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Prepare project records for IATI reporting
Review data preparation, export coverage, validation and public-disclosure decisions before publishing IATI data.
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Practical resources for NGO and CSO teams.
Practical articles on running NGO and CSO operations: projects, MEAL, finance, people, logistics and governance. Each article starts with a short answer.
Have a practical question in one of these areas? Suggest a topic to the EMPOBase team.
Articles
Articles by topic
Each article answers one question that NGO teams ask, then shows where EMPOBase helps and where it stops.
Projects and programs
25 articles- How field teams should report incidents A practical guide to incident reporting for field teams: what counts as an incident, who to tell first, what to record, and how to protect people's privacy. 4 min read
- How small NGOs can keep donor records in order A simple donor record system for small NGOs: what to store for each donor and grant, who owns it, and how to stay ready for reports and audits. 4 min read
- How to build a RACI matrix for an NGO project Build a RACI matrix for an NGO project in five steps: list the tasks, name the roles, assign R, A, C and I, and fix the gaps before work starts. 4 min read
- How to build a reporting calendar for all your grants Build one reporting calendar for every grant: collect the due dates, work back to internal deadlines, assign owners and review it monthly so none are missed. 4 min read
- How to capture lessons learned so the next project uses them Capture lessons so they change what you do next: record them during the project, make them specific, give them an owner, and put them where designers look. 4 min read
- How to coordinate field operations across several sites A practical guide to coordinating field operations across several sites: one rhythm, one set of records, clear owners, and a way to spot problems early. 5 min read
- How to hand over from the proposal team to the implementation team A handover guide for NGOs: what the proposal team must pass to the implementation team, how to run the handover meeting, and what to check in the first month. 4 min read
- How to manage a consortium project with partner organizations How to run a consortium project: agree roles and decisions up front, set one reporting format, handle funds fairly, and keep partners aligned over time. 4 min read
- How to manage change requests in a grant-funded project A simple change request process for grant-funded NGO projects: what counts as a change, who approves, when the donor must agree, and what to record. 4 min read
- How to map stakeholders for a humanitarian project A step-by-step way to map stakeholders for a humanitarian project: list them, rate influence and interest, plan engagement, and keep the map up to date. 4 min read
- How to plan for risks before a project starts Plan project risks before launch: list what could go wrong, score it, name an owner and a response for each risk, and set when you will review the list. 4 min read
- How to run an after action review that teams will use Run an after action review in 60 to 90 minutes with four questions, a neutral facilitator and written actions, so lessons change what the next project does. 4 min read
- How to track one project funded by several donors How to manage one NGO project with several donors: agree shared budgets, keep funding sources separate, avoid double charging, and meet each donor's reports. 4 min read
- How to write a situation report (SitRep) that decision-makers read Write a short, clear SitRep: lead with the key point, use a fixed structure, separate fact from judgement, and state what decision you need and by when. 4 min read
- How to write a work plan that field teams can follow Write a work plan that field teams will use: break results into activities, set owners and dates, show dependencies, and keep it to a few clear pages. 4 min read
- Logframe or theory of change: which one does your proposal need? Logframe and theory of change compared: what each shows, when donors ask for each, how they fit together, and how to choose for your next proposal. 4 min read
- Program vs project: how NGOs should structure their work Program vs project explained for NGOs: what each term means, how to group projects under programs, and a simple structure that keeps reporting clear. 4 min read
- The humanitarian project cycle, step by step The humanitarian project cycle in plain words: assessment, planning, funding, implementation, monitoring, evaluation and closure, with what happens at each step. 4 min read
- What a country director should see on one project dashboard Design a one-page project dashboard for a country director: the few signals that matter, how to show them, and why a summary never replaces the record. 4 min read
- What belongs on an NGO project closure checklist? A practical closure checklist for NGO projects: programme, finance, assets, staff, partners, donors and records, with a timeline and common gaps to avoid. 4 min read
- What is a project charter, and does an NGO project need one? What a project charter is, what to put in one for an NGO or humanitarian project, who signs it, and how it differs from a proposal or a logframe. 4 min read
- What to do in the first 30 days of a new grant A week-by-week plan for the first 30 days of a new NGO grant: read the agreement, hold a start-up meeting, set up controls, and plan the first reports. 4 min read
- What to look for in project management software for NGOs Criteria for choosing project management software for an NGO: donor-driven structure, results, budgets, roles, field use, language, data, cost and exit. 4 min read
- When an NGO should move from spreadsheets to operations software Signs that spreadsheets no longer fit your NGO, what they do well, what to fix before you switch, and how to move in stages without losing control. 4 min read
- Why every project needs an organogram, and what to include A project organogram shows who reports to whom, who decides and which partners are involved. Learn what to include, how to draw one and how to keep it current. 4 min read
MEAL and reporting
25 articles- How to build a learning agenda for your organization Build a learning agenda for an NGO in five steps: pick a few learning questions, link them to decisions, choose evidence, set review moments and assign owners. 4 min read
- How to check the quality of field data before you report it Run simple quality checks on field data before it reaches a report: completeness, consistency, plausibility, duplicates and source. Includes a checklist. 4 min read
- How to choose reporting periods for indicators How to pick monthly, quarterly or annual reporting periods for each project indicator, based on how fast it changes, the cost of collection and donor needs. 4 min read
- How to choose SMART indicators for a humanitarian project Use the SMART test to pick humanitarian project indicators your team can really measure. Includes a checklist, a before-and-after example and common traps. 4 min read
- How to disaggregate data by sex, age and disability Break results down by sex, age and disability so gaps become visible. Learn which categories to use, how to ask, and how to protect people in small groups. 4 min read
- How to keep a beneficiary registry that protects people Build a beneficiary registry that collects only what you need, limits access, and protects people from harm. Includes a data checklist and retention steps. 4 min read
- How to monitor projects when staff cannot reach the site Practical remote monitoring methods for NGOs when access is blocked: choose sources, verify data, protect people and be honest about the limits. 4 min read
- How to report indicators to several donors without rework A practical method for NGOs that report to more than one donor: one master indicator list, a crosswalk to each donor's wording, and a single data source. 4 min read
- How to set baselines and targets for project indicators Learn how to collect a baseline, choose realistic targets, and record both so progress can be judged fairly. Includes steps, a worked example and common errors. 4 min read
- How to set up a complaints and feedback mechanism (CFM) Set up a complaints and feedback mechanism people will really use: choose channels, handle sensitive cases, set response times and close the loop. 4 min read
- How to use qualitative data in MEAL reports How to collect, analyse and present stories, interviews and group discussions in MEAL reports so they add real evidence next to your numbers. 4 min read
- How to write an indicator reference sheet An indicator reference sheet fixes the definition, formula, source and owner of each indicator. Learn the fields to include and see a worked example. 4 min read
- Output, outcome and impact indicators: what is the difference? Outputs count what you deliver, outcomes show what changes for people, impact shows long-term change. See examples, a comparison table and how to choose. 4 min read
- Standard indicators for WASH, health and education projects Common types of indicators for WASH, health and education projects, with example wording and tips for adapting them to your donor and context. 4 min read
- The OECD-DAC evaluation criteria in plain words The six OECD-DAC evaluation criteria explained in simple language, with a sample question for each and tips on choosing which ones to use in an NGO evaluation. 4 min read
- What accountability to affected populations means in daily work Accountability to affected populations means people shape and judge your work. See what it looks like in practice: information, participation, feedback, action. 4 min read
- What goes into a MEAL plan? The parts of a MEAL plan for an NGO project: results framework, indicators, data collection, feedback, learning and review, with a checklist you can copy. 4 min read
- What IATI reporting is and how to prepare for it A plain guide to IATI, the open standard for publishing aid data: what it covers, who uses it, how to prepare your records and what to check first. 4 min read
- What is a 3W matrix, and how do you keep it current? A 3W matrix shows who does what where. Learn what to put in it, how to collect updates, and how to avoid gaps, overlaps and stale entries. 4 min read
- What is a results framework? A results framework shows how project activities lead to outputs, outcomes and a goal. Learn its parts, how it differs from a logframe and how to draw one. 4 min read
- What is MEAL? Monitoring, evaluation, accountability and learning MEAL explained in plain words: what each of the four parts means, how they connect in a project cycle, who does the work, and how to start without a big team. 4 min read
- What to look for in MEAL software A neutral checklist for choosing MEAL software for an NGO: indicators, data collection, review, reporting, access, security, cost and honest limits. 4 min read
- Why an indicator library saves time on every new project How a shared indicator library cuts design time, keeps definitions consistent across projects and makes donor reports easier, plus the limits to watch for. 4 min read
- Why field data needs an approval step before it becomes a result A submitted field figure is a claim, not a result. See why an approval step matters, who should approve, what to record, and how to handle rejections. 4 min read
- Why your reach totals may count the same person twice Adding up attendance or distributions gives transactions, not unique people. Learn why reach totals double count, and how to report them honestly. 4 min read
Finance and grants
25 articles- A month-end closing checklist for NGO finance teams Use this month-end closing checklist to finish the books on time: cut-off, accruals, reconciliations, allocations, review and a period lock you can defend. 4 min read
- Double-entry bookkeeping explained for program staff A plain guide to double-entry bookkeeping for program managers: debits, credits, why every entry balances, and how to read a ledger line for your project. 4 min read
- Grant ledger vs statutory accounts: why you may need both The difference between a grant ledger and statutory accounts, what each is for, why NGOs often keep both, and how to keep them in agreement. 4 min read
- How to allocate shared costs across grants fairly Split rent, utilities, shared staff and other joint costs across grants with a written method, a fair basis and a monthly routine that donors and auditors accept. 4 min read
- How to charge staff time to projects with timesheets How NGOs charge staff time to projects with timesheets: what to record, who approves, how to cost the hours, and what auditors check on staff costs. 4 min read
- How to design a chart of accounts for an NGO Design a chart of accounts that serves donors and auditors: keep accounts few and stable, use other fields for grants and projects, and plan for reports. 4 min read
- How to design a payment request approval process Design an NGO payment request approval process: required fields, approval steps by amount, separation of duties, and a record that an auditor can follow. 4 min read
- How to do a monthly bank reconciliation A step-by-step method to match your ledger to the bank statement each month, find timing differences and errors, and sign off with a clear record. 4 min read
- How to forecast cash flow when donor payments arrive late Build a 13-week cash forecast for an NGO: list receipts and payments, add a delay to donor money, test a worst case and agree actions before cash runs out. 4 min read
- How to handle exchange rates in grant reporting Choose an exchange rate policy, record rate and date on each entry, deal with gains and losses, and report in the donor's currency in a way you can explain. 4 min read
- How to manage staff cash advances and expense claims Set clear rules for staff cash advances and expense claims: who can ask, how much, when to settle, and how to stop old advances from piling up. 4 min read
- How to manage sub-grants to local partners A practical guide to sub-grants: check partners first, agree budgets and reporting, pay in tranches, monitor spending and close each award properly. 4 min read
- How to monitor a grant budget month by month A simple monthly routine to compare spending with your grant budget, spot burn-rate problems early and agree actions with program managers before it is late. 4 min read
- How to prepare a donor financial report A step-by-step method for preparing an NGO donor financial report: reconcile first, map to the donor's budget lines, explain variances, and check before sending. 4 min read
- How to prepare for a donor audit A practical donor audit preparation plan for NGOs: what to gather, how to organize evidence by grant, how to brief staff, and how to handle auditor questions. 4 min read
- How to run a budget vs actual review for a grant A step-by-step budget vs actual review for NGO grants: which figures to compare, how to read variances, when to explain them, and what to do next. 4 min read
- How to spot an underspending or overspending grant early Early warning signs of grant underspend and overspend: the three numbers to track, a simple burn-rate test by month, and what to do when a line drifts. 4 min read
- How to use cost centers in an NGO What a cost center is, how it differs from a project and a grant, how to design a short list for an NGO, and how to avoid the usual coding mistakes. 4 min read
- Petty cash controls for NGO field offices Practical petty cash controls for field offices: set a float and a limit, require vouchers, count often, keep duties apart and top up only against receipts. 4 min read
- Restricted and unrestricted funds: how to track them Learn the difference between restricted and unrestricted funds, how to tag every entry with a fund, and how to report what is spent, committed and still free. 5 min read
- Segregation of duties when your finance team is small How a small NGO finance team can still separate duties: which tasks must never sit with one person, practical workarounds, and what to record. 4 min read
- What are functional expenses, and why do donors ask for them? Functional expenses sort costs by purpose: program, management and general, and fundraising. Learn how to classify costs and why donors want the split. 4 min read
- What is an indirect cost rate? An indirect cost rate explained for NGOs: what counts as indirect, how a rate is set and applied to a grant, and what donors usually ask you to prove. 4 min read
- What to look for in NGO finance software A neutral checklist for choosing NGO finance software: grant tracking, controls, multi-currency, donor access, reporting, and the limits to ask about. 4 min read
- When to use recurring journal entries Learn which NGO accounting entries suit a recurring journal, which do not, and how to keep review in the loop so repeated entries stay accurate. 4 min read
People and HR
25 articles- An offboarding checklist that protects data and assets An offboarding checklist for NGOs that covers access, data, assets, finance clearance, handover and exit records, with an owner for each step. 4 min read
- An onboarding checklist for new NGO staff A practical onboarding checklist for new NGO staff, with tasks for before day one, week one and the first 90 days, plus who owns each one. 4 min read
- Fair HR records for national and international staff How to keep HR records that treat national and international staff fairly: what to record, what differs by status, and who should see which sections. 4 min read
- How to build a competency framework for NGO roles How to build a simple competency framework for NGO roles: choose a few competencies, describe levels in behaviour, link them to jobs, and keep it short. 4 min read
- How to collect policy attestations from staff How an NGO can collect signed policy acknowledgements from staff: which policies, how to track versions, chase overdue ones and keep proof for auditors. 4 min read
- How to handle grievances and disciplinary cases A fair way to handle staff grievances and disciplinary cases in an NGO: intake, confidentiality, investigation, decision, appeal and records, step by step. 4 min read
- How to keep good staff in an NGO Practical ways an NGO can keep good staff on limited budgets: clear roles, fair pay, growth, manager quality, contract clarity and honest exit feedback. 4 min read
- How to keep records of volunteers and casual workers A simple record-keeping method for NGO volunteers and casual workers: what to record, how to tell them apart from staff, and how to keep them safe and fair. 4 min read
- How to manage leave fairly across offices How to set leave rules that work across several offices and countries: leave types, public holidays, approval, coverage and clean records for every person. 4 min read
- How to plan for staff safety in an emergency Build a staff emergency plan for an NGO: sites and routes, wardens, a communication tree, emergency contacts and drills, with a checklist to test it. 4 min read
- How to run a fair recruitment process in an NGO A step-by-step way to run fair NGO recruitment: clear criteria, scored shortlists, panel interviews and a record that shows why each candidate was chosen. 4 min read
- How to run performance reviews in an NGO A simple performance review cycle for NGOs: set goals, hold check-ins, rate fairly, write useful feedback and keep records that stand up if questioned later. 4 min read
- How to run staff surveys that lead to action A practical guide to NGO staff surveys: pick one goal, write short questions, protect anonymity, share results and turn them into actions people can see. 4 min read
- How to set up pay grades and a salary scale Build a pay grade structure and salary scale for an NGO: group roles into grades, set pay ranges, handle currencies and donor limits, and review it yearly. 5 min read
- How to support staff wellbeing in humanitarian work Practical ways for NGOs to support staff wellbeing in humanitarian work: workload, rest, peer support, manager habits and a plan for critical incidents. 4 min read
- How to track staff contract renewals so none expire unseen How NGOs can track fixed-term staff contracts, set early warnings tied to grant dates and avoid gaps in cover, with a simple review routine to follow. 4 min read
- HR compliance basics for NGOs The core HR compliance duties for an NGO: contracts, leave, working hours, safeguarding, records and deadlines, plus a yearly checklist you can adapt. 4 min read
- Payroll and HR records: what goes where Sort NGO staff records into HR files, payroll records and project cost records: what each holds, who may see it and how they connect without mixing. 4 min read
- What duty of care means for NGO staff Duty of care explained for NGOs: what you owe staff, how to assess risk, prepare for emergencies and keep the records that show you did your part. 4 min read
- What safeguarding and PSEA mean for every NGO Plain definitions of safeguarding and PSEA, what every NGO should have in place, and how to make reporting and staff declarations work in practice. 4 min read
- What to look for in HR software for NGOs Criteria for choosing HR software for an NGO: project-based staffing, access control, contract tracking, safeguarding, payroll limits, languages and exit options. 4 min read
- Which HR numbers an NGO leader should watch Seven HR measures an NGO leader can track with simple records: headcount, turnover, vacancies, leave, contract ends, training and survey results. 4 min read
- Who should see salary data in an NGO? Decide who in an NGO may see salary data: a simple access table by role, how to handle managers and finance staff, and how to log who opened what. 4 min read
- Why an up-to-date org chart matters An out-of-date org chart causes wrong approvals, missed leave sign-off and unclear duties. See what it affects, who owns it and how to keep it current. 4 min read
- Why you should keep training records, and how Why NGOs should keep training records, what to capture for each course, and how to track expiry, evidence and gaps so donors and auditors can see them. 4 min read
Logistics and procurement
25 articles- Asset depreciation for donor-funded equipment How depreciation works for equipment bought with donor funds: methods, useful life, worked example, and why you must check donor and local accounting rules first. 4 min read
- Common supply chain risks for NGOs, and how to reduce them The supply chain risks NGOs meet most often, from delays and price shocks to fraud and poor records, with practical ways to spot and reduce each one. 4 min read
- How many quotations do you need for a purchase? How many quotations an NGO purchase needs depends on value, risk and donor rules. Learn how to set quotation bands, compare offers fairly and record exceptions. 4 min read
- How to buy fast in an emergency without losing control A practical way to buy quickly in an emergency response while keeping approvals, evidence and budget control: what to relax, what to keep, and how to record it. 4 min read
- How to check suppliers before you buy A supplier due diligence checklist for NGOs: identity, registration, capacity, conflicts, sanctions and references, scaled to the value and risk of the purchase. 4 min read
- How to evaluate suppliers with a vendor scorecard Build a simple vendor scorecard for NGO suppliers: which criteria to score, how to weight them, when to review, and how to use results in your next purchase. 4 min read
- How to follow donor procurement rules How NGO teams can read, compare and apply donor procurement rules: build a rules table, use the stricter rule, train staff and keep proof for each grant. 4 min read
- How to keep an asset register for an NGO What an NGO asset register should record, how to tag and count assets, who is the custodian, and how to handle transfers, loss and disposal. 4 min read
- How to manage conflict of interest in procurement How to spot, declare and manage conflicts of interest in NGO procurement: who must declare, what to do when one appears, and what records to keep. 5 min read
- How to plan a distribution of relief items A practical plan for distributing relief items: work out quantities, prepare stock, set up the site, check recipients, record issues and reconcile afterwards. 4 min read
- How to record in-kind donations How an NGO should record donated goods and services: acceptance checks, valuation, receipt, stock or asset records, and thank-you evidence for the donor. 4 min read
- How to run a physical stock count A step-by-step guide to counting NGO warehouse stock: how to prepare, count in pairs, reconcile differences, record adjustments and find the cause of losses. 4 min read
- How to set approval limits for NGO procurement A practical way to set procurement approval limits by amount and role, keep requester and approver apart, and leave a record that holds up in a donor audit. 4 min read
- How to set reorder points for relief stock Learn how to set a reorder point for relief items: lead time, average use, safety stock and a worked example, so you reorder before you run out. 4 min read
- How to track vehicles and equipment in field offices How to keep track of vehicles, generators, laptops and other equipment across field offices: identifiers, custodians, locations, status checks and handover. 4 min read
- Inventory management for NGO warehouses How to manage stock in an NGO warehouse: layout, receiving, issuing, records, counts and expiry control, with simple routines for camps and field offices. 4 min read
- Procure to pay explained for NGOs Procure to pay explained in plain words for NGO staff: the steps from request to payment, who does each one, which controls matter and where records link up. 4 min read
- The NGO procurement process, step by step Follow an NGO purchase from need to payment: requisition, quotes, purchase order, receipt, invoice check and records, with the control to keep at each step. 4 min read
- What a procurement audit trail must show What an NGO procurement audit trail must show from request to payment: the records, the decisions, the people and the dates an auditor or donor will ask for. 4 min read
- What is a goods received note (GRN)? A goods received note records what actually arrived against a purchase order. Learn what a GRN contains, who signs it, and how to handle short or damaged deliveries. 4 min read
- What is a purchase requisition? A purchase requisition is an internal request to buy something. Learn what it must contain, who approves it, and how it differs from a purchase order. 4 min read
- What is a three-way match in procurement? A three-way match compares the purchase order, the goods received note and the supplier invoice before payment. Learn the steps and how to handle differences. 4 min read
- What to look for in logistics software for NGOs A neutral checklist for choosing NGO logistics software: procurement controls, stock and asset records, donor reporting, field reality, security and cost of change. 4 min read
- When to use framework agreements with suppliers When an NGO should use framework agreements with suppliers: which needs suit them, how to set one up, what to put in it and how to manage call-offs. 4 min read
- Why purchase orders matter for budget control A purchase order turns an approved request into a commitment you can see against the budget. Learn how orders prevent overspending and what to record. 4 min read
Governance and digital operations
25 articles- Board governance basics for NGOs Board governance basics for NGOs: what a board does, how it differs from management, which records it should keep and how to run effective meetings. 4 min read
- Data protection basics for NGOs Plain basics of data protection for NGOs: what counts as personal data, the core principles, a starter checklist, and how to prepare for requests and incidents. 4 min read
- How long should an NGO keep its documents? How long to keep NGO records: how to set retention periods by document type, what donors and law may require, and how to dispose of records safely. 4 min read
- How NGOs can use an AI assistant safely Practical rules for NGO staff using an AI assistant: what to keep out of prompts, how to check output, who may use it, and what to ask your software vendor. 4 min read
- How to build a compliance calendar so no deadline is missed Build an NGO compliance calendar: list every filing, renewal and report, set owners and early warnings, and review it so deadlines stop slipping by. 4 min read
- How to build a risk register for an NGO Build an NGO risk register step by step: what to list, how to score likelihood and impact, who owns each risk, and how often to review the register. 4 min read
- How to choose operations software for an NGO A neutral guide to choosing operations software for an NGO: define needs, set criteria, test with your own data, check security and cost, and plan the move. 4 min read
- How to give auditors access without emailing files A safer way to share records with auditors: scope the access, set an end date, review what they see and keep a log, instead of sending files by email. 4 min read
- How to handle sensitive program data How NGOs can classify, collect, store, share and delete sensitive program data such as names, photos, locations and case notes, with a practical checklist. 4 min read
- How to organize NGO documents so people can find them A simple way to organize NGO documents: a few clear spaces, one naming rule, version control, access rules and a yearly clean-up so files are easy to find. 4 min read
- How to plan digital change in a small NGO A practical plan for small NGOs moving from spreadsheets and email to shared software: start with one problem, name an owner, test small, train, and review. 4 min read
- How to prepare an NGO annual report from records you already have A step-by-step method to build an NGO annual report from existing records: projects, budgets, indicators, finances and stories, with a simple structure to follow. 4 min read
- How to read and use a risk heatmap A risk heatmap turns risk scores into one picture. Learn how to read the grid, avoid common mistakes and use it to decide where leaders should act first. 4 min read
- How to roll out policies and confirm staff read them A practical way to roll out NGO policies: write them short, assign them to the right staff, record acknowledgements by version, follow up, and keep the evidence. 4 min read
- How to run a conflict of interest declaration process How an NGO can run a yearly conflict of interest declaration: who signs, what to ask, how to review answers and what to do when a conflict is found. 4 min read
- How to set roles and permissions in NGO software A practical method for setting roles and permissions in NGO software: map jobs to access, keep duties apart, review often, and leave a record of changes. 4 min read
- How to set up a whistleblowing channel that staff trust How to set up a whistleblowing channel at an NGO: who receives reports, how to protect the reporter, how to handle each case and how to build trust. 4 min read
- How to track expiring registrations, contracts and documents How to track expiring NGO registrations, contracts, permits and insurance: build an expiry list, set early warnings, assign owners and keep renewal evidence. 4 min read
- Questions to ask about cloud security before you choose software A list of clear questions NGOs can ask any vendor about hosting, encryption, access, data location, backups, AI and exit, with notes on what good answers look like. 4 min read
- What an activity log should record What an NGO activity log should record: who did what, when and to which record. Learn which events matter, what to avoid logging and how long to keep logs. 4 min read
- What data residency means for NGOs What data residency means, why it matters to NGOs and donors, how it differs from data sovereignty, and what to ask a software vendor about where data lives. 4 min read
- What is a data processing agreement (DPA)? A data processing agreement is the contract that sets how a vendor may handle your personal data. See what it contains, what to check, and when NGOs need one. 4 min read
- Why a governance decision log protects your organization A governance decision log records what your board or leadership decided, when and why. See what to include, how to keep it and how it helps in audits. 4 min read
- Why a shared template library saves time A shared template library gives NGO teams one approved version of each form, report and agreement. See what to include, who owns it and how to keep it current. 4 min read
- Working in several languages: what to ask software vendors What NGOs should ask software vendors about language support: interface coverage, your own content, scripts, right-to-left text, exports, and training material. 4 min read
Guides
Guides and references
Longer reference pages: the IATI guide, the indicator library and our security information.
MEAL · Explainer
Explore the indicator library
Browse selected examples and review how definitions, reporting periods and disaggregation affect interpretation.
Explore the indicator library Security · Overview
Review security information
Review documented controls, privacy commitments, provider information and current limits before discussing your requirements.
Review security information Using these resources
Start with your workflow
Use these pages to identify questions for a sample-data walk-through and confirm the features your team needs.
01
Identify the task
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02
Check the reference
Review the relevant fields, definitions and controls, including stated limitations.
03
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