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Teaming up to craft a clever financial strategy

Non- and social profit
Financiële strategie

Fulfilling your organisation’s mission, that’s what it’s all about—but making it happen depends on your income and expenses. That’s why having a savvy financial strategy is key to making a real impact. Bonus: financial stability leads to a better night’s sleep.

What’s in it for you?

  • A solid understanding of your current (and past) financial outcomes.
  • A handle on your broader financial structure and context, plus tools to work with in the short, medium, and long term.
  • A clear understanding of how your organisation generates income, which (financial, organisational, and operational) consequences this entails, and how to shape a future revenue model that aligns with your organisation’s DNA.
  • A strategy that strengthens your organisation’s financial situation, while focusing on the impact you want to make on society.
  • Useful metrics to gauge and steer your organisation’s financial position and progress.
  • Expert assistance for smooth transitions, seamless implementation, and savvy, effective financial management.

Not sure where to start? At Strategies & Leaders, we use four building blocks to create a smart financial strategy that aligns perfectly with your organisation’s DNA, paving the way for long-lasting results.

Digging deep, inspecting, and assessing

Before we start creating, we delve deeply into your organisation’s financial structure and context. We carefully inspect outcomes and cash flow calculations, then explore other essential factors to your organisation’s financial health. Finally, we cross-check these findings against your organisation’s strategy and the impact you want to make. We tackle a couple of important questions:

  • Which financial resources do you need to successfully execute your strategy?
  • Which financial opportunities, risks, and conditions does the chosen strategy entail?
  • How do the financial context and structure impact the chosen strategy?
  • What’s your financial capacity for change?

The blueprint

After that, we take the time to work out a range of scenarios and hypotheses, then translate them into an economic model that suits your organisation’s needs and amplifies its impact. To stay on top of things, we design a few straightforward measurement tools to help you monitor and align the figures with your operational goals.

Four building blocks for a smart financial strategy that boosts your organisation’s impact

1: Understanding your financial structure

We take stock of your organisation’s financial structure over a reference period, typically the last five years.

  • What are the financial structure’s key components, how do they interact with each other, and how do they influence the outcome?
  • How do the financial structure (balance sheet), operating results (income statement), and figures in your bank account (cash flow) differ? How do they correlate? And what decisions do you need to make, considering the elements under your control and those determined by your context?

By the end, you’ll have a deeper financial understanding of your organisation.

2: Knowing what brings in the cash

  • Together, we look into how money flows into and out of your organisation. Using a financing matrix, we map out the logic and implications of this revenue stream.
  • Next, we explore potential future revenue streams for your organisation and the industry. Using both current and future revenue streams, we create hypotheses and scenarios. Assessing their impact and implications, we make financial decisions.
  • We identify the necessary steps to leverage the (new) financing channels and, if needed, provide support during the implementation process.

3: Completing your organisation’s strategy

Fine-tuning your organisation’s finances can yield positive results moneywise, but may not necessarily align with your impact goals. Just like a strong strategy can propel your organisation forward, without matching with your financial structure and resources. 

Therefore, it’s vital to bridge the gap between your organisation’s finances and its desired impact.

  • We determine what kind of impact you want to make, and what is required to make it happen.
  • We figure out how to translate these choices into strategic development lines and internal levers.
  • We look at the strategic framework’s financial implications.
  • We identify the financial risks and conditions on the revenue and cost sides, in the short, medium, and long term.
  • We determine actions for your organisation’s financial structure and management, making sure they align with the choices made during step two.
  • We complete your organisation’s strategic framework by adding the financial elements.

4: Finishing strong with a dynamic, multi-year financial plan

By making your financial strategy measurable, we can translate it into a concrete, dynamic, multi-year financial plan. This way, we bridge the gap between impact, operations, and finances. We create a straightforward yet precise measuring tool based on smart objectives (KPIs).

  • We transform your financial strategy into clear, manageable figures. Then, we set up a dynamic, multi-year budget that aligns with your accounting and allows you to actively engage with your data.
  • We help your organisation report its finances efficiently, letting the numbers and accounting do the heavy lifting. This approach frees up more time for in-depth analysis, reducing the effort needed to write reports.
  • Combining your financial and operational goals, we develop an impact balance score card, allowing us to evaluate your organisation’s operational performance.

We’re happy to lend a hand

Want to be relieved of your financial management duties or the implementation of your organisation’s financial strategy? Interim management offers temporary reinforcement and helps your organisation take significant leaps in no time. Brace for impact!


Want to know more or schedule a meeting? Have a question?

Don't hesitate and let us know.

Want to know more or schedule a meeting? Have a question?