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- NGOs ERP
- Who it's for
- Education outreach
Education outreach
An education outreach organization can use programs to organize its focus areas and projects to hold delivery budgets, locations and dates. Field Coordinator records each outreach activity with a summary and beneficiaries reached. Beneficiaries records identify supported households under the project. Funding Officer connects a donor to the same project through a funding case.
How NGOs ERP is set up for you
Planning
Program Lead keeps the project schedule and status current as outreach work starts or pauses.
Activity record
Field Coordinator records the actual activity date and reach after an event takes place.
Household coverage
The household record identifies the project, location, size and vulnerability setting.
Donor request
A funding case identifies the requested amount and any restriction by program or time.
Review evidence
Funding Reviewer records the decision and reason; Finance Lead inspects the operation result.
An education outreach organization can use programs to organize its focus areas and projects to hold delivery budgets, locations and dates. Field Coordinator records each outreach activity with a summary and beneficiaries reached. Beneficiaries records identify supported households under the project. Funding Officer connects a donor to the same project through a funding case.
Consider a program with projects in separate locations. A coordinator can see planned activities for one project while Program Lead reviews all project dates. If a planned activity is cancelled, its status remains visible. The next funding review still starts from the linked case and project, and a donor's active status does not stand in for that decision.
Set up the operating organization and one program. Add a project with a clear location, budget and end date. Enter the activities already scheduled and the supported household records that belong to the project. Use Project Status Board and Activities In Progress to check that the plan reflects the work the team expects to perform.
Then add one donor and a draft funding case. Check the project link, requested amount and restriction before submitting it. After a reviewer decides the case, enter fund events as they occur. Finance Lead can run project reconciliation while Program Lead checks Activity Reach by Project. Agree a regular review of stale planned activities and receipt exceptions before expanding the portfolio.
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.