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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

Five insights about the state of the voluntary sector

Key insights about the state of the voluntary sector from our Civil Society Almanac 2022

  • Equity, diversity and inclusion
  • Responding to crises
  • Funding and income

Volunteering round-up: October 2022

  • Involving volunteers

17,000 members milestone reached in tough financial climate for voluntary sector

Today we publish our annual report and financial accounts for the year ending 31 March 2022.

  • Governance
  • Membership
  • Inside NCVO

Two new directors join NCVO as organisation announces leadership team

Two new directors join NCVO as organisation announces leadership team

  • Inside NCVO

Five reasons why understanding the law helps build safer organisations

  • Governance
  • Safeguarding

Impact round-up: Autumn 2022

In this edition, Sandy Chidley, senior consultant, spotlights opportunities in impact and evaluation and shares useful evaluation resources and training opportunities

  • Impact and evaluation

Ensuring good governance for NCVO and the voluntary sector

How NCVO's independent governance review is helping us live up to our values and the Charity Governance Code we helped create

  • Governance
  • Inside NCVO

Governance round-up: November 2022

  • Governance

Government’s economic plans will widen inequalities in communities

Sarah Vibert, NCVO CEO, responds to the Autumn Statement

  • Government and politics
  • Responding to crises

Two appointments to NCVO’s board of trustees and three key ambitions for the future

Highlights from our 2022 annual general meeting

  • Inside NCVO

Working with the CEO

How trustees can work with their organisation's CEO to ensure good safeguarding

  • Safeguarding

Responsibilities of a designated safeguarding lead

The responsibilities of a designated safeguarding lead and how they can ensure good practice

  • Safeguarding

What does the role include?

What are the roles and responsibilities of a designated safeguarding lead?

  • Safeguarding

Who can be designated safeguarding lead?

A guide to safeguarding leads and who is best suited to the role

  • Safeguarding

Skills and abilities needed for the role

Guidance on what skills a designated safeguarding lead needs

  • Safeguarding

Training and development

Find out more about what training a designated safeguarding lead can undertake

  • Safeguarding

Supervision and support

Supervision can mean different things to different people but essentially it’s an activity that gives you an opportunity to reflect upon your practice

  • Safeguarding

Resources for designated safeguarding leads

A collection of safeguarding resources for designated safeguarding leads

  • Safeguarding

Prevention and your safeguarding plan

Creating a safeguarding plan to ensure policies and procedures are being followed

  • Safeguarding

Responding to safeguarding concerns

Guidance on responding to concerns around safeguarding

  • Safeguarding

Introduction to EDI in charities (2 x 0.5 days)

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

Financial governance for trustees (0.5 day)

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

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

Volunteering network meeting

A network open to all NCVO members working within the volunteering ecosystem. Join us to discuss your volunteering challenges and work with the group to find solutions.

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

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work

Influencing parliament and government (2 x 0.5 days)

Gain a clear understanding of the UK political system, the points of access and influence. Get top tips about what works and what to avoid.

Strategic leadership (1 day)

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.

Advanced data protection (2 x 0.5 days)

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

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