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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

Creating inclusive growth: Local Enterprise Partnerships' engagement with the voluntary sector

  • Collaboration
  • Involving volunteers

Levelling up: The UK Shared Prosperity Fund

  • Government and politics

Volunteering: A family affair? Summary report

  • Involving volunteers

Volunteering: A family affair?

  • Involving volunteers

Beyond charities

  • Equity, diversity and inclusion

The impact of covid-19 on the voluntary sector

  • Coronavirus
  • Involving volunteers

The Road Ahead 2020

A review of the voluntary sector's operating environment.

  • Responding to crises
  • Coronavirus
  • Funding and income

Creating partnerships for success

  • Collaboration
  • Impact and evaluation

Time Well Spent: Volunteering in the public sector

  • Involving volunteers

Shortlisting

Safeguarding considerations when shortlisting for roles

  • Safeguarding

Interviews

How to conduct interviews

  • Safeguarding

Pre-employment checks

How to carry out pre-employment checks

  • Safeguarding

Onboarding, training and support

Safeguarding for onboarding, training and support

  • Safeguarding

Exit interviews

How to conduct exit interviews safely

  • Safeguarding

Sample safeguarding questions

Safeguarding questions to use during interviews

  • Safeguarding

Supporting safeguarding for your organisation

How you can support safeguarding for your organisation, internally and externally

  • Safeguarding

Specific safeguarding risks in communications and marketing

How to communicate about your organisation's work safely

  • Safeguarding

People who need safeguarding while fundraising

How to make safeguarding a central part of your fundraising

  • Safeguarding

Fundraising checklist and more resources

Making sure you’ve covered important aspects of safeguarding when fundraising

  • Safeguarding

Governance Forum

A space for charity governance professionals to come together, learn and network

Tools and methods for measuring outcomes (1 day)

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

Recruiting volunteers (0.5 day)

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

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

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

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

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 for trustees (0.5 day)

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