Learn about understanding your organisation's landscape and conditions and the tools that can help with this
Use this section to select the right tools to help you understand your landscape and conditions.
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
Learn about how to make good decisions and the tools that can help with this
Find out about how to select the right tools to help you make good decisions
A guide to help your organisation explore it's activities to assess the extent to which each contributes to value and surplus
Use this tool to help you identify the forces working for and against a particular option
Use this tool to help your organisation explore tradeoffs
Learn about what budgets and cashflow forecasts are and how to write a budget
Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty
Learn about how to build a cashflow forecast and how the cashflow process works
Guidance on budgeting for projects and recovering costs
Learn about direct costs and support costs for single and multiple projects
Learn about what cost allocation and apportionment mean and how it works in practice
Learn about what full cost recovery means and what the limitations are
How to prepare annual accounts and a Trustees’ Annual Report and make them available on request
Creating financial information that helps managers and trustees
What to consider when deciding on investments