Winner of the Greater London Training Award

COURSE PROFILE Managing a Budget for the first time

Managing a budget for a first time can be experienced as extremely daunting. This anxiety may manifest in a range of ways that might get in the way of effective management (such as avoidance, inefficiency etc.) This course, led by a social carer and a financial manager aims to help participants understand the need for effective budget management and the principles that underpin effective financial management.

NB: Please ensure that you bring a calculator and a ruler with you.

THE COURSE OBJECTIVES:

By the end of this training participants should understand:

Why we need to work within a budget
Effective budget management
Contributing to budget development

CONTENT:

Why do we need to work within a budget?
How effective budget management impacts on the quality of the service being offered to service users
Accountability issues
Being realistic: Considering the balance between income and expenditure
Record-Keeping: how to identify what has been spent/committed
Identifying the basic expenditure of the service that is non negotiable
Considering expenditure that would be desirable but not essential
Considering contingency issues
Expectations of the organisation
Working with a prescribed budget
Effective use of resources
Procedures for the management of a budget
Reflections and evaluation of the previous budget. What needs to be learnt.

WORKING METHODS:

Tutor presentations     OHP     Handouts    Case examples     Discussion
Group work                Practical exercises   Wordstorm method

 

 

2nd floor, 42 Station Rd., Portslade, East Sussex, BN41 1AG
Tel: 01273 414000      Fax: 01273 422777      
e mail: admin@normanmark.net      www.normanmark.net