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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

'Every day counts' as charities still wait for government support

  • Coronavirus

Government support for charities – NCVO reaction

At a time of crisis, charities want and need to be able to give their all to supporting people who need it most. They cannot do that if they have to suspend their work or close altogether.

  • Coronavirus

Voluntary sector will shrink following coronavirus

Volunteering rates have remained stable over the last few years. In 2018/19, 22% of people regularly volunteered with a group, club or organisation. While the pandemic is unlikely to influence the overall numbers of people volunteering in the UK, we will

  • Coronavirus
  • Involving volunteers

Dr Priya Singh set to be new chair of NCVO

  • Inside NCVO

NCVO consults staff on restructure proposals

  • Business planning and strategy

New research supports organisations to improve volunteer experience for minority groups

  • Involving volunteers

NCVO announces detailed plans for future offer to members, charities and volunteering

  • Involving volunteers

Statement from Priya Singh, chair, on behalf of the Board of Trustees

  • Equity, diversity and inclusion

What training is required?

Choosing the right safeguarding training for your organisation's needs

  • Safeguarding

Choosing a training provider

How to choose the right safeguarding training provider for your organisation

  • Safeguarding

Researching training

Useful questions you can ask when planning safeguarding training for your organisation

  • Safeguarding

Designing training in-house

How to design training in-house if you have safeguarding and training expertise within your organisation

  • Safeguarding

Introduction to safeguarding for trustees

Key safeguarding questions for trustees to consider

  • Safeguarding

Responsibilities of a lead trustee for safeguarding

Find out about a lead trustee for safeguarding's role and responsibilities

  • Safeguarding

About safeguarding reports

What are safeguarding reports and how can trustees work with them?

  • Safeguarding

Working with the CEO

How trustees can work with their organisation's CEO to ensure good safeguarding

  • Safeguarding

Responsibilities of a designated safeguarding lead

The responsibilities of a designated safeguarding lead and how they can ensure good practice

  • Safeguarding

What does the role include?

What are the roles and responsibilities of a designated safeguarding lead?

  • Safeguarding

Leading external engagement ( 1 day)

This training will teach you how to raise your profile and the profile of your charity. You’ll learn how to improve your external engagement through network-building, collaboration, partnership development and effective communication.

Tools and methods for measuring outcomes (1 day)

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

Supporting good governance (4 x 0.5 days)

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

Recruiting volunteers (0.5 day)

This course will develop your skills and help you use a marketing approach to recruit volunteers

Authentic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

Charity finance skills (1 day)

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

Charity trustee induction and refresher (2 x 0.5 days)

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

Safeguarding essentials for trustees (0.5 day)

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission

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

Mentoring and coaching skills (0.5 days)

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