This recorded online session, presented by Laura Owens, FFI’s Partnerships & Organisational Development Technical Specialist, and Estrela Matilde from Fundação Príncipe was part of the 2022 Organisational Resilience Festival. It looks at what we mean by financial sustainability, indicators of financial sustainability, the importance of building a financial strategy and how to do so, including tips on building financial reserves and cover core costs.
3 case studies on how organisational development has worked in practice, exploring leadership transition, decision making in times of crisis, and challenges with governance.
This 2.5-hour curriculum provides fundamentals of financial management in the context of projects in humanitarian, development, and conservation sectors. The five courses are designed to build project team member’s financial management skills in order to effectively manage project and program finances.
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Organise your fundraising work by prioritising it according to your organisation as a whole. It may be divided into two different sections: Organisational needs All the items (people’s salaries, services, travel, materials, equipment) needed to be able to run the basic office/programme activities) Programme needs All the items (people’s salaries, services,…
This word document is to be used with the funding tracker template found in the tools section of this website. It will guide you through the process on how to use these templates on excel.
Need to outline your financial strategy but don’t know where to start? This template is an example of a typical financial strategy for an NGO. It details different sections which are valuable to include, along with supplying advice on what to consider when writing one, and how to describe and…
Who would find this resource useful? This toolkit is aimed specifically at people who have not thought through a financial strategy before. Perhaps you have not been involved in running an organisation before. Or perhaps your organisation has managed without a strategy but now you realise that, to survive, you…
Who would find this resource useful? This toolkit is aimed at those who have limited or no experience of budgeting. Perhaps you have not been involved in running an organisation or project before, or not been involved in the financial management side before. Now you are faced with budgeting and…
Who would find this resource useful? It is written for non-government organisations (NGOs), larger community-based organisations (CBOs), and charities. For organisations with established systems, it provides challenging questions, both for their own organisation and for the way in which they work with others. It is hoped that the book will…
Who would find this resource useful? Conservation and development professionals and organisations responsible for developing and managing budgets An organisation might use this resource when…. Developing budgets based on project plans or strategic plans How can this resource help? It provides detailed guidance to developing a budget
Who would find this resource useful? Conservation and development professionals and organisations responsible for developing and managing budgets, and who may have limited experience of doing so. An organisation might use this resource when…. Developing budgets based on project plans or strategic plans How can this resource help?…
Who would find this resource useful? Conservation and development professionals and organisations seeking to learn about new sources of revenue and how to pursue them An organisation might use this resource when…. When seeking to increase or diversify its revenue and acquire more funds How can this resource…
Who would find this resource useful? For anyone in an organisation responsible for managing finances, including those with experience of financial management An organisation might use this resource when…. Designing a finance system Financial planning Developing budgets Understanding accounts Preparing financial reports Managing an audit How can this resource…
Who would find this resource useful? Small and medium sized not-for-profit organisations An organisation might use this resource when…. Assessing the financial management of an organisation or department, or checking to see that all minimum requirements are being met How can this resource help? By providing a 1-page…
Who would find this resource useful? Small and medium sized not-for-profit organisations An organisation might use this resource when…. Developing or reviewing roles and responsibilities Designing or reviewing financial management procedures How can this resource help? Everyone in an NGO, not just accountants, is responsible for making sure…
Who would find this resource useful? Small and medium sized not-for-profit organisations An organisation might use this resource when…. Assigning roles and responsibilities for financial management tasks, and ensuring nothing slips through the net. How can this resource help? The table below lists the key tasks in grant…
Who would find this resource useful? Small and medium sized not-for-profit organisations An organisation might use this resource when…. Completing an internal audit of your organisation’s financial management or preparing for an external audit How can this resource help? This resource can help you assess the health of…
Who would find this resource useful? Small and medium sized not-for-profit organisations An organisation might use this resource when…. Seeking to better understand the financial management culture of an organisation or department How can this resource help? This resource can help you assess how financial management is integrated…
Who would find this resource useful? Anyone planning or assessing their organisation's Financial Sustainability as this requires also assessing and mapping risks facing their organisation. An organisation might use this resource when…. Undertaking financial sustainability planning, or assessing its organisation's potential risks How can this resource help? This tool is…
Who would find this resource useful? Conservation project leaders and their teams who have responsibility for planning and implementing projects, especially non-specialists who have received no formal training in project planning. An organisation might use this resource…. At any stage during the life cycle of small to medium-scale conservation projects…
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