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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

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

Writing a data protection policy and procedures

Use this to help you write your data protection policy and procedures and other related documents.

  • Digital and technology

Funding for digital and technology costs

How to apply for grant funding for digital and technology costs

  • Digital and technology

Using volunteers to build your digital and technology skills and capacity

Find out about national schemes to provide charities and other organisations with digital volunteer support

  • Digital and technology

Choosing the right digital agency or freelancer

How to choose the right digital agency or freelancer for your charity, organisation or community group

  • Digital and technology

Great conversations with digital partners

How to build a great relationship with your organisation's digital partners

Understanding digital communications, campaigns and content

Get started with digital communications, campaigns and content in the charity sector and find out who can help

  • Digital and technology
  • Campaigning

Data and insight

Get the basics on data and insight and why they matter to charities, organisations and community groups

  • Digital and technology

SWOT

A guide to help your organisation with your SWOT (strengths, weaknesses, opportunities, threats) analysis

  • Business planning and strategy

PESTLE

A guide to help organisations consider how the world is changing

  • Business planning and strategy

Other players

A guide for your organisation to look at the priorities and impact of other organisations in your area of work

  • Business planning and strategy

Safeguarding essentials in charities (1 day)

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

Good practice in volunteer management (1 day)

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

Charity finance strategy (1 day)

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

Designated safeguarding leads in charities (1 day)

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

Data protection essentials (2 x 0.5 days)

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

How to keep your event safe from a terrorist incident (1 hour)

In this free webinar, you'll learn the simple steps your charity can take to protect against and prepare for a terrorist incident when hosting events at venues and public spaces. This webinar is hosted in partnership with the National Counter Terrorism Security Office (NaCTSO).

Strategic leadership (1 day)

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.

Project management in the voluntary sector (2 days)

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

Successful funding applications (0.5 day)

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

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work