Case Studies
Aboriginal Services - Financial Plans and Reports

Monday, March 08, 2010

The Challenge:
D+H Group accepted the commission of assessing; recommending and implementing a quality assured system of financial planning and customized reporting to the stakeholders of the client. As the approval process involved several groups, D+H Group ensured that all stakeholders comprehended the in-depth process of the key financial documents presented.

  • The Aboriginal organization recognized the need to financially plan and budget
  • Accurate and timely reporting to the client’s funding agencies was critical to the ongoing acceptance and inevitable success of the organization
  • Clear, direct and sensitive communications among all parties was of vital importance to ensure the delivery of comprehensive financial plans and reliable reports

The Solution:
The D+H Group Aboriginal Services team thoroughly assessed the financial environment and assembled an action plan for implementation. Through a process of listening, understanding, and planning the team delivered a series of practical solutions. D+H Group also presented a series of de-briefing sessions with select leaders and the leadership team to ensure complete comprehension of the financial reports. The end result is an organized, well-managed, updated Aboriginal organization with respect to cash flow, reporting, and accounting procedures.
A collaborative and inclusive process was undertaken with a mutual respect for all stakeholders

  • D+H Group allotted the resources to enable a quick response time and a top priority
  • Useful and reliable financial reports were issued in a time-sensitive manner
  • The D+H Group ensured all financial documents were fully understood by all stakeholders
  • Financial documents were issued and accepted by the funding agencies
  • D+H Group became a long-term strategic alliance and conduit for all parties. We continue to be of service to this client and have done so for over 10 years.
  • Delivery of services included:
    • Needs Assessment
    • Implementation Planning
    • Risk Assessment
    • Budgeting and Reporting
    • Mediation, Consultation, and Training

For more information, please contact us at aboriginalservices@dhgroup.ca .