Implement and process the remaining Consultant recommendations.

[joereddington]

Comic Relief gave us some money to have a consultant look at our finance systems. He produced this set of recommendations. We've made a lot of positive changes to how we work as a result, but it's important to make sure that we are crossing t's and dotting i's.

Resources

• The original report
• There is a project board with all the recommendations arranged by priority.
• These will be converted into issues in the repo I created for them.
• The most up to date excel file is here

Plan

• [ ] Work though the issues one by one and write up our response and our next actions.
• [ ] Have all the recommendations reviewed by trustees and close completed ones.

[joereddington]

Been working on this today:

A suprising number of the recommendations boil down to a few actions - for example, if we can get budgets working and some some varience analysis then we are already doing a lot of what is asked of us.

Broadly the four priority levels feel like:

• Very high - reports and training - budgets and using quickbooks and getting more trustees
• High - policies
• Medium - Documentation
• Low - Everything else.

The next action is to have a proper dive into Quickbooks when I'm off streaming.

[joereddington]

Next action is to check the guys emails and see if he's still willing to do a pro-bono feedback.