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Controls on expenditure

Guidance for using NCVO's control on expenditure manual templates

  • Governance

Investment and borrowing

Guidance for using NCVO's financial procedures manual templates - investment and borrowing section

  • Governance

Controls on financial assets and record keeping

Guidance for using NCVO's financial procedures manual templates - controls on financial assets

  • Governance

Controls on human resource costs

Guidance for using NCVO's financial procedures manual templates - human resources

  • Governance

Controls on physical assets

Guidance for using NCVO's financial procedures manual templates - controls on physical assets

  • Governance

Templates

Downloadable financial procedures manual templates for charities and voluntary organisations.

Trustees' Week webinar series

New to trusteeship or looking to hone your skills? Sign in to access our Trustees' Week webinar series

Involving volunteers

Practical and step by step guidance to help you manage volunteers and the process of volunteering well

  • Involving volunteers

Understanding volunteering

Learn what volunteering is, why it's important, and how to develop a volunteering strategy for your organisation

  • Involving volunteers

What is volunteering?

Find out what volunteering is and how to get started

  • Involving volunteers

Creating inclusive growth: Local Enterprise Partnerships' engagement with the voluntary sector

  • Collaboration
  • Involving volunteers

Levelling up: The UK Shared Prosperity Fund

  • Government and politics

Volunteering: A family affair? Summary report

  • Involving volunteers

Volunteering: A family affair?

  • Involving volunteers

Beyond charities

  • Equity, diversity and inclusion

The impact of covid-19 on the voluntary sector

  • Coronavirus
  • Involving volunteers

The Road Ahead 2020

A review of the voluntary sector's operating environment.

  • Responding to crises
  • Coronavirus
  • Funding and income

Creating partnerships for success

  • Collaboration
  • Impact and evaluation

Time Well Spent: Volunteering in the public sector

  • Involving volunteers

About mergers

Information on the types of charity mergers and the different reasons for merging

  • Collaboration

Deciding to merge

This page highlights key questions to think about before making the decision to merge

  • Collaboration

Due diligence

Actions to ensure a planned merger is in the best interests of your organisations and beneficiaries

  • Collaboration

Pre-merger: Areas of focus

Things to consider in the run-up to a formal merger

  • Collaboration

Merger process

Planning the process with stakeholders and making sure you are clear about the role of your organisation’s regulator is key

  • Collaboration

Actions post-merger

What to consider once your merger has completed

  • Collaboration

Working with local Compacts

A guide to implementing local Compact agreements between voluntary organisations and local authorities, health services, and government departments

  • Collaboration

Coproduction and service user involvement

How to involve people who use services in the design and delivery of services

  • Collaboration

Joint working agreements explained

What to consider when setting up a joint working agreement

  • Collaboration

Joint working agreement checklist

A checklist to help you develop a joint working agreement

Tools and methods for measuring outcomes (1 day)

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

Authentic leadership (1 day)

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

Recruiting volunteers (0.5 day)

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

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

Boost your personal influence and impact (0.5 day)

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside 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

Charity trustee induction and refresher (2 x 0.5 days)

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

Safeguarding essentials in charities (1 day)

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

Safeguarding essentials for trustees (0.5 day)

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

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