Assessing your Partners' Financial Health

Assessing your Partners' Financial Health

This workshop is available in the following formats: In-person, English (In-house only) and Online Workshop, English.

This workshop equips 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. Our expert facilitators will set the scene by putting the partner assessment process into context, and identifying key risks and challenges, before introducing you to financial statement analysis.

The workshop continues with a focus on financial resilience, and partner reviews, you have the opportunity to put the learning into practice with a sample case study. Finally, you’ll complete the workshop and return to your organization with templates, tips, and a toolkit to support your partner reviews in the future.

What will you learn?

By the end of this workshop, learners 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 for 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 auditors’ opinion and calculating financial ratios
  • Prepare for and conduct a partner site visit to assess finance systems and practices

Who should attend?

This workshop is designed for:

  • Program and finance staff in NGOs and funding agencies whose role includes assessing potential and existing partner organizations’ financial capacity to manage project funds.

This workshop works best for those who already have some financial experience, those without should consider attending one of our financial management workshops such as Financial Management for Development Professionals (FMD Pro I).

If you’re still not sure if this workshop is right for you, feel free to contact us and we can help!

Further Information

Companion Workshop


The Assessing Your Partners’ Financial Health Online Workshop has a companion course: Financial Management for Program Staff (Available as an In-house workshop only).

This workshop, designed for non-finance program managers and project officers of international NGOs who manage projects, builds confidence to use financial management tools and implement project activities in a cost effective, controlled and accountable way.

Continuing Professional Education Credits (CPE)


In-person Workshop: Continuing Professional Education Credits (CPEs) are not awarded at the end of this workshop. 

Online Workshop: Continuing Professional Education Credits (CPEs) are not awarded at the end of this workshop.

Alternative Financial Management Workshops


Humentum offers a range of alternative Financial Management workshops, here’s a few you may be interested in:

Learning Approach


In-Person Workshop: Humentum’s highly practical workshops always put the learner first. Our expert facilitators will draw on their own vast sector and subject-specific knowledge to ensure our learner experience is as worthwhile and enjoyable as possible. They will share relevant tools, techniques and insights that are immediately transferrable to your own work. You are also actively encouraged to engage in meaningful discussions, hands-on group work, and pose your own specific questions to further enhance your learning.

Online Workshop: Humentum’s highly practical, structured and in-depth eWorkshops always put the learner first. Working together with a small cohort of peers from around the world in a social network style environment, you will discover relevant tools and techniques through engaging videos, readings and assignments. You will have a dedicated, expert facilitator to guide you on your learning journey, provide feedback, and always ready to answer your specific questions to further enhance your learning

How does an Online Workshop work?

The Online Workshop is open for a set number of weeks, and you must log-in each week to complete assignments and reach weekly deadlines. Once online, you’ll find our Online Workshop platform easy to navigate, with clear guides and instructions. You’ll need to earn points for completing various tasks (such as watching videos, uploading assignments, group tasks, and interacting with others). The more tasks you complete, the more points you’ll earn. You’ll need to reach a minimum target points score, submit assignments and contribute to discussions in order to pass the workshop.

We estimate this workshop requires 5-7 hours per week, depending on your pace of learning, and previous experience.

Practice areas

Financial Management;Partner Capacity Development

In-house client workshops

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


Dates and registration

Jan 20 - Mar 02, 2021 Online English Register