Assessing Your NGO Partners’ Financial Health

This course starts by putting the financial health assessment process in context and identifying key risks and challenges of a NGO partner organization by performing a due diligence review. From there you’ll focus on analyzing financial statements, financial resilience, and partner reviews. Moving from theory to practice, you’ll work through all you’ve learned with a hands-on, real-life case study.
After completing the training, you will have NGO templates, tips, and a toolkit to make decisions confidently.

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
• Understand financial management challenges facing partners, along with the consequences and risks for program implementation
• Describe financial management models and assessment frameworks
• List financial roles and responsibilities for governing body members and the signs of weak financial governance
• Analyze audited financial statements, including the auditor’s opinion and financial ratios
• Prepare for and conduct a partner site visit to assess finance systems and practices

• 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 course works best for those who already have some financial experience, those without should consider attending one of our financial management courses such as Financial Management for Development Professionals (Finance DPro)

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