A skills audit is a useful way of identifying what trustees bring, and the gaps in skills and knowledge on your board. It can be useful when you’re looking to recruit new trustees.
Self reflection is an important part of your professional development and will help you to do your role effectively.
Guidance on conducting individual trustee performance reviews
Templates and guidance for creating a financial procedures manual that will provide a framework for managing your organisation's finances.
How to use NCVO's financial procedures manual template
Read through all our detailed guidance before completing your financial procedures manual.
Guidance for using NCVO's financial procedures manual templates
Guidance for using NCVO's financial procedures manual templates
Guidance for using NCVO's financial procedures manual templates
Guidance on reserves policies for your charity
Learn about what budgets and cashflow forecasts are and how to write a budget
Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty
Learn about how to build a cashflow forecast and how the cashflow process works
Guidance on budgeting for projects and recovering costs
Learn about direct costs and support costs for single and multiple projects
Learn about what cost allocation and apportionment mean and how it works in practice
Learn about what full cost recovery means and what the limitations are
How to prepare annual accounts and a Trustees’ Annual Report and make them available on request
Creating financial information that helps managers and trustees
What to consider when deciding on investments