Climate Finance Access and Proposal Development Training Course

Duration 10 days 19 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Climate finance managers, Government programme officers and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-CFCM-008

Before you join: Participants should have experience in project development, programme management, climate policy, environmental management, development finance, infrastructure, agriculture, energy or related fields.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Climate finance proposals fail for predictable reasons: the concept does not fit a fund’s investment criteria, climate rationale is weak, results are not measurable, budgets lack cost discipline, or the applicant cannot show fiduciary, environmental and social, gender, and implementation readiness. Public agencies, banks, NGOs, utilities and project developers need staff who can turn national priorities and project ideas into fundable proposals for the Green Climate Fund (GCF), Adaptation Fund, multilateral climate funds, bilateral facilities and carbon-finance sources.

This course develops the full proposal-development process, from climate finance mapping and country programming to concept note design, theory of change, climate rationale, financial structuring, budget preparation, results frameworks, risk analysis and submission planning. Participants examine GCF and Adaptation Fund access routes, the roles of National Designated Authorities, Direct Access Entities and Accredited Entities, and the requirements commonly applied to investment criteria, environmental and social safeguards, gender, procurement, monitoring and reporting. The course also addresses carbon-market revenue as a potential component of project finance, including Article 6 considerations and voluntary carbon market project screening.

Teaching combines concise technical briefings with worked cases from water, agriculture, urban resilience, renewable energy and financial-sector programmes. Teams analyse funder documentation, improve proposal sections, test budgets and results chains, and conduct structured peer reviews. Participants progressively develop a real or realistic project concept throughout the course, producing a funder-ready proposal package with a concept note, theory of change, climate rationale, budget, results framework, risk register and submission action plan.

The course is suited to professionals responsible for originating, preparing, reviewing or sponsoring climate adaptation and mitigation investments. It is particularly useful where an organisation must coordinate government priorities, community needs, technical specialists, financiers and accredited partners within a formal funding application process.

What you will be able to do

  • Map climate finance sources against project type, country priorities and access requirements
  • Assess GCF and Adaptation Fund eligibility, accreditation routes and investment criteria
  • Develop a climate rationale using hazard, exposure, vulnerability and emissions evidence
  • Construct a theory of change, logical framework and measurable results chain
  • Prepare activity-based budgets, financing plans and value-for-money analyses
  • Apply environmental, social, gender and fiduciary screening to project design
  • Draft funder-aligned concept notes and full proposal sections using required templates
  • Present and defend a complete climate finance proposal package through structured review

Benefits of attending

For you

  • Produce stronger GCF and Adaptation Fund concept notes and proposal sections
  • Assess whether a project is ready for climate finance before commissioning consultants
  • Lead evidence-based discussions with accredited entities, donors and co-financiers
  • Identify proposal weaknesses in climate rationale, budgets, safeguards and results frameworks
  • Build a reusable portfolio of templates for future climate finance applications

For your organisation

  • Increase the quality and consistency of climate fund submissions
  • Reduce avoidable rework caused by weak eligibility and readiness assessments
  • Create a clearer pipeline from national priorities to fundable projects
  • Improve coordination among technical, finance, safeguards and monitoring teams
  • Strengthen readiness for donor due diligence, co-financing and implementation reporting

Course modules

19 modules over 10 days

Participants can map relevant climate finance sources and select realistic funding pathways.

  • Global climate finance architecture: public funds, development banks and private capital
  • GCF, Adaptation Fund and Global Environment Facility mandates compared
  • Bilateral climate facilities and thematic funds matched to project types
  • Public finance, concessional finance, grants and guarantees distinguished
  • Nationally Determined Contributions translated into investable programme priorities
  • Country ownership requirements and National Designated Authority roles examined

Participants can determine suitable GCF access routes and proposal entry points.

  • GCF country programmes, entity work programmes and project pipelines
  • Accredited Entity, National Designated Authority and executing entity responsibilities
  • Direct access and international access routes assessed for applicants
  • GCF Investment Framework criteria applied to preliminary project concepts
  • Simplified Approval Process eligibility screened against GCF requirements
  • No-objection procedure planned with national counterpart responsibilities

Participants can position adaptation projects against Adaptation Fund policies and procedures.

  • Adaptation Fund strategic priorities and country-driven programming requirements
  • National Implementing Entity and Multilateral Implementing Entity access options
  • Adaptation Fund project cycle from concept to Board approval
  • Concrete adaptation benefits distinguished from general development outcomes
  • Project formulation grant resources and readiness support identified
  • Adaptation Fund results framework linked to project-level indicators

Participants can assess project readiness and prioritise concepts for development.

  • Readiness assessment covering sponsorship, data, partners, finance and safeguards
  • Project pipeline scoring matrix built from funder selection criteria
  • Problem statements separated from proposed activities and preferred technologies
  • Stakeholder mapping identifies decision rights, incentives and delivery dependencies
  • Early-stage assumptions documented through an evidence and data-gap register
  • Concept maturation plan assigns studies, owners, costs and approval gates

Participants can write a defensible climate rationale based on credible evidence.

  • Climate rationale connects observed trends, projected hazards and project impacts
  • Hazard, exposure and vulnerability assessment structured using IPCC concepts
  • Climate data sources evaluated for scale, credibility and decision relevance
  • Baseline conditions quantified without attributing all development risks to climate
  • Adaptation additionality demonstrated against a business-as-usual scenario
  • Mitigation baselines distinguish project emissions from counterfactual emissions

Participants can construct a theory of change that links interventions to climate outcomes.

  • Theory of Change maps causal pathways, assumptions and external influences
  • Problem tree analysis converts root causes into intervention pathways
  • Outputs, outcomes and impacts distinguished using results-based management definitions
  • Assumptions tested for plausibility, evidence strength and management control
  • Climate adaptation pathways connect assets, services and vulnerability reduction
  • Mitigation pathways connect activities, emissions sources and quantified reductions

Participants can build a measurable logical framework aligned with funder requirements.

  • Logical framework hierarchy aligned with the approved Theory of Change
  • SMART indicators specify definitions, baselines, targets and disaggregation
  • GCF core indicators selected for mitigation and adaptation investments
  • Means of verification tested for cost, frequency and data ownership
  • Indicator reference sheets define calculation methods and quality controls
  • Results framework responsibilities assigned across implementing and executing partners

Participants can draft a concise concept note that meets funder screening needs.

  • Concept note structure follows funder templates and decision-maker information needs
  • Executive summaries state climate problem, investment case and funding request
  • Project components organised around coherent outputs and implementation packages
  • Beneficiary definitions distinguish direct beneficiaries from indirect beneficiaries
  • Preliminary costing links component scope, unit costs and contingencies
  • Concept note review uses a red-amber-green quality assurance checklist

Participants can structure financing plans that explain the role of climate finance.

  • Financing plans separate grant, debt, equity and in-kind contributions
  • Concessionality rationale identifies barriers preventing commercial finance alone
  • Co-financing commitments assessed for credibility, timing and conditions
  • Blended finance structures allocate risks among public and private parties
  • Financial additionality explains why climate funding changes investment decisions
  • Sources-and-uses table reconciles total project cost and financing

Participants can prepare transparent budgets and assess value for money.

  • Activity-based budgeting links work packages, resources and implementation schedules
  • Cost categories distinguish capital expenditure, operating expenditure and management costs
  • Unit-cost estimates supported by quotations, benchmarks and engineering assumptions
  • Contingency provisions justified through technical, market and delivery risks
  • Value-for-money analysis considers economy, efficiency, effectiveness and equity
  • Budget narrative explains major cost drivers and allocation methodologies

Participants can prepare proportionate economic evidence for climate investment decisions.

  • Economic appraisal defines costs, benefits, discount rates and appraisal periods
  • Cost-benefit analysis estimates avoided losses, service gains and co-benefits
  • Cost-effectiveness analysis compares alternative pathways against common outcomes
  • Sensitivity analysis tests assumptions for climate hazards, costs and uptake
  • Non-market benefits documented using credible valuation and proxy approaches
  • Investment case narrative joins economic evidence with strategic priorities

Participants can identify safeguards risks and specify proportionate management measures.

  • GCF Environmental and Social Policy screening applied to project activities
  • Environmental and social risk categories linked to due diligence requirements
  • Mitigation hierarchy applies avoidance, minimisation, restoration and compensation
  • Stakeholder engagement plans identify affected groups and consultation methods
  • Grievance redress mechanisms define access channels, timelines and accountability
  • Safeguards action plans assign measures, budgets and monitoring indicators

Participants can integrate gender and inclusion requirements into project design and results.

  • Gender analysis examines roles, access, control and decision-making power
  • GCF Gender Policy requirements translated into proposal design actions
  • Sex-disaggregated data identifies unequal climate risks and project barriers
  • Gender action plans specify activities, indicators, budgets and responsibilities
  • Social inclusion addresses disability, age, ethnicity and marginalised groups
  • Do-no-harm screening identifies potential exclusion and protection risks

Participants can prepare project risk and fiduciary arrangements for funder review.

  • Risk register captures strategic, financial, operational and contextual risks
  • Likelihood-impact scoring prioritises treatment actions and escalation thresholds
  • Risk owners define controls, residual exposure and reporting frequency
  • Fiduciary standards cover financial management, procurement and anti-fraud controls
  • Funds-flow diagrams trace disbursement, approval and reconciliation processes
  • Implementation arrangements clarify accountability between entities and contractors

Participants can translate project components into credible delivery and procurement plans.

  • Work breakdown structures convert outputs into manageable delivery packages
  • Procurement plans identify methods, timelines, thresholds and responsible parties
  • Critical path analysis identifies approvals and dependencies affecting delivery
  • Implementation schedules align procurement, construction, training and monitoring activities
  • Partner capacity assessments identify delivery gaps and support needs
  • Operations and maintenance provisions protect project benefits after completion

Participants can design monitoring and reporting arrangements for funded climate projects.

  • Monitoring plans connect indicators, data sources, frequency and reporting owners
  • Data quality assurance addresses validity, completeness, timeliness and traceability
  • Baseline surveys planned before implementation changes measured conditions
  • GCF annual performance reporting requirements incorporated into project systems
  • Verification protocols define evidence, sampling and independent review procedures
  • Adaptive management uses monitoring findings to revise delivery decisions

Participants can assess whether carbon finance can support a project’s funding strategy.

  • Compliance and voluntary carbon markets compared for project developers
  • Article 6 cooperative approaches examined for authorisation and corresponding adjustments
  • Carbon project screening tests additionality, permanence, leakage and measurability
  • Crediting methodologies determine eligible activities, baselines and monitoring requirements
  • Carbon revenue projections treated as uncertain supplementary project income
  • Integrity risks assessed through claims, double counting and benefit-sharing analysis

Participants can manage a disciplined proposal-writing and internal review process.

  • Proposal development plan assigns authors, reviewers, deadlines and dependencies
  • Compliance matrix tracks template requirements, annexes and supporting evidence
  • Technical writing uses claims, evidence, implications and concise signposting
  • Reviewer questions anticipated through investment-committee style challenge sessions
  • Version control prevents conflicting edits and undocumented scope changes
  • Submission checklist confirms approvals, no-objection letters and signed commitments

Participants can build, review and present a complete climate finance proposal package for a selected funder.

  • Funder selection justified against project eligibility, scale and access route
  • Climate rationale, Theory of Change and results framework integrated
  • Financing plan and budget reconciled with component-level implementation costs
  • Safeguards, gender and risk measures incorporated into core design
  • Peer review applies funder criteria, compliance checks and challenge questions
  • Proposal presentation defends investment case, readiness and next-step actions

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Climate finance source-mapping matrix
  2. GCF and Adaptation Fund eligibility checklist
  3. Climate rationale and evidence register template
  4. Theory of Change and logical framework model
  5. Climate project budget and financing-plan template
  6. Funder-ready proposal development action plan

Who should attend

  • Climate finance managers — prepare and coordinate applications to climate funds
  • Government programme officers — align national priorities with external funding pipelines
  • NGO programme directors — convert adaptation concepts into fundable project designs
  • Development bank and commercial bank staff — assess climate investment opportunities and co-financing structures
  • Project developers and engineers — strengthen technical projects with finance-ready evidence and results
  • Monitoring and evaluation specialists — build funder-compliant results, indicators and reporting arrangements

Skills and tools covered

Climate finance mappingProposal developmentResults framework designClimate risk analysisProject financial structuringFunder due diligence

Tools and standards

GCF Investment Framework, GCF Environmental and Social Policy, GCF Gender Policy, Logical Framework Approach

How the course runs

Training methodology

The course uses short instructor briefings followed by case-based analysis of climate fund documentation and proposal components. Participants work in groups to assess project ideas, build results chains, test financing plans, review safeguards issues and compare funder requirements. Simulated review panels expose common questions from accredited entities and investment committees. Application planning is built into both weeks, allowing participants to develop sections of a real or realistic proposal and receive structured peer and instructor feedback.

Requirements and prerequisites

Participants should have experience in project development, programme management, climate policy, environmental management, development finance, infrastructure, agriculture, energy or related fields. They should be able to read project budgets, basic financial tables and technical reports, and should understand the difference between adaptation and mitigation. Experience preparing grant proposals or working with the Green Climate Fund is useful but not required. The course does not require advanced financial modelling, carbon-credit verification experience, accreditation by a climate fund, or prior use of specialised climate-risk software.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants should have some exposure to projects, programmes, climate policy, environmental management or finance. Prior GCF, Adaptation Fund or proposal-writing experience is useful but not required.

Bring a laptop and, where permitted, a current project concept, country strategy, budget outline or donor feedback. Participants without a live project can work from provided sector cases.

It suits staff who prepare, coordinate, review or approve climate adaptation and mitigation investments. Typical participants come from government agencies, banks, NGOs, utilities, development programmes and project sponsors.

This course focuses on turning project ideas into funder-ready submissions rather than only explaining climate finance institutions or carbon pricing. It covers GCF and Adaptation Fund proposal requirements, project design, budgets, safeguards and submission management, with carbon finance treated as one potential financing component.

Participants can use the templates and review methods to screen project ideas, improve concept notes and organise proposal teams. The materials also support discussions with National Designated Authorities, Accredited Entities, co-financiers and technical consultants.

Training runs from 08:30 to 16:30 each day, providing about 6.5 contact hours daily. The first week establishes fund access, project logic and finance fundamentals; the second week develops safeguards, implementation arrangements, carbon finance screening, proposal review and the capstone.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.