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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

A bigger role in building our future

  • Involving volunteers

The links between family and volunteering: A review of the evidence

  • Involving volunteers

Planning for tomorrow's workforce

  • Employing and managing staff
  • Business planning and strategy
  • Impact and evaluation

The inside track: July 2022

  • Government and politics
  • Law and regulation

Volunteering round-up: June 2022

  • Involving volunteers

Governance round-up: June 2022

  • Governance

Government policy and funding round-up: June 2022

  • Funding and income
  • Government and politics
  • Governance

The procurement bill: what does it mean for charities?

  • Government and politics
  • Law and regulation

Governance round-up: May 2022

  • Governance

Volunteering round-up: May 2022

  • Involving volunteers

Why trustee diversity is important

It’s important for boards to understand why they should actively consider and create the right cultural environment for individuals from marginalised and minoritised backgrounds to become trustees.

  • Governance

Approaching diversity through equality and inclusion

How to approach diversity at board level

  • Governance

Approaching board relationship challenges

How to approach board relationship challenges and have constructive conversations

  • Governance

Dealing with problems and disputes between trustees

Use this page to learn about how to broadly encourage positive trustee relationships and manage disputes.

  • Governance

Having challenging conversations

Use this page to understand how to approach challenging conversations with your board.

  • Governance

Carrying out a governance review

What to consider when carrying out a governance review and the different types of review

  • Governance

Annual report and accounts

Information on annual reports and accounts for charities, and sample documents.

Board meeting agenda

A template agenda for a board meeting.

Code of conduct

A sample code of conduct for trustees.

Declaration of interests

Sample declaration of interests form for trustees

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

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

Financial governance for trustees (0.5 day)

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

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

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

Safeguarding essentials for trustees (0.5 day)

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

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

Charity finance skills (1 day)

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

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

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