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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

A bigger role in building our future

  • Involving volunteers

The links between family and volunteering: A review of the evidence

  • Involving volunteers

Planning for tomorrow's workforce

  • Employing and managing staff
  • Business planning and strategy
  • Impact and evaluation

The inside track: July 2022

  • Government and politics
  • Law and regulation

Volunteering round-up: June 2022

  • Involving volunteers

Governance round-up: June 2022

  • Governance

Government policy and funding round-up: June 2022

  • Funding and income
  • Government and politics
  • Governance

The procurement bill: what does it mean for charities?

  • Government and politics
  • Law and regulation

Governance round-up: May 2022

  • Governance

Volunteering round-up: May 2022

  • Involving volunteers

About safeguarding reports

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

  • Safeguarding

Working with the CEO

How trustees can work with their organisation's CEO to ensure good safeguarding

  • Safeguarding

Responsibilities of a designated safeguarding lead

The responsibilities of a designated safeguarding lead and how they can ensure good practice

  • Safeguarding

What does the role include?

What are the roles and responsibilities of a designated safeguarding lead?

  • Safeguarding

Who can be designated safeguarding lead?

A guide to safeguarding leads and who is best suited to the role

  • Safeguarding

Skills and abilities needed for the role

Guidance on what skills a designated safeguarding lead needs

  • Safeguarding

Training and development

Find out more about what training a designated safeguarding lead can undertake

  • Safeguarding

Supervision and support

Supervision can mean different things to different people but essentially it’s an activity that gives you an opportunity to reflect upon your practice

  • Safeguarding

Resources for designated safeguarding leads

A collection of safeguarding resources for designated safeguarding leads

  • Safeguarding

Prevention and your safeguarding plan

Creating a safeguarding plan to ensure policies and procedures are being followed

  • Safeguarding

Authentic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

Recruiting volunteers (0.5 day)

This course will develop your skills and help you use a marketing approach to recruit volunteers

Tools and methods for measuring outcomes (1 day)

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

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

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

Financial governance for trustees (0.5 day)

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

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

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

Safeguarding essentials for trustees (0.5 day)

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

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