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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

Governance round-up: July 2023

Recent governance news, resources, research, events and more

  • Governance

Applications open for £76m Community Organisations Cost of Living Fund

Find out if your organisation is eligible for new funding up to £75,000

  • Funding and income
  • Responding to crises

Consumer Duty: What is it and how will charities benefit?

Learn how new banking rules will affect your charity or voluntary organisation

  • Financial management

Volunteering round-up: August 2023

The latest news, events and opportunities for people managing or supporting volunteers

  • Involving volunteers

Governance round-up: August 2023

A round-up of the latest guidance from the Charity Commission, recent governance news and upcoming training and events

  • Governance

Impact round-up: Summer 2023

Senior consultant, Sandy Chidley, runs through some recent work on ethical evaluation and shares useful evaluation events and training opportunities

  • Impact and evaluation

The inside track: September 2023

A round-up of what’s happening in Westminster that might impact charities. This month sees a Labour reshuffle, an update on new APPG rules, and a look ahead to party conferences

  • Government and politics

Volunteering round-up: September 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Practical support bulletin: September 2023

Resources, free events, support and guidance on the big issues affecting small charities

  • Financial management
  • Funding and income
  • Responding to crises

Government policy and funding round-up: September 2023

An update on our influencing work, government policy and funding announcements

  • Government and politics
  • Funding and income

Shortlisting and interviewing for the role

The steps you should take when shortlisting and interviewing applicants

  • Employing and managing staff

Offering the job

Guidance on making a provisional offer of employment and conducting checks

  • Employing and managing staff

Induction and probation

How to set up a good induction and probation programme

  • Employing and managing staff

Managing performance

How to help your team maintain and improve their performance at work

  • Employing and managing staff

Setting objectives and behaviour standards

How to set effective objectives and behaviour standards for your team

  • Employing and managing staff

Giving effective feedback

How to give your team effective feedback

  • Employing and managing staff

Supporting learning and development

How to develop effective learning and development plans

  • Employing and managing staff

Motivating and engaging staff

Guidance to help you motivate and engage your team

  • Employing and managing staff

One-to-ones and appraisals

Tips to help you plan and run effective one-to-one meetings and appraisals

  • Employing and managing staff

Managing underperformance

Guidance to help you address and manage poor performance in the people you manage

  • Employing and managing staff

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.

Advanced data protection (2 x 0.5 days)

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

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

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.

Leading change and transformation (2 days)

This practical two-day course for aspiring and existing charity leaders will build your confidence and skills to deliver impact for yourself and your organisation. Learn who your key stakeholders are and how to use communication tools to build engagement and partnerships