Training Materials

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The African Development Foundation Training Department works to provide information and guidance on ADF’s policies and procedures enabling ADF staff in DC and Partners to better serve our target population. The training materials below are divided up into three categories.

Course Notes: detailed outline of course topic.
Templates and Examples: documents examples referenced in course notes.
Handouts: tools and templates associated with course topic.

Viewing and saving training materials:

Please click on the links below to view the document. Documents can be viewed by clicking on the link, or downloaded to your computer by using the right-mouse-click 'Save-Target-As' feature.

Project Development

Course Title	Course Notes	Templates / Examples	Handouts
Appendix A	Appendix A Slides	Appendix A Handout_Guidelines for Preparation1 Appendix A Handout_Guide with Logframe	APPENDIX A Sample EEG partially annotated
ADF Application	ADF Application Course Notes	Application Handout_ Assessment Tools	Application Handout_Application
Budget & Budget Narratives	Budget and Buget Narrative Course Notes	Budget Sample_Budget and Narrative Budget Narrative Sample_Budget and Narrative
CRG	Request Policy
Environmental Assessment	Environmental Policy Training Slides	ESR Form Here
Financial Analysis	Financial Analysis Course Notes	.	Financial Analysis Handout_Cash Flow P/L Financial Analysis Handout_Assumptions Financial Analysis Handout_Sampel Excel Format
Financial Assessment	Financial Assessment Course Notes	.	Financial Assessment Form with Comments
Project Development	Project Development Course Notes	.	Project Packet Requirements
Project Identification	Project Id and Screening Course Notes	Project Id / Scr Application Register Project Id / Scr Preliminary Site Visit Report Blank	Project Id / Scr Handout_Grant Classifications Project Id / Sc Handout_Roles and Responsibilities Project Id / Scr Handout_Sample Biweekly Report
Project Review and Approval	.	.	2009 Project Review and Approval Guidelines
Market Analysis	Market Analysis Course Notes	.	.
Technology Assessment	Technology Assessment Course Notes	Sample OAG Tech Summary - by Request Sample EEG Tech Summary - by Request	.

Project Implementation

Course Title	Course Notes	Templates / Examples	Handouts
Amendments	Amendments Course Notes		Amendment Requirements Sample Budget Amendment Chart
Audits	Audit Course Notes	Audit Closeout Memo Template	Audits Handout _Audit Timeline Audits Handout Common Findings v1
Budget Shifts	Budget Shift Course Notes		Budget Shift Handout_Sample Budget Shift
Disbursements	Disbursement and Procurement Course Notes	Disbursement and Procurement_Disbursement Request Form	Disbursement and Procurement Handout_Checklist Disbursement and Procurement Handout_ADFW Process
Financial Training	Financial Training Course Notes	Sample Grantee Training Agenda - by Request Sample Refresher Training Agenda - by Request
Grant Start Up	Grant Startup Course Notes	Grant Startup Handout_Template Startup Site Visit Report Form
Grant Implementation	Grant Implementation Course Notes
Grant Close-out	Grant Closeout Course Notes	Pre-Closeout Site Visit Report and Memo - by Request Sample Financial Close upon request Financial Close Out Recommendation Memo - by Request	Partner End of Project Memo - by Request Sample Tracking Chart - by Request
Quarterly Reports	Quarterly Report Course Notes	Sample Quarterly Reports - by Request	Quarterly Reports Handout_Template QR Part I Quarterly Reports Handout_Template QR Part II
Site Visit	Site Visits Course Notes	Sample Site Visit Monitoring Reports - by Request	Site Visits Handout _Financial Systems Review Actions Site Visits Handout_Template Grantee Monitoring Report Form
Termination / Remediation			Termination & Remediation Guidelines HereTBD

Other

Course Title	Course Notes	Templates / Examples	Handouts
ADF Basics	ADF Basics_Slides		ADF Basics Handout_ADF Terms ADF Basics Handout_MS 201-ADF ACT
API	API Course Notes		API Handout_API Indicator Definitions FY 2008 Questionnaire for CPC
Ethics	Ethics Slides		Ethics Handout Scenarios Updated
Financial Systems	Financial Systems Course Notes		Cash Expenditures Process Sample Cash Expenditures Source Docs Cash Receipts Process Sample Cash Receipts Source Docs Payroll Process Sample Payroll Source Docs Petty Cash Process Sample Petty Cash Source Docs Sample Account Ledgers Sample Two Person Cash Expenditure Process Ways to Review
Participatory Development			Participatory Development Definitions General Principles Problem Tree

New Program Policy 600 Series << UNDER CONSTRUCTION>>

New Policy Section	Policy	Procedures / Guidelines	Related Training Manual
601	Capacity Building Grant		Project Development: Project Identification
604	CRG		Project Development : Project Development
620	Grant Selection and Development		Project Development : Project Identification
630	Grant Review and Approval	2009 Project Review and Approval Guidelines
631	Environmental Compliance		Project Development : Proj ID and Proj Development
650	Grant Start Up		Project Implementation : Grant Start Up
652	Grantee Reporting		Project Implementation : Quarterly Reports
653	Grant Quality Assurance	Project Performance Definitions and Guidelines	Project Implementation : Grant Start Up
655	Grant Budget Shifts		Project Implementation : Budget Shifts
656	Grant Amendments		Project Implementation : Amendments
657	Grant Remediation	Remediation Procedures TBD
658	Grant Termination	Termination Procedures TBD
660	Grant Close Out		Project Implementation : Grant Close Out

For more detail on any of the topics listed, please contact the ADF Training Department.

Please click on the links below to view the document. Documents can be viewed by clicking on the link, or downloaded to your computer by using the right-mouse-click 'Save-Target-As' feature.

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USADF Quick Source Training Materials

Last Updated: June 7, 2011