Services · Scale-Up

Objective setting for the Finance Department

OSF

Facilitates objective-setting for the finance department, aligning finance objectives with strategic plans, annual plans, risks and available capacity.

What changes

More evidence-based planning, clearer baselines, stronger prioritization and better monitoring of FD interventions.

What you get

Finance department objective register with owners, indicators, baselines, targets and review cadence OSF003
KPI dictionary defining each indicator, its formula, data source and frequency OSF004
Objective monitoring dashboard with RAG status and action log OSF005
Communication and cascading plan for the finance team, aligned with the HR appraisal cycle where the NS opts in OSF006

What has to come first

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

Needs assessment findings ground the objective themes in evidence on control, process and capacity gaps

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 / Leadership Team	Sponsor; endorses the objective register
HNS Finance Director / Head of Finance	Process owner
Finance team leads and staff	Workshop participants and objective owners
HR / performance management focal point	Aligns cascaded goals with the appraisal cycle
Planning / M&E unit	Aligns indicators with organisational reporting
GFDC delivery team	Facilitates and advises

How it is measured

Indicator	Target	Evidence
Objective register endorsed by HNS leadership within target time of the workshop	4 weeks	Endorsed register or approval minutes
Objective set is limited and fully specified (owner, indicator, baseline, target, cadence)	5 to 10 objectives, 100% of register fields complete	Objective register
Monitoring reviews held on schedule in the first two quarters after endorsement	At least 2 reviews with updated dashboard and action log	Meeting minutes and dashboard extracts
Finance team briefed on objectives and cascaded goals per the communication plan	At least 1 all-team briefing reaching 80% of finance staff	Communication plan log and attendance record

Tools

6 of 6 ready to download.

OSF001 NS Strategic Plan Input DOCX
OSF002 SMART Goal Setting Tool XLSX
OSF003 Finance department objective register Template XLSX
OSF004 KPI dictionary Template DOCX
OSF005 Objective monitoring dashboard Template XLSX
OSF006 Communication and cascading plan Template DOCX

Standards

COSO Internal Control - Integrated Framework
GFDC Operational Framework (intake, triage, service workflow)
Donor agreements and reporting requirements
HNS HR policy, recruitment procedures and local labor law
External audit management letters and prior year adjustments
HNS finance strategy and annual workplan

Request this service

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

Request OSF

Code: OSF
Tier: Scale-Up
Outcome area: 1 · Evidence-based FD intervention design and finance function planning
Deliverables: 4
Tools: 6 of 6

Comes before

1 service names this one as a prerequisite.

POADeliverables -based Plan of Action for Finance Department

Not sure this is the one?

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What do I need?

Describe the problem, not the service

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

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