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Help and guidance

Our help and guidance content includes step-by-step guides, downloadable templates and interactive tools to help you run your voluntary organisation

Setting up

Learn about the practical steps you need to take to set up your own organisation

  • Setting up

Deciding to set up a new charitable organisation

Access our guidance to help you decide if you should set up a new charity, voluntary organisation or community group

  • Setting up

Choosing your legal structure

What you need to consider when choosing your legal structure and the main characteristics of different legal structures

  • Setting up

Understanding charity status and registration

Find out what charity status is and if you need to register as a charity

  • Setting up

Understanding social enterprise

Find out about social enterprises and their associated legal structures

  • Setting up

A charity's governing document: What it should include

Find out what information should be included in your charity's governing document

  • Setting up

Running a charity

Guidance and tools to help you run your charity or voluntary organisation

  • Employing and managing staff
  • Setting up
  • Closing down

Employing and managing staff

Practical guidance to help you recruit, manage and develop paid members of staff, including a useful introduction to employment law

  • Employing and managing staff

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Gathering knowledge to assess your situation

Use this section to select the right tools to help you understand your landscape and conditions.

  • Business planning and strategy

SWOT

A guide to help your organisation with your SWOT (strengths, weaknesses, opportunities, threats) analysis

PESTLE

A guide to help organisations consider how the world is changing

Other players

A guide for your organisation to look at the priorities and impact of other organisations in your area of work

Deciding what you will do and how

Find out about how to select the right tools to help you make good decisions

  • Business planning and strategy

Dual bottom line analysis

A guide to help your organisation explore it's activities to assess the extent to which each contributes to value and surplus

Forcefield analysis

Use this tool to help you identify the forces working for and against a particular option

Even over statements

Use this tool to help your organisation explore tradeoffs

What is business planning?

Learn about what business planning is in your organisation's context

  • Business planning and strategy

Writing your business plan

Find out about how to write your business plan for your organisation

  • Business planning and strategy

Safeguarding essentials in charities (1 day)

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

Safeguarding essentials for trustees (0.5 day)

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission

Advanced project management (1 day)

Are you confident in your general project management skills but looking to strengthen your expertise? This course moves beyond the basics of project management to better understand techniques, activities and principles within a charity context.

eLearning: Roles and duties of trustees

Trustees play an important role in making sure charities are well-managed and can achieve their aims. This accessible, interactive trustee eLearning course lets you study in your own time and at your own pace so you can fit around your schedule and priorities.