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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

National volunteering forum: Vision for Volunteering

  • Involving volunteers
  • Collaboration

Charities have a vital role in supporting those arriving from Ukraine

  • Responding to crises
  • Government and politics

The inside track: May 2022

  • Government and politics
  • Law and regulation

Join our powerful journey: Power & integrity launch

  • Equity, diversity and inclusion
  • Safeguarding
  • Governance

Impact round-up: May 2022

  • Impact and evaluation

Queen's speech: What it means for the voluntary sector

  • Government and politics

Why age friendly inclusive volunteering?

  • Involving volunteers

Volunteering round-up: April 2022

  • Involving volunteers

Governance round-up: April 2022

  • Governance
  • Law and regulation

Government policy and funding round-up: April 2022

  • Funding and income
  • Government and politics
  • Governance

Market research and testing

Writing the market research and testing section of your business plan

  • Business planning and strategy

Operational plan

Writing the operational planning section of your business plan

  • Business planning and strategy

People, management and governance

Writing the people, management and governance section of your business plan

  • Business planning and strategy

Our impact

Writing the impact section of your business plan

  • Business planning and strategy

Cost and income structure

Writing the cost and income structure section of your business plan

  • Business planning and strategy

Financial forecasts

Writing the financial forecasts section of your business plan

  • Business planning and strategy

Risk map

Writing the risk map section of your business plan

  • Business planning and strategy

Business plan template

Use this tool to help your organisation write your business plan

What is safeguarding?

Find out how to practice good safeguarding in your organisation.

  • Safeguarding

Six steps to successful safeguarding

What the Charity Commission expects you to do, and the main areas of activity to focus on

  • Safeguarding

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

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

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

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

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

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.

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

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

Designated safeguarding leads in charities (1 day)

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