Free Strategic Finance Diagnostic

Strategic finance is a powerful tool that can transform and equip your social enterprise organization (SEO) for greater resiliency and impact. To develop the financial knowledge and practices that can make this happen, you first need to understand your current financial reality and financial strengths and weaknesses.

This diagnostic is designed to help you assess your strategic finance practices and capacities so you can understand where you’re at on your strategic finance journey and what can be done to move your organization forward. It also helps define what kind of outside financial engagement and support will be the most valuable for your organization.

Complete this 10-minute diagnostic to help us understand your organization’s financial practices and explore how Grafe Consulting might support your next steps.

Cost Analysis

1. We have a strong understanding of direct and fully loaded costs of our products/programs/services.
2. We understand our key cost drivers for each program and for our organization as a whole.
3. We are able to break down our costs by functional activity area.

Budgeting and Forecasting

4. We have a clear budgeting process and the templates to create understandable and thoughtful budgets.
5. Organization leaders across all departments actively participate in the budgeting process.
6. Organization leaders across all departments actively participate in the budgeting process.
7. We are able to forecast our short- and medium-term cash flow and identify key variables that may affect it.

Revenue Strategy

8. We have clear goals for earned and philanthropic income.
9. We are able to price our products confidently to achieve our earned income goals.
10. We know what investments we need to make in revenue generation capacity to reach these goals.
11. We can tie our revenue goals to corresponding volume / reach / outcomes objectives.
12. We maintain a weighted revenue pipeline and update it regularly to aid in revenue generation and forecasting.

Strategic Financial Planning

13. We have a multi-year financial model that coheres with our strategic direction and goals.
14. We are able to perform scenario analysis to understand the financial implications of pursuing various strategic alternatives.
15. We understand what investments we need to make to achieve our medium- and long-term goals, and their cost and timing.

Financial Skills and Culture

16. Our finance team has the skills and understanding required to accomplish the above objectives.
17. We have relevant and robust tools and templates to help us in our cost analysis, budgeting, forecasting, and long-range modeling.
18. Leaders across our organization have an understanding of our financial condition and are motivated to use financial information and goals in their decision-making and communication.

Tell Us About Yourself

What services are you interested in?

Your responses and contact information will be sent to Grafe Consulting so we can follow up about your results.

Your Current Picture

These scores are a starting point for reflection, not an audit or formal assessment. The lowest-scoring areas may help you identify where clearer tools, analysis, or leadership support would be most useful.

To discuss your results, email info@grafeconsulting.com.