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Financial procedures manual

Templates and guidance for creating a financial procedures manual that will provide a framework for managing your organisation's finances.

  • Governance

Before you start

How to use NCVO's financial procedures manual template

  • Governance

Writing the financial procedures manual

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

Introduction

Guidance for using NCVO's financial procedures manual templates

  • Governance

Financial responsibilities

Guidance for using NCVO's financial procedures manual templates

  • Governance

Delegation of authority

Guidance for using NCVO's financial procedures manual templates

  • Governance

Reserves policy

Guidance on reserves policies for your charity

  • Governance

Conflicts of interest

Incorporating conflicts of interest into your financial procedures manual

  • Governance

Segregation of duties

A basic building block of internal control

  • Governance

Exercising budgetary control and monitoring

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

  • Governance

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
  • Collaboration

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

Responding to members' concerns

How to respond when a member chooses you to report a safeguarding concern

  • Safeguarding

Additional ways to support your members

Other things you can do to help your members with safeguarding

  • Safeguarding

Planning safeguarding training

How to plan the right safeguarding training for your organisation

  • Safeguarding

What training is required?

Choosing the right safeguarding training for your organisation's needs

  • Safeguarding

Choosing a training provider

How to choose the right safeguarding training provider for your organisation

  • Safeguarding

Researching training

Useful questions you can ask when planning safeguarding training for your organisation

  • Safeguarding

Designing training in-house

How to design training in-house if you have safeguarding and training expertise within your organisation

  • Safeguarding

Introduction to safeguarding for trustees

Key safeguarding questions for trustees to consider

  • Safeguarding

Responsibilities of a lead trustee for safeguarding

Find out about a lead trustee for safeguarding's role and responsibilities

  • Safeguarding

About safeguarding reports

What are safeguarding reports and how can trustees work with them?

  • Safeguarding

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