What's in 'Managing financial resources'

This module guides the organisation in reviewing the way it develops and manages its funds. This module will assist the organisation to:

  • Ensure that it is maximising its income and is matching activities to available funds and resources
  • Develop a sound annual budget and realistic forward estimates
  • Ensure that financial record keeping is accurate and that useful reports are provided
  • Ensure that financial monitoring is effective

What this module will give you

Completing this module will give you:

  • A plan for improved income generation
  • A detailed financial plan, budget and budget monitor
  • A plan for improving your financial management system or record keeping
  • Financial reports that can be readily understood by board of management
  • An analysis of current resource allocation and use

Activities

  • Activity 1: Budget development
  • Activity 2: Financial record keeping
  • Activity 3: Financial reports
  • Activity 4: Monitoring the budget
  • Activity 5: Using resources effectively

Resources

tools

  • Budget monitor
  • Resource analysis
  • Cash flow chart
  • Financial management systems checklist
  • Financial management plan: Annual
  • Working better module activity planner

info sheets

  • Planning: Resource use
  • Budget: Costs for projects
  • Getting started with Working Better modules
  • Financial management systems
  • Budget development
  • Financial reports
  • Income development