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Approach in Action

Public Financial Management and Public Investment

Budget execution, control, FMIS, reporting and getting more from public investment.

The problem we solve

Arrears, weak commitment control, systems that do not talk to each other and late reports limit what governments achieve with their budgets. Investment suffers when projects are selected without appraisal and started without funding.

Our method, phase by phase

1

Diagnosis

  • Assess PFM and public investment practices against recognised frameworks
  • Analyse budget execution, arrears and reporting data
  • Interview finance, budget, audit and sector teams
Deliverable: Diagnostic report with priority gaps
2

Reform priorities and roadmap

  • Rank actions by impact and readiness
  • Sequence reforms realistically
  • Agree owners and indicators
Deliverable: Reform roadmap
3

Procedures and systems

  • Commitment control, cash planning and delegation of authority
  • Chart of accounts and report formats
  • FMIS interfaces and user processes
Deliverable: Procedures, formats and system requirements
4

Capability

  • Training for finance, budget and audit staff
  • Coaching on live budget preparation and reporting
  • Internal trainers
Deliverable: Trained staff and trainers
5

Monitoring and review

  • Indicators for execution, arrears and reporting
  • Quarterly reviews with leadership
  • Annual update of the roadmap
Deliverable: Monitoring framework and review

Try the instruments live

The same instruments we use with clients. Try them with your own organisation; your answers stay in your browser until you ask for the result.

Public Financial Management Reform BlueprintBlueprint: priorities, architecture and roadmapPublic Investment Management BlueprintBlueprint: priorities, architecture and roadmapRevenue Administration BlueprintBlueprint: priorities, architecture and roadmapGovernance & Audit AssessmentDiagnosticFinancial Management Practice Test (Donor-Funded Projects)Free toolProject Audit Readiness ChecklistFree toolBenefits Realisation Map BuilderFree tool

What you receive

  • A diagnosis against recognised frameworks
  • A sequenced reform roadmap
  • Procedures, formats and system requirements
  • Trained finance, budget and audit staff
  • Indicators and review routines

How we keep quality

  • Methods and tools agreed with you at inception, then applied openly
  • Every finding linked to its evidence
  • Senior review of every deliverable before it reaches you
  • Knowledge transfer: your team keeps the tools and routines

Reference frameworks: PEFA Framework; IMF Infrastructure Governance (PIMA); TADAT

Programmes that build this capacity

1 Feb 2027 · CasablancaPublic Financial Management and Performance Budgeting TrainingDetails →1 Feb 2027 · ChișinăuRisk-Based Financial Auditing and Internal Control TrainingDetails →8 Feb 2027 · NairobiPublic Financial Management Reform and Budget Execution in NairobiDetails →21 Jun 2027 · AccraTax Administration and Domestic Revenue Mobilisation in AccraDetails →6 Sep 2027 · DakarTax Administration and Domestic Revenue Mobilisation Training for African Officials in DakarDetails →4 Jan 2027 · AlmatyTraining on Restaurant & Its Revenue Management in Malta in AlmatyDetails →

Evaluating a proposal from Risalat?

This page shows the method we would apply to your assignment. We will gladly walk your committee through it live, online, with your own questions and data.

Ask for a live walkthroughAll approaches