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How to use NCVO's financial procedures manual template

Governance

Read through all our detailed guidance before completing your financial procedures manual.

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance on reserves policies for your charity

Governance

Incorporating conflicts of interest into your financial procedures manual

Governance

A basic building block of internal control

Governance

Putting together a properly costed plan, and then using it to monitor progress

Governance

The Charity Commission expects organisations to know that their money is coming from somewhere reputable. This guidance explains what you can take.

Governance

Governance
Law and regulation

Government and politics
Funding and income
Governance

Governance
Law and regulation

Impact and evaluation
Collaboration

Government and politics
Funding and income

Business planning and strategy

Government and politics
Funding and income
Involving volunteers

Involving volunteers
Funding and income
Safeguarding

Governance

Law and regulation
Government and politics
Coronavirus

Learn about what budgets and cashflow forecasts are and how to write a budget

Financial management

Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty

Financial management

Learn about how to build a cashflow forecast and how the cashflow process works

Financial management

Guidance on budgeting for projects and recovering costs

Financial management

Learn about direct costs and support costs for single and multiple projects

Financial management

Learn about what cost allocation and apportionment mean and how it works in practice

Financial management

Learn about what full cost recovery means and what the limitations are

Financial management

How to prepare annual accounts and a Trustees’ Annual Report and make them available on request

Financial management

Creating financial information that helps managers and trustees

Financial management

What to consider when deciding on investments

Financial management

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

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

This practical two-day course for aspiring and existing charity leaders will teach you how to adapt to an ever-changing environment. Learn how to successfully deliver meaningful change to improve your team or organisation

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.

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

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

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

Our Governance Forum is a space for charity governance professionals and those who support good governance to come together, learn and network

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

This course will give you an overview of how to build a simple finance strategy. We’ll introduce tools to help you build the financial resilience of your charity

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Better impact reporting (0.5 day)

Recruiting volunteers (0.5 day)

Leading change and transformation (2 days)

Advanced project management (1 day)

Managing people in the charity sector (2 days)

Advanced data protection (2 x 0.5 days)

Good practice in volunteer management (1 day)

Boost your personal influence and impact (0.5 day)

Charity finance strategy (1 day)

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