Learn about how to create the right strategy process for your organisation.
Learn about Theory of Change as a process and a tool
Find out what's involved in setting the direction of your charity
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
Guidance to help you campaign with confidence during an election
Find out what makes charity finance different and how to plan appropriately
Internal controls are the things you do to help manage the risk of an error or a fraud
How to be aware of the risk factors relating to fraud and take steps to protect your organisation.
The difference between audits and independent examinations and how to prepare for both
The basic principles of bookkeeping are the same for charities as for other organisations, you just need to be aware of the slightly different emphasis and the need to keep restricted funds separate.
Guidance on creating a financial strategy and what you need to include
A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets
How to create budgets, cashflow forecasts and understanding the cashflow process