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Business planning and strategy

Learn about what you need to know to get started with your organisation's strategy and business planning

Business planning and strategy

Use this page to learn about what strategy is and how it can help your organisation

Business planning and strategy

Use this page to learn who to involve in developing your strategy and how best to engage them

Business planning and strategy

Learn about how to create the right strategy process for your organisation.

Business planning and strategy

Learn about Theory of Change as a process and a tool

Business planning and strategy

Find out what's involved in setting the direction of your charity

Business planning and strategy

Learn about understanding your organisation's landscape and conditions and the tools that can help with this

Business planning and strategy

Use this section to select the right tools to help you understand your landscape and conditions.

Business planning and strategy

A guide to help your organisation with your SWOT (strengths, weaknesses, opportunities, threats) analysis

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

Learn about what budgets and cashflow forecasts are and how to write a budget

Financial management

Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty

Financial management

Learn about how to build a cashflow forecast and how the cashflow process works

Financial management

Guidance on budgeting for projects and recovering costs

Financial management

Learn about direct costs and support costs for single and multiple projects

Financial management

Learn about what cost allocation and apportionment mean and how it works in practice

Financial management

Learn about what full cost recovery means and what the limitations are

Financial management

How to prepare annual accounts and a Trustees’ Annual Report and make them available on request

Financial management

Creating financial information that helps managers and trustees

Financial management

What to consider when deciding on investments

Financial management

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

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

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

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

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

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 will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

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

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

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

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Tools and methods for measuring outcomes (1 day)

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

Boost your personal influence and impact (0.5 day)

Financial governance for trustees (0.5 day)

Charity trustee induction and refresher (2 x 0.5 days)

Safeguarding essentials in charities (1 day)

Managing people in the charity sector (2 days)

Safeguarding essentials for trustees (0.5 day)

Charity finance skills (1 day)

Project management in the voluntary sector (2 days)

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