FD Centre Needs Assessment Template

Diagnostic review of finance development needs and readiness
FD CENTREInvesting in Trust, Together.

1 ASSESSMENT OVERVIEW

2 ASSESSMENT DIMENSIONS — MATURITY DIAGNOSTIC

DimensionCurrent Maturity (1–5)Target Maturity (1–5)Evidence / ObservationsKey Findings / Gaps

Maturity Scale: 1 = Very Low | 2 = Low | 3 = Moderate | 4 = Managed | 5 = Optimised  ·  Gating pillars (Strategy & governance, Finance & sustainability) weigh more — low scores here should hold back large implementation packages.

3 PROBLEM STATEMENT

Clearly articulate the core finance development problem.

0 / 1000

4 ROOT CAUSES

Identify underlying causes contributing to the problem.

0 / 1000

5 PRIORITY NEEDS

Rank and classify the most critical needs.

RankPriority Need / GapQuick Win (0–3 months)Medium Term (3–12 months)Rationale

6 READINESS AND DEPENDENCIES

Assess enabling factors and constraints.

FactorStatusNotes / Details

7 RECOMMENDED INTERVENTION PATHWAY

Summarise what support FD Centre should provide first and the logical sequence.

0 / 1000

8 VALIDATION

Confirm accuracy and alignment of the assessment with NS leadership and FD Centre.

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