Training Course on Performance Based Budgeting

Introduction Management Concepts budgeting and performance courses cover all phases of the budgeting process and give students the knowledge, skills, and tools they need to operate effectively in today’s performance driven, resource-constrained environment. Our courses improve effectiveness by developing skills in data analysis and providing the tools to develop more compelling analyses and support sound decision making. Members of both civilian and defense communities will learn to prepare and track budgets, integrate budget and performance data, make budget presentations, write budget justifications, and justify capital asset investments. Duration 5 days Who Should Attend? The course is geared for researchers and practitioners in all fields. Familiarity with basic time-series, cross-sectional summary statistics and linear regression will be an added advantage Course Objectives i. Learn how to best integrate performance data with the budget process ii. Assemble the performance linked budget and justify it to the Department, OMB, and Congress iii. Determine performance changes planned for the budget year iv. Make changes to ensure that your performance data is being utilized to drive government programs Course Content Module I: Examine the foundations of planning and budgeting a. Compare and contrast key aspects of private sector and governmental planning and budgeting fundamentals b. Identify the purposes of an agency budget and how the key elements of the budget contribute to those purposes Module II: Establish the performance groundwork a. Build a strategic hierarchy from mission to goals to objectives to activities, including performance measures b. Validate the strategic hierarchy by incorporating strategy maps/logic models/theory of change c. Identify initiatives in the strategic plan that begin in the budget year Module III: Link performance to budget formulation a. Review characteristics of different budget types and identify the key elements of the performance linked budget b. Align the performance linked budget with the Federal budget calendar c. Identify internal and external sources of quantitative budget data Module IV: Execute the performance linked budget a. Create a cost structure tied to the strategic hierarchy in order to validate the cost of performance change and control those costs b. Capture and report integrated budget and performance data for decision-makers and stakeholders c. Adjust the budget and adjust performance targets to maintain a performance link to the budget Module V: Interactive exercise and course wrap-up a. Recap performance linked budgeting b. Summarize and integrate strategic planning, performance management, and performance linked budgeting Methodology The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields. Key Notes i. The participant must be conversant with English. ii. Upon completion of training the participant will be issued with an Authorized Training Certificate iii. Course duration is flexible and the contents can be modified to fit any number of days. iv. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and a Certificate upon successful completion of Training. v. One-year post-training support Consultation and Coaching provided after the course. vi. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you. We also offer online training. Course Fee: Ksh 80,000, USD 900.