financial data collection, analysis, and reporting.

  4. Strengthen capacity to ensure donor compliance and accountability.

  5. Apply case-based learning to assess financial efficiency and sustainability.

Course modules

What we cover, module by module

Module 1: Foundations of M&E in NGO Financial Performance

  • Linking finance to results-based management

  • Key concepts in financial monitoring

  • Role of M&E in donor reporting and accountability

  • Case Study: Financial M&E in a donor-funded health project

Module 2: Developing Financial Performance Indicators

  • Designing SMART financial indicators

  • Efficiency, effectiveness, and sustainability measures

  • Integrating financial KPIs into M&E frameworks

  • Case Study: Tracking overhead vs program costs

Module 3: Tools & Methods for Monitoring Financial Performance

  • Financial dashboards and scorecards

  • Budget variance analysis and reporting

  • Data sources and verification in financial monitoring

  • Case Study: Financial dashboards in education NGOs

Module 4: Linking Financial Performance to Program Outcomes

  • Using M&E to evaluate value-for-money

  • Assessing cost-effectiveness and ROI in NGO programs

  • Donor requirements on financial performance reporting

  • Case Study: Evaluating financial performance in food security projects

Module 5: Reporting, Accountability & Learning

  • Preparing financial performance reports for stakeholders

  • Lessons learned for financial planning and sustainability

  • Embedding accountability in financial M&E systems

  • Case Study: Accountability frameworks in humanitarian NGOs

Impact

Where the change lands

Organizational Impact

  • Stronger accountability to donors and stakeholders

  • Improved transparency in financial resource utilization

  • Better alignment of financial performance with project impact

Personal Impact

  • Ability to integrate financial indicators into M&E frameworks

  • Enhanced capacity in analyzing NGO financial performance

  • Skills to generate financial insights for decision-making and reporting

Dates and locations

Upcoming intakes

Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.

Full calendar
FAQs

Common questions.

Still not sure? Send us a note and a facilitator will get back to you within a business day.

It’s the process of tracking and evaluating financial efficiency, accountability, and sustainability alongside program outcomes.

Course finder

Find the right course for you

Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.

For corporate teams

Training 10+ professionals?

We deliver Training on M&E for Financial Performance in NGOs in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.