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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

Spring Statement 2025: what it means for charities

  • Funding and income
  • Government and politics

The Road Ahead 2025

  • Government and politics

The importance of project management in the voluntary sector

  • Business planning and strategy

Power of Small project report

The Power of Small: championing small organisations across the sector

  • Impact and evaluation

How your charity can make the most of Small Charity Week

Practical ways to take part in Small Charity Week – from sharing your story to getting free training, funding support and expert advice.

  • Cost of living
  • Campaigning

194 small charities selected for Small Charity Week match funding campaign

  • Collaboration
  • Funding and income

Civil society’s priorities for the new Covenant

A new report by NCVO and ACEVO sets out six key recommendations to make the Civil Society Covenant meaningful, based on feedback from over 1,000 organisations.

  • Campaigning
  • Government and politics

What Spending Review 2025 means for charities

Explore how the 2025 Spending Review affects charities – including changes to welfare, school meals, NICs and local government funding.

  • Funding and income
  • Government and politics

How to influence the new government effectively

  • Campaigning
  • Government and politics

Communicating change and consulting stakeholders

Guidance to help you communicate change and consult stakeholders

  • Employing and managing staff

Supporting staff and volunteers through change

Guidance to help you support staff and volunteers through change

  • Employing and managing staff

Understanding and managing resistance to change

Guidance to help you understand and manage resistance to change

  • Employing and managing staff

Embedding and evaluating change

Guidance to help you embed and evaluate change

  • Employing and managing staff

Five steps to restructuring your organisation

Five key steps to follow when restructuring a charity or voluntary organisation

  • Employing and managing staff

Proposing redundancies

What to do if you’re planning to make less than 20 employees redundant

  • Employing and managing staff

Modern slavery statements and charities

  • Law and regulation

Legal obligations of charities

Guidance for charities and their legal obligations

  • Law and regulation

Legal advice and assistance

Sources of legal advice and assistance for charities, voluntary organisations and social enterprises.

  • Law and regulation

Legal compliance checklist

This document contains a list of legal aspects that need to be covered by most voluntary organisations.

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

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

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

Governance Forum

Our Governance Forum is a space for charity governance professionals and those who support good governance to come together, learn and network

Boost your personal influence and impact (0.5 day)

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside 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

Data protection essentials (2 x 0.5 days)

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.

Safeguarding essentials for trustees (0.5 day)

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

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

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