Financial management & planning
Financial management capacity assessment for nonprofits
You suspect your financial management isn't where it should be — but you don't know exactly what needs fixing or where the real risks are.
What you'll achieve
A clear, honest picture of your financial management strengths and weaknesses, with a prioritised action plan.
How a Nonprofit Builder consultant helps
- Review your financial systems, policies, reporting practices, and staff capacity, and benchmark them against good practice for organisations of your size and stage.
Key deliverables
- Financial management assessment report, gap analysis, prioritised recommendations, action plan with suggested timeline.
Related projects
More from Financial management & planning
Accounting software selection & implementation
“You are managing organisational finances in spreadsheets — and your funders are asking for project-level reporting you simply cannot produce.”See project
Audit readiness support
“Your first statutory audit is approaching — or a previous audit raised concerns — and your records, reconciliations, and documentation are not ready.”See project
Budget framework development
“Every project manager budgets differently — consolidation is a nightmare and leadership has no real oversight of where money is going.”See project
Often paired with
Organisational capacity assessment
“You are growing or about to launch a new strategy — but you have no honest picture of whether your systems, structures, and people are ready for it.”See project
Governance framework review & strengthening
“Your governance has grown organically and is now unclear — nobody is quite sure who decides what, and accountability lines are blurred.”See project
From the resource library
Free tools and guides to get started
- 8.2C107
StrongNonprofits Toolkit
A free set of financial management tools for nonprofit finance staff and leaders. It is organised by topic: budgeting, navigating uncertainty, cash flow, operations, data and analysis, audit readiness, and governance and strategy. Downloads include a financial risk self-assessment, an equity in financial management self-assessment, a financial infrastructure self-assessment and a fiscal management activities calendar in Excel. Short videos from BDO explain equity in the finance function.
ClassicTool or templateFree - 8.2C199
Financial Health Check Assessment Tool
A free self-assessment for small and medium NGOs, first published by Mango as Mango's Health Check and now kept by Humentum. Any staff member or trustee can complete it without finance training. It scores the organisation on 6 areas: planning and budgeting, basic accounting systems, internal controls, staffing, grant management and financial reporting. The result is a score with recommendations and a glossary of financial terms.
ClassicTool or templateFree