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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

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Due diligence

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

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Pre-merger: Areas of focus

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

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Merger process

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

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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

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Coproduction and service user involvement

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

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Joint working agreements

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

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Joint working agreements explained

What to consider when setting up a joint working agreement

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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
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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

Shortlisting and interviewing for the role

The steps you should take when shortlisting and interviewing applicants

  • Employing and managing staff

Offering the job

Guidance on making a provisional offer of employment and conducting checks

  • Employing and managing staff

Induction and probation

How to set up a good induction and probation programme

  • Employing and managing staff

Managing performance

How to help your team maintain and improve their performance at work

  • Employing and managing staff

Setting objectives and behaviour standards

How to set effective objectives and behaviour standards for your team

  • Employing and managing staff

Giving effective feedback

How to give your team effective feedback

  • Employing and managing staff

Supporting learning and development

How to develop effective learning and development plans

  • Employing and managing staff

Motivating and engaging staff

Guidance to help you motivate and engage your team

  • Employing and managing staff

One-to-ones and appraisals

Tips to help you plan and run effective one-to-one meetings and appraisals

  • Employing and managing staff

Managing underperformance

Guidance to help you address and manage poor performance in the people you manage

  • Employing and managing staff

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

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

Safeguarding essentials for trustees (0.5 day)

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

Advanced project management (1 day)

Are you confident in your general project management skills but looking to strengthen your expertise? This course moves beyond the basics of project management to better understand techniques, activities and principles within a charity context.

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.