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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

Volunteering in England in 2032

  • Involving volunteers

Mobilising the public response to war in Ukraine through partnership and collaboration

  • Responding to crises
  • Collaboration
  • Involving volunteers

12 things I've learnt about culture change over the last 12 months

  • Governance
  • Equity, diversity and inclusion
  • Inside NCVO

Volunteering round-up: March 2022

  • Involving volunteers

Governance round-up: March 2022

  • Governance
  • Law and regulation

Respond, recover, reset: What the voluntary sector can learn from the past two years

  • Funding and income
  • Impact and evaluation
  • Responding to crises

Sarah Vibert: My vision for NCVO and our membership community

  • Inside NCVO
  • Collaboration
  • Involving volunteers

The inside track: March 2022

  • Law and regulation
  • Government and politics

How charities and civil society can support Ukraine

  • Responding to crises

Volunteering round-up: February 2022

  • Involving volunteers

Analysing qualitative data for evaluation

Learn about what qualitative data is and how to analyse it

  • Impact and evaluation

Writing an evaluation report

Guite to writing an evaluation report helps you share key findings and recommendations with internal and external stakeholders.

  • Impact and evaluation

Using and learning from evaluation findings

How to use and learn from your evaluation findings

  • Impact and evaluation
  • Business planning and strategy

What is strategy?

Use this page to learn about what strategy is and how it can help your organisation

  • Business planning and strategy

Involving people in developing your strategy

Use this page to learn who to involve in developing your strategy and how best to engage them

  • Business planning and strategy

Creating the right strategy process for your organisation

Learn about how to create the right strategy process for your organisation.

  • Business planning and strategy

Theory of Change

Learn about Theory of Change as a process and a tool

  • Business planning and strategy

Setting the direction of your organisation

Find out what's involved in setting the direction of your charity

  • Business planning and strategy

Gathering knowledge to assess your situation

Use this section to select the right tools to help you understand your landscape and conditions.

  • Business planning and strategy

SWOT

A guide to help your organisation with your SWOT (strengths, weaknesses, opportunities, threats) analysis

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