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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

Controls on income

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

  • Governance

Controls on expenditure

Guidance for using NCVO's control on expenditure manual templates

  • Governance

Saskia Konynenburg appointed Interim Chief Executive of NCVO

  • Governance
  • Leadership

Shortlisting and interviewing for the role

The steps you should take when shortlisting and interviewing applicants

  • Employing and managing staff

Offering the job

Guidance on making a provisional offer of employment and conducting checks

  • Employing and managing staff

Induction and probation

How to set up a good induction and probation programme

  • Employing and managing staff

Managing performance

How to help your team maintain and improve their performance at work

  • Employing and managing staff

Setting objectives and behaviour standards

How to set effective objectives and behaviour standards for your team

  • Employing and managing staff

Giving effective feedback

How to give your team effective feedback

  • Employing and managing staff

Supporting learning and development

How to develop effective learning and development plans

  • Employing and managing staff

Motivating and engaging staff

Guidance to help you motivate and engage your team

  • Employing and managing staff

One-to-ones and appraisals

Tips to help you plan and run effective one-to-one meetings and appraisals

  • Employing and managing staff

Managing underperformance

Guidance to help you address and manage poor performance in the people you manage

  • Employing and managing staff

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

Charity trustee induction and refresher (2 x 0.5 days)

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

NCVO member welcome and refresher session: July 2025

Being an NCVO member means being part of a community. Whether you've just joined us, or you're renewing your membership and need a refresher, join this session to meet and network with other members online

All-Party Parliamentary Group (APPG) on Charities and Volunteering

A chance to hear from regulators about their plans for the voluntary sector.

Managing conflict and ending volunteering well (0.5 day)

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

Outcomes and impact measurement (1 day)

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

Strategic planning: tools for decision making (1 day)

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

NCVO/Zurich webinar: navigating financial risk with confidence

Learn how to navigate today’s toughest financial challenges facing small voluntary organisations. Discover the tools, insights, and real-world examples you need to build resilience, manage risk and lead with financial confidence.

Managing people in the charity sector (2 days)

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

Leading external engagement (2 days)

This practical two-day course for aspiring and existing charity leaders will build your confidence and skills to deliver impact for yourself and your organisation. Learn who your key stakeholders are and how to use communication tools to build engagement and partnerships