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Before you start

How to use NCVO's financial procedures manual template

  • Governance

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

Creating inclusive growth: Local Enterprise Partnerships' engagement with the voluntary sector

  • Collaboration
  • Involving volunteers

Levelling up: The UK Shared Prosperity Fund

  • Government and politics

Volunteering: A family affair? Summary report

  • Involving volunteers

Volunteering: A family affair?

  • Involving volunteers

Beyond charities

  • Equity, diversity and inclusion

The impact of covid-19 on the voluntary sector

  • Coronavirus
  • Involving volunteers

The Road Ahead 2020

A review of the voluntary sector's operating environment.

  • Responding to crises
  • Coronavirus
  • Funding and income

Creating partnerships for success

  • Collaboration
  • Impact and evaluation

Time Well Spent: Volunteering in the public sector

  • Involving volunteers

The commissioning cycle

Learn more about the commissioning cycle

  • Funding and income

Social investment

  • Funding and income

Fundraising methods

What is evaluation?

Learn about what evaluation is and why it's important for your organisation

  • Impact and evaluation

The evaluation process

Learn about the how the process of evaluation works

  • Impact and evaluation

Understand the issue you need to focus on

Understanding the issues experienced by individuals or organisations you want to work with, people you want to influence, or environments you want to affect change in is the starting point for impact planning

  • Impact and evaluation

Writing an evaluation brief

Information you need before you write your evaluation brief and what to include once you get started

  • Impact and evaluation

Creating an evaluation budget

Learn about how to create an evaluation budget

  • Impact and evaluation

Using planning tools

  • Impact and evaluation

Using evaluation planning tools

Learn about the different planning tools you can use to help you find out what difference you want to make

  • Impact and evaluation

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

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

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

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

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

APPG on Charities and Volunteering: local partnership working

Join us for a discussion on the future of partnership working between local government and civil society.

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

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

Outcomes and impact measurement (1 day)

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

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