Financial Management and Reporting Project Template

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This template is designed to help Accounts Managers in charitable non-profit organizations prioritize tasks related to budgeting, auditing, and financial reporting. By following this guide, you can ensure your organization's financial health and maintain transparency and accountability.

From creating an annual budget and conducting internal audits to preparing financial reports and developing policies, this template provides a structured approach to managing your non-profit's finances effectively.

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Financial Management and Reporting Project for Priority Matrix

Financial Management and Reporting Project in Priority Matrix

Ensure financial transparency and accountability in your non-profit organization with this comprehensive financial management and reporting template.

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Proposed Tasks

High Impact, Quick Wins

  • Create Annual Budget - due in 2 weeks
    ☐ Create a detailed budget for the upcoming fiscal year ☐ Get approval from board of directors
  • Conduct Internal Audit - due in 1 month
    ☐ Review financial transactions for the current year ☐ Identify any discrepancies or issues
  • Prepare Financial Reports - due in 6 weeks
    ☐ Prepare quarterly and annual financial reports ☐ Present reports to board of directors

High Impact, Long Term

  • Develop Financial Policies - due in 3 months
    ☐ Create policies to enhance financial transparency ☐ Get approval from board of directors
  • Train Staff on New Policies - due in 4 months
    ☐ Conduct training sessions for all staff members ☐ Provide resources for further learning

Low Impact, Quick Wins

  • Maintain Financial Records - ongoing
    ☐ Ensure all financial records are up-to-date and accurate ☐ Store records securely
  • Manage Grants - ongoing
    ☐ Track grant spending ☐ Prepare reports for grantors
  • Monitor Budget - ongoing
    ☐ Regularly review budget against actual spending ☐ Make adjustments as necessary

Low Priority / Support Tasks

  • Prepare for External Audit - due in 9 months
    ☐ Compile necessary financial records ☐ Coordinate with external auditors
  • Update Budget - due in 10 months
    ☐ Review budget against actual spending ☐ Make adjustments for next fiscal year