Charity Finance Directors Group

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1 Charity Finance Directors Group Developing a Strategy for the Finance Department Keith Hickey Chief Executive CFDG 8 May 2008

2 Agenda Why Do It The Role of Finance Within the Organisation Methodology Implementation

3 Why Consider Strategy? Are You Going In The Right Direction? Changing Needs Focus Time & Resources Regular Self Evaluation Fit for Purpose

4 Finance within the Overall Organisation Supporting the Overall Charity Strategy Strategy, Resource Allocation, Monitoring Accountability Increasing Financial Awareness Service Delivery Financial Control Environment

5 Moving Up From Scorekeeper to Business Partner (1)

6 Moving Up From Scorekeeper to Business Partner (2) Moving Up To Add Value Identify Where You Are Now Identify Where You Want To Be In The Future Create a Plan Of How Going To Get There Quick Wins Implement Plan Project Management

7 Methodology External Environment Align with Strategy Balanced Scorecard Strategy Map Finalise Strategy Implement & Monitor

8 External Review Know Your Market Must be Internal Ownership BUT Needs to Meet Organisational Demands Outside Can be Internal or External to the Organisation What Does A Good Finance Department Look Like External Input Can Help

9 External Environment (Within the Organisation) Remember You are Part of at Least Two Teams Talk to Users Questionnaire What Do They Like/Dislike About Finance? How Can You Support Them?

10 External Environment (Outside the Organisation 1) What is Current Best Practice? What are the Key Future Issues? How is the Sector Developing? How is my Area of the Sector Developing? What Issues will we have to Face?

11 External Environment (Outside the Organisation 2) Networking Umbrella Bodies E.G. CFDG - Publications, CRN Publications Government Internet Auditors Consultants Benchmarking Indicative, Outliers

12 Internal Review - SWOT Initial Review Your Team Will Know This Buy In and Ownership It Will Help to Identify Barriers

13 Internal Review - Balanced Scorecard Aligning with Strategy Customer Perspective Financial Perspective Internal Processes Knowledge & Learning Strategy Map Risk Map

14 Align with Strategy Be clear on Organisations Strategy What are key Deliverables What is Finance s Role in Supporting key Deliverables Draw this out from the Internal Review Approach each leg of the Balanced Scorecard with this in mind

15 Customer Perspective Review of External Environment will Help Strategy Decision Making Resources, Performance, Governance Accountability & Transparency Investment Decisions Reporting & Management Information Financial Support and Awareness/Training Processing & Controls

16 Financial Perspective Allocation of Finance Team Resources Value v Costs Volume Management Outsourcing Financial Governance Trustees

17 Internal Processes Mapping Are they Weak? Do they add Value? Accounts Code Purchase Cycle Duplicate Accounts Spreadsheets Controls Effective Automated Processes Linked Systems

18 Knowledge & Learning Skills Assessment Identify Gaps Knowledge Systems Team Development Succession Planning Restructuring &/Or Training

19 Risk Map & Strategy Map Draw out Key Strategic Objectives of Each Area of Review Into a Strategy Map Identify Key Risks & Develop Departmental Register

20 Implementation Draw up a Strategy, Identifying Key Aims and Main Actions for Each Aim Translate Actions into an Operational Plan Set up a Monitoring System Balanced Scorecard, Major Projects Dashboard Look For Quick Wins Work with Directors Team

21 Strategy Outline Overview Vision & Mission Strategic Aims Strategy to Achieve the Mission Review of the External Environment (Inside & Outside) Balanced Scorecard SWOT and Explanations for Each Area Strategy Map Main Objectives for Each Area Operational Plan - Main Actions to Deliver the Strategy Measurement KPI s outcomes, outputs

22 Questions

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