Assessing your Partners' Financial Health

Assessing your Partners' Financial Health

This course is designed for staff in NGOs and funding agencies whose role includes assessing potential and existing partner organisations’ financial capacity to manage project funds. This is for non-finance staff who need to assess their local NGO partners’ capacity to manage project funds. It covers analytical skills and tools to identify both the strengths and weaknesses in partners' financial systems and reports

By the end of the course, you will:

  • Describe best practice financial management models and assessment frameworks including the four building blocks of financial management, the seven principles of financial management, and the four features of financial sustainability
  • Describe key financial management challenges facing partners, and the consequences and risks for programme implementation
  • Perform a desk-based (‘due diligence’) review for a partner organisation, using a checklist approach to identify key risks, conclusions and actions
  • Prepare for a partner site visit to assess finance systems and practices
  • Analyse partners’ audited financial statements to identify key financial indicators, including reviewing the auditor’s opinion and calculating financial ratios
  • List the key financial management roles and responsibilities of a governing body, and how to identify signs of weak financial governance

Upcoming dates for this course

Date (click on dates for more information) City, State/Province, Country Session Language
Nov 22, 2018 to Nov 23, 2018 London, United Kingdom English Register Now