Intentional

Considers the possible financial futures ahead, asking “what if” and “what else”.

◆ What good looks like

Understands its possible financial futures and the related risks and opportunities; balances money and mission; confident to say yes to the right opportunities and no to unsuitable ones; forward-looking with forecasts and scenarios.

What erodes it

Reactive planning; no cashflow forecast; saying yes to ill-fitting funding.

The maturity ladder

Emerging → Developing → Mastering

Emerging

Planning is largely reactive — no cashflow forecast, few “what if” questions.

Developing

Beginning to anticipate, with a cashflow forecast and basic scenario planning.

Mastering

Intentional, forward-looking decision-making with regular exploration of multiple scenarios.

Questions to sit with

at the level of your organisation

AnticipateDo we fully understand our possible financial futures and the related risks and opportunities?

PrepareDo we balance money and mission, supporting both impact and financial health?

RespondAre we as confident saying “no” to unsuitable offers as “yes” to the right ones?