Neftaly NeftalyCLMR Training Workshop to NeftalyCFR

Date: 20 November 2025
Time: 15:13 – 15:30
Venue: Online Teams (Screen-sharing Training Session)

1. Attendance

Keamogetswe Toka

Tsakani Rikhotso

2. Apologies

Sekwanele Makhaza

Jacob Malejane

Alphius Mafokwane

3. Meeting Purpose

The purpose of the workshop was to train the Neftaly Chief Finance Officer (CFO) on the process of preparing the financial and operational report for presentation to the Magoshing community stakeholders. The training specifically aimed to:

Demonstrate how to compile, structure, and finalise the Neftaly report.

Show how to interlink various report sections for a coherent and seamless presentation.

Conduct a practical walkthrough using screen-sharing to ensure the CFO understands the navigation, formatting, and reporting workflow.

Provide clarity on how the CLMR system integrates with the financial reporting function.

Ensure readiness for the upcoming presentation to Magoshing.

4. Training Activities and Discussion Points

Screen-sharing demonstration:
Keamogetswe Toka shared their screen to guide the CFO through the reporting template and system interface.

Report Structure Overview:
The team reviewed the required format, including sections for financial data, project progress updates, compliance notes, and community impact indicators.

Interlinking Content:
The facilitator demonstrated how to hyperlink sections for easier navigation during the presentation, ensuring the CFO can move between data points and narrative explanations efficiently.

Data Compilation Guidance:
Tsakani explained best practices for compiling information from multiple sources, ensuring accuracy and consistency for the Magoshing report.

Questions & Clarifications:
The CFO asked questions regarding report automation, and the team clarified the steps for updating figures without breaking links or collapsing the structure.

5. Outcome

The training was successfully completed. The CFO is now equipped with the necessary skills to prepare the Magoshing presentation report, apply interlinking within the document, and confidently navigate the system using the demonstrated tools.

6. Next Steps

CFO to prepare a draft of the report using the demonstrated method.

Follow-up session to be scheduled for review and final adjustments.

Team to provide technical support if required.