Governments, counties, agencies and large NGOs are under pressure to spend within tight envelopes while showing citizens and funders what the money achieves. At the same time, revenue shocks, climate events, guarantees and loss-making public entities create exposures that conventional line-item budgets rarely capture. Teams that cannot measure and communicate these risks are forced into mid-year cuts and arrears.

Data and Analytics for Budgeting, Fiscal Risk & Outcome-Based Budgeting Training Course shows how to bring analytical discipline into every stage of the budget cycle. Participants begin by preparing and validating budget data, then apply forecasting methods, baseline projections and sensitivity analysis. The programme moves on to a structured approach to identifying, classifying and quantifying fiscal risks, and finishes with performance-informed budgeting, where programme structures, indicators and targets connect allocations to outcomes. Dashboards and reporting formats complete the picture.

Learning is hands-on. Participants work through sample budget files, build forecasting and risk models, design indicator frameworks and present a mini budget analysis to the group, with guidance on adapting each tool to their own institution.

By the end of the course, participants will be able to:

• Prepare, clean and validate budget and ledger data for analysis.
• Forecast revenue and expenditure using trend, ratio and regression methods.
• Run scenario and sensitivity tests on budget assumptions.
• Identify, classify and quantify fiscal risks, including contingent liabilities.
• Build a fiscal risk register and statement for decision makers.
• Design programme structures, indicators and targets for outcome-based budgets.
• Link allocations to performance information and track execution against results.
• Create budget dashboards that communicate trends and risks clearly.

The course is designed for professionals who prepare, review or scrutinise budgets, including:

• Budget officers and finance managers in ministries, departments and agencies
• County and local government planning and finance staff
• Economists and policy analysts in treasuries and planning units
• Public financial management reform teams
• Parliamentary and assembly budget committee staff
• Internal auditors and risk officers in the public sector
• Finance and programme managers in NGOs and development projects
• Donor and development partner fiscal analysts

Participants leave with:

• A reusable Excel forecasting model with scenario switches.
• A fiscal risk register template with likelihood and impact scoring.
• A draft indicator framework linking one programme to its outcomes.
• A Power BI or Excel dashboard prototype for budget monitoring.
• A checklist for challenging budget assumptions from sector ministries.
• A short plan for applying analytics to their next budget cycle.

Learning is applied from the first session, using budget data participants recognise from their own work. The programme includes:

• Guided Excel and Power BI labs on sample ledgers and forecasts
• Worked examples of fiscal risk statements and performance budgets
• Small-group exercises restructuring a programme budget
• Peer review of dashboards and assumption challenges
• Facilitator feedback on a short budget analysis presented on the final day

On completing the sessions and exercises, participants receive a CPD-accredited Certificate of Completion issued by Vision Reach Global Consultancy.