Project Fund Tracker Template

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Maintain accountability and transparency in your non-profit organization by tracking fund usage with our Project Fund Tracker template. This template helps you establish a robust fund tracking system, develop fund usage policies, and create project budgets. Regular reviews and audits ensure compliance and provide stakeholders with clear, trustworthy reports.

Implement best practices for fund management and keep your team trained and informed, ensuring funds are utilized effectively and efficiently, maintaining trust with your stakeholders.

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Project Fund Tracker for Priority Matrix

Project Fund Tracker in Priority Matrix

Ensure effective and efficient use of funds in your non-profit organization with our comprehensive fund tracking template.

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Proposed Tasks

Critical and Immediate

  • Create Project Budgets
    ☐ Work with project managers to establish budgets ☐ Input budgets into tracking system
  • Establish Fund Tracking System
    ☐ Identify suitable software ☐ Setup appropriate categories ☐ Train team on usage

Critical but not Immediate

  • Annual Fund Usage Audit
    ☐ Prepare documents for audit ☐ Cooperate with auditors ☐ Implement any recommended changes
  • Communicate Fund Usage to Stakeholders
    ☐ Prepare regular updates for stakeholders ☐ Answer any questions or concerns
  • Develop Fund Usage Policy
    ☐ Draft policy ☐ Get approval from board ☐ Distribute to staff
  • Ensure Compliance with Fund Usage Policy
    ☐ Regularly review fund usage for compliance ☐ Address any issues
  • Quarterly Fund Usage Report
    ☐ Generate quarterly reports ☐ Present to board ☐ Make adjustments as needed

Not Critical but Immediate

  • Maintain Fund Tracking System
    ☐ Regularly update system ☐ Address any technical issues
  • Monthly Fund Usage Review
    ☐ Generate monthly reports ☐ Identify any unusual spending ☐ Discuss with project managers if needed

Not Critical or Immediate

  • Ongoing Fund Tracking Training
    ☐ Train new staff ☐ Provide refresher training for existing staff