Services · Sustainability

Develop transition plan for proposed changes to finance/relevant department structure

TRA

Develops a transition plan for proposed changes to finance or related department structure, including sequencing, risks, dependencies and communications.

What changes

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

What you get

Transition plan: as-is to to-be sequencing, phasing and milestones TRA001
As-is to to-be structure mapping and impact analysis TRA002
Transition risk, dependency and readiness register TRA003
Change management and communication plan TRA004
Transition monitoring and benefits realization tracker TRA005

What has to come first

FSTReview finance department structure Required

The reviewed and approved target structure and structural analysis report are the basis for the transition plan
DUMFinance Department Mandates and Job Description Framework Recommended

Approved mandates and job descriptions define the to-be roles staff transition into
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment findings give context on capacity gaps and structural weaknesses

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 / Director General	Approves the transition plan and the structural changes
HNS Finance Director / CFO	Owns the transition
HR department	Job reclassification, labor-law compliance and change support
Unit Managers in Finance	Advise on sequencing, dependencies and continuity
Audit / Risk Committee	Oversight of the transition and control continuity
Finance department staff	Affected by the transition
Programs and other interfacing departments	Consulted on cross-department dependencies
GFDC delivery team	Facilitates and advises

How it is measured

Indicator	Target	Evidence
Transition plan approved by HNS leadership within target time of the approved structure	4 weeks	Approval minutes or signed transition plan (TRA001)
As-is to to-be mapping covers all affected finance positions and dependencies	100% of affected positions	Impact and dependency analysis (TRA002)
Transition milestones delivered on schedule	At least 80% on time	Transition monitoring tracker (TRA005)
Critical finance functions maintained without interruption through the transition	No critical function interrupted	Monitoring tracker (TRA005) and MRS reports

Tools

5 of 5 ready to download.

TRA001 Tranistion plan Tool DOCX
TRA002 As-is to to-be structure mapping and impact analysis Template DOCX
TRA003 Transition risk, dependency and readiness register Template XLSX
TRA004 Change management and communication plan Template DOCX
TRA005 Transition monitoring and benefits realization tracker Template XLSX

Standards

COSO Internal Control - Integrated Framework
McKinsey 7S model
RACI responsibility assignment matrix
Kotter's 8-step change model

Describe the problem, not the service

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

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