eWorkshop: Assessing your Partners' Financial Health

Learning Opportunities


eWorkshop: Assessing your Partners' Financial Health

November 07, 2017 - 9:00am to December 09, 2017 - 4:00pm

eLearning (Virtual)

Offering Organization: Mango

Language: English

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This online course will equip you with the tools and know-how to assess your partner organizations’ financial systems and resources, to help make decisions on funding and other support. The eWorkshop is run over five weeks and is fully supported by our field-experienced trainers. There are no 'live' sessions so you can complete the learning resources, team-based activities, and practical assignments in a time that suits you. You should plan to spend up to 1 hour each day on the eLearning site, and a total of 5 to 7 hours to complete each weekly module.  

Who Should Attend

  • INGO program staff, desk officers, and finance staff who assess and support implementing partner organizations
  • Desk officers and grant managers in funding agencies who assess potential partner organizations for financial support

What You Will Learn

During the workshop, you will discover:

  • How to prepare for and conduct desk-based and in-person reviews
  • Simple frameworks and checklists for assessing partners' financial systems and practices
  • How to analyze partner financial reports
  • Fraud risk – what to look for  

Week 1

Introductions and scene setting

  • Introductions and getting to know the eLearning site 
  • A capacity-building approach to partner assessment 
  • Partners’ financial management challenges – and risks to you 
  • Good practice financial management frameworks and checklists 
  • What information you need to conduct an effective review 

Week 2 

Desk-based review, part 1

  • Preparing for the desk assessment process 
  • Reviewing partners’ financial information – overview 
  • Analyzing partners’ audited financial statements 
  • What to look for on budget monitoring reports

Week 3

Desk-based review, part 2

  • What makes a financially sustainable NGO? 
  • Assessing your partners’ income diversity and donor dependency 
  • Reviewing reserves and cost recovery policies – best practice and risks
  • Practical: Using a checklist to conduct a desk review 

Week 4

On-site review

  • Getting organized for a partner visit 
  • Using a field visit checklist to manage an on-site review 
  • Good practice in financial governance – what to look for 
  • Assessing internal risks and signs of fraud 
  • Deciding when further action is needed 

Week 5

Next steps

  • Capacity building options 
  • Top tips summary 
  • Bonus tools and takeaways 
  • Next steps for you 
  • Practical assignment submission
  • Review and feedback