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Online course: Financial Management for Humanitarian, Development and Conservation Professionals (FMD Pro)

This 2.5-hour curriculum provides fundamentals of financial management in the context of projects in humanitarian, development, and conservation sectors. The five courses are designed to build project team member’s financial management skills in order to effectively manage project and program finances.
Criado: 2022-08-12 Língua: EN
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Grant writing for wildlife conservation V1

This best practice provides guidance on preparing an application for any type of conservation grant.
Criado: 2021-06-23 Língua: EN
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visit.org

Visit.org work to enhance the mission of impactful social organizations by facilitating mutually beneficial interactions between people and communities around the world. They do so by helping companies discover & book hundreds of carefully curated social impact team experiences led by & benefiting local nonprofits and social ventures.
Documento interno

Funding Tracker - Organisational vs. Programme

Organise your fundraising work by prioritising it according to your organisation as a whole. It may be divided into two different sections: Organisational needs All the items (people’s salaries, services, travel, materials, equipment) needed to be able to run the basic office/programme activities) Programme needs All the items (people’s salaries, services,…
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Guidance on using Funding Grids

This word document is to be used with the funding tracker template found in the tools section of this website. It will guide you through the process on how to use these templates on excel.  
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Financial Strategy Template

Need to outline your financial strategy but don’t know where to start? This template is an example of a typical financial strategy for an NGO. It details different sections which are valuable to include, along with supplying advice on what to consider when writing one, and how to describe and…
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Developing a Finance Strategy

Who would find this resource useful? This toolkit is aimed specifically at people who have not thought through a financial strategy before. Perhaps you have not been involved in running an organisation before. Or perhaps your organisation has managed without a strategy but now you realise that, to survive, you…
Criado: 2014-10-08 Língua: EN
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Elaboração do orçamento

Who would find this resource useful? This toolkit is aimed at those who have limited or no experience of budgeting. Perhaps you have not been involved in running an organisation or project before, or not been involved in the financial management side before. Now you are faced with budgeting and…
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Building Capacity through Financial Management

Who would find this resource useful? It is written for non-government organisations (NGOs), larger community-based organisations (CBOs), and charities. For organisations with established systems, it provides challenging questions, both for their own organisation and for the way in which they work with others. It is hoped that the book will…
Criado: 2014-10-08 Língua: EN
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Project Budget Management

Who would find this resource useful? Conservation and development professionals and organisations responsible for developing and managing budgets   An organisation might use this resource when…. Developing budgets based on project plans or strategic plans   How can this resource help? It provides detailed guidance to developing a budget
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Project Budgeting - How to Guide

Who would find this resource useful? Conservation and development professionals and organisations responsible for developing and managing budgets, and who may have limited experience of doing so.   An organisation might use this resource when…. Developing budgets based on project plans or strategic plans   How can this resource help?…
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Building Multiple Revenue Sources

Who would find this resource useful? Conservation and development professionals and organisations seeking to learn about new sources of revenue and how to pursue them   An organisation might use this resource when…. When seeking to increase or diversify its revenue and acquire more funds   How can this resource…
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Financial Management Handbook

Who would find this resource useful? For anyone in an organisation responsible for managing finances, including those with experience of financial management   An organisation might use this resource when…. Designing a finance system Financial planning Developing budgets Understanding accounts Preparing financial reports Managing an audit How can this resource…
Criado: 2014-10-07 Língua: EN , FR
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Minimum Standards for Financial Management in NGOs

Who would find this resource useful? Small and medium sized not-for-profit organisations   An organisation might use this resource when…. When assessing the financial management of an organisation or department, or checking to see that all minimum requirements are being met   How can this resource help? By providing a…
Criado: 2014-10-07 Língua: EN
Documento interno

Top Tips for Who Does What in Financial Management

Who would find this resource useful? Small and medium sized not-for-profit organisations   An organisation might use this resource when…. Developing or reviewing roles and responsibilities Designing or reviewing financial management procedures   How can this resource help? Everyone in an NGO, not just accountants, is responsible for making sure…
Criado: 2014-10-07 Língua: EN
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Who Does What In Grant Management

Who would find this resource useful? Small and medium sized not-for-profit organisations   An organisation might use this resource when…. Assigning roles and responsibilities for financial management tasks, and ensuring nothing slips through the net.   How can this resource help? The table below lists the key tasks in grant…
Criado: 2014-10-07 Língua: EN
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Internal Audit Review Checklist

Who would find this resource useful? Small and medium sized not-for-profit organisations   An organisation might use this resource when…. Completing an internal audit of your organisation’s financial management or preparing for an external audit   How can this resource help? This resource can help you assess the health of…
Criado: 2014-10-07 Língua: EN
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Self-Assessment Checklist- Integrating Financial Management into Organisation Culture

Who would find this resource useful? Small and medium sized not-for-profit organisations   An organisation might use this resource when…. Seeking to better understand the financial management culture of an organisation or department   How can this resource help? This resource can help you assess how financial management is integrated…
Criado: 2014-10-07 Língua: EN
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Risk Register

Who would find this resource useful? Anyone planning or assessing their organisation's Financial Sustainability as this requires also assessing and mapping risks facing their organisation. An organisation might use this resource when…. Undertaking financial sustainability planning, or assessing its organisation's potential risks How can this resource help? This tool is…
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The fundamentals of NGO financial sustainability

Who would find this resource useful? Organisational leaders and individuals seeking to enhance the sustainability of their organisations.  An organisation might use this resource when…. This manual provides a meaningful, flexible source of tools to enable users to enhance the operational sustainability of their organizations in delivering vital services. Sustainability…
Documento interno

Conservation Project Manual

Who would find this resource useful? Conservation project leaders and their teams who have responsibility for planning and implementing projects, especially non-specialists who have received no formal training in project planning. An organisation might use this resource when…. At any stage during the life cycle of small to medium-scale conservation…
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