You searched for
''

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

The inside track: January 2022

  • Government and politics

Volunteers' Week 2022: a time to say thanks!

  • Involving volunteers

Time well spent: impact of covid-19 on the volunteer experience

  • Coronavirus
  • Involving volunteers
  • Responding to crises

Volunteering round-up: July 2022

  • Involving volunteers

NCVO appoints Sarah Vibert as Director of Policy and Volunteering

  • Inside NCVO

Public sector volunteers less satisfied

  • Involving volunteers

Charities may find more political space to effect change in 2020, says NCVO

  • Government and politics

NCVO begins search for new chair of trustees

  • Inside NCVO

Charities' 'competitive behaviours' in contracting negatively impacting sector

  • Impact and evaluation

Two new trustees appointed to NCVO board

  • Inside NCVO

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

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

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

Member forum: The Civil Society Covenant

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

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.