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- NGOs ERP
- Who it's for
- Community health programs
Community health programs
A community health NGO can group projects under a health program, record field activities and follow the donor requests that support them. The project carries location, dates and budget. Each activity carries its own date, status, summary and beneficiaries reached, so Program Lead can review delivery without confusing a planned visit with a completed one.
How NGOs ERP is set up for you
Program scope
Name the health focus area and place projects under the right operating organization.
Household context
Field Coordinator records supported households by project, location, household size and vulnerability.
Funding case
Funding Officer links a donor and project with the requested amount and restriction.
Review decision
Funding Reviewer records an approve, reject or return outcome and a reason through the funding decision workflow.
Funding movements
Pledges, receipts, disbursements and adjustments stay attached to the case that sourced them.
A community health NGO can group projects under a health program, record field activities and follow the donor requests that support them. The project carries location, dates and budget. Each activity carries its own date, status, summary and beneficiaries reached, so Program Lead can review delivery without confusing a planned visit with a completed one.
For a neighborhood outreach project, begin with one active program and a project schedule. Enter an activity when the outreach is planned and update it after the work occurs. Supported household records add the people context; the activity's beneficiaries reached records what happened on that activity. Finance Lead can then compare the project's funding movements with its activity history.
Start with the organization, one program and a project whose delivery team can verify. Enter a small set of supported households, one active donor and a funding case. Run an approval rehearsal before recording fund events. Review Project Schedule, Supported Households and Funding Review Queue with the people who will use them each day.
Agree how vulnerability is classified, who can see household details and how location names are entered. Set a rule for recording activity reach and for interpreting the project's budget against the organization's currency. When the first fund events and activities are in place, run project reconciliation and review any receipt needing attention.
Features to start with
Roles on the team
- Admin
- Maintains organization context and application access.
- Program Lead
- Owns programs, projects and the delivery plan.
- Field Coordinator
- Records activities and supported households for projects.
- Funding Officer
- Prepares donor records and funding cases and records funding movements.
- Funding Reviewer
- Decides submitted funding cases and records the reason for each decision.
- Finance Lead
- Checks funding movements, reconciliation results and unresolved receipts.
Set up NGOs ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.