You searched for
''

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

Our equity, diversity and inclusion work: Proceeding at the pace of trust

  • Inside NCVO
  • Equity, diversity and inclusion

Volunteering round-up: February 2023

NCVO’s senior policy and influencing advisor Catherine Goodall shares recent updates and upcoming dates for your diary

  • Involving volunteers

Governance round-up: February 2023

Our round-up for trustees and governance professionals, with useful sector updates, training courses and guidance

  • Governance

Five tips for managing costs with the new Energy Bills Discount Scheme

Advice on what the Energy Bills Discount Scheme means for charities and tips on how to cope with rising costs

  • Responding to crises

Exploring approaches to age friendly inclusive volunteering

Susannah Hodge, training and regional support manager at the Third Age Trust, shares learning and reflections from NCVO's age inclusive volunteering project

  • Involving volunteers

The inside track: February 2023

Our latest update on what’s happening in Westminster. This month sees the creation of new government departments and a big change at the top of Scottish politics

  • Government and politics

Governance round-up: March 2023

With many of us approaching the end of our financial year, senior governance consultant Sally Stephens shares guidance for completing your annual return

  • Governance

Is this what a voluntary sector CEO looks like?

To mark International Women’s Day 2023, our chief executive Sarah Vibert reflects on what changes are needed to encourage more women into leadership positions in the voluntary sector

  • Equity, diversity and inclusion

Charities urge chancellor to provide cost of living support

Organisations have united ahead of next week’s spring budget to call on the chancellor to provide urgent support

  • Responding to crises

Government policy and funding round-up: March 2023

The latest government policy and funding announcements and updates on our influencing work

  • Government and politics
  • Funding and income

Supporting the mental health and wellbeing of your team

Familiarise yourself with the early signs of mental health problems and learn how to create a supportive working environment

  • Employing and managing staff

Looking after your own mental health and wellbeing

How to support your own mental health and wellbeing at work or while volunteering

  • Employing and managing staff

Identifying and managing a mental health problem

Learn how to recognise if you’re experiencing a mental health problem and where to go for help

  • Employing and managing staff

Flexible working

Understand your responsibilities around flexible working and learn how to build a flexible working culture

  • Employing and managing staff

Disciplinary matters

Learn about your responsibilities when handling matters of misconduct

  • Employing and managing staff

Handling grievances

How to handle grievances in your organisation

  • Employing and managing staff

Whistleblowing

What to do in the event of whistleblowing at your organisation

  • Employing and managing staff

Ending employment well

Guidance on your responsibilities when you end an employee’s contract, or when staff resign or retire

  • Employing and managing staff

Five steps to effective change management

A guide to help your charity or voluntary organisation navigate and implement change

  • Employing and managing staff

Developing a change management plan

Guidance to help you develop change management plans

  • Employing and managing staff

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

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.

Tools and methods for measuring outcomes (1 day)

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

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