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finacial-management- - 副本

finacial-management- -...

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Self-Assessment Checklist: Financial Management Self-Assessment Checklist - Financial Management ± www.hivcode.org The Code of Good Practice for NGOs Responding to HIV/AIDS (the ‘Code’) states that in order to have effective financial management organisations should ensure: • fund-raising strategies and funding sources are consistent with and supportive of their mission; • systemic preparation of budgets are linked to strategic, operational and programme plans; • budgeting supports the human resources and organisational capacity necessary to achieve their mission; • there are internal control systems that enable production of regular, consistent and reliable financial information; • there are internal accounting systems that provide regular financial reports; • that financial reports can be utilized to track resources, monitor programme spending against budget allocation and assess the cost- effectiveness of programmes; • there is an efficient grant programming system and provision of finance and administrative technical support; • there is regular financial reporting to management, the governing board, donors and communities/constituencies, and annual financial auditing of accounts, and; • there is transparent annual reporting. The Code identifies one key principle on financial management: • We manage financial resources in an efficient, transparent and accountable manner. This self-assessment checklist will help you assess the degree to which your organisation is successfully implementing this principle. The questions are designed to be thinking points/guidelines to help you identify areas that are already at a ‘good practice’ level, and areas that need to be developed and strengthened. This checklist was developed by the Caribbean Regional Network of People Living with HIV/AIDS (CRN+).
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Self-Assessment Checklist - Financial Management ² www.hivcode.org Self-Assessment Checklist: Financial Management This checklist should be completed by a group of three to five staff members who are involved with the financial management processes at your organisation. Please indicate your answer marking the appropriate box. Y Yes, we undertake this work/activity I Insufficient, in preparation, or being considered N No, we’ve not yet tackled this work/activity NR Not relevant to our work Please note that as financial management is a fundamental issue to all organisations, whatever the sector of work, we expect that you will not have any ‘NR’ responses. Please be honest in completing this checklist. It is expected that your scoring will vary between modules, depending on your area of expertise. There is no formalized scoring process for this assessment. Instead, we suggest that you look at the questions that you answered ‘no’ or ‘insufficient’ to, and then select areas that are most relevant for your organisation to improve upon in the short-term.
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