This NAO Nonprofit Financial Management Self-Assessment Tool is geared towards executive staff, volunteers, financial managers, and treasurers who oversee fiscal management strategy. The tool can be used to identify areas where improvements are needed and where investments can be made to advance your financial systems and management.
Areas of focus are Financial Planning, Execution, Recording, Reporting and Monitoring. Nonprofits can score their level of achievement on each category as a guide for sound, compliant fiscal practices and protocols.