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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

Employing and managing staff
Equity, diversity and inclusion

Coronavirus
Responding to crises
Government and politics

Government and politics
Involving volunteers

Government and politics
Involving volunteers

Government and politics

Equity, diversity and inclusion
Governance

Employing and managing staff
Collaboration

Employing and managing staff
Collaboration

Funding and income
Coronavirus
Responding to crises

Equity, diversity and inclusion
Involving volunteers

A sample redundancy policy, designed for small charities and voluntary organisations

A sample retirement policy, designed for small charities and voluntary organisations

A sample shared parental leave policy, designed for small charities and voluntary organisations

A guide to help you develop a sickness absence policy and procedure for your organisation

A sample stress policy, designed for small charities and voluntary organisations

A sample whistleblowing policy and procedure, designed for small charities and voluntary organisations

Guidance on the steps you should take when recruiting and inducting paid members of staff

Employing and managing staff

Guidance on designing a new role within your organisation

Employing and managing staff

Guidance to help you decide how and where to advertise a role

Employing and managing staff

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully

Learn Practical tips to ensure you are successful in your funding bid applications.

This course will give trustees an overview and understanding of charity governance, regulation and best practice

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

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice

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Designated safeguarding leads in charities (1 day)

Data protection essentials (2 x 0.5 days)

Strategic leadership (1 day)

Project management in the voluntary sector (2 days)

Successful funding applications (0.5 day)

Charity trustee induction and refresher (2 x 0.5 days)

Better impact reporting (0.5 day)

Recruiting volunteers (0.5 day)

Managing people in the charity sector (2 days)

Safeguarding essentials in charities (1 day)

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