Guidance around planning your finances and setting up budgets
Guidance on creating a financial strategy and what you need to include
A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets
How to create budgets, cashflow forecasts and understanding the cashflow process
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
What is a Trustee and how do you appoint them?
What is the role of a Trustee?
Find out about who your charities members are and what decisions they make
Learn about the rules around decision-making and how to go about the process of making decisions effectively
Learn about the different types of meetings and how you can work to make them effective
Learn about what the structure of the board looks like and what to consider when reviewing
Learn about what conflicts of interest are and how to work through them
Learn which decisions stay with the board, what you can delegate and to who.
Learn how to keep clear records of who holds decision-making authority.
Learn about how to navigate strategic and operational problems and where the responsibility is located