About The Course

Many non-profit organisations struggle to manage large amounts of data effectively, making it difficult for boards and senior management to track progress and make informed decisions. This programme helps participants develop and implement dashboards to monitor key financial, programmatic, and fundraising indicators.

– Save time by reviewing highlights
– Track progress toward goals
– Spot potential problems
– Bring all board members up to speed around a shared knowledge base
– Reinforce board oversight by linking structure and process

Applications

Dashboards illustrate performance over time. An effective dashboard illustrates rather than tells the audience about needed actions or decisions. The reports are presented with clarity and simplicity. Ideally, a dashboard report conveys in one page the key indicators for the organization and relates those indicators to goals, historical information, or benchmarks.

The items in the dashboard may include:
– Numbers of people served
– Non-profit’s financial indicators
– Non-profit’s outreach
I- llustrate how much progress has been made towards various goals

Dash boards can be Interactive (google data studio) and non-interactive (excel), depending on non-profit’s needs and resources available.

What will you Learn

• Prework to understand organization’s key business drivers
• Understanding the Process of Developing a Dashboard
• Understanding workflow, roles and responsibilities for Board and its subcommittees Developing in-house
• Dashboard to monitor progress in the (i) Programme; (ii) Fund-raising; (iii) Financial indicators; (iv) Volunteers Management

Why attend?

Prepare comprehensive dashboard reports that meet donor and stakeholder expectations while showcasing your organization’s governance and financial achievements. This workshop equips you with tools to make your reporting clear, impactful, and aligned with best practices.

Course Highlights

Who Should Attend

Board members, Finance Subcommittee, Audit & Risk Subcommittee, Senior management, HODs, and Finance and Operations staff.
Finance team is required to attend this training, to be up to date with the accounting standards and this is a necessary part of the charity compliance.

Why Join?

• Comprehensive Learning Journey: Each course builds on the previous one, guiding you through strategy creation, compliance, sustainability, and impactful reporting.
• Skill-Intensive Training: Practical examples, tools, and frameworks tailored for charities.
• Expert-Led Programs: Facilitated by Dr. Isabel Sim, a seasoned trainer and thought leader in charity finance and governance.
• Networking Opportunities: Engage with peers and experts to share challenges and solutions.
• Tailored Solutions for Charities: Address governance, financial management, and compliance challenges specific to your organization

About the Facilitator

Dr Isabel Sim is the principal consultant at Integrative CSR Consulting. She was formerly Senior Research Fellow, Department of Social Work, Faculty of Arts and Social Sciences, National University of Singapore as well as Director (Projects), Centre for Social Development (Asia). She served as Head of Corporate Governance Practice, Centre for Governance, Institutions and Organisations (CGIO) and Senior Lecturer, Department of Strategy and Policy, NUS Business School from 2012 to 2014.

She obtained her PhD in finance from The University of Western Australia in 2011. She is the editor of the series Accounting and Finance Handbooks for Charities including Budgeting and Cash Flow Management, Fund Accounting for Charities, Full Cost Recovery for Charities and Cost-Effective Audit for Charities. She is also the lead author for Accounting for Good – Helping Charities Do Good Better, a project in collaboration with NUS and ISCA. Besides extensive experience in applied research in the charity sector, Dr Sim has more than 15 years of experience in teaching working adults. She has taught accounting, corporate governance, finance, and economics subjects in MBA, EMBA, and other professional programmes.