TAILIEUCHUNG - Financial Control and Accountability

We used a varied, qualitative research-based design process to accomplish the project objective and goals. The financial privacy notice prototype evolved in content and design based on an iterative process of consumer research, rigorous data collection, thorough analysis, and the expertise of the information designers and legal experts. Qualitative research uses small numbers of participants to explore in a realistic manner how and why consumers understand and make sense of a document. For the Form Development Project, we used four qualitative methods2 —focus groups, preference testing, pretest, and diagnostic usability testing—to iteratively develop and refine the prototype according to the goals. | Financial Control and Accountability CIVICUS World Alliance lot Citizen Piitleipairow OVERVIEW Brief description This toolkit provides an introduction for the non-financial manager or leader on controlling the finances of the organisation in such a way that the organisation can be held financially accountable. It looks at the basics of a good bookkeeping system at the importance of having financial policies and how to develop them. It also spells out the role of key structures in financial control and accountability making a distinction between the Board and the CEO of the organisation. There is a section dealing with the annual external audit and several examples to illustrate the financial control tools dealt with in the toolkit. The whole toolkit is geared towards enabling a non-financial manager or leader to manage the finances in an informed and competent way. Who should use this toolkit and when This toolkit is an introduction to financial control and accountability for non-financial organisational or project leadership. Many people in leadership positions in civil society organisations and projects find themselves dealing with large sums of money when they have little or no knowledge or experience about how to manage money. This toolkit is intended to give such people a basic understanding of some of the issues and how to s. It will not turn them into bookkeepers or accountants. But it will provide them with a reference tool to help them understand some of the concepts and approaches. This toolkit should be used together with the toolkit on Budgeting and the toolkit on Developing a Financing Strategy. Why have a toolkit on financial control and accountability Many non-financial leaders and managers in civil society organisations are overwhelmed by the jargon of financial management. Sometimes they avoid their responsibilities in this regard because the jargon makes them feel stupid. This toolkit should help them to fulfil their obligation to be financially

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