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Description (Grantees)

 

 

Description (Volunteers)

 

 

Financial Controls Project

 

Step 0: Kick-off/ Orientation

Goals
  • Grantee & volunteer are familiar with their roles and responsibilities.
  • Grantee & volunteer prepare for the project & their initial meeting
TimingComplete this step prior to the first one-on-one meeting between the grantee and volunteer.
Activities
Deliverable
  • (Grantee) List of business processes that need controls
  • ______________________________
Outcome
  • Completed homework sent to all team members
  • Volunteer schedules initial call with grantee
  • _______________________________

 

 

Step 1: Initial Interview

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.
TimingComplete 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
Deliverablenone
Outcome
  • Volunteer understands existing financial controls & business processes that grantee feels need financial controls.
  • Volunteer suggest additional areas that might need financial controls
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.
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.

 

Step 2: Scope

Goals
  • Document the scope for the project.
TimingCan 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.
Deliverable
  • Written project brief & timeline
  • Send copy of project brief & timeline to NetSuite.org
Outcome
  • Agreed upon scope and timeline for the project.
Volunteer Tips
  • .
Grantee Tips
  • .

 

Step 3: Design & Implement Controls

  • Volunteer works with grantee to develop and document controls
    • Volunteer suggests tools within NetSuite to support the financial controls.

 

 

Goals
  • Design & implement general controls.
  • Design & implement controls for specific business process(es).
TimingThis step constitutes the bulk of the engagement and generally requires multiple meetings.
Activities 
Deliverable
  • Document outlining general controls.
  • Document outlining specific business process controls.
  • Implementations of controls
Outcome
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Volunteer Tips
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Grantee Tips
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Step 4: Sign-off

 

 

 

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Timing.
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Grantee Tips
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Goals
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Timing.
Activities 
Deliverable
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Outcome
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Volunteer Tips
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Grantee Tips
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