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Strategy and evaluation

Learn how to develop your organisation's strategy and how to use the evaluation process to learn and make decisions

  • Impact and evaluation
  • Business planning and strategy

Evaluation

Guidance to help you throughout the evaluation process

  • Impact and evaluation

Understanding evaluation

Learn about what evaluation is and how the evaluation process is set up

  • Impact and evaluation

What is evaluation?

Learn about what evaluation is and why it's important for your organisation

  • Impact and evaluation

The evaluation process

Learn about the how the process of evaluation works

  • Impact and evaluation

Planning your evaluation

Learn about how to plan your evaluation to make sure it's set up for success

  • Impact and evaluation

Understand the issue you need to focus on

Understanding the issues experienced by individuals or organisations you want to work with, people you want to influence, or environments you want to affect change in is the starting point for impact planning

  • Impact and evaluation

Writing an evaluation brief

Information you need before you write your evaluation brief and what to include once you get started

  • Impact and evaluation

Creating an evaluation budget

Learn about how to create an evaluation budget

  • Impact and evaluation

Using planning tools

  • Impact and evaluation

Climate campaign: Putting the environment at the centre of decision-making this Trustees' Week

We launched a new campaign in the summer of 2023 to help trustees and charity leaders consider the environmental impact of their charities’ investments

  • Campaigning

Practical support bulletin: November 2023

Resources, events, support and information on the big issues affecting small charities

  • Funding and income
  • Governance
  • Cost of living

Celebrating Trustees’ Week 2023

Our chief executive Sarah Vibert celebrates the start of Trustees' Week and shares our plans

  • Governance

King’s Speech 2023: Takeaways for the voluntary sector

Our policy and public affairs manager, Chris Walker, summarises the announcements from the King's Speech likely to impact our sector

  • Government and politics

The importance of diversity in your trustee board

Explore why diversity is a key area of reflection for your trustee board and what needs to happen to make a board truly diverse

  • Equity, diversity and inclusion
  • Governance

Open letter to the chancellor on vital funding for public services delivered by charities

Read our open letter calling on the chancellor to ensure charities can continue providing essential services for communities

  • Funding and income
  • Cost of living

What is the true cost of giving support to public services?

Why the government must act to cover the true cost of charities delivering public services

  • Cost of living
  • Funding and income

The inside track: November 2023

An update on what's happening in Westminster. Find out what the King’s Speech and government reshuffle means for charities

  • Government and politics

Volunteering round-up: November 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: November 2023

Lessons from Trustees’ Week 2023 and upcoming dates for your diary

  • Governance

Dual bottom line analysis

  • Business planning and strategy

Forcefield analysis

Use this tool to help you identify the forces working for and against a particular option

  • Business planning and strategy

Even over statements

Use this tool to help your organisation explore tradeoffs

  • Business planning and strategy

Deciding to close

Important things to consider before deciding to close your voluntary organisation

  • Closing down

Reasons to close

Every voluntary organisation should regularly ask whether it’s still well placed to achieve its goals

Alternatives to closure

If your organisation is still financially viable, you may want to consider alternative options to closure

Factors to consider before closing

Whatever your reasons for considering closure, you’re likely to have legal responsibilities to follow

Planning for closure

Steps you need to take before closing your organisation

  • Closing down

Create a closure plan

Depending on your route to closure and your legal structure, you may have different legal duties and wider responsibilities

Plan your closure communications

Once the decision has been made to close, you’ll need to decide who to inform and how to inform them

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

How to handle volunteer concerns and complaints

Learn how to respond effectively and constructively to concerns and complaints raised by volunteers in this free webinar.

Charity finance strategy (1 day)

This course will give you an overview of how to build a simple finance strategy. We’ll introduce tools to help you build the financial resilience of your charity

Successful funding applications (0.5 day)

Learn Practical tips to ensure you are successful in your funding bid applications.

Data protection essentials (2 x 0.5 days)

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

Designated safeguarding leads in charities (1 day)

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

Developing a Fundraising Strategy (0.5 day)

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

Leading change and transformation (2 days)

This practical two-day course for aspiring and existing charity leaders will build your confidence and skills to deliver impact for yourself and your organisation. Learn who your key stakeholders are and how to use communication tools to build engagement and partnerships