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Guidance, techniques and tools for managing your organisation's finances

Financial management

Find out what makes charity finance different and how to plan appropriately

Financial management

What controls you need to put in place to stop errors creeping into your accounting, and to reduce the risk of fraud

Financial management

Internal controls are the things you do to help manage the risk of an error or a fraud

Financial management

How to be aware of the risk factors relating to fraud and take steps to protect your organisation.

Financial management

The difference between audits and independent examinations and how to prepare for both

Financial management

The basic principles of bookkeeping are the same for charities as for other organisations, you just need to be aware of the slightly different emphasis and the need to keep restricted funds separate.

Financial management

Guidance around planning your finances and setting up budgets

Financial management

Guidance on creating a financial strategy and what you need to include

Financial management

Employing and managing staff
Equity, diversity and inclusion

Coronavirus
Responding to crises
Government and politics

Government and politics
Involving volunteers

Government and politics
Involving volunteers

Government and politics

Equity, diversity and inclusion
Governance

Employing and managing staff
Collaboration

Employing and managing staff
Collaboration

Funding and income
Coronavirus
Responding to crises

Equity, diversity and inclusion
Involving volunteers

A sample management calendar for users to adapt for their own organisations

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Sample role descriptions for a range of trustee roles

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

Three samples formats of schemes of delegation for boards. A one stop document for all your delegated duties and ways to monitor them

This guide explores how to implement a good appraisal process that supports and motivates your CEO to do even better.

A guide to applying the principles of the Charity Governance Code, specially adapted for the smallest organisations.

The governance wheel is a simple tool that helps boards of voluntary organisations quickly get a sense of how well they’re functioning and fulfilling their roles.

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

Get an introduction to data collection methods and practical guidance for evaluating your work

A network open to all NCVO members working within the volunteering ecosystem. Join us to discuss your volunteering challenges and work with the group to find solutions

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

This practical two-day course for aspiring and existing charity leaders will build your confidence and skills to deliver impact for yourself and your organisation. Learn who your key stakeholders are and how to use communication tools to build engagement and partnerships

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

This course will give you an overview of how to build a simple finance strategy. We’ll introduce tools to help you build the financial resilience of your charity

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

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Managing conflict and ending volunteering well (0.5 day)

Managing people in the charity sector (2 days)

Strategic planning: tools for decision making (1 day)

Tools and methods for measuring outcomes (1 day)

Safeguarding essentials in charities (1 day)

Leading external engagement (2 days)

Good practice in volunteer management (1 day)

Charity finance strategy (1 day)

Designated safeguarding leads in charities (1 day)

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