Financial management & planning
Nonprofit financial policies and procedures review
Your financial policies are outdated, incomplete, or exist only as a document nobody has read — leaving the organisation exposed to risk and audit findings.
What you'll achieve
A clear, up-to-date financial policies manual that staff understand and follow consistently.
How a Nonprofit Builder consultant helps
- Review your existing policies against sector standards, identify gaps, and rewrite or develop the documents in plain language with your finance team.
Key deliverables
- Revised financial policies and procedures manual, summary reference guide for non-finance staff, recommended staff communication plan.
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
HR policies & procedures development
“You have no formal HR policies — or what exists is a patchwork of outdated documents that staff and managers can't rely on when things get difficult.”See project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
- 8.2C106
Financial Management for Humanitarian and Development Professionals Guide
A free guide to the basics of financial management for projects in development, humanitarian and conservation work. It is written for staff who are not finance specialists, such as project managers and programme leads. It links to an optional certification exam in English and Spanish. The guide is released under a Creative Commons BY-NC 4.0 licence, so teams can adapt and reuse it for internal training.
Start hereClassicKey manual or guideFree - 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