Workshop: Budgets in the Cloud

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08-09 February 2018 (2 days)


08:30-17:00 each day


Higher Technological School John Vorster
Meyer Street, Rietfontein, Pretoria
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ZAR 3,600.00 per person. Inquiries: 


Please complete the online form to register – click here. Registration closes on 6 Feb. 2018. Certificates of attendance will be issued on full attendance.

How to Prepare

You are welcome to bring along your own e-devise, but computers will be available for you to work on. Also bring any existing material incl. photos, logos, and more. Please save on a digital device of your own. Make sure you have a Gmail account of your own, and bring along the username and password. If you don’t have one yet, please create it at:


Ina Smith & Annamarie Goosen

Brief Description

Responsible financial management is a requirement for any library/organisation to remain sustainable. A financial budget can help with decisions on where to allocate resources, what to plan for, and where to cut expenses should there not be sufficient money to cover all. With proper budgeting, limited resources are managed efficiently. Budgeting is critical in the library/organisational planning process. Libraries/schools are not necessarily in the profit making business, but that should not stop them from generating their own funds. Attend this workshop and learn to budget for the short-term and long-term, but also for an event. Also learn how to generate additional income in addition to funding allocated.

Expected Outcomes

After completing this course, the delegates will be able to:

  • Budget for an Event;
  • Compile a short-term Budget;
  • Compile a long-term Budget;
  • Use Spread Sheets optimally, incl. Financial Functions & Calculations;
  • Conduct Currency Conversion;
  • Calculate Value Added Tax (VAT);
  • Understand and Calculate Income Tax; and
  • Presenting a Financial Report to a Funder.
Target Audience

All Librarians

Draft Programme
Day 1 (08 Feb. 2018)

08:00-08:30   Registration
08:30-09:00   Welcome & Introductions
09:00-09:30   Expectations & Assumptions
09:30-10:15   Compile a Budget for an Event
10:15-10:45   Health Break
10:45-12:00   Compile a short-term Budget
13:00-13:45   Lunch
13:45-15:00   Compile a long-term Budget
15:00-15:30   Health Break
15:30-16:15   Compile a long-term Budget (cont.)
16:15-             Reflection & Summary

Day 2 (09 Feb. 2018)

08:00-08:30   Arrival
08:30-09:00   Reflection Day 1 & Activity
09:00-10:15   Currency Conversion
10:15-10:45   Health Break
10:45-12:00   Value Added Tax (VAT)
12:00-13:00   Income Tax
13:00-13:45   Lunch
13:45-15:00   Generating Additional Income
15:00-15:30   Health Break
15:30-16:15   Financial Reporting
16:15-             Reflection & Summary


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