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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

Autumn Statement 2023: Impact on charities

Policy and insight manager Sam Mercadante considers the implications of the Autumn Statement for charities

Government policy and funding round-up: November 2023

Latest updates on our influencing work, government policy and funding announcements

  • Financial management
  • Government and politics
  • Funding and income

Time Well Spent 2023: Volunteering among the global majority

Research exploring the volunteering experiences and perspectives of people from the global majority

  • Equity, diversity and inclusion
  • Involving volunteers

Impact round-up: December 2023

The latest resources, events and training to help your organisation with its impact and evaluation

  • Impact and evaluation

Volunteering round-up: December 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: December 2023

New inclusion and campaigning resources, a chance to help shape investment principles, and dates for your diary

  • Governance

Our tribute to Michelle

It is with much love and respect that we pay tribute to our colleague and friend, Michelle Curtis, who passed away unexpectedly in November.

Why your voice is important in 2024, and how NCVO can help

How charities can harness the power of our collective voice in 2024

Practical support bulletin: January 2024

Resources, events, support and information on the big issues affecting small charities

  • Cost of living
  • Digital and technology
  • Involving volunteers

Government policy and funding round-up: January 2024

Latest updates on our influencing work, government policy and funding announcements

  • Funding and income
  • Government and politics

Recruiting volunteers

How to run volunteer recruitment and where to find the volunteers you need

  • Involving volunteers

Develop your role

Important things to consider when creating a new volunteer role

  • Involving volunteers

Find volunteers

Advertise your role and attract the right volunteers

  • Involving volunteers

Manage applications and organise interviews

Make sure your application and interview processes are accessible and fair

  • Involving volunteers

Appoint volunteers

Carry out the appropriate checks and let volunteers know if they've been successful

  • Involving volunteers

Volunteers who claim benefits

How volunteering affects volunteers who claim benefits and how you can support them

  • Involving volunteers

Volunteers from overseas

The rules about volunteers from overseas, including who can and can’t volunteer and what the restrictions are

  • Involving volunteers

Writing a volunteer agreement

How to write a volunteer agreement without creating an employment contract

  • Involving volunteers

Running a volunteer induction

What to include in volunteer induction training to help new volunteers get started

  • Involving volunteers

Supporting volunteers

How to support, supervise and get feedback from volunteers to improve their experience

  • Involving volunteers

Outcomes and impact measurement (1 day)

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

Mentoring and coaching skills (0.5 days)

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

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

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

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

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

Authentic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

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

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.

Member forum: The Civil Society Covenant

Learn more about the Civil Society Covenant, and the steps to implement it, in this free event.

Supporting good governance (4 x 0.5 days)

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives