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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

Banking guidance for charities

Guidance around when a charity or voluntary organisation needs a bank account, and how to choose one and set it up.

  • Financial management

Financial difficulty and insolvency

Find out about some of the areas to consider when managing financial difficulties and insolvency

  • Financial management

Working through financial challenges

Learn about how to work though helping your organisation manage financial uncertainty

  • 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

Using creative data collection methods

Learn about different creative data collection methods and when they can be used

  • Impact and evaluation

Using secondary data

Learn what secondary data is and how to find it

  • Impact and evaluation

Analysis and reporting

Learn about how to generate evaluation findings and to report clearly in an appropriate format

  • Impact and evaluation

Analysing quantitative data for evaluation

Learn about how to analyse quantitative data

  • Impact and evaluation

Analysing qualitative data for evaluation

Learn about what qualitative data is and how to analyse it

  • Impact and evaluation

Writing an evaluation report

Guite to writing an evaluation report helps you share key findings and recommendations with internal and external stakeholders.

  • Impact and evaluation

Using and learning from evaluation findings

How to use and learn from your evaluation findings

  • Impact and evaluation
  • Business planning and strategy

What is strategy?

Use this page to learn about what strategy is and how it can help your organisation

  • Business planning and strategy

Involving people in developing your strategy

Use this page to learn who to involve in developing your strategy and how best to engage them

  • Business planning and strategy

Creating the right strategy process for your organisation

Learn about how to create the right strategy process for your organisation.

  • Business planning and strategy

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

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

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

Recruiting volunteers (0.5 day)

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

Developing a volunteer strategy (1 day)

Get an overview of the key tasks and considerations when creating a volunteer strategy. Learn how to develop a strategy that compliments your business plan and create a framework for building success

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

Managing conflict and ending volunteering well (0.5 day)

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

Safeguarding essentials for trustees (0.5 day)

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

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.