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 Road Ahead 2024

The Road Ahead 2024 is our annual report on the changing landscape for voluntary sector organisations

  • Government and politics

Volunteering round-up: January 2024

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: January 2024

A round-up of the latest governance news, resources and dates for your diary

  • Governance

The inside track: January 2024

Our latest update on what’s happening in Westminster and how it might impact charities

  • Government and politics

Listen, act and change this Race Equality Week

Our people partner Charmaine Goddard reflects on the work NCVO and the wider sector are doing to challenge racism and inequity

  • Inside NCVO
  • Equity, diversity and inclusion

Rethinking charity internships

Charity Interns founder Maya Bhose shares how this innovative new programme is bringing new talent into the voluntary sector

  • Employing and managing staff

Volunteering round-up: February 2024

Senior volunteering consultant Helen Tourle shares the latest volunteering news, resources and dates for your diary

  • Involving volunteers

Re-invigorating volunteering with Active Kindness

Senior volunteering consultant Helen Tourle shares lessons from a unique volunteering programme

  • Involving volunteers

Governance round-up: February 2024

A round-up of the latest governance news, resources and dates for your diary

  • Governance

The Road Ahead 2024: Opportunities and challenges for the voluntary sector

Our latest Road Ahead report analyses major trends and issues for 2024 to help chart a path through the year

Keeping volunteers

How to keep volunteers engaged and retain them at your organisation

  • Involving volunteers

Solving volunteer problems

How to recognise and address problems or issues with your volunteers

  • Involving volunteers

Dismissing a volunteer

How to dismiss a volunteer with fairness when other ways to solve a problem haven’t worked

  • Involving volunteers

Engaging and supporting young people to volunteer

Find out how other organisations have developed ways to engage young people in their volunteer programmes.

Thanking volunteers

How to thank your volunteers and show you appreciate their efforts

  • Involving volunteers

Training and development for volunteers

Make sure you offer the right volunteer training to help your volunteers do their roles

  • Involving volunteers

Accrediting volunteer learning

Acknowledge volunteers' training and experience through a certificate, accreditation or qualification

  • Involving volunteers

Employer-supported volunteering

How to support your staff to take part in volunteering opportunities

  • Involving volunteers

Ending volunteering well

How to make sure volunteers have a positive end to their time with your organisation

  • Involving volunteers

Volunteers and employment rights

Guidance on the law around involving volunteers with your organiation

  • 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