Maxbridge Education and Development S.C.

ማክስብሪጅ የትምህርትና ልማት አክሲዮን ማህበር

Training outline and price offer on branch

evaluation and monitoring, HR employee
evaluation and treasury management

Submitted to – Rays Microfinance

September 22/2023

Address: GARAD Building 10th floor, Wello Sefer, Bole, Addis Ababa, Ethiopia.
Telephone No: +251942788888/+251941788888 E-mail: info@maxbridge.edu.et
Website: http://maxbridge.edu.et/
S/N Training Topics Duration of Price Remark
the offer/PAX
training/day
1 HR Employee Evaluation
Session 1: Introduction to Employee Evaluation in HR
• Defining the purpose and significance of employee evaluation.
• Different methods and approaches for conducting employee evaluations.
• Reference materials on evaluation methods.
• Practical Exercises:
✓ Mock performance appraisal scenarios.
✓ Peer review exercises.
✓ Mock appraisal forms. 2 105,000
Session 2: Performance Criteria and Feedback
• Identifying performance criteria and indicators.
• Effective delivery of feedback in employee evaluations.
• Linking employee evaluations to performance management and development.
• Practical Exercises:
✓ Performance criteria templates.
✓ Feedback delivery tips.
✓ Practical Exercises:
✓ Creating performance criteria for different roles.
✓ Feedback role-playing exercises.
2 Branch Monitoring and Evaluation
Session 1: Introduction and Monitoring and Evaluation Plan
• Defining Monitoring and Evaluation
• Key Concepts and Terms in M& E
• Indicator -Objective - Input -Output -Intermediate result
• Outcome -Goal - Target - Baseline - Impact
• Levels of monitoring and evaluation
• Importance of M & E
 • Challenges of M & E 2 105,000
• Comparison between Monitoring and Evaluation
• What is M & E Plan
• Why do we need M & E Plan
• M & E Plan Components
✓ Mission and/or Vision Statement
✓ Define program goal & objectives
✓ Background / Context
✓ Stating the purpose
✓ M&E Team
Session 2: Branch Monitoring and Evaluation system
• Branch M & E Frameworks
• Levels of M & E and linkage between branch and corporate performance
• Key Performance Indicators (KPI) and Target setting
• Data analysis and base lines
• Data Gathering and Tools
• Data quality management
• Decision Making
• Understanding and interpretation of data
• Communication
• Reporting Using SIMRDCR

3. Treasury Management
Session 1: Overview of Treasury Management Function
• The concept and responsibilities of the treasury management function
• The role of the treasury management and treasurer:
✓ Raising capital
✓ Managing relationships
✓ Money management
✓ Managing (corporate) risks
• Treasury management organization and structure
• A treasury management control framework
• Regulatory compliance policies
✓ Fund management policy
 ✓ Dealing policy 3 150,000
✓ Investment policy
✓ Settlement & clearance policy
✓ Cash management policy
• Fundamental Controls in the Treasury Function & Treasury Reporting
• Regulatory and Legal Environment of Treasury Management
Session 2: Assets Liability Management (ALM)
• Understanding the Sources & structure of financial institutions’ Assets,
• Liabilities and Profits
• Cash management objectives
• Cash management techniques
• Cash holding limit setting and monitoring
• Managing the cash lodgment
• Liquidity management objectives
• Liquidity management techniques
• Cash flow projection and sensitivity analysis
• Follow up and monitoring of correspondent accounts
• Treasury funding & Investment
Session 3: Risk Management & Best Practices
• Meaning of risk, type of risk and purpose of risk management.
• Principal treasury related financial risks.
✓ Liquidity risk
✓ Market risk
✓ Credit risk
✓ Operational risk
• Overview of Techniques and Tools for Managing Treasury Risks
• Best practices in managing treasury risks.

NB: Accommodations for Trainer and facilitators : Birr 3000* 4P* 7D= Birr 42,000

The above price exclude round trip flight ticket (Round trip ticket cost should be covered by Rays Microfinance)