Request for Proposal For Lead Trainer - Financial Planning & Fundraising For Cultural Work (P2)

Request for proposals for Lead Trainer - Financial Planning & Fundraising for Cultural Work (P2). Closing Date: Monday, 31. Aug 2026 Intervention Sector(s): Development, Education ABOUT INJAZ LEBANON INJAZ Lebanon is a Lebanese registered non-profit organization established in 2001 and a member of INJAZ Al-Arab and Junior Achievement (JA) Worldwide, the worlds fastest-growing youth organization. Our mission is to inspire and prepare young people to succeed in a global economy. Through hands-on, experiential programs in Entrepreneurship, Financial Literacy, and Work Readiness, we bridge the gap between education and the world of work, helping young people develop practical skills, entrepreneurial mindsets, and the confidence to create opportunities for themselves and their communities. We work in partnership with public and private schools, universities, community organizations, the private sector, and development partners to reach and support youth across Lebanon. ABOUT STEP UP The Step-Up regional program is designed to support 36 marginalized youth working in cultural, creative, and crafts-related fields across Lebanon, Jordan, and Palestine. The program aims to turn artistic, digital, and technical skills into realistic, community-based livelihood opportunities through structured online learning and applied on-the-job training. Overview INJAZ Lebanon is looking for an expert Lead Trainer to deliver Package 2 of the Step-Up program. The trainer will facilitate a 5-day online track (3 hours per day / 15 hours total) for 36 creative participants split into two groups. This role focuses on building financial literacy, budgeting, costing, pricing, and fundraising capacity tailored to project-based creative work. Scope of Work The Package 2 Trainer will be responsible for the following activities: A. Technical Instruction & Curriculum Delivery Financial Literacy: Teach income/expense tracking, profit, cash flow, and managing irregular or project-based creative income. Budgeting & Costing: Guide participants through direct, indirect, fixed, and variable costs, pricing models, commission management, and activity budgeting. Fundraising Strategy: Explain grants, sponsorships, crowdfunding, in-kind support, and case-for-support writing. B. Mentorship & Individual Support Mentoring 1-on-1 Financial Mentoring: Provide 12 hours of personalized financial mentoring per participant to review customized tracking tools, finalized project budgets, costing/pricing models, cash-flow instruments, funding maps, and sponsorship applications. This individualized support is estimated to total 50 hours across the 36 participants. Template Adaptation: Facilitate learning through mobile-compatible, phone-accessible Arabic financial tools. C. Documentation & Reporting Assessment Management: Administer pre- and post-tests focused on financial literacy and budgeting capability. Daily Records: Collect verified trainer and participant attendance sheets. Final Handover: Submit session recordings, participant financial plans, and a comprehensive trainer report within 10 working days. Detailed Operational Workflow & Timeline Phase 1: Pre-Training Preparation Material Adaptation: Prepare interactive Arabic financial templates, spreadsheets, and exercises suitable for mobile access. Cohort Review: Review participant profiles from Package 1 to align financial exercises with their specific creative offers. Phase 2: Training Execution (5-Session Track) Sessions 12 (Financial Literacy): Personal vs. professional finances, cash flow, and irregular income tracking. Session 3 (Budgeting): Direct/indirect costs, contingencies, and budget creation. Session 4 (Costing & Pricing): Real product/service cost calculation, pricing strategies, and ticketing/commissions. Session 5 (Fundraising): Mapping funding options, sponsorship requests, and funding pitches. Support Window: Conduct scheduled 1-on-1 financial review sessions. Phase 3: Post-Track Reporting Technical Audit: Evaluate post-test results and verify participant financial template submissions. Final Submission: Hand over attendance records, recordings, and the final package report within 10 working days. Deliverables Pre/Post Evaluations: Financial literacy diagnostic evaluations (aiming for 30% knowledge gain). Participant Outputs: Complete a realistic budget, costing and pricing exercise, simple cash-flow tool, funding map and short funding or sponsorship request. The package should also cover income generation. Financial Templates: Mobile-friendly Arabic financial, costing, and tracking templates. Administrative Documentation: Attendance logs, full session recordings, and final trainer report in English. Qualifications The successful candidate will demonstrate: Professional Experience: Minimum of 5 years of practical professional involvement in financial analysis, budgeting, and fundraising within the creative or non-profit sectors. Regional & Cultural Expertise: At least 5 years of MENA-based experience in exhibition curation and music production. Demonstrated success in collaborating with local communities and creative practitioners on traditional instrument showcases. Candidates must prioritize community-driven livelihood models over purely commercial or high-end event management. Financial Expertise: Deep knowledge of financial planning, pricing, budgeting, and fundraising tailored to the creative and cultural sectors. Facilitation Capability: Experience simplifying financial concepts for creative practitioners using practical, non-complex tools. Mentorship Skills: Strong ability to provide constructive feedback on project budgets and funding requests. Education/Experience: Degree in Finance, Accounting, Business Administration, or equivalent experience in cultural sector management. Proposal Submission Requirement 1. Technical Proposal Updated CV highlighting relevant qualifications and a minimum of 5 years of practical professional experience in financial analysis, budgeting, financial planning, pricing, fundraising, or related areas, particularly within the creative, cultural, or non-profit sectors. Evidence of relevant experience in the MENA region, including experience working within cultural and creative contexts and collaborating with local communities, creative practitioners, artists, or cultural organizations. Evidence of experience related to exhibition curation, music production, traditional instruments, or other relevant cultural and creative sector initiatives, where applicable. Demonstrated experience in financial planning and management, including budgeting, pricing, fundraising, and developing sustainable or community-driven livelihood models within the creative and cultural sectors. Relevant experience working with artists, cultural practitioners, youth, and marginalized communities, preferably in the MENA region. Brief description of at least three similar assignments or projects completed, including the client/organization, scope of work, role, location, and date. Proposed methodology and approach for delivering the assignment, demonstrating the ability to simplify financial concepts and use practical, accessible, and non-complex tools suitable for creative practitioners. Proposed work plan and timeline, including preparation, development or adaptation of training materials, facilitation, mentoring, review of project budgets and funding requests, assessments, documentation, and reporting. Examples or evidence of mentorship and facilitation experience, particularly in providing constructive feedback and practical guidance on project budgets, financial planning, and funding or fundraising requests. Copies of relevant academic qualifications and/or professional certifications, including a degree in Finance, Accounting, Business Administration, or another relevant field, where applicable. 2. Financial Proposal Applicants shall provide an all-inclusive hourly rate in USD. The proposed hourly rate shall cover all costs related to the assignment, including preparation, training delivery, facilitation, mentoring, adaptation/development of materials, review of budgets and funding requests, assessments, documentation, reporting, and any other related costs. The applicant shall clearly indicate whether VAT and any other applicable taxes are included or excluded. How to apply Please submit the documents via email to [email protected] and [email protected] no later than August 31, 2026. Please mention in the subject line: AFH0003/Action for Hope - Package 2. [Disclaimer: The above text is machine translated. For accurate information kindly refer the original document.] Tender Link : https://daleel-madani.org/civil-society-directory/injaz-lebanon/calls/request-proposal-lead-trainer-financial-planning-fundraising-cultural-work-p2-refafh0003