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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

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

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Responding to members' concerns

How to respond when a member chooses you to report a safeguarding concern

  • Safeguarding

Additional ways to support your members

Other things you can do to help your members with safeguarding

  • Safeguarding

Planning safeguarding training

How to plan the right safeguarding training for your organisation

  • Safeguarding

What training is required?

Choosing the right safeguarding training for your organisation's needs

  • Safeguarding

Choosing a training provider

How to choose the right safeguarding training provider for your organisation

  • Safeguarding

Researching training

Useful questions you can ask when planning safeguarding training for your organisation

  • Safeguarding

Designing training in-house

How to design training in-house if you have safeguarding and training expertise within your organisation

  • Safeguarding

Introduction to safeguarding for trustees

Key safeguarding questions for trustees to consider

  • Safeguarding

Responsibilities of a lead trustee for safeguarding

Find out about a lead trustee for safeguarding's role and responsibilities

  • Safeguarding

About safeguarding reports

What are safeguarding reports and how can trustees work with them?

  • Safeguarding

Mentoring and coaching skills (0.5 days)

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

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

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

Building a sustainable and resilient fundraising strategy (1 day)

Through a blend of theoretical frameworks and practical application, you'll learn how to build a fundraising function that is not only effective today but sustainable and resilient for years to come.

Trustees Week 2025: Board behaviours workshop

Explore refreshed Charity Governance Code guidance and reflect on how trustee behaviours shape decision-making, board culture and effectiveness.

Introduction to EDI in charities (2 x 0.5 days)

This course introduces the key principles of equity, diversity and inclusion (EDI) and how to apply them to 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

Outcomes and impact measurement (1 day)

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

Trustees Week 2025: AI essentials

Join us to get a basic understanding of AI and tools that can support you in your trustee role.

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