Assessing your Partners' Financial Health

Assessing your Partners' Financial Health


This course will equip you with the tools and know-how to assess your partner organizations’ financial systems, capacity and resources, to help make decisions on funding and other support.

Target Audience

This course is designed for staff in NGOs and funding agencies whose role includes assessing potential and existing partner organizations’ financial capacity to manage project funds.

For those with no previous financial management experience or training, it is recommended that they first attend the companion course – Financial Management for Program Staff.

Key Takeaways

By the end of the course, you will be able to:

  • Perform a ‘due diligence’ review for a partner organization, using a checklist approach to identify key risks, conclusions and actions
  • Describe key financial management challenges facing partners, and the consequences and risks for program implementation
  • Describe best practice financial management models and assessment frameworks
  • List financial roles and responsibilities for governing body members and the signs of weak financial governance
  • Analyze partners’ audited financial statements, including reviewing the auditor’s opinion and calculating financial ratios
  • Prepare for and conduct a partner site visit to assess finance systems and practices.

Learning Approach

Our training puts the learner at the center, using practical and fun learning activities supported by easy-to-use materials. We share tools and techniques that can be immediately used in your work.

Practice areas

In-house client workshops

All of our courses may be offered as in-house client workshops. Please click here for more info