Trainer – Business and Financial Management (Accounting, Digital Inventory, and Record-Keeping Systems)

1. Objective of the Assignment
The objective of this assignment is to enhance MSMEs’ financial and operational efficiency
through the introduction and adoption of digital tools for business and inventory
management.
The expert will work directly with MSMEs to:
● Assess current record-keeping and accounting practices.
● Introduce suitable digital solutions (e.g., Excel-based templates, low-cost apps, cloud
tools).
● Support MSMEs in setting up systems for budgeting, tracking production, sales, and
inventory.
● Develop basic digital skills for sustainable financial management and transparency.

2. Scope of Work
The expert shall:
● Deliver two one-on-one clinics per MSME (2 hours each) focusing on:
 Session 1: Conduct diagnostic assessment for the MSME, Business process
mapping, identifying inefficiencies, and introducing digital record-keeping tools.
 Session 2: Setting up digital finance, inventory and sales tracking templates,
testing functionality, and providing troubleshooting guidance.

● Train MSME owners or staff to use digital accounting or inventory systems (e.g., Google
Sheets, Excel, Odoo, or simple POS apps).
● Recommend best-fit digital tools based on MSME size, sector, and operational capacity.
● Provide step-by-step user guides and templates for continued independent use.

3. Expected Deliverables
● Diagnostic report for each MSME outlining financial and operational gaps.
● Customized digital templates or systems for record-keeping, sales, and inventory
tracking.
● Attendance sheets and pictures.

4. Duration and Timeline
● Total MSMEs: 9
● Clinics per MSME: 2 sessions (2 hours each)
● Implementation Period: 3 November – 28 November 2025
● Sessions to be held on-site at MSME premises across West Bekaa and South Baalbek.

5. Qualifications and Experience
● Degree in Business Administration, Accounting, or Financial Management.
● Proven experience in digitalization of MSMEs, accounting systems, and inventory
control.
● Strong knowledge of MS Excel, ERP, and cloud-based record-keeping tools.
● Experience in training or coaching small businesses on financial management.
● Excellent facilitation and reporting skills in Arabic (English is an asset).

6. Selection Criteria
Technical proposal and methodology 35 %
Relevant experience in business digitalization 30 %
Financial competitiveness 25 %
Availability and adherence to timeline 10 %

7. Reporting and Supervision
The expert will report directly to the MDSF Project Manager and coordinate closely with the
MDSF technical team for planning and follow-up.

8. Payment Terms
● 100 % payment after completion of the one-on-one clinics, submission and approval of
all deliverables.
● Payments will be made via bank transfer or telegraphic transfer (TT), and a tax
deduction of 8.5% will apply in accordance with Lebanese law (Articles 41 & 42) if the
MOF documentation is not provided.