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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

The Employment Rights Bill introduces the biggest changes to UK employment law in decades. Find out when these changes will happen and what you should be doing to get ready.

Membership body announces changes to its executive team following the arrival of new CEO, Kate Lee.

Limited measures announced, but not enough to ease financial strain on charities.

Funding and income
Government and politics

A new report from NCVO explores impact of rise in extremism and social division on the voluntary sector.

Responding to crises
Government and politics

The steps you should take when shortlisting and interviewing applicants

Employing and managing staff

Guidance on making a provisional offer of employment and conducting checks

Employing and managing staff

How to set up a good induction and probation programme

Employing and managing staff

How to help your team maintain and improve their performance at work

Employing and managing staff

How to set effective objectives and behaviour standards for your team

Employing and managing staff

How to give your team effective feedback

Employing and managing staff

How to develop effective learning and development plans

Employing and managing staff

Guidance to help you motivate and engage your team

Employing and managing staff

Tips to help you plan and run effective one-to-one meetings and appraisals

Employing and managing staff

Guidance to help you address and manage poor performance in the people you manage

Employing and managing staff

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

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

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

This course will give trustees an overview and understanding of charity governance, regulation and best practice

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

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

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

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

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

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

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Before you start

Writing the financial procedures manual

Introduction

Financial responsibilities

Delegation of authority

Reserves policy

Conflicts of interest

Segregation of duties

Exercising budgetary control and monitoring

Controls on income

Employment Rights Bill: what charities need to know

Updates to NCVO’s executive team

What the Autumn 2025 Budget means for your charity

Charities facing mission-limiting hostility, fear and intimidation

Shortlisting and interviewing for the role

Offering the job

Induction and probation

Managing performance

Setting objectives and behaviour standards

Giving effective feedback

Supporting learning and development

Motivating and engaging staff

One-to-ones and appraisals

Managing underperformance

Designated safeguarding leads in charities (1 day)

Data protection essentials (2 x 0.5 days)

APPG on Charities and Volunteering: local partnership working

Charity trustee induction and refresher (2 x 0.5 days)

Supporting good governance (4 x 0.5 days)

Outcomes and impact measurement (1 day)

Strategic planning: tools for decision making (1 day)

Charity finance skills (1 day)

Theory of change for strategic planning and evaluation (1 day)

Safeguarding essentials in charities (1 day)

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Designated safeguarding leads in charities (1 day)

Data protection essentials (2 x 0.5 days)

Charity trustee induction and refresher (2 x 0.5 days)

Supporting good governance (4 x 0.5 days)

Outcomes and impact measurement (1 day)

Strategic planning: tools for decision making (1 day)

Charity finance skills (1 day)

Theory of change for strategic planning and evaluation (1 day)

Safeguarding essentials in charities (1 day)

You searched for
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