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Mergers

This section explains the types of charity mergers and the different reasons for merging

  • Collaboration

About mergers

Information on the types of charity mergers and the different reasons for merging

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Deciding to merge

This page highlights key questions to think about before making the decision to merge

  • Collaboration

Due diligence

Actions to ensure a planned merger is in the best interests of your organisations and beneficiaries

  • Collaboration

Pre-merger: Areas of focus

Things to consider in the run-up to a formal merger

  • Collaboration

Merger process

Planning the process with stakeholders and making sure you are clear about the role of your organisation’s regulator is key

  • Collaboration

Actions post-merger

What to consider once your merger has completed

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Working with local Compacts

A guide to implementing local Compact agreements between voluntary organisations and local authorities, health services, and government departments

  • Collaboration

Coproduction and service user involvement

How to involve people who use services in the design and delivery of services

  • Collaboration

Joint working agreements

Guidance and a downloadable checklist to help you set up and manage joint working agreements

  • Collaboration

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

Executive summary

Writing the executive summary of your business plan

  • Business planning and strategy

About your organisation

Writing about your organisation in your business plan

  • Business planning and strategy

What we do

Writing about what your organisation does in your business plan

  • Business planning and strategy

Our market

How to navigate your market and customer base

  • Business planning and strategy

Market analysis

Writing the market analysis section of your business plan

  • Business planning and strategy

How we reach our market

Writing the market research section of your business plan

  • Business planning and strategy

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

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

Leading a thriving organisational culture (1 Day)

This training provides you with the insights, tools, and confidence to evaluate and strengthen your organisation’s culture providing a strong foundation for success.

Safeguarding essentials for trustees (0.5 day)

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

eLearning: Roles and duties of trustees

Trustees play an important role in making sure charities are well-managed and can achieve their aims. This accessible, interactive trustee eLearning course lets you study in your own time and at your own pace so you can fit around your schedule and priorities.