Part 1: The Perspective of Senior Leadership
Through interviews with the principal executives, department heads, and programmatic leaders, we will gain a perspective on the organization’s strategy and the current effectiveness of the finance function in supporting organizational goals.
Part 2: Examining the Current State and Identifying Opportunities
We will evaluate the existing staffing structure, processes, and related technology environment within the finance organization. This assessment will allow us to determine opportunities for improving process efficiency and quality through process re-design and more beneficial use of technology based on proven best practices employed by other similar nonprofit organizations.
Part 3: Our Assessment
In addition to a written report summarizing our recommendations, we will meet with key management to discuss our findings, the opportunities identified, and our recommendations for the path forward.
As a result of our assessment, we will recommend opportunities for the finance department to provide more timely and cost-effective decision support services through:
- Process redesign
- Optimum use of technology
- Redirecting resources and focusing efforts on providing high-value decision-support services
- Reducing or eliminating “non-value-added” activities