Assessing Your Partners' Financial Health

Assessing Your Partners' Financial Health:

Jan 23 - Feb 27, 2019

Location: eLearning (Virtual)

Language: English


Early - Dec 17 Regular - Jan 22
NON-MEMBERS $370 $425


Week 1

Introductions and scene setting 

  • Getting to know the online learning platform
  • The partner assessment process
  • What you need to conduct an effective review
  • Good practice principles and frameworks
  • Financial governance – what to look for
  • Practical assignment: Introducing the case study

Week 2 

Desk review: financial accountability 

  • Preparing for the desk review
  • Financial reports – where the figures come from
  • All about financial reserves
  • Analyzing partners’ audited financial statements
  • The auditor’s report
  • Practical assignment: Reviewing the financial statements

Week 3 

Desk review: financial resilience 

  • Systems review checklists
  • Overview of financial sustainability
  • Assessing income diversity and donor dependency
  • Reviewing cost recovery policies
  • Budget monitoring and donor reporting reviews
  • Practical assignment: Assessing financial resilience

Week 4

On-site review: people, culture and systems 

  • Partner site visits – when and how?
  • Assessing internal risks and signs of fraud
  • Deciding when further action is needed
  • Capacity building options
  • Practical assignment: Conclusions and risk assessment

Week 5 

Next steps 

  • Bonus materials
  • Top tips summary
  • Review and action planning
  • Practical assignment: Summary and funding decision