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| Goals | - Volunteer understands the current state of financial controls and the business processes the grantee feels need financial controls.
- Grantee can ask questions, express ideas and concerns.
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| Timing | Complete this step during the first call between the volunteer and the grantee. |
| Activities | - Meeting: Initial call between volunteer & grantee
- Volunteer reviews general financial controls best practices with the grantee and sees which controls they currently are using
- Grantee presents overview of business processes that need controls
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| Deliverable | none |
| Outcome | - Volunteer understands existing financial controls & business processes that grantee feels need financial controls.
- Volunteer suggest additional areas that might need financial controls
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| Volunteer Tips | - Ask lots of questions.
- Assess the grantee's familiarity with financial control concepts. Tailor your advice and project scope to the sophistication level of the grantee.
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| Grantee Tips | - Ask lots of questions.
- Explain the types of things your organization does (business processes) that need financial controls to the volunteer in simple, narrative terms. You are already the expert on what you do... just share your expertise.
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Step 2: Scope
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| Goals | - Document the scope for the project
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| Timing | Can be completed after the initial call between the grantee & volunteer. |
| Activities | - Meeting: Initial call between volunteer & grantee
- Discuss, agree on & document the scope of the SuiteVolunteer Project.
- Write down the priorities for the project, specifically document what will be done (in scope) and what will not be done (out of scope).
- Determine the timeline, including target dates for meetings & deliverables.
- Write down the specific list of deliverables agreed to.
- Can financial controls for multiple business processes be completed in the project scope (usually only a single process can be addressed)?
- Distribute project brief & timeline to all participants. Send copy to NetSuite.org.
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Note: Most SuiteVolunteer projects handle steps 1 & 2 during the first meeting.
| Goals | - Document the scope for the project.
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| Timing | Can be completed after the initial call between the grantee & volunteer. |
| Activities | - Discuss, agree on & document the scope of the SuiteVolunteer Project.
- Determine what is in-scope
- Determine what is out of scope
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| Deliverable | Written Deliverable | - Written project brief & timeline
- Send copy of project brief & timeline to NetSuite.org
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| Outcome | - Agreed upon scope and timeline for the project.
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| Volunteer Tips | |
| Grantee Tips | |
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- Volunteer works with grantee to develop and document controls
- Volunteer suggests tools within NetSuite to support the financial controls.
Step 4: Sign-off
| Goals | Goals | - Design & implement general controls.
- Design & implement controls for specific business process(es).
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| Timing | . |
| Activities | |
| Deliverable | |
| Outcome | |
| Volunteer Tips | |
| Grantee Tips | |
Step 4: Sign-off
| Goals | |
| Timing | . |
| Activities | |
| Deliverable | |
| Outcome | |
| Volunteer Tips | |
| Grantee Tips | |
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