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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

Employing and managing staff
Equity, diversity and inclusion

Coronavirus
Responding to crises
Government and politics

Government and politics
Involving volunteers

Government and politics
Involving volunteers

Government and politics

Equity, diversity and inclusion
Governance

Employing and managing staff
Collaboration

Employing and managing staff
Collaboration

Funding and income
Coronavirus
Responding to crises

Equity, diversity and inclusion
Involving volunteers

Guidance to help you campaign with confidence during an election

Government and politics
Campaigning

Campaigning

Find out what makes charity finance different and how to plan appropriately

Financial management

Internal controls are the things you do to help manage the risk of an error or a fraud

Financial management

How to be aware of the risk factors relating to fraud and take steps to protect your organisation.

Financial management

The difference between audits and independent examinations and how to prepare for both

Financial management

The basic principles of bookkeeping are the same for charities as for other organisations, you just need to be aware of the slightly different emphasis and the need to keep restricted funds separate.

Financial management

Guidance on creating a financial strategy and what you need to include

Financial management

A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets

How to create budgets, cashflow forecasts and understanding the cashflow process

Financial management

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

This course will develop your skills and help you use a marketing approach to recruit volunteers

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

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

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

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

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

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

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

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Supporting good governance (4 x 0.5 days)

Recruiting volunteers (0.5 day)

Authentic leadership (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

Safeguarding essentials for trustees (0.5 day)

Mentoring and coaching skills (0.5 days)

Safeguarding essentials in charities (1 day)

Good practice in volunteer management (1 day)

Designated safeguarding leads in charities (1 day)

Managing conflict and ending volunteering well (0.5 day)

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