Introduction

You're aware of the substantial ways your charity will benefit from a new finance system. But convincing other people can be the hard part.

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When it's time for change, it's time to bite the bullet and upgrade your charity's finance system. But it's likely you'll need to navigate a few obstacles first and demonstrate that a new system isn't a "nice to have"—it"'s a vital requirement if the organisation is going to deliver on its mission effectively.

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This guide is written for you the CFO, Finance Director or Head of Finance who needs to make this change happen. It looks at how to build the case for change, and the people you'll need to influence and involve along the way: your CEO, your board, your finance team, IT, and budget holders across the organisation

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Inside the full guide, you'll find:

• The six-question checklist for working out whether your current system is really meeting your charity's needs
• How to sense and seize the opportunity for change, with insight from charity finance expert Mark Salway
• A breakdown of what each stakeholder in your organisation actually cares about and how to talk to them
• The Kotter change management framework, adapted for charity finance leaders
• Practical guidance on choosing a system and implementing it well, so the benefits actually land

Getting your board on board isn't about winning an argument. It's about building a case that holds up, bringing the right people with you.

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Download the full guide to get started.