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Assessing Your NGO Partners’ Financial Health

Sometimes information isn’t enough – you need to know how to analyze the data, too. This course will set you up for partnership success.

$495.00
Non-members $550.00 1,100 enrolled in this course
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Description What you will learn Who should attend How you will learn Meet your facilitators Agenda Pricing and Discounts

Description

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.

What you will learn

  • 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.

How you will learn

Format

Self-led

Effort

3 hrs/per week

Duration

4 Weeks

Certificate

Digital

Humentum’s self-guided, flexible online trainings provide hands-on learning through engaging videos, assignments, and readings. Participants can connect and engage with peers around the world, all while an expert facilitator is available to answer your questions. The platform is user-friendly and available for a set duration, allowing learners to work at their own pace. Each week, new modules become available as you earn points by completing tasks like watching videos, reviewing resources, and interacting with others.

Check out our top tips for taking an online training by watching the following video:

 

Who should attend

  • 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!

Meet your facilitators

Hilda Hakiza

Associate Trainer/Consultant, Uganda

Rob Hayes

Associate Trainer/Consultant, UK

Sareta Thomas

Associate Trainer/Consultant, South Africa

Agenda

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Pricing and Discounts

Type Discount

Humentum Member

 10%

Groups of five or more

 15%

I will use what I have learned in this course to understand the financial health of my grantees and be able to assess and support them better, especially in building their funding base through proper financing strategies and financial systems. The support I got from [the trainers] was so amazing. I enjoyed exploring the course content immensely.

Agnes Hanti Ndossi OSIEA

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