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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

PESTLE

A guide to help organisations consider how the world is changing

Practical support bulletin: March 2023

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

  • Responding to crises
  • Funding and income
  • Financial management

Statement regarding the closure of The FSI

Our statement on the recent closure of The FSI

Spring budget 2023: funding and implications for charities

Our reflections on the budget and what it could mean for voluntary organisations

  • Government and politics

Small charities advisory panel launched

The panel will champion the voices and experiences of small charities, ensuring they can access tailored help, support and advocacy

  • Collaboration

Governance round-up: April 2023

Senior governance consultant Sally Stephens explains the upcoming changes in the Charities Act 2022

  • Governance

Volunteering round-up: April 2023

NCVO’s new volunteering consultant Helen Tourle shares volunteering news and dates for your diary

  • Involving volunteers

New roles to support Small Charity Week and update on The FSI legacy work

Our work with The Foundation for Social Improvement’s board and two short term roles to support Small Charity Week.

The inside track: April 2023

This month sees a potential tightening of the rules around APPGs, a new data protection bill, and a campaign to help charities engage with the House of Lords

  • Government and politics

NCVO recognised for its progress towards race equality

NCVO awarded Race Equality Matters’ Bronze Trailblazer status in recognition of our work towards becoming a more diverse, inclusive, and equal organisation

  • Inside NCVO

Key findings from Time Well Spent 2023

New data reveals how much volunteering has transformed over recent years

  • Impact and evaluation
  • Involving volunteers

Key duties of regulated bodies

Key duties of regulated bodies for safeguarding children or young people

  • Safeguarding

Key offences and liability

Key offences and liability relating to the protection of children and young people

  • Safeguarding

Safeguarding adults at risk

Key areas of law to be aware of if you or your organisation works with adults at risk of harm

  • Safeguarding

Overview

If you or your organisation works with adults at risk of harm there are key laws and frameworks to help you with safeguarding

  • Safeguarding

General duties of local authorities

Duties of local authorities to safeguard adults at risk

  • Safeguarding

Key duties of public bodies

Key duties of public bodies to safeguard adults at risk

  • Safeguarding

Key duties of regulated bodies

Key duties of regulated bodies to safeguard adults at risk

  • Safeguarding

Key duties of individuals

Key duties of individuals for safeguarding adults at risk

  • Safeguarding

Key offences

Key offences that can cause harm to adults at risk

  • Safeguarding

Safeguarding people from involvement in terrorism

How charities can ensure their premises, staff, volunteers and other resources can’t be used for activities that may, or appear to, support or condone terrorism

  • Safeguarding

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

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

Safeguarding essentials in charities (1 day)

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

Volunteers and the law (0.5 day)

This course will help you create a positive and inclusive experience for volunteers. The course will explore best practice in relation to safeguarding, data protection, health and safety, and equality

Developing a volunteer strategy (1 day)

Get an overview of the key tasks and considerations when creating a volunteer strategy. Learn how to develop a strategy that compliments your business plan and create a framework for building success

Managing people in the charity sector (2 days)

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

Tools and methods for measuring outcomes (1 day)

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

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

Leading a thriving organisational culture (1 Day)

This training provides you with the insights, tools, and confidence to evaluate and strengthen your organisation’s culture providing a strong foundation for success.

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

Member listening forum: challenges facing charities in divided times

Share your experiences, connect with peers and help shape NCVO’s support to strengthen safety and solidarity across the sector.