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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

Reporting

Guidance on types of tax reporting and when and how to use them

  • Financial management

External reporting

How to prepare annual accounts and a Trustees’ Annual Report and make them available on request

  • Financial management

Management accounts

Creating financial information that helps managers and trustees

  • Financial management

Investment

What to consider when deciding on investments

  • Financial management

Tax and trading

Help and guidance around tax and trading laws and procedures for your organisation

  • Financial management

Governance round-up: July 2023

Recent governance news, resources, research, events and more

  • Governance

Applications open for £76m Community Organisations Cost of Living Fund

Find out if your organisation is eligible for new funding up to £75,000

  • Funding and income
  • Responding to crises

Consumer Duty: What is it and how will charities benefit?

Learn how new banking rules will affect your charity or voluntary organisation

  • Financial management

Volunteering round-up: August 2023

The latest news, events and opportunities for people managing or supporting volunteers

  • Involving volunteers

Governance round-up: August 2023

A round-up of the latest guidance from the Charity Commission, recent governance news and upcoming training and events

  • Governance

Impact round-up: Summer 2023

Senior consultant, Sandy Chidley, runs through some recent work on ethical evaluation and shares useful evaluation events and training opportunities

  • Impact and evaluation

The inside track: September 2023

A round-up of what’s happening in Westminster that might impact charities. This month sees a Labour reshuffle, an update on new APPG rules, and a look ahead to party conferences

  • Government and politics

Volunteering round-up: September 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Practical support bulletin: September 2023

Resources, free events, support and guidance on the big issues affecting small charities

  • Financial management
  • Funding and income
  • Responding to crises

Government policy and funding round-up: September 2023

An update on our influencing work, government policy and funding announcements

  • Government and politics
  • Funding and income

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

Title page

Writing the title page section of your business plan

  • Business planning and strategy

Contents page

Writing the content page section of your business plan

  • Business planning and strategy

Tools and methods for measuring outcomes (1 day)

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

Advanced data protection (2 x 0.5 days)

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

Volunteers and the law (0.5 day)

This course will help you create a positive and inclusive experience for volunteers. The course will explore best practice in relation to safeguarding, data protection, health and safety, and equality

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

Successful funding applications (0.5 day)

Learn Practical tips to ensure you are successful in your funding bid applications.

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

Project management in the voluntary sector (2 days)

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully

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

Developing a Fundraising Strategy (0.5 day)

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

Safeguarding essentials for trustees (0.5 day)

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