Within advisory, we place focus on three main areas namely;
There are numerous issues to be evaluated on the organizational, financial and administrative front while setting up an NGO and implementing development Programs.
Organizational design and restructuring: we help identify suitable organizations as well as review the existing structure in view of future projects and/or objectives.
Financial Management and administrative systems: assistance is provided in financial planning, financial write out (MIS) reporting, budget variance analysis and cashflow forecasting. We also develop mechanisms for fund distribution, reporting plans, templates and timelines to review financial progress and setting up of internal policies and procedures such as operational accounting and staff manuals.
Grantee activities: these include identifying grantees, reviewing grantee proposals, finalizing grantees and developing grant agreements and budgets for grantees and sub-grantees.
Set up Human Resource systems and tools: assistance in finalizing staff policy and drafting job descriptions, performance appraisal systems, and compensation and benefit policies.
Developing, monitoring and evaluating systems: we develop systems for monitoring and evaluating grants and Programs.
Grant evaluation: we help organizations assess potential grantees by undertaking pre-grant evaluations and preparing reports with supporting documentation. This process also includes evaluating the vision and mission of the potential grantee and its people, projects, processes, accountability and governance measures, project management and financial health. An evaluation of the actual grant expenditure vis-à-vis the grant agreement and budget is also prepared.
From pre-grant evaluation, grant expenditure evaluation of potential and existing grant recipients, Oak Global Consulting can help organizations develop an effective grant making process, while ensuring tax and regulatory compliance.
Training needs assessments: a review of existing Programs and skills sets can help an organization improve its efficiency.
Capacity GAP Analysis: by reviewing grant implementation plans, we can determine key program successes and challenges.
Management of Donor of funds: we examine all records and documents as well as investigative field visits to corroborate physical evidence. This enables us to confirm if any funds have been siphoned off or have been diverted to unintended recipients.
Socio-economic impact: we review the expenditure, the implementation and assess the socio economic impact, involving stakeholders as required. This provides a level of comfort by capturing evidence and ensuring proper resource utilization.
We review existing Programs and conduct skill assessments of existing programmatic, financial and administrative procedures to help organizations enhance their performance and increase their capacity
Organization development and strategic management: we advise on designing a strategic plan, developing management tools and implementing the plan.
Financial and administrative management: we assist in enhancing the capacity of an organization with regards to financial planning, analysis of financial statements, establishing accounting systems and internal control policies and procedures.
NGO Contracting and grant management: we establish procurement, contracting and grant management procedures. We also review grantee reports and make recommendations on grant releases.
