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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

The Rt Hon Stuart Andrew MP reflects on Volunteers' Week 2023

As Volunteers' Week 2023 draws to a close, the Minister for Civil Society looks back on the week and shares his thoughts

  • Involving volunteers

Governance round-up: June 2023

Reflections on the recent Charity Commission board appointments along with updates and upcoming events

  • Governance

Volunteering round-up: June 2023

Volunteering consultant Helen Tourle shares the latest volunteering news, updates, events and training

  • Involving volunteers

Time Well Spent 2023

We share findings from our latest national survey on the volunteer experience

  • Involving volunteers

The inside track: June 2023

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

  • Government and politics

Election manifesto: Sheffield charities have their say

Charity representatives tell us their priorities ahead of next year’s general election

  • Government and politics

Fuelling positive change: NCVO launches campaign to encourage charities to consider divestment

NCVO launches campaign to encourage charities to consider divestment

  • Campaigning

Volunteering round-up: July 2023

Volunteering consultant Helen Tourle shares volunteering news and dates for your diary

  • Involving volunteers

Practical support bulletin: July 2023

Resources, free events, support and information on the big issues affecting small charities

  • Financial management
  • Funding and income
  • Responding to crises

Government policy and funding round up: July 2023

An update on our influencing work, government policy and funding announcements

  • Funding and income
  • Government and politics

Redundancy

A sample redundancy policy, designed for small charities and voluntary organisations

Retirement

A sample retirement policy, designed for small charities and voluntary organisations

Shared parental leave

A sample shared parental leave policy, designed for small charities and voluntary organisations

Sickness absence

A guide to help you develop a sickness absence policy and procedure for your organisation

Stress

A sample stress policy, designed for small charities and voluntary organisations

Whistleblowing

A sample whistleblowing policy and procedure, designed for small charities and voluntary organisations

Carer's leave

Recruiting and inducting staff

Guidance on the steps you should take when recruiting and inducting paid members of staff

  • Employing and managing staff

Designing the role

Guidance on designing a new role within your organisation

  • Employing and managing staff

Advertising the role

Guidance to help you decide how and where to advertise a role

  • Employing and managing staff

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

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

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

Safeguarding essentials in charities (1 day)

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice

Special volunteering network meeting: Keep volunteering voluntary

A network open to all NCVO members working within the volunteering ecosystem. Have your say on the government's consultation on making volunteering a tool in its immigration proposals.

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

Managing people in the charity sector (2 days)

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

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

Charity finance strategy (1 day)

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

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.