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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

How to approach diversity at board level

Governance

How to approach board relationship challenges and have constructive conversations

Governance

Use this page to learn about how to broadly encourage positive trustee relationships and manage disputes.

Governance

Use this page to understand how to approach challenging conversations with your board.

Governance

What to consider when carrying out a governance review and the different types of review

Governance

Information on annual reports and accounts for charities, and sample documents.

A template agenda for a board meeting.

A sample code of conduct for trustees.

Sample declaration of interests form for trustees

Sample trustee expenses claim form

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 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

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

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

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

This essentials course is suitable for anyone within an organisation that handles the personal data of staff, service users, beneficiaries, volunteers, customers, members or supporters, and needs to know the basics of data protection for voluntary organisations.

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

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Advanced project management (1 day)

Leading change and transformation (2 days)

Advanced data protection (2 x 0.5 days)

Good practice in volunteer management (1 day)

Managing people in the charity sector (2 days)

Boost your personal influence and impact (0.5 day)

Charity finance strategy (1 day)

Data protection essentials (2 x 0.5 days)

Safeguarding essentials for trustees (0.5 day)

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