}
Know How

Financial Management

Step 4: Assessment

Work with everyone who handles finances to further assess how financial management is handled and perceived, for example:

  • Do you have a financial system that provides adequate information about your incomes and expenditures?
  • Are you collecting data you truly need or is it excessive?
  • Are your financial reports accurate, clear, complete and timely?
  • Do you have an integrated organizational budget?
  • Etc.

Risk assessment questionnaire