Nonprofit Financial Management Assessment

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Let's get to know you and your organisation. What is your name?* This field is required.
First Name
Last Name
2
What is your preferred email address?* This field is required.We will only use the information provided on this form to generate your bespoke Assessment report and send related communications to this email address. Your data will be stored securely and will not be shared with third parties.
example@example.com
3
What was your organisation's annual budget last year?* This field is required.Please state your budget in Euros or US dollars equivalent
Under 1 million
Between 1 and 5 million
Between 5 and 50 million
Between 50 and 100 million
Over 100 million
4
How many staff did your organisation employ last year?* This field is required.Please express this in full-time equivalent and exclude volunteers
Less than 10
Between 11 and 20
Between 21 and 100
Over 100
5
Where does your funding currently come from?* This field is required.Please check all that apply
Philanthropy & Private Foundations
Individual gifts
Government
Membership fees
Sales of goods and services
Other
6
How many different 'Restricted Fund' pots are you currently managing?* This field is required.Restricted or Earmarked funds are resources which uses are specified by donors (e.g. for a specific project, country/ region or target population)
Not applicable
1–5
6–10
11-20
21+
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How many legal entities do you consolidate every year?* This field is required.
Single entity
2-4
5+
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How often does your leadership team review Budget vs. Actual reports?* This field is required.
Real-time / Daily/ Weekly
Monthly
Quarterly
Annually
9
How many spreadsheets are currently used to manage data that should be in your finance system (e.g. tracking restricted grants, funder financial reports)?* This field is required.
Zero, we work 100% within systems
Only for a defined set of use cases (e.g. funder report templates)
Don't ask, it's a mess
We work mostly on spreadsheets and it works great for us.
10
How many working days does it take to close the books on your organization's finances?* This field is required.Please only consider hard closes, annual or quarterly depending on your practices.
< 15 days
16–30 days
31-60 days
> 60 days
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How many working days does it take to compile financial reports to funders, on average?* This field is required.We understand this can vary significantly from funder to funder, please give us an average assessment
< 5 days
6–15 days
16–30 days
> 30 days
No funder reporting in our current model
12
If an auditor asked for documentation for a random $500 expense from 18 months ago, how long would it take to find the receipt and approval trail?* This field is required.
Minutes (Digital search)
Hours (Searching emails/digital folders)
Days (Searching physical filing cabinets/archives)
13
How far can you forecast your organisation’s finances?* This field is required.
We do not produce organisation-wide forecasts
Next 3 months
Next 6 months
Next 12 months
Next 18 months
Next 2-3 years or longer
14
Which of these Key Indicators (or equivalent) has your organisation reported on during the last 6 months?* This field is required.
Staff funding coverage
Net Unrestricted Assets
Programme true cost recovery
Grant Utilisation Rate
None of the above
15
Which of these processes are fully automated today in your organisation?* This field is required.
Manual and/or spreadsheet based
Partially automated/ clunky
Fully automated
Not relevant
Travel & Card expenses processing
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Purchase orders processing
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Invoicing
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Contracting and sub-contracting
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Expense categorisation
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Travel & Card expenses processing
Purchase orders processing
Invoicing
Contracting and sub-contracting
Expense categorisation
Manual and/or spreadsheet based
Row 0, Column 0
Partially automated/ clunky
Row 0, Column 1
Fully automated
Row 0, Column 2
Not relevant
Row 0, Column 3
Manual and/or spreadsheet based
Row 1, Column 0
Partially automated/ clunky
Row 1, Column 1
Fully automated
Row 1, Column 2
Not relevant
Row 1, Column 3
Manual and/or spreadsheet based
Row 2, Column 0
Partially automated/ clunky
Row 2, Column 1
Fully automated
Row 2, Column 2
Not relevant
Row 2, Column 3
Manual and/or spreadsheet based
Row 3, Column 0
Partially automated/ clunky
Row 3, Column 1
Fully automated
Row 3, Column 2
Not relevant
Row 3, Column 3
Manual and/or spreadsheet based
Row 4, Column 0
Partially automated/ clunky
Row 4, Column 1
Fully automated
Row 4, Column 2
Not relevant
Row 4, Column 3
1 of 5
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How is fundraising data integrated in your financial system?* This field is required.This is information on potential donors, grant applications you have submitted that help you forecast income
We manage the interaction on spreadsheets/ in custom reports
We upload data from one system to the other manually or with csv files
Our financial and CRM/ fundraising software are fully integrated
17
Which platform is your 'Source of Truth' for financial data? * This field is required.
e.g. NetSuite, Sage Intacct, QuickBooks, Excel, Custom-built software
18
If relevant, how many other tools are used to manage your organisation’s finances and reporting? Please indicate the primary use-case for each solution. Skip if you don't use any other tool.
19
What was your total spend on finance software last year?* This field is required.Please state your budget in Euros or US dollars equivalent
Under 2,000
2,000 - 5,000
5,000 – 10,000
10,000 - 15,000
15,000 – 50,000
Over 50,000
20
What are the barriers to upgrading your Finance systems?* This field is required.Please select the top 2
Cost of software
Lack of relevant software for nonprofits
Other competing priorities
Satisfaction with current "good enough" setup
Resistance to digitalisation
Team capacity
Other
21
What was the primary driver of your last major financial process change? Please select 2 at most.* This field is required.
An audit finding/deficiency
Staff turnover
A specific donor/grant requirement
Expansion into a new geography/program
New leadership
Other
22
Complexity Score
23
Small size multiplier
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Maturity Score
25
Collaboration
26
Auditability
27
Automation
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Intelligence
29
Your Profile
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Invest Now
Invest Now: High complexity combined with low maturity of your financial systems suggest you will reap high benefits from re-designing and digitalising your financial back office. Focus on understanding user needs across all functions and creating a system that allows for future integrations.
31
Externalise or Future-Proof
Externalise or Future-Proof: Simple needs means you should externalise and/or seek to minimise ressources dedicated to financial management. If you envisage changes in funding models in the coming years (e.g. diversification, introducing funders with high reporting requirements) use current headspace to build a clean base for the future.
32
Refine & Digitalise
Refine & Digitalise: Solid foundations allow you to handle complexity. Consider further digitalisation and automation, internalisation/ externalisation where they free-up valuable ressources. Seek to reduce dependencies to single providers or staff members where they exist.
33
Over-engineered?
Over-engineered? Challenge whether you have created or inherited systems too complex or expensive for your size and organisational structure. Check on staff administrative burden, and simplify where possible.
34
Over-engineered? FR
Système surdimensionné ? Vos outils sont-ils peut-etre devenus trop complexes ou coûteux par rapport à votre structure ? Questionnez l'héritage de vos systèmes, évaluez la charge administrative réelle de vos collaborateurs et simplifiez partout où c’est possible.
35
Refine & Digitalise FR
Optimiser et numériser: Vos fondations solides vous permettent de maîtriser la complexité actuelle de votre organisation. Si vous recherchez l'amélioration, considérez plus d'automatisation et/ou arbitrez entre internalisation et externalisation pour libérer le temps de vos équipes. Veillez à réduire les dépendances critiques envers un seul prestataire ou collaborateur.
36
Externalise or future-proof FR
Déléguer ou préparer l'avenir: Vos besoins simples justifient d'externaliser ou de réduire les ressources dédiées à la gestion financière. Si vous prévoyez une évolution de votre modèle (diversification, bailleurs exigeants), profitez de votre marge de manœuvre actuelle pour bâtir des bases pour l'avenir.
37
Invest FR
Investir: La complexité de vos activités face à des systèmes peu matures suggère un fort levier d'amélioration au travers de la refonte et la numérisation de votre système de gestion. Quel que soit l'outil choisi, priorisez l'écoute des besoins métiers et misez sur une architecture rationalisée mais évolutive.
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Anything else you would like to share with us? Feedback on the form, Questions we should have asked, Resources we should look at...
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