Services · Diagnostic

Review finance department structure

FST

Reviews finance department structure, roles, reporting lines, workload, capacity, functional coverage and alignment with finance objectives.

What changes

Clearer finance structure, better role alignment, improved change management and stronger sustainability of finance capacity.

What you get

Finance structure review workplan and data collection pack FST002
Recommended target structure, adapted from the sample finance structure FST001
Finance structure review report with recommendations and transition plan FST003
Transition monitoring tracker FST004

What has to come first

NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment findings ground the review criteria and point to the units and processes under most strain

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Secretary General	Approves the recommended structure and transition plan
HNS Finance Director / CFO	Owns the review and the transition
HNS finance unit managers	Provide workload and process input
HNS finance department staff	Interviews and workload survey
HNS Audit Committee	Oversight of structural and control implications
HNS HR department	Job data, staffing and transition support
GFDC delivery team	Conducts the review and advises

How it is measured

Indicator	Target	Evidence
Structure review report and transition plan approved by HNS leadership within target time of kick-off	12 weeks	Approval minutes or signed report
Finance staff covered by interviews or the workload survey	At least 80%	Interview log and survey records (FST002)
Recommendations in the transition plan with a named owner and deadline	100%	Transition plan in FST003
Transition plan milestones on track at the first follow-up review	At least 70%	Transition monitoring tracker (FST004)

Tools

4 of 4 ready to download.

FST001 Finance structure Sample VSDX
FST002 Finance structure review workplan and data collection pack Template DOCX
FST003 Finance structure review report with recommendations and transition plan Template DOCX
FST004 Transition monitoring tracker Template XLSX

Standards

COSO Internal Control - Integrated Framework
GFDC Operational Framework (intake, triage, service workflow)
McKinsey 7S model
RACI responsibility assignment matrix
Lean Six Sigma

Request this service

The form arrives with FST filled in. You can change it, and you do not have to be sure.

Request FST

Code: FST
Tier: Diagnostic
Outcome area: 5 · Organisation design, structure, change and sustainability
Deliverables: 4
Tools: 4 of 4

Comes before

5 services name this one as a prerequisite.

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What do I need?

Describe the problem, not the service

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