Services · Foundational

Training on Revised Finance Manual

T07

Trains finance staff and stakeholders on the revised finance manual, including key procedures, controls, templates and compliance responsibilities.

What changes

More standardized procedures, stronger internal controls, improved compliance and reduced risk of errors or fraud.

What you get

Finance manual training plan with audience segmentation and needs analysis T07002
Manual training pack: slide deck, facilitator notes, module walkthrough guides and case exercises T07003
Role-based quick reference guides for key manual procedures with FAQ sheet T07004
Attendance register, acknowledgement form and pre/post knowledge check T07005
Post-training adoption spot check checklist and refresher/follow-up log T07006

What has to come first

Finance Manual modules (FMP01 onward) or the engagement that produced the revised manual Required

Training disseminates the approved manual, not drafts
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment findings show which departments and branches have the largest gaps against the manual

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	Sponsor; mandates compliance with the manual
HNS Finance Director and finance staff	Primary participants; apply the manual daily
Program managers and coordinators	Apply budgeting, reporting and approval procedures
Logistics and procurement officers	Apply procurement and payment procedures
Internal auditors and compliance focal points	Adoption monitoring and follow-up
Governance representatives and branch leadership	Endorse the manual; schedule staff
Volunteers and branch staff	Apply simplified branch-level procedures

How it is measured

Indicator	Target	Evidence
Finance staff and key stakeholder groups trained on the revised manual within the rollout window	90% or more	Attendance register and completion records (T07005)
Knowledge checks passed, including retakes for finance staff	80% first-attempt pass; 100% of finance staff within 4 weeks	Knowledge check records (T07005)
Pilot feedback incorporated before full rollout	100% of pilot action points closed	Pilot log and updated training pack (T07003)
Post-training spot checks show manual procedures applied as trained	85% or more of sampled transactions within 8 weeks	Spot check reports and follow-up log (T07006)

Tools

6 of 6 ready to download.

T07001 Training Material and Instructor Notes ToR PPTX
T07002 Finance manual training plan with audience segmentation and needs analysis Template PPTX
T07003 Manual training pack: slide deck, facilitator notes, module walkthrough guides and case exercises Template PPTX
T07004 Role-based quick reference guides for key manual procedures with FAQ sheet Template XLSX
T07005 Attendance register, acknowledgement form and pre/post knowledge check Template XLSX
T07006 Post-training adoption spot check checklist and refresher/follow-up log Template PPTX

Standards

COSO Internal Control - Integrated Framework
GFDC Operational Framework (intake, triage, service workflow)
HNS finance manual, accounting policies and close procedures
Kirkpatrick four-level training evaluation model
IFRC Learning and Development Guidelines

Describe the problem, not the service

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

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