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Tech. Assistance by CWSA at RDA Office Mithi_ Tharparkar District, Sindh

The training helped my organization to better understand methods of budgeting and keeping financial records. It also gave us the competence to develop sound and applicable financial policies for our work,

Muhammad Bakhsh Khaskheli, from the Rural Development Association (RDA) participated in a financial management training organized by Community World Service Asia in Mirpurkhas in May this year. The objective of the financial management training was to increase the financial management capacity and improve policy development of local community-based organizations. Kashkheli particularly sought after these improvements for his organization.

Our financial procedures were not that swift, and we had to work hard on assembling documents, making photocopies, and preparing missing formats for going through the annual audits. Moreover, we do not have an internal audit department, so an internal audit committee consisting of three executive body members did our internal monitoring. However, this committee was not competent to conduct an internal audit that provides insight on future planning and procedural intricacies.

A resident of Hyderabad city, 42-year-old Muhammad Khaskheli works as a program manager in RDA. Khaskheli’s primary responsibilities include program development, implementation, and resource mobilization. He is also responsible for corresponding with donors.

Khaskheli attended the Financial Management training, expecting that it would help improve and develop RDA’s financial management system. Various topics were covered in the training, such as financial planning, bookkeeping, and accounting. Khaskheli remarked,

The session on accounting taught us to base accounting on the principles of consistency, accountability, transparency, viability, integrity, stewardship, and accounting standards. The session was highly interactive. For each principle, the participants shared examples on how to harmonize accounting with these principles.

Khaskheli gained valuable information and tools at this training, which he introduced at his organization in order to improve their financial management. After the training, RDA developed updated financial management and Human Resources’ manuals. Community World Service Asia outsourced a consultant, who visited Khaskheli’s office, discussed and reviewed every policy and procedure in the updated manuals, before finalizing it, and then a held a one-day workshop with the staff to orient them on it. The consultant also supported RDA with developing specific policies in the newly revised manuals.

Before this training, we had a very simple manual, but we were not able to develop a clear financial management system. However, these revised manuals’ detailed policies and procedures have positively affected the organization’s financial management in different ways,

Khaskheli affirmed.

Our financial procedures have improved since the training. Now, we have a better financial policy system and our documentation is complete and updated, ready for audits.

According to updated policy, the organization will hire a professional consultant to lead the internal audit committee and provide reports that will help in identifying policy and procedural gaps that are beneficial for future planning. This will continue until RDA attains resources to develop an independent audit department. After the training, RDA developed procedures to minimize financial risks. A code of conduct was also incorporated within the finance and administration departments and a clear delegation of authority was planned.

The training led to profound changes in the organization’s budgeting techniques. According to Khaskheli,

budget reporting has become easy.” At RDA, budget reports only included numerical figures before, now however, they include proper budget codes and budget narratives where necessary so that external stakeholder can easily understand the budgets. Khaskheli attested, “Because of the training, we better understand how to prepare budgets through an accountable and transparent financial system.

Adding further, Kashkheli stated,

Rural Development Association is a growing grassroots organization. We needed to develop a robust financial management system to make our financial matters transparent, easily functional, and to increase our credibility among the communities we are working with and other stakeholders, including donors.

Understanding and application of financial concepts is becoming essential in the nonprofit sector, as donor agencies increasingly prefer organizations that have sound financial management systems in place. A Financial Management training was designed and conducted by our Capacity Institutionalization Project to strengthen the financial management skills of participants belonging to small-scale organizations in Pakistan. The training aimed to equip participants with methods, skills and techniques to help them utilize financial management tools with efficiency and effectiveness.

This 5-day training session welcomed participants from Civil Society Organizations (CSO) and NGO workers, particularly those belonging to small-scale organizations. The training catered to both financial and program personnel. It was a third training of its kind, held at Mirpurkhas Sindh from 9th to 13th  of May, 2017. Twenty-seven participants from fifteen organizations, including 23 men and 4 women, took part in this activity based training.

Nazar Abbas Naqvi, financial management expert and a trainer with 18 years of relevant experience, facilitated the five day workshop.  Mr. Naqvi has worked on international donor funded programmes, including USAID, DFID, Asian Development Bank, European Commission and the World Bank. He has delivered extensive capacity trainings on financial management to public sector staff, Civil Societies Organizations and NGOs across various regions of Pakistan and abroad. Nazakat Bibi, Education Specialist at Community World Service Asia and Nadia Riasat, Senior Program Officer co-facilitated the training with him.

The training imparted specific skills on the fundamentals of financial management, developing effective financial policies and internal controls and streamlining accounting systems as per organizational policies. It geared participants on  preparing budgets, financial reports as per donor requirements, as well as facilitating audits to ensure transparency.

Through the various interactive sessions in the workshop, participants’ knowledge on the roles and responsibility of an organization’s board members, managers, finance and program team was also enhanced. The importance of budget in planning, control and decision-making was highlighted with key components and language of accounting system. Participants were made familiar with the concept of reconciliation and analysis of books of accounts. The link between budgets, accounting records, and financial reports were also explained in detail. A sample set of financial policy guidelines and procedures required for an operational NGO program were also shared with participants, which will help the participating organizations to strengthen their financial systems.

A session on resource mobilization was taken very well by the participants as it was a new topic for participants, both with financial and non-financial backgrounds. They were sensitized on mobilizing monetary resources. Some of the finance managers attending the training shared their interest in playing a more prominent role in resource mobilization. “It was an ambitious and knowledgeable workshop in which we learnt many things. On behalf of our organization, Orangi Charitable Trust (OCT), I would like to congratulate Community World Service Asia for the successful training from which all the participants benefited,” shared Qazi Raheem Bux Qureshi, a participant from Orangi Charitable trust (OCT).

  • Prem Das: I have learnt a lot about financial management. Risk management was a new and interesting topic for me which I was very little aware of before. Most importantly, the session on resource mobilization has enabled me to contribute more to my organization.

    Society for Safe Environment and Welfare of Agrarians – PAK.

  • MB Khaskheli: The training helped us to understand all the aspects of financial management. This training was designed on building knowledge on basic level. It will be interesting to attend an advanced level training on finance in future. It was an excellent, highly encouraging and full of fun learning experience.”

    RDA- Rural Development Association

     

  • Beena Baig: This training gave me an insight on financial management, budgeting and financial reporting. It gave me an opportunity to refresh all, previously learnt, financial theories and policies. I have learnt techniques of resource mobilization which will be more beneficial as we only managed record resources.”

    Community World Service Asia

  • Arjun Pattel: I was very lucky to be a part of such an constructive and communicative training. I have learnt a lot in these five days. Prior to this training, my knowledge level about financial management and policies was quite weak. This training enhanced my skills in financial management immensely.”

    Pakistan Village Development Program (PVDP)

  • Afshan Waheed: The Financial Management training was a completely new experience for me as it is not my field of work. But attending this training proved to be very beneficial as I learnt basic concepts of financial management and accounting. Now my concepts are clear and I will be able to contribute in financial discussions and decisions.

    Sukaar Welfare Organization

Under the Capacity Institutionalization Project, Community World Service Asia conducted a four-day workshop on Organizational Development during the third week of this February in Mirpurkhas, Sindh. Twenty-eight participants, including twenty-one men and seven women, belonging to fourteen local and community based organizations participated at this capacity building event.

The workshop aimed at further developing the capacity of the executive management of small NGOs and CBOs in Sindh, on the core concepts of organizational development. A specific focus was laid on developing an understanding of clear roles and responsibilities between an organization’s board and management, decentralized organizational and decision making structures. The workshop encouraged the participants to contemplate on their organizational values and equipped them with the latest tools to help assess their organizations’ structure and culture, and make the necessary modifications as per needs and requirements. On the last day of the event, action plans for each organization were developed by all the participants, to evaluate their learning and how it is being incorporated practically. A technical assistance will be provided to interested organizations on the basis of their action plans to further strengthen their systems and practices.

Quotes & Comments by Participants

  • Simon Goel: During this 3-Day Workshop, I learnt a lot about development, under-development and why organizations deteriorate due to lack of growth and policies’ enforcement.

  • Chander: I enjoyed this training. There was a lot to learn regarding organizational development. I tend to further my knowledge and strengthen the weaknesses of my organization so that it can execute different projects more effectively for the betterment of the nation.

  • Aneer Adil: I had a good time, learning new features for a strong organizational structure and sharing my experience with other at the same time. All participants were easy going. Methodologies used during the workshop were effective. Sir Sohail is one of the best facilitator. I wish all the best to everyone.

  • Humera: Before coming to this workshop, I was not aware about organizational development and its importance. But with the help of different discussions, presentations and group work, my knowledge has increased and I will definitely apply some of these tools in order to make our OD structure more effective.

  • Dur M. Brohi: I have attended many trainings and workshops but this training is different from others. Here we gained more knowledge, on how can we make our own organization and how can we improve the image of the organization.

  • Jabbar Bhatti: This training gave many new thoughts, new terminologies and new things about organization to develop and to make our organization efficient. I learnt 10 rules of social entrepreneurship and key learnings for developing organization. Overall the training was very helpful for me personally which will ultimately be a contributing factor to my organization.

  • Sarfraz Ali: The workshop was very informative. A variety of methodologies made the workshop more interesting. This workshop was advantageous for me as I came to know about different tools and techniques, which I have never heard about. I am quite confident that I will apply my learnings in my current organization to refine policies, procedures and practices.

     

  • Ahsan Goel: There are so many things which I got to know about Organizational Development. As a HR assistant it will be very useful for me and my organization. For this 4-Day workshop, I would like to say thanks to Community World Service Asia, especially Sir Suhail for training us so clearly and effectively.