Use this page to understand why you should plan software selection and how you should approach it.
Use this page to learn about the first steps you should take before you begin to think about new software. They help you set out what you already know.
Use this page to help you prioritise the things that matter most to your organisation and the people who'll use the new technology.
How to compare and consider different digital tools and software
Use this page to understand how to create a comparison grid (or assessment framework) and make decisions around digital tools
How to test and learn to make sure you're using the right tools in the right way
Use this page for practical tips on ways to drive software and technology adoption within your organisation.
Guidance around using technology responsibly and ethically in your organisation
Use this page to understand why you need a plan to manage ethical risks when you use technology
Use this page to explore imagined-from-life examples which look at the ethical challenges involved in technology and what can go wrong
Learn about what budgets and cashflow forecasts are and how to write a budget
Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty
Learn about how to build a cashflow forecast and how the cashflow process works
Guidance on budgeting for projects and recovering costs
Learn about direct costs and support costs for single and multiple projects
Learn about what cost allocation and apportionment mean and how it works in practice
Learn about what full cost recovery means and what the limitations are
How to prepare annual accounts and a Trustees’ Annual Report and make them available on request
Creating financial information that helps managers and trustees
What to consider when deciding on investments