Project and finance management

Project development support

Support to work up a project idea. The service will include:

  • A facilitated mini visioning/ project development and planning toolkit session
  • Compilation of a project plan report – providing a framework for the project to be progresses – who, what, how, resources needed etc.

 

Project application support

Support to pull together a funding application i.e. RCDF, Big Lottery, CFAP. The service will include:

  • Proof reading of application form (applicant must provide majority of text)
  • Sourcing relevant strategic references
  • Assist with link to cross cutting themes
  • Assess/advise financial profile i.e. cash-flow, contingencies, professional fees etc.

 

Financial claims

Support to administer financial claims. The service will include:

  • Collate expenditure/income evidence i.e. invoices, bank statements, transaction listings
  • Complete financial claim form
  • Ensure audit requirements adhered to i.e. compile appropriate filling, referencing etc.

 

Financial management of projects

Support to manage the financial profile of a capital or revenue project and all claiming obligations. The service will include:

  • Development of financial delivery profile i.e. cashflow
  • Set-up of project on internal management system with relevant project codes (keeps project isolated from other projects), budget headings, etc
  • Processing of all expenditure and income i.e. all supplier invoices paid by BACS
  • Monthly bank reconciliation of all expenditure and income
  • Collate expenditure/income evidence i.e. invoices, bank statements, transaction listings
  • Complete financial claim forms
  • Ensure audit requirements adhered to i.e. compile appropriate filling, referencing etc.
  • Monthly/quarterly reporting of spend to date against allocated budget

Project reporting

Support to report on project progress for claiming obligations. The service will include:

  • Collating progress information from project deliverers, beneficiaries etc
  • Drafting of report
  • Evidencing outputs, performance indicators, targets etc as required by funding obligations

 

Impact monitoring

A community group needs support to develop, collate and report on the impact of their project – possibly as part of reporting obligations or in addition to. The service will include:

  • Development of an impact assessment framework i.e. what is the overall goal, how and what activities will need to happen, methods of gathering and analysing information, celebrating the impact/difference made. This will be a facilitated session with group
  • Compile impact assessment framework report
  • Monthly/quarterly sessions on gathering and analysing information/feedback
  • Possible set-up of data management system
  • Activities to celebrate i.e. communications (press, social media), events etc