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How to use NCVO's financial procedures manual template

Governance

Read through all our detailed guidance before completing your financial procedures manual.

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance on reserves policies for your charity

Governance

Incorporating conflicts of interest into your financial procedures manual

Governance

A basic building block of internal control

Governance

Putting together a properly costed plan, and then using it to monitor progress

Governance

The Charity Commission expects organisations to know that their money is coming from somewhere reputable. This guidance explains what you can take.

Governance

Employing and managing staff
Equity, diversity and inclusion

Coronavirus
Responding to crises
Government and politics

Government and politics
Involving volunteers

Government and politics
Involving volunteers

Government and politics

Equity, diversity and inclusion
Governance

Employing and managing staff
Collaboration

Employing and managing staff
Collaboration

Funding and income
Coronavirus
Responding to crises

Equity, diversity and inclusion
Involving volunteers

Writing the market research and testing section of your business plan

Business planning and strategy

Writing the operational planning section of your business plan

Business planning and strategy

Writing the people, management and governance section of your business plan

Business planning and strategy

Writing the impact section of your business plan

Business planning and strategy

Writing the cost and income structure section of your business plan

Business planning and strategy

Writing the financial forecasts section of your business plan

Business planning and strategy

Writing the risk map section of your business plan

Business planning and strategy

Use this tool to help your organisation write your business plan

Find out how to practice good safeguarding in your organisation.

Safeguarding

What the Charity Commission expects you to do, and the main areas of activity to focus on

Safeguarding

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

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

Learn how to raise an issue with the regulator in a responsible and appropriate way.

This course introduces the key principles of equity, diversity and inclusion (EDI) and how to apply them to your organisation

This course will help you create a positive and inclusive experience for volunteers. The course will explore best practice in relation to safeguarding, data protection, health and safety, and equality

Through a blend of theoretical frameworks and practical application, you'll learn how to strengthen your current fundraising strategy so that is not only effective today but sustainable and resilient for years to come.

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

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

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

This course will give you an overview of how to build a simple finance strategy. We’ll introduce tools to help you build the financial resilience of your charity

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Managing conflict and ending volunteering well (0.5 day)

Project management in the voluntary sector (2 days)

Introduction to EDI in charities (2 x 0.5 days)

Volunteers and the law (0.5 day)

Building a sustainable and resilient fundraising strategy (1 day)

Managing people in the charity sector (2 days)

Data protection essentials (2 x 0.5 days)

Strategic leadership (1 day)

Charity finance strategy (1 day)

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