Services · Sustainability

Develop smart KPIs on performance management of the finance department

PMK

Develops SMART KPIs for finance department performance, including definitions, baselines, targets, data sources and reporting cadence.

What changes

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

What you get

SMART KPI catalogue with definitions, baselines, targets, data sources and reporting cadence PMK002
KPI performance dashboard for the finance department KPI001
Staff performance appraisal integration plan PMK003
KPI governance and review procedure PMK004
KPI training and rollout pack PMK005

What has to come first

FSTReview finance department structure Recommended

The approved target structure defines the units and roles the KPIs attach to
DUMFinance Department Mandates and Job Description Framework Recommended

Department and unit mandates and job descriptions define the accountabilities the KPIs measure
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment findings supply the baseline weaknesses and priority areas for measurement

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 KPI framework
HNS Finance Director / CFO	Owns the KPI system and performance reviews
Unit Managers in Finance	Own unit KPIs and supply data
Finance department staff	Measured by and act on the KPIs
HR department	Integrates KPIs into appraisal tools
GFDC delivery team	Designs and facilitates

How it is measured

Indicator	Target	Evidence
KPI framework approved by senior management	Within 14 weeks of kick-off	Approval minutes; signed framework (PMK002)
KPIs with a defined formula, baseline, target, owner and data source	100% of catalogue KPIs	KPI catalogue (PMK002)
Finance staff and managers trained on KPI application	At least 80% of department staff	Training attendance records (PMK005)
First quarterly KPI cycle completed with results reviewed	Within one quarter of approval	Dashboard extract (KPI001); review minutes

Tools

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

PMK001 ERP Systems, Business Intelligence Tools such as Power BI, Financial Reporting software, Project management tools Software-Requirement In development
PMK002 SMART KPI catalogue and development template Template XLSX
PMK003 Staff performance appraisal integration plan Template DOCX
PMK004 KPI governance and review procedure Template DOCX
PMK005 KPI training and rollout pack Template PPTX
KPI001 KPI Tracking / Dashboard tool Tool XLSX

Standards

COSO Internal Control - Integrated Framework
GFDC Operational Framework (intake, triage, service workflow)
McKinsey 7S model
RACI responsibility assignment matrix
HNS HR policy, recruitment procedures and local labor law
HNS finance strategy and annual workplan
SMART criteria for objective and KPI setting
Balanced Scorecard (Kaplan and Norton)

Request this service

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

Request PMK

Code: PMK
Tier: Sustainability
Outcome area: 5 · Organisation design, structure, change and sustainability
Deliverables: 5
Tools: 5 of 6

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