1.

Group Assignment: Financial Management for Leaders (30 points)

General Instruction:

 Form a team from the same organizational background (Church, NGO, Government
organization, may be Private organization)
 For Part I use the table provided in Appendix and modify it based on your organization format if
available, and with your chosen project (Improving education access with a focus on
environmental sustainability or Promoting sustainable agriculture)
 The document contains information like name and Id numbers of team/group members, title of
chosen project, organization background(NGO, CHURCH, GOV’T etc..) on the cover page only.
 Submission date will be on the same date of your final exam
 No page limit

This group assignment builds on your understanding of financial management principles and
incorporates the concept of Environmental, Social, and Governance (ESG) factors. You will
apply your knowledge to a real-world scenario relevant to your diverse backgrounds in Ethiopia
(NGOs, religious institutions, and government organizations). The goal is to demonstrate
effective financial planning and decision-making within your specific organizational context,
while integrating considerations for sustainability.

Scenario (10 points):

Your organization in Jimma, Ethiopia has been awarded a grant of ETB 5,000,000 to implement
a new project focused on:

Choose the option most relevant to your organization:

 I. Improving education access with a focus on environmental sustainability: This

could involve building energy-efficient schools, incorporating environmental education
into the curriculum, or promoting sustainable practices like tree planting within
schoolgrounds.

 II. Promoting sustainable agriculture: This could involve training farmers in

techniques that conserve soil and water, introducing drought-resistant crops, or
establishing local markets for organic produce.

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Questions:

Part 1: Financial Planning with ESG Integration (10 points):

Each group will tailor their financial plan based on their organization's background (NGO,
Church, or Government Organization) and the chosen project focus (improving education access
or promoting sustainable agriculture).

Instructions for Each Background:

 NGO:

o Develop a detailed budget for your project, outlining:

 Revenue: Break down the grant amount and identify any additional
anticipated income sources (e.g., fundraising events, membership fees).

 Expenses: Identify all anticipated expenses for running the project,

considering both core activities and ESG integration (e.g., personnel,
equipment, supplies, program materials, training on sustainable practices).

 Justification: Briefly explain the purpose of each expense category and

how it contributes to the project's goals, including both
educational/agricultural advancement and environmental sustainability.

 Church:

o Develop a financial plan for your project, considering:

 Revenue: How will the project be funded? Allocate portions of the grant
based on anticipated needs (e.g., construction materials for sustainable
school buildings, training materials on organic farming). Consider
potential additional income sources specific to your church (e.g.,
donations, fundraising events).

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  Expenses: Identify all anticipated expenses for running the project,
considering both core activities and ESG integration (e.g., materials,
skilled labor, volunteer coordination, training on sustainable practices).

 Justification: Briefly explain the purpose of each expense category and

how it aligns with the project's goals, your church's mission, and the
principles of environmental stewardship.

 Government Organization:

o Develop a financial plan for your project, considering:

 Revenue: Allocate the grant based on project needs and integrate any
anticipated budget allocations from your government department.

 Expenses: Identify all anticipated expenses for running the project,

considering government procurement procedures and ESG integration
(e.g., personnel costs, materials acquisition for sustainable infrastructure,
training on sustainable practices).

 Justification: Briefly explain the purpose of each expense category and

how it contributes to the project's goals, government objectives, and
national sustainability strategies.

Part 2: Decision Making (10 points):

Imagine a situation where a cost overrun occurs during project implementation, specifically
related to an unforeseen expense required to achieve an ESG-related goal. Briefly explain how
your team would decide on a course of action, considering factors like project goals
(education/agriculture and sustainability), budget constraints, stakeholder needs, and the long-
term benefits of the ESG investment.

Part 3: Accountability and Transparency (10 points):

Describe two specific strategies your organization would implement to ensure accountability and
transparency in managing the project's finances, with a focus on ESG integration. Consider the
needs of your specific stakeholder groups (donors, community members, government agencies

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etc.). How would you demonstrate the impact of your project on both educational/agricultural
goals and environmental sustainability?

Appendix: Example of Financial Planning with ESG Integration (modify it based on your
organization format if applicable)

Category Description Example (Improving Education

Access with Sustainability Focus)
Project Focus Briefly outline the core objective of the Increase access to quality education in
project (e.g., building new schools, rural areas with a focus on
promoting organic farming). environmental sustainability.
Grant Allocation Specify the total grant amount and how ETB 5,000,000 * Construction: ETB
it will be divided among different 2,000,000 * Educational Materials:
project components. ETB 500,000 * Training &
Workshops: ETB 1,000,000 *
Operational Expenses: ETB 1,500,000
Revenue Sources Identify any anticipated income sources Not applicable for this example (focus
(if applicable) beyond the grant (e.g., fundraising, on grant utilization).
membership fees).
Expenses List all anticipated expenses
categorized by core activities and ESG
integration.
* Core Activities
* Personnel Salaries for teachers, construction Salaries for teachers trained in
workers, project managers. environmental education.
* Materials Desks, chairs, school supplies. Construction materials for energy-
efficient buildings.
* Equipment Computers, projectors, teaching aids. Water harvesting systems for schools.
* Program Costs Curriculum development, teacher Educational materials promoting
training (non-ESG). environmental awareness.
* ESG Integration
* Training & Workshops on sustainable practices for Training on rainwater harvesting and
Workshops teachers and students. organic farming techniques.
* Materials & Energy-efficient lighting fixtures in Tools and equipment for organic
Equipment schools. farming practices.
* Project Integrating sustainability considerations Establishing tree planting programs
Implementation into construction plans. around schools.
Justification Briefly explain the purpose of each
expense category and how it
contributes to project goals
(education/agriculture &
sustainability).
* Core Activities
* Personnel Ensure qualified personnel to deliver Salaries for teachers with expertise in
educational programs. environmental education.
* Materials Provide essential resources for learning Materials promote a sustainable
activities. learning environment.

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* Equipment Enhance teaching methods and student Equipment supports water conservation
learning. and promotes environmental awareness.
* Program Costs Develop effective educational Materials integrate environmental
programs. education into the curriculum.
* ESG Integration
* Training & Equip teachers and students with skills Training promotes organic farming
Workshops for sustainable practices. techniques for food security.
* Materials & Reduce environmental impact of school Tools and equipment enable efficient
Equipment operations. resource utilization.
* Project Minimize environmental footprint of Tree planting programs combat
Implementation construction projects. deforestation and improve air quality.
Note: This table provides a general format for financial planning with ESG integration. Specific
details will vary depending on your chosen project focus and organizational background.

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