Advanced Public Budgeting in Formulation and Execution Training Course

Advanced Public Budgeting in Formulation and Execution Training Course

Introduction

In today’s dynamic public financial management landscape, Advanced Public Budgeting plays a critical role in ensuring fiscal discipline, transparency, and accountability in government operations. Advanced Public Budgeting in Formulation and Execution Training Course equips participants with cutting-edge skills in budget planning, resource allocation, performance-based budgeting, and public expenditure management. Through a practical and data-driven approach, the course enhances the capacity of finance officers, policymakers, auditors, and public sector managers to formulate, implement, and evaluate budgets that align with strategic national and institutional goals.

This comprehensive training combines international best practices, evidence-based decision-making, and public financial reforms to empower participants in managing complex budgetary processes. By the end of this program, attendees will have the expertise to apply medium-term expenditure frameworks, conduct budget performance monitoring, ensure compliance with fiscal rules, and integrate results-oriented budgeting techniques into their institutional frameworks.

Course Objectives

1. Enhance proficiency in public budgeting formulation and execution.
2. Strengthen capacity for medium-term expenditure framework (MTEF) integration.
3. Apply performance-based budgeting for improved resource utilization.
4. Develop skills in budget forecasting using analytical models.
5. Ensure fiscal discipline and compliance with budgetary laws.
6. Integrate gender-responsive budgeting into financial planning.
7. Improve public expenditure tracking and reporting accuracy.
8. Analyze budget variance reports for effective decision-making.
9. Utilize evidence-based budgeting for policy formulation.
10. Strengthen stakeholder engagement in budget processes.
11. Apply risk-based budgeting to mitigate financial vulnerabilities.
12. Leverage digital budgeting tools for transparency and efficiency.
13. Implement monitoring and evaluation frameworks for budget performance.

Target Audience

1. Public finance managers
2. Government budget officers
3. Policy analysts and advisors
4. Financial controllers and auditors
5. Development project managers
6. Public sector accountants
7. NGO and donor-funded project finance teams
8. Legislators and parliamentary budget committee members

Course Duration: 10 days

Course Modules

Module 1: Introduction to Advanced Public Budgeting

• Evolution of public budgeting systems
• Core principles of modern budgeting
• Key challenges in public financial management
• Legal and institutional frameworks
• Trends in international budgeting reforms
• Case Study: Transformation of Kenya’s public budgeting under PFM Act 2012

Module 2: Budget Formulation Process

• Stages of budget formulation
• Linking budgets to national development plans
• Stakeholder participation in formulation
• Resource envelope estimation
• Forecasting revenue and expenditure
• Case Study: Rwanda’s participatory budgeting approach

Module 3: Medium-Term Expenditure Framework (MTEF)

• Concept and components of MTEF
• Linking policy, planning, and budgeting
• Sectoral expenditure ceilings
• Performance indicators in MTEF
• Multi-year fiscal projections
• Case Study: South Africa’s adoption of MTEF

Module 4: Performance-Based Budgeting

• Definition and principles
• Output vs outcome indicators
• Linking funding to results
• Monitoring and evaluation integration
• Incentives for performance improvement
• Case Study: Performance-based budgeting in the Philippines

Module 5: Public Expenditure Management

• Expenditure control mechanisms
• Budget execution guidelines
• Commitment control systems
• Cash flow and liquidity planning
• Internal audit role in expenditure control
• Case Study: Uganda’s expenditure tracking systems

Module 6: Fiscal Discipline and Compliance

• Fiscal rules and frameworks
• Budgetary transparency requirements
• Risk-based compliance strategies
• Handling budget deviations
• Sanctions for non-compliance
• Case Study: EU Stability and Growth Pact enforcement

Module 7: Gender-Responsive and Inclusive Budgeting

• Concept and objectives of GRB
• Gender analysis in budgeting
• Tools for inclusive financial planning
• Aligning with SDGs
• Reporting and monitoring GRB impacts
• Case Study: Gender budgeting in Austria

Module 8: Revenue Forecasting and Analysis

• Forecasting methodologies
• Elasticity of revenue streams
• Tax and non-tax revenue analysis
• Sensitivity analysis
• Data-driven revenue predictions
• Case Study: Revenue forecasting reforms in Ghana

Module 9: Budget Execution and Cash Management

• Execution phases and requirements
• Cash forecasting tools
• Fund disbursement procedures
• Managing arrears
• Reconciliation of accounts
• Case Study: Treasury Single Account in Nigeria

Module 10: Public Expenditure Tracking Surveys (PETS)

• PETS methodology and objectives
• Sampling and data collection
• Analysis and reporting
• Linking PETS to policy change
• PETS in service delivery monitoring
• Case Study: Education sector PETS in Tanzania

Module 11: Digital Tools in Budgeting

• e-Budget platforms
• Automation of budget processes
• Data analytics for budgeting
• Online public finance transparency portals
• Cybersecurity in financial systems
• Case Study: IFMIS in Kenya’s Treasury

Module 12: Monitoring and Evaluation in Budgeting

• M&E frameworks for budgeting
• KPI development and tracking
• Data collection tools
• Mid-term budget reviews
• Impact assessment
• Case Study: World Bank M&E framework application

Module 13: Risk-Based Budgeting

• Identifying financial risks
• Risk assessment methodologies
• Contingency planning
• Scenario analysis
• Building resilience in budgeting
• Case Study: COVID-19 fiscal response in Singapore

Module 14: Stakeholder Engagement in Budget Processes

• Mapping stakeholders
• Engagement strategies
• Participatory budgeting tools
• Conflict resolution in budgeting
• Advocacy and communication
• Case Study: Brazil’s participatory budgeting in Porto Alegre

Module 15: Global Best Practices in Public Budgeting

• OECD budgetary governance principles
• Comparative budget systems
• Lessons from emerging economies
• Fiscal policy integration
• Sustainability considerations
• Case Study: New Zealand’s Wellbeing Budget

Training Methodology

• Interactive lectures with expert facilitators
• Real-life case study analysis
• Group discussions and collaborative problem-solving
• Hands-on exercises using budgeting tools
• Role-playing for participatory budgeting scenarios
• Practical assignments and simulations

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. 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.