Learn about what you need to know to get started with your organisation's strategy and business planning
Use this page to learn about what strategy is and how it can help your organisation
Use this page to learn who to involve in developing your strategy and how best to engage them
Learn about how to create the right strategy process for your organisation.
Learn about Theory of Change as a process and a tool
Find out what's involved in setting the direction of your charity
Learn about understanding your organisation's landscape and conditions and the tools that can help with this
Use this section to select the right tools to help you understand your landscape and conditions.
A guide to help your organisation with your SWOT (strengths, weaknesses, opportunities, threats) analysis
Practical ways to take part in Small Charity Week – from sharing your story to getting free training, funding support and expert advice.
A new report by NCVO and ACEVO sets out six key recommendations to make the Civil Society Covenant meaningful, based on feedback from over 1,000 organisations.
Explore how the 2025 Spending Review affects charities – including changes to welfare, school meals, NICs and local government funding.
Learn about what budgets and cashflow forecasts are and how to write a budget
Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty
Learn about how to build a cashflow forecast and how the cashflow process works
Guidance on budgeting for projects and recovering costs
Learn about direct costs and support costs for single and multiple projects
Learn about what cost allocation and apportionment mean and how it works in practice
Learn about what full cost recovery means and what the limitations are
How to prepare annual accounts and a Trustees’ Annual Report and make them available on request
Creating financial information that helps managers and trustees
What to consider when deciding on investments