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Writing a financial strategy

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

  • Financial management

Funding and income planner

A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets

Budgeting and cashflows

How to create budgets, cashflow forecasts and understanding the cashflow process

  • Financial management

Defining budgets and cashflow forecasts and writing a budget

Learn about what budgets and cashflow forecasts are and how to write a budget

  • Financial management

Budgeting: Who to involve, how to assess it and dealing with uncertainty

Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty

  • Financial management

Building a cashflow forecast and understanding the cashflow process

Learn about how to build a cashflow forecast and how the cashflow process works

  • Financial management

Project budgeting and full cost recovery

Guidance on budgeting for projects and recovering costs

  • Financial management

Direct costs and support costs

Learn about direct costs and support costs for single and multiple projects

  • Financial management

Cost allocation and apportionment

Learn about what cost allocation and apportionment mean and how it works in practice

  • Financial management

Full cost recovery

Learn about what full cost recovery means and what the limitations are

  • Financial management

Statement from NCVO chair, Priya Singh, on the outcomes of investigations into complaints

The board of trustees is committed to NCVO’s equity, diversity and inclusion (EDI) and culture change programme.

The civil society group launches to increase collaboration, improve efficiency, effectiveness and streamline engagement

Today sees the launch of The Civil Society Group – an informal collaboration of organisations representing members and groups from across the charity sector and wider civil society.

  • Collaboration

Record membership growth for NCVO and better-than-expected financial performance highlighted in 2021 annual report

Ahead of its Annual General Meeting on 22 November, NCVO today publishes its annual report and financial accounts for the year ending 31 March 2021.

  • Membership

New research examines volunteering policy response in England during the pandemic

A new research briefing published today and authored by the National Council for Voluntary Organisations (NCVO) examines the government’s policy response to volunteering in England, and its impact, during the covid-19 pandemic.

  • Coronavirus

New research shows increased charity demand for services and support from sector infrastructure organisations during the pandemic

The pandemic has increased demand within the voluntary sector for services and support from charity infrastructure organisations, according to new research released today.

  • Coronavirus

NAVCA to take over volunteer centre quality accreditation from NCVO

NCVO and NAVCA reached an agreement which saw the Volunteer Centre Quality Accreditation (VCQA) transfer to NAVCA from 1 January 2022. This

  • Inside NCVO

NCVO road ahead 2022 helps charities chart route to 'new practicality' amid constant uncertainty

The voluntary sector will have to accept a level of constant uncertainty in 2022, but should still be optimistic about its ability to provide dignity, purpose and hope for society, says NCVO’s Road Ahead 2022.

  • Coronavirus

NCVO statement on third sector article

Our statement in response to today’s (25 January 2022) Third Sector article relating to the investigations into complaints at NCVO, which completed in September 2021.

NCVO and ACEVO call for all charity roles to be advertised as flexible

The voluntary sector needs to lead the way on flexible working and advertise all roles as flexible, with employers encouraging open conversations about how it can work in their organisation.

  • Employing and managing staff

Analysing qualitative data for evaluation

Learn about what qualitative data is and how to analyse it

  • Impact and evaluation

Writing an evaluation report

Guite to writing an evaluation report helps you share key findings and recommendations with internal and external stakeholders.

  • Impact and evaluation

Using and learning from evaluation findings

How to use and learn from your evaluation findings

  • Impact and evaluation
  • Business planning and strategy

What is strategy?

Use this page to learn about what strategy is and how it can help your organisation

  • Business planning and strategy

Involving people in developing your strategy

Use this page to learn who to involve in developing your strategy and how best to engage them

  • Business planning and strategy

Creating the right strategy process for your organisation

Learn about how to create the right strategy process for your organisation.

  • Business planning and strategy

Theory of Change

Learn about Theory of Change as a process and a tool

  • Business planning and strategy

Setting the direction of your organisation

Find out what's involved in setting the direction of your charity

  • Business planning and strategy

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

Leading change and transformation (2 days)

This practical two-day course for aspiring and existing charity leaders will teach you how to adapt to an ever-changing environment. Learn how to successfully deliver meaningful change to improve your team or organisation

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.

Advanced data protection (2 x 0.5 days)

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

Managing people in the charity sector (2 days)

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

Good practice in volunteer management (1 day)

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

Governance Forum

Our Governance Forum is a space for charity governance professionals and those who support good governance to come together, learn and network

Boost your personal influence and impact (0.5 day)

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

Charity finance strategy (1 day)

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

Data protection essentials (2 x 0.5 days)

This essentials course is suitable for anyone within an organisation that handles the personal data of staff, service users, beneficiaries, volunteers, customers, members or supporters, and needs to know the basics of data protection for voluntary organisations.

Safeguarding essentials for trustees (0.5 day)

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