KPIs and Metrics for Not-for-Profits

Recording Attachments: 
PDF icon KPIs for NFPs November 2022.pdf, PDF icon KPIs for NFPs Samples.pdf

KPIs are an important part of management and board reporting. Used well, they can highlight the important information, making it accessible to all. Join us for some suggestions that will enhance your reporting pack.

Date: Thursday, 10th November 2022

Time: 13:00pm-14:00pm (NZDT)

Price: Free

Course Outline:

This webinar will give you an introduction to a range of KPIs commonly used in Not-for-Profit organisations and tips on how to prepare them using a spreadsheet and a tool like Calxa. We will cover a range of KPIs covering operations, finance and cashflow. You'll learn some of the simple formulas you can use and how to maximise the investment you have in your accounting software to produce the necessary results with minimum effort.

As well as standard ratios, the webinar will also introduce the concept of unit costing which is of interest to many Not-for-Profits.

This course is suitable for: Beginners/Intermediate

Course Outcomes:

By the end of this webinar your organisation will have an understanding of the following topics:

  • How to identify the right KPIs to use
  • Tips on gathering the right source data
  • How to present KPI information

What is not included in the program?

Advice given will be general as there is no one-size-fits-all solution.

Audience

This webinar is suitable for (type of positions/sectors it is relevant to):

  • NFP finance staff looking to improve their reporting to management
  • Accountants and bookkeepers working with NFPs
  • Managers and board members looking for ideas on improved reporting