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Planning and budgeting

Guidance around planning your finances and setting up budgets

  • Financial management

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

Five insights about the state of the voluntary sector

Key insights about the state of the voluntary sector from our Civil Society Almanac 2022

  • Equity, diversity and inclusion
  • Responding to crises
  • Funding and income

Volunteering round-up: October 2022

  • Involving volunteers

17,000 members milestone reached in tough financial climate for voluntary sector

Today we publish our annual report and financial accounts for the year ending 31 March 2022.

  • Governance
  • Membership
  • Inside NCVO

Two new directors join NCVO as organisation announces leadership team

Two new directors join NCVO as organisation announces leadership team

  • Inside NCVO

Five reasons why understanding the law helps build safer organisations

  • Safeguarding
  • Governance

Impact round-up: Autumn 2022

In this edition, Sandy Chidley, senior consultant, spotlights opportunities in impact and evaluation and shares useful evaluation resources and training opportunities

  • Impact and evaluation

Ensuring good governance for NCVO and the voluntary sector

How NCVO's independent governance review is helping us live up to our values and the Charity Governance Code we helped create

  • Governance
  • Inside NCVO

Governance round-up: November 2022

  • Governance

Government’s economic plans will widen inequalities in communities

Sarah Vibert, NCVO CEO, responds to the Autumn Statement

  • Government and politics
  • Responding to crises

Two appointments to NCVO’s board of trustees and three key ambitions for the future

Highlights from our 2022 annual general meeting

  • Inside NCVO

Creating a planning triangle

Learn how to create your own evaluation planning triangle

  • Impact and evaluation

Examples of planning triangles

Examples of evaluation planning triangles in different organisations

  • Impact and evaluation

Monitoring and evaluation frameworks

Learn how to develop a monitoring and evaluation framework and see some examples

  • Impact and evaluation

Developing a monitoring and evaluation framework

Learn about how to create a monitoring and evaluation framework

  • Impact and evaluation

Examples of monitoring and evaluation frameworks

View what some monitoring and evaluation frameworks look like for different organisations

  • Impact and evaluation

Choosing your evaluation methods

Learn about which evaluation method will be best for the type of evaluation work you're doing

  • Impact and evaluation

Choosing your method

Find out about the process of choosing evaluation methods, and what some of those common evaluation methods are

  • Impact and evaluation

Using interviews

Learn about what types of interviews there are and what to consider when running interviews

  • Impact and evaluation

Planning and running focus groups

Learn about how to plan for and run focus groups

  • Impact and evaluation

Designing questionnaires

Learn about the basics of questionnaire design

  • Impact and evaluation

Charity trustee induction and refresher (2 x 0.5 days)

This course will give trustees an overview and understanding of charity governance, regulation and best practice

Supporting good governance (4 x 0.5 days)

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

Outcomes and impact measurement (1 day)

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

Charity finance skills (1 day)

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

Strategic planning: tools for decision making (1 day)

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

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

Theory of change for strategic planning and evaluation (1 day)

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why

Special volunteering network meeting: Keep volunteering voluntary

A network open to all NCVO members working within the volunteering ecosystem. Have your say on the government's consultation on making volunteering a tool in its immigration proposals.

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