Services · Diagnostic

IT assessment

ITA

Assesses finance-relevant IT systems, infrastructure, access controls, backups, cybersecurity basics, support arrangements and system reliability.

What changes

More reliable financial data, better reporting, stronger audit readiness and improved system-enabled finance operations.

What you get

Completed IT assessment checklist covering governance, infrastructure, cybersecurity and backup/DR ITA002
IT asset, software and access inventory with access review checklist ITA003
Risk-ranked IT gap log and improvement roadmap with quick wins and structural actions ITA004
IT assessment report with risk ranking and management action plan ITA001

What has to come first

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

Needs assessment findings flag IT-related control weaknesses and help target the systems to assess; ITA can also run standalone

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 / Senior Management Team	Sponsor; approves report and roadmap priorities
HNS ICT/IT Manager or service provider	System owner; key counterpart
HNS Head of Finance	Critical user; sets finance system requirements
HNS HR	Payroll and staff data handling
HNS Programme/PMER and Logistics/Procurement	Operational systems and data
HNS Internal audit / risk	Assurance and control perspective
HNS Branch leadership	Decentralised IT realities and connectivity
External vendors	ERP/accounting, connectivity, cloud services

How it is measured

Indicator	Target	Evidence
IT assessment report approved by senior management within target time of kick-off	8 weeks	Approved report (ITA001); approval minutes
Quick-win roadmap actions completed within three months of report approval	At least 80%	IT risk and improvement tracker (ITA004)
Backups of finance-critical systems run and verified each month after the assessment	12 consecutive monthly checks	Backup logs; restoration test records
Access reviews of critical finance systems performed each quarter	4 per year	Signed access review checklists (ITA003)

Tools

4 of 4 ready to download.

ITA001 IT Assessment Report Tool XLSX
ITA002 IT assessment checklist: governance, infrastructure, cybersecurity, backup and DR Template DOCX
ITA003 IT asset, software and access inventory with access review checklist Template XLSX
ITA004 Risk-ranked IT gap log and improvement roadmap Template XLSX

Standards

GFDC Operational Framework (intake, triage, service workflow)
HNS finance manual, accounting policies and close procedures
Donor agreements and reporting requirements
ISO/IEC 27001 and good-practice information security concepts
Business continuity and disaster recovery guidance (BCP/DR)
HNS IT/ICT policies and data protection policy

Request this service

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

Request ITA

Code: ITA
Tier: Diagnostic
Outcome area: 4 · Finance operations, reporting, systems and audit readiness
Deliverables: 4
Tools: 4 of 4

Comes before

3 services name this one as a prerequisite.

Not sure this is the one?

Start from the problem instead of the service code.

What do I need?

Describe the problem, not the service

You do not need to know which of the 124 to ask for.

Request support