Services · Sustainability

Monthly report on new structure

MRS

Prepares monthly reporting on implementation of a new structure, including staff placement, open issues, milestones, risks and corrective actions.

What changes

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

What you get

Monthly structure implementation report template MRS002
KPI tracking sheet and data collection matrix MRS003
Monthly finance review agenda and minutes template MRS004
Corrective action tracker MRS005
Quarterly consolidated performance dashboard MRS006

What has to come first

FSTReview finance department structure Required

The report tracks implementation of the structure designed and approved in the finance structure review
APSAssignment Plan of staff to new structure Recommended

Staff placement data comes from the assignment process
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment findings give the baseline the new structure is meant to fix

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	Receives the report; decides on escalated issues
HNS Finance Director / CFO	Owns the reporting cycle; validates each report
Unit Managers in Finance	Submit unit data and narratives
Audit / Risk Committee	Oversight of transition progress and risks
HR department	Provides staff placement and vacancy data
Finance department staff	Provide inputs; affected by corrective actions
GFDC delivery team	Designs the cycle and supports the first months

How it is measured

Indicator	Target	Evidence
Monthly report submitted to the SG and Audit and Risk Committee on time	12 of 12 months, within 10 working days of month end	Submission log; CFO sign-off records
All finance units submit complete data each cycle	100% of units per month	Data collection matrix (MRS003)
Corrective actions closed by their agreed dates	At least 80% per quarter	Corrective action tracker (MRS005)
Monthly review meeting held with documented decisions	12 per year	Meeting minutes (MRS004)

Tools

5 of 6 ready to download. The rest are in development and listed so you know they are coming.

MRS001 Checklists and templates, ERP Systems, Financial Reporting software, Spreadsheets, Accounting standards, Data analytics, Document management software Checklist In development
MRS002 Monthly structure implementation report template Template DOCX
MRS003 KPI tracking sheet and data collection matrix Template XLSX
MRS004 Monthly finance review agenda and minutes template Template DOCX
MRS005 Corrective action tracker Template XLSX
MRS006 Quarterly consolidated performance dashboard Template XLSX

Standards

COSO Internal Control - Integrated Framework
GFDC Operational Framework (intake, triage, service workflow)
INPAS reporting standards for non-profit organizations
ERP configuration documentation and vendor manuals
RACI responsibility assignment matrix
HNS finance strategy and annual workplan
HNS finance department restructuring plan and target structure design

Describe the problem, not the service

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

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