How to Sustain FreeBalance Implementations class=

How to Sustain FreeBalance Implementations

FreeBalance Lead-Assist-Guide (FLAG) knowledge transfer

FreeBalance Lead-Assist-Guide (FLAG) is a practical and logical knowledge transfer approach designed to sustain capacity building beyond initial project timelines. The approach was developed over three decades of capacity building experience in countries of very low to very high human capacity.

FLAG combines formal and information capacity building modalities aligned to civil servant needs covering functionality across the PFM Component Map. FLAG is combined with the Analyze, Design, Develop, Implement, and Evaluate (ADDIE) model for training progressive activation aligned with government processes, procedures, and practices. 



To empower government project staff through:

  • FreeBalance product training to support effective implementation design
  • A-i3+qM methodology training to improve project success, 

To evaluate the effectiveness of project staff training to inform the design and development user and technology training


Capacity building is primarily provided by FreeBalance

  • Analyze: determine capacity building success factors, government project team capacity, preferred learning modes, and PFM processes
  • Design: identify capacity building modalities and needed FreeBalance courseware leveraging design workshops
  • Develop: update courseware for government context, schedule workshops and lessons primarily focused on project teams
  • Implement: public finance and domain workshops with product, technology, and process courses augmented by reading material
  • Evaluate: government project team feedback, additional capacity building sessions, with insight into full training



To build government capacity through:

  • Customized user and technology training
  • Train The Trainer (TTT)


Capacity building is primarily provided by government project staff with FreeBalance assistance

  • Analyze: identify trainer capabilities, and additional capacity needs like custom help, custom documentation, policy and procedures manuals
  • Design: update design requirements from the lead approach, identify product configuration changes
  • Develop: update and customize FreeBalance courseware used in the the lead phase with TTT focus
  • Implement: FreeBalance provides TTT training and provides oversight for first set of courses implemented by government trainers
  • Evaluate: trainer and user surveys, with recommended improvements



To assist governments to progressively activate the FreeBalance Accountability Suite by aligning capacity building with PFM reform.

PFM reform projects are often implemented in multiple stages to reflect:

  • Process modernization
  • Fiscal transparency
  • Fiscal decentralization
  • Additional functionality

PFM reform stages are often added after initial 3 to 5 year contacts are completed. Reform and modernization is supported in the FreeBalance Accountability Suite through low-code and no-code configuration.

The guide phase enables governments to become self-sufficient through:

  • Updates skills development
  • Building capacity building skills
  • FreeBalance capacity building as an exception


Capacity building is provided by government staff with any required support from FreeBalance advisory services, and any needed advanced skills development through the FreeBalance Academy.

  • Analyze: identify additional training needs, including beyond product training, with training and mentoring modalities
  • Design: update configurations, focus on power user training
  • Develop: update courseware for government context, schedule workshops and lessons
  • Implement: primarily provided by government trainers augmented by special workshops, online courses, and third-party sessions
  • Evaluate: evaluation surveys, update standard courseware

To find out more about how the FLAG approach can support your organization’s needs, get in touch with one of our PFM experts.