Format: Live instructor-led online training via Zoom / Microsoft Teams

Public Expenditure Tracking Surveys Training Course

Course Introduction

Public Expenditure Tracking Surveys (PETS) are powerful public financial management and accountability tools used to trace the flow of public resources from central government agencies to service delivery points. PETS help identify leakages, delays, inefficiencies, and resource allocation gaps that affect the effectiveness of public expenditure management systems. Governments, development agencies, non-governmental organizations, and public institutions increasingly rely on Public Expenditure Tracking Surveys to strengthen transparency, improve governance, enhance financial accountability, and ensure that public resources reach intended beneficiaries. Effective implementation of PETS contributes significantly to evidence-based policymaking, improved service delivery, and enhanced public sector performance.

This comprehensive Public Expenditure Tracking Surveys Training Course equips participants with practical knowledge and analytical skills required to design, implement, manage, and utilize expenditure tracking surveys for improved financial governance and accountability. The course covers principles of public expenditure management, PETS methodologies, survey design and sampling techniques, expenditure tracking frameworks, data collection and management systems, financial analysis methods, governance assessment tools, reporting mechanisms, and policy applications. Participants will gain competencies in tracking resource flows, identifying bottlenecks, and generating evidence to improve expenditure efficiency and public service delivery.

The training further emphasizes practical applications of PETS in sectors such as education, healthcare, agriculture, social protection, infrastructure development, and local government systems. Participants will learn how to integrate expenditure tracking methodologies with monitoring and evaluation systems, conduct quantitative and qualitative analyses, interpret findings, and formulate policy recommendations that strengthen public sector governance and accountability.

Through practical exercises, simulations, case studies, field-based scenarios, web-based tutorials, and collaborative group work, participants will develop hands-on experience in conducting Public Expenditure Tracking Surveys and producing actionable recommendations that support effective resource management, transparency, and sustainable development outcomes.

Course Objectives

Upon completion of this course, participants will be able to:

1.     Understand concepts and principles of Public Expenditure Tracking Surveys.

2.     Design and implement expenditure tracking survey methodologies.

3.     Analyze public expenditure flows and resource allocation mechanisms.

4.     Develop expenditure tracking frameworks and indicators.

5.     Apply quantitative and qualitative data collection methods.

6.     Conduct expenditure analysis and identify resource leakages.

7.     Utilize digital tools for survey implementation and data management.

8.     Prepare expenditure tracking reports and policy recommendations.

9.     Strengthen transparency, accountability, and governance systems.

10.  Support evidence-based planning and decision-making processes.

Organizational Benefits

1.     Improved transparency and accountability in public expenditure management.

2.     Enhanced efficiency in resource allocation and utilization.

3.     Strengthened monitoring and evaluation systems.

4.     Improved public financial management and governance practices.

5.     Enhanced capacity to identify resource leakages and bottlenecks.

6.     Improved evidence-based policy formulation and decision-making.

7.     Increased stakeholder confidence and institutional credibility.

8.     Strengthened service delivery performance and program effectiveness.

9.     Enhanced compliance with donor and regulatory requirements.

10.  Improved organizational learning and continuous performance improvement.

Target Participants

This course is designed for Public Financial Management Professionals, Monitoring and Evaluation Specialists, Government Officials, Financial Managers, Budget Officers, Accountants, Auditors, Policy Analysts, Development Practitioners, Project Managers, Program Managers, NGO Personnel, Donor Agency Staff, Researchers, Economists, Governance Specialists, Public Administration Officers, Consultants, Data Analysts, and professionals involved in public expenditure management, accountability, and service delivery improvement initiatives.

Course Outline

Module 1: Introduction to Public Expenditure Tracking Surveys

1.     Concepts and principles of Public Expenditure Tracking Surveys

2.     Evolution and importance of PETS in public financial management

3.     Objectives and applications of expenditure tracking surveys

4.     Public expenditure management frameworks and systems

5.     Key stakeholders and institutional arrangements

6.     Case Study: Application of PETS in improving public service delivery

Module 2: Public Financial Management and Resource Flows

1.     Principles of public financial management systems

2.     Budget formulation and resource allocation processes

3.     Government financing and expenditure mechanisms

4.     Resource flow mapping techniques

5.     Financial accountability and governance structures

6.     Case Study: Mapping public expenditure flows in the education sector

Module 3: Designing Public Expenditure Tracking Surveys

1.     PETS design principles and frameworks

2.     Defining survey objectives and scope

3.     Development of conceptual and analytical frameworks

4.     Identification of expenditure tracking indicators

5.     Development of survey implementation plans

6.     Case Study: Designing a national expenditure tracking survey

Module 4: Sampling and Survey Methodologies

1.     Sampling principles and techniques

2.     Probability and non-probability sampling approaches

3.     Sample size determination methods

4.     Survey design and questionnaire development

5.     Fieldwork planning and implementation procedures

6.     Case Study: Sampling design for healthcare expenditure tracking

Module 5: Data Collection Methods and Tools

1.     Quantitative and qualitative data collection approaches

2.     Development of survey instruments and questionnaires

3.     Key informant interviews and focus group discussions

4.     Administrative and financial data collection techniques

5.     Digital data collection technologies and mobile platforms

6.     Case Study: Conducting field-based expenditure tracking surveys

Module 6: Data Management and Quality Assurance

1.     Principles of data management systems

2.     Data cleaning, validation, and verification techniques

3.     Quality assurance and quality control procedures

4.     Database development and management

5.     Data security and confidentiality requirements

6.     Case Study: Managing expenditure survey databases

Module 7: Expenditure Analysis Techniques

1.     Principles of expenditure analysis

2.     Resource flow analysis methodologies

3.     Expenditure efficiency assessment techniques

4.     Identification of leakages and resource bottlenecks

5.     Comparative expenditure analysis methods

6.     Case Study: Analysis of expenditure leakages in local governments

Module 8: Financial Accountability and Governance Analysis

1.     Governance and accountability frameworks

2.     Institutional performance assessment techniques

3.     Financial transparency assessment methods

4.     Corruption and fraud risk identification

5.     Governance indicators and accountability mechanisms

6.     Case Study: Governance assessment using expenditure tracking findings

Module 9: Data Analysis and Visualization

1.     Descriptive and inferential statistical techniques

2.     Financial data analysis methodologies

3.     Dashboard development and data visualization

4.     Geographic and sectoral expenditure analysis

5.     Interpretation of survey findings and results

6.     Case Study: Visualization of expenditure tracking results

Module 10: Reporting and Communication of Findings

1.     Principles of expenditure tracking reporting

2.     Preparation of analytical reports and policy briefs

3.     Presentation of findings and recommendations

4.     Stakeholder communication strategies

5.     Dissemination and advocacy approaches

6.     Case Study: Reporting expenditure tracking findings to policymakers

Module 11: Policy Applications of Public Expenditure Tracking Surveys

1.     Integrating PETS findings into policy processes

2.     Evidence-based policy formulation techniques

3.     Resource allocation and budgeting improvements

4.     Service delivery enhancement strategies

5.     Institutional reform and governance interventions

6.     Case Study: Policy reforms informed by expenditure tracking evidence

Module 12: Strategic Applications and Emerging Trends in PETS

1.     Strategic management of expenditure tracking systems

2.     Integration of PETS with monitoring and evaluation systems

3.     Digital transformation and innovations in expenditure tracking

4.     Sustainability and institutionalization of PETS

5.     Emerging trends in public expenditure management and accountability

6.     Case Study: Developing integrated expenditure tracking systems for improved public sector performance

General Information

1.     Customized Training: All our courses can be tailored to meet the specific needs of participants.

2.     Language Proficiency: Participants should have a good command of the English language.

3.     Comprehensive Learning: Our training includes well-structured presentations, practical exercises, web-based tutorials, and collaborative group work. Our facilitators are seasoned experts with over a decade of experience.

4.     Certification: Upon successful completion of training, participants will receive a certificate from Foscore Development Center (FDC-K).

5.     Training Locations: Training sessions are conducted at Foscore Development Center (FDC-K) centers. We also offer options for in-house and online training, customized to the client's schedule.

6.     Flexible Duration: Course durations are adaptable, and content can be adjusted to fit the required number of days.

7.     Onsite Training Inclusions: The course fee for onsite training covers facilitation, training materials, two coffee breaks, a buffet lunch, and a Certificate of Successful Completion. Participants are responsible for their travel expenses, airport transfers, visa applications, dinners, health/accident insurance, and personal expenses.

8.     Additional Services: Accommodation, pickup services, freight booking, and visa processing arrangements are available upon request at discounted rates.

9.     Equipment: Tablets and laptops can be provided to participants at an additional cost.

10.  Post-Training Support: We offer one year of free consultation and coaching after the course.

11.  Group Discounts: Register as a group of more than two and enjoy a discount ranging from 10% to 50%.

12.  Payment Terms: Payment should be made before the commencement of the training or as mutually agreed upon, to the Foscore Development Center account. This ensures better preparation for your training.

13.  Contact Us: For any inquiries, please reach out to us at training@fdc-k.org or call us at +254712260031.

14.  Website: Visit our website at www.fdc-k.org for more information.