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How to use NCVO's financial procedures manual template

Governance

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

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance on reserves policies for your charity

Governance

Incorporating conflicts of interest into your financial procedures manual

Governance

A basic building block of internal control

Governance

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

Governance

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

Governance

Coronavirus

At a time of crisis, charities want and need to be able to give their all to supporting people who need it most. They cannot do that if they have to suspend their work or close altogether.

Coronavirus

Volunteering rates have remained stable over the last few years. In 2018/19, 22% of people regularly volunteered with a group, club or organisation. While the pandemic is unlikely to influence the overall numbers of people volunteering in the UK, we will

Coronavirus
Involving volunteers

Inside NCVO

Business planning and strategy

Involving volunteers

Inside NCVO

Coronavirus

Involving volunteers

Equity, diversity and inclusion

Sample trustee expenses claim form

A sample management calendar for users to adapt for their own organisations

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Sample role descriptions for a range of trustee roles

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

A resource pack to help you write a scheme of delegation.

Find out how our example code of conduct can ensure your complaints are handled fairly and consistently.

Read the new Code, which sets out principles of good governance for charities.

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

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

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why

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

A network open to all NCVO members working within the volunteering ecosystem. Have your say on the government's consultation on making volunteering a tool in its immigration proposals.

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

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

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

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

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

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Charity finance skills (1 day)

Strategic planning: tools for decision making (1 day)

Theory of change for strategic planning and evaluation (1 day)

Safeguarding essentials in charities (1 day)

Managing people in the charity sector (2 days)

Good practice in volunteer management (1 day)

Designated safeguarding leads in charities (1 day)

Charity finance strategy (1 day)

Advanced data protection (2 x 0.5 days)

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