Introduction to Financial Management in Family Planning Settings Training Guide

This resource is part of a series to support facilitation of interactive learning sessions about how to implement the recommendations outlined in the Financial Management Change Package, whose purpose is to improve revenue.

The full Training Guide consists of a PowerPoint slide deck with talking points and an associated discussion guide.

Facilitators should feel free to adapt and revise this guide. Facilitators may choose to:

• Convene staff from one or more clinics for a standing meeting (e.g., monthly) to discuss each Best Practice (in order or as needed) from the Financial Management Change Package.
• Convene a one-time meeting with clinic staff about this topic.

Learning Objectives:

• Define the best practice recommendations for financial management to increase revenue as outlined in the Financial Management Change Package
• Describe one tool available to document and measure financial performance indicators
• Describe one financial performance indicator that will impact revenue
• Describe three strategies for improving performance on the financial management performance indicators

Time: 1 hour

Other Guides in this Series:

• Develop a Site-Level Improvement Plan
• Bill the Correct Payer and Optimal Amount (Best Practice 1)
• Monitor and Manage Client Fee Collections (Best Practice 2)
• Monitor and Manage Payments from Third-Party Payers (Best Practice 3)
• Sustain and Spread Improvements