[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-242285-105":3,"doc-detail-242285-en":81,"detail-sidebar-cat-1-en-105":99},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","financial-management-training-series-session-5-participant-manual-operations","Financial Management Training Series Session - 5 - Participant Manual - Operations","","Financial Management Training Series Session 5 participant manual focuses on (Financial) Operations within a Hartford Foundation for Public Giving and Fiscal Management Associates learning initiative spanning October 2020 to February 2021. The session emphasizes operational excellence as a culture of continuous improvement, clarifies how effective financial operations align people, processes, and technology for reliable decision-making, and outlines finance role responsibilities across strategic, managerial, and transactional levels. It also introduces Choice Points for equity-centered decision-making and provides workflow mapping best practices plus sample operational workflows across revenue, expense, and other core functions.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/financial-management-training-series-session-5-participant-manual-operations/242285/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/financial-management-training-series-session-5-participant-manual-operations/242285.png","ImageObject",442,249,{"name":42,"@type":43},"Dipper","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-17","2026-09-12",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",9,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What is the goal of the Financial Management Training series, and how does Session 5 fit in?","Question",{"text":63,"@type":64},"The series aims to improve financial and operational stability, resilience, and disciplined practice so organizations can better deliver mission-driven programs. Session 5 specifically targets (Financial) Operations through homework review, operational excellence concepts, and practical tools.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How does the manual define operational excellence and effective financial operations?",{"text":68,"@type":64},"Operational excellence is an organizational culture that prioritizes learning, problem-solving, and continuous improvement. Effective financial operations ensure people, processes (workflow), and technology work together so plans execute properly and decisions rely on reliable information.",{"name":70,"@type":61,"acceptedAnswer":71},"What is the Choice Points Framework, and what steps does it guide leaders through?",{"text":72,"@type":64},"Choice points are opportunities for leaders and managers to reflect, generate options, and act on decisions that can affect racial equity and inclusion. The framework guides users to know desired outcomes, identify equity-relevant decision opportunities, examine impacts, brainstorm alternatives to default approaches, then act and evaluate results for equity and inclusion.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},242285,1791720625,{"code":4,"msg":82,"data":83},"success",{"doc_id":79,"user_id":84,"nickname":42,"user_avatar":85,"doc_module":22,"category_id":86,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":87,"file_id":88,"file_url":89,"file_type":90,"file_size":91,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":92,"language":93,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":94,"faqs":95,"seo_title":96,"seo_description":12,"update_tm":97,"read_time":98},1374404997633,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd",11,"Financial Management Training Series Session \\# 5  \n(Finance ) Operations  \nParticipant Manual  \nInitiative Overview  \nHartford Foundation for Public Giving’s team and Fiscal Management Associates (FMA) have partnered to deliver a Financial Management Training series (October 2020 – February 2021) to increase the financial and operational stability and resiliency of a cohort of organizations. Together, we believe that if organizations are rooted in a sound financial position and develop discipline around financial and operational practices, then they will be better positioned to deliver innovative programs in support of their mission. Through virtual convenings, and coaching, organizations in this cohort will work towards becoming more durable and resilient in the face of challenging times.  \nKey Program Activities  \nEach organization participates in the following:  \n• Organization pre-assessment for baseline capacity and financial practices  \n• Development of a multi-year financial health trends analysis for each participant  \n• Hands-on learning activities in a workshop setting, and as part of a series of virtual convenings  \n• Coaching geared toward creating space for each organization’s specific context and helping leaders hold themselves accountable  \nCore Topics  \nToday’s Session: (Financial) Operations  \nActivity: Homework Review  \nOperations  \nOperational Excellence  \nOperational excellence is an organizational culture that values learning, problem solving, and a strong commitment to continuous improvement.  \nEffective financial operations ensure that people, processes (workflow), and technology are all working together efficiently so that plans are being executed properly and that decisions are based on reliable information.  \nFinance Roles and Responsibilities  \nLevels of Financial Management  \nStrategic  \nPerform planning and oversight role of the organization, guide accounting activities as needed.  \nManagerial  \nGuide financial management through organizing resources, providing oversight, and completing critical functions.  \nTransactional  \nSupport the day-to-day functions by performing accounting duties and fiscal administrative tasks.  \nReflection:  \n• Are the right team members performing duties that match their skillset and organization responsibility?  \n• What would you want to change?  \nFinance & Operations Roles and Responsibilities  \nCritical Functions  \nStaffing: Using Choice Points Framework  \nChoice Points  \nChoice points are opportunities for leaders and managers to reflect, generate options, and act on decisions that can impact racial equity and inclusion. They’re like forks in the road, where one path is the status quo or the default option. This path saves you time when you’re swamped with deadlines and deliverables. You can walk it blindfolded. It’s also the path most likely to lead you to where you’ve always been, which for many organizations means replicating bias and inequity. The alternative paths (there are usually more than two!), might be harder to see, more complicated to navigate, or not as welltrodden, but may lead you to more equitable outcomes.1  \n➢ Know your desired outcome. What’s the end result you want?  \n➢ Pause and Identify decision making opportunities that might have equity and inclusion impacts. What decisions do I regularly make? What is my default path or auto-pilot choice?  \n➢ Examine the choices and their potential impact on equity and inclusion. In what ways could my default path lead to unintended impacts on those on the margins?  \n➢ Brainstorm alternatives to the default approach. What are my other options?  \n➢ Act and Evaluate. Did my choice lead to the desired results? What was the impact on equity and inclusion?  \n1 See Appendix for additional resources on Choice Points  \nMapping Workflows  \nBest Practices in Workflow Mapping  \n➢ Determine the purpose for drawing the workflow map.  \n➢ Break large processes into smaller processes. Try to keep the workflow to one page. ","cbCaimcTUQ0pr9CJ","https://ap.wps.com/l/cbCaimcTUQ0pr9CJ","pdf",1173430,34,"English","# Initiative Overview\n# Key Program Activities\n# Core Topics\n## Today’s Session: (Financial) Operations\n## Activity: Homework Review\n## Operations\n## Operational Excellence\n## Finance Roles and Responsibilities\n## Levels of Financial Management\n## Finance & Operations Roles and Responsibilities\n## Critical Functions\n### Staffing: Using Choice Points Framework\n### Mapping Workflows\n## Best Practices in Workflow Mapping\n## Sample Operation Workflows\n### Revenue\n### Other","[{\"question\":\"What is the goal of the Financial Management Training series, and how does Session 5 fit in?\",\"answer\":\"The series aims to improve financial and operational stability, resilience, and disciplined practice so organizations can better deliver mission-driven programs. Session 5 specifically targets (Financial) Operations through homework review, operational excellence concepts, and practical tools.\"},{\"question\":\"How does the manual define operational excellence and effective financial operations?\",\"answer\":\"Operational excellence is an organizational culture that prioritizes learning, problem-solving, and continuous improvement. Effective financial operations ensure people, processes (workflow), and technology work together so plans execute properly and decisions rely on reliable information.\"},{\"question\":\"What is the Choice Points Framework, and what steps does it guide leaders through?\",\"answer\":\"Choice points are opportunities for leaders and managers to reflect, generate options, and act on decisions that can affect racial equity and inclusion. The framework guides users to know desired outcomes, identify equity-relevant decision opportunities, examine impacts, brainstorm alternatives to default approaches, then act and evaluate results for equity and inclusion.\"}]","Financial Management Training Series Session - 5 - Participant Manual - Operations | PDF",1789188804,12,{"code":4,"msg":82,"data":100},[101,104,108,113,118,123,128,133,138],{"id":86,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":102,"slug":103},90,"presentations",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},"Resumes",80,"resumes",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},14,"Invoices",70,"invoices",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},15,"Posters",60,"posters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},16,"Social Media",50,"social-media",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":126,"slug":127},17,"Forms",40,"forms",{"id":129,"doc_module":22,"doc_module_name":25,"category_name":130,"show_sort_weight":131,"slug":132},18,"Letters",30,"letters",{"id":134,"doc_module":22,"doc_module_name":25,"category_name":135,"show_sort_weight":136,"slug":137},21,"Paper Templates",5,"papers-templates",{"id":139,"doc_module":22,"doc_module_name":25,"category_name":140,"show_sort_weight":4,"slug":141},158,"General","general-158"]