October 17 - 18

Bucharest, Romania

Conference agenda [word version]

Day	Time	Session	Trainer
Day 1 Friday 17 Oct	9:00–10:30	Welcome and Introductions [participant list]       Case Study:  Presentation of a successful advocacy project using budget analysis  (Institute of Public Policy – mental disability project)       Group Discussion – Key elements of a successful budget monitoring and advocacy project	Shari Turitz, Director of Programs, PHP - OSI, and Ellen Liu, Program Officer, PHP - OSI   Violeta Alexandru, Director, and Elena Iorga, Deputy Director, Institute of Public Policy     Discussion facilitator: Teresa Guthrie, Director, Centre for Economic Governance and AIDS in Africa
10:30-11:00    Coffee Break
	11:00-1:00	Introduction and Overview of Budget Work   Definitions, Topics for Budget Monitoring and Expenditure Tracking, Methodologies, Data Requirements, Examples from other countries   Budget process: phases, stakeholders, information, and opportunities for civil society engagement   Please read the documents, International Budget Project World Tour and Briefing Paper on Budget Monitoring and Policy Influence	Teresa Guthrie and Gubad Ibadoglu, Chairman of Management Board, Economic Research Center
1:00-2:00   Lunch
	2:00-6:00     Coffee break at 4:00 PM	Group work in project teams to refine LOI into a concrete budget project   1.)  Define the specific problem you want to solve   2.)  Define the overall advocacy goal of the project   3.)  Define the advocacy objectives linking to advocacy goal   4.)  Define the research aim and objectives, the evidence and budget data required to inform and strengthen the advocacy objectives   5.)  Define the specific research question(s)   6.)  Define the scope of research   7.)  Identify appropriate indicators   8.)  Identify key partners, stakeholders	Teresa Guthrie and all facilitators with project teams
	6:00 – 6:45	Wrap up of Day 1	Shari Turitz and Ellen Liu
7:30 – 9:00   Group Dinner at Hotel Restaurant
Participants:  For Day 2, please bring your draft stakeholder database for planning the data collection
Day	Time	Session	Trainer
Day 2 Saturday 18 Oct	8:30 – 10:00	Review of Day 1 and Overview of Day 2     Development of Research Plan and Methodology   Facilitated discussion of the phases in a project Outline of main components of a research plan (using one project team as example)	Shari Turitz and Ellen Liu   Teresa Guthrie
Coffee available throughout the morning
	10:00 – 11:30	Continued - Development of Research Plan and Methodology and   Development of workplan   Basic costing of workplan, budget development	Teresa Guthrie
11:30 – 12:30 Working Lunch
	12:30 – 2:30	Presentation of projects by each team and critiques	All Project Teams
Coffee available throughout the afternoon
	2.30 – 3:00	Workshop wrap-up and discussion of next steps	Shari Turitz, and Ellen Liu
	3:00 – 8:00	Individual meetings with each project (Sign-up for times)	All Project Teams with Facilitators

Conference material

Enhancing Budget Monitoring and Expenditure Tracking for Health Issues and Marginalised Groups [view presentation]

Improving policies with regards to persons with dissabilities in Romania [view presentation]

Budgetary process in Azerbaijan [view presentation]

DEVELOPING YOUR ADVOCACY AND RESEARCH STRATEGY FOR: BUDGET MONITORING AND EXPENDITURE TRACKING [view document]