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Strategy and business planning

  • Business planning and strategy

Getting started with strategy and business planning

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

  • Business planning and strategy

What is strategy?

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

  • Business planning and strategy

Involving people in developing your strategy

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

  • Business planning and strategy

Creating the right strategy process for your organisation

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

  • Business planning and strategy

Theory of Change

Learn about Theory of Change as a process and a tool

  • Business planning and strategy

Setting the direction of your organisation

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

  • Business planning and strategy

Understanding your landscape and conditions

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

  • Business planning and strategy

Gathering knowledge to assess your situation

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

  • Business planning and strategy

SWOT

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

Government policy and funding round-up: January 2023

This round-up will help you to stay informed about our influencing work, and any government policy and funding announcements

  • Funding and income
  • Government and politics

The challenges of charity banking

Banking is often one of the greatest day-to-day challenges faced by charities. Policy and insight manager Sam Mercadante explores the issue in more detail, and shares details of a new NCVO project

  • Financial management

Practical support bulletin: January 2023

Amy Walton, small charity support manager, shares resources, free events, support and information on the big issues affecting small charities.

  • Funding and income
  • Financial management
  • Responding to crises

The Road Ahead 2023: The ongoing impact of cost of living

In the first of our Road Ahead series, we consider what the cost of living crisis could mean for us all in the months ahead

  • Responding to crises

The Road Ahead 2023: Supporting staff, trustees and volunteers

As part of our Road Ahead series, we explore the issues affecting the people at the heart of our organisations

  • Employing and managing staff
  • Governance
  • Involving volunteers

The Road Ahead 2023: Keeping up the pace on equity, diversity and inclusion

In this Road Ahead article, we reflect on our shared commitment to better reflect and engage with the communities we serve

  • Equity, diversity and inclusion

The Road Ahead 2023: Adapting to political change

As part of our Road Ahead series, we consider how the voluntary sector responds to continuing political turbulence

  • Government and politics

The Road Ahead 2023: Responding to new laws and regulations

In the last of our Road Ahead series, we shine a spotlight on new laws and regulations that may affect you

  • Law and regulation

The Big Help Out: Why it matters and how to get involved

What you need to know about the Big Help Out: a campaign to get more people volunteering

  • Involving volunteers

Impact round-up: Winter 2023

Evaluation consultant Carol Jennions looks at wellbeing evaluation and shares useful resources alongside some exciting new training opportunities

  • Impact and evaluation

Corporation and income tax

Charities are usually exempt from paying corporation or income tax, but there are some situations where you might become liable

  • Financial management

VAT and charities

When do charities need to consider VAT and what are the exemptions?

  • Financial management

Trading and charities

How to trade as a charity, and what the risks are

  • Financial management

How to set up a trading subsidiary

Charities are allowed to trade under certain circumstances, but if you've decided to develop a trading activity which is not allowed, you'll need to establish a trading subsidiary. Here's how.

  • Financial management

Gift Aid

Gift Aid is a scheme which allows charities to claim an extra 25p for every £1 donated

  • Financial management

Gift aid small donations scheme (GASDS)

GASDS is a top up on small cash donations without using Gift Aid

  • Financial management

Making tax digital

Guidance on complying with with HMRC Making Tax Digital reporting requirements

  • Financial management

Banking guidance for charities

Guidance around when a charity or voluntary organisation needs a bank account, and how to choose one and set it up.

  • Financial management

Financial difficulty and insolvency

Find out about some of the areas to consider when managing financial difficulties and insolvency

  • Financial management

Working through financial challenges

Learn about how to work though helping your organisation manage financial uncertainty

  • Financial management

Strategic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

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

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

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