Business Sustainability and Financial Performance (BSFP) Program

Service: Review Existing SOP & Policy

Standard Operating Procedures (SOPs)

Deliverables: 

Strengths & Weaknesses Report to strengthen operational workflows.               

Gap Analysis Report: Deliver clear, actionable recommendations to close gaps and ensure alignment with Organization’s mission and Industry best practices.

Service: Comprehensive SOP &
Policy Development

Deliverables:

Structured SOP documenting step-by-step procedure, categorized by roles, responsibilities and departments.

Compliance-Ready Documentation: Incorporate compliance checklists to ensure adherence to industry standards and regulatory bodies.

Post-implementation guidelines: Establish built-in guidance for future review cycles, version control, and periodic updates.

Service: Building new SOP & Policy

Deliverables:

Complete SOP and Policy packages in both print and digital formats — ready for onboarding and operations.

Facilitated Onboarding & Training: Support successful adoption through orientation sessions and tailored implementation guidance.

Performance Metrics to track the effectiveness and adoption of the new SOPs.

Financial Reviews

Service: Financial Health Assessment

Deliverables: 

Gap Analysis Report: deep insights into operational and financial gaps through a structured review of your Organization's scope, systems, and internal financial controls.

Benchmarking Insights: Organization’s Financial Performance/Trends over time and against sector standards for a clearer perspective.

Variance Analysis Report along with forecasting snapshots based on quarterly results.

Deliverables:

Detailed Risk Assessment Report incorporating key financial ratios showcasing your ability to meet short-term and long-term obligations and evaluating your debt and savings management over a five-year period. This report also covers operational risks and compliance review findings

Customized Key Performance Indicators (KPIs) or Performance Scorecards

Monitoring and evaluation (M&E) frameworks for financial processes

Recommendations for Capacity Building to strengthen internal financial controls and systems

Data Visualization of market share expansion over time

Strategic notes to support future audits and financial planning

Service: Financial Performance Evaluation

Deliverables under Monitoring

• Custom-designed Monitoring Tools and Methodologies to meticulously track project/program performance at every level – outputs, outcomes and impact.

• Operational Risks report which identify and provide mitigation strategies.

• Detailed analyses of Cross-cutting Issues like Social Equity and Inclusion, Ethics and Human Rights, all based on your specific PIRS details.

Deliverables under Research

• Data Architecture: Data flowchart and establishment of a warehouse (centralized data repositories)

• Technical Reports detailing data collection process, and sample method.

• Data Quality Assurance to ensure data is accurate, relevant and reliable.

Deliverables under Evaluation

• Baseline Report to inform initial status of performance indicators, mid-term and final evaluations to report ongoing and final changes to the project/program.

• Comprehensive Evaluation plan covering design, execution and synthesis.

• Impact and Performance Reports to guide forward-thinking decisions Deliverables under Accountability and Learning

  Deliverables under Accountability and Learning

• Summary reports and Recommendations from our “Pause & Reflect” discussions

• Adaptation Strategy to incorporate lessons learned into program design

• Continuous Improvement Framework

Service: Comprehensive MERL services

Monitoring, Evaluation, Research and Learning

Service: Program Evaluation

Deliverables under Audit: SOP evaluation featuring best practices aligned with industry and international standards.

Deliverables under Qualitative research analysis: Synthesis of the Findings from Qualitative research.

Deliverables under Quantitative research analysis: Synthesis of the Findings from Quantitative research.

Deliverables under Program Performance Analysis: Provide comprehensive Program Performance Report including impact evaluation, benchmark comparisons, lessons learned, and actionable Recommendations.

Service: Technical Assistance to
MERL Team

Deliverables:

Gap Analysis report highlighting strengths, weaknesses and areas for improvement in your current projects/programs

Clear Action Plan

Alignment sessions