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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

A guide to help organisations consider how the world is changing

A guide for your organisation to look at the priorities and impact of other organisations in your area of work

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

A sample management calendar for users to adapt for their own organisations

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Sample role descriptions for a range of trustee roles

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

Three samples formats of schemes of delegation for boards. A one stop document for all your delegated duties and ways to monitor them

This guide explores how to implement a good appraisal process that supports and motivates your CEO to do even better.

A guide to applying the principles of the Charity Governance Code, specially adapted for the smallest organisations.

The governance wheel is a simple tool that helps boards of voluntary organisations quickly get a sense of how well they’re functioning and fulfilling their roles.

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

Through a blend of theoretical frameworks and practical application, you'll learn how to build a fundraising function that is not only effective today but sustainable and resilient for years to come.

Explore refreshed Charity Governance Code guidance and reflect on how trustee behaviours shape decision-making, board culture and effectiveness.

This course introduces the key principles of equity, diversity and inclusion (EDI) and how to apply them to your organisation

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

Join us to get a basic understanding of AI and tools that can support you in your trustee role.

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

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

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Mentoring and coaching skills (0.5 days)

Theory of change for strategic planning and evaluation (1 day)

Supporting good governance (4 x 0.5 days)

Building a sustainable and resilient fundraising strategy (1 day)

Introduction to EDI in charities (2 x 0.5 days)

Charity finance skills (1 day)

Outcomes and impact measurement (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

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