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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

Guidance to help you lead or manage people who work remotely

Employing and managing staff

Understand different types of workplace conflict, why conflict happens, and how to resolve it

Employing and managing staff

Employing and managing staff

Why team working is especially important in voluntary organisations

Employing and managing staff

How to develop a set of clear objectives and plans for your team

Employing and managing staff

Tips to help you communicate effectively with your team

Employing and managing staff

Steps you can take to build a positive team culture

Employing and managing staff

Guidance to help you understand the balance of skills, abilities and aspirations in your team, so you can harness them effectively.

Employing and managing staff

Build your understanding of an employers' responsibilities for mental health and wellbeing

Employing and managing staff

Learn how to recognise whether stress is an issue for your organisation, and get tips on how to manage it

Employing and managing staff

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

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

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

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

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

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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

Managing staff who work remotely

Handling conflict at work

Developing effective teams

Why teamwork is important

Developing team objectives and plans

Communicating with your team

Building a positive team culture

Belbin's team roles: Understanding your team

Mental health and wellbeing: employers' responsibilities

Managing stress in your organisation

Project management in the voluntary sector (2 days)

Good practice in volunteer management (1 day)

Data protection essentials (2 x 0.5 days)

Designated safeguarding leads in charities (1 day)

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)

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Project management in the voluntary sector (2 days)

Good practice in volunteer management (1 day)

Data protection essentials (2 x 0.5 days)

Designated safeguarding leads in charities (1 day)

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)

You searched for
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