Business planning and strategy

Trusted Standard

Trusted Standard helps charities and voluntary organisations improve the quality of their work, and communicate that quality through accreditation

  • Governance
  • Business planning and strategy
  • Impact and evaluation

Planning for tomorrow's workforce

  • Employing and managing staff
  • Business planning and strategy
  • Impact and evaluation

Charities must do more than survive, they must change too

  • Business planning and strategy

NCVO consults staff on restructure proposals

  • Business planning and strategy

Practical support bulletin: March 2024

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

  • Business planning and strategy
  • Involving volunteers

Practical support bulletin: May 2024

Resources, events and information on the big issues affecting small charities

  • Digital and technology
  • Business planning and strategy
  • Funding and income

Trustee disqualification

Guidance to help your board learn about the rules on automatic disqualification, who this applies to and applying for waivers.

  • Business planning and strategy

Strategy and evaluation

Learn how to develop your organisation's strategy and how to use the evaluation process to learn and make decisions

  • Impact and evaluation
  • Business planning and strategy

Using and learning from evaluation findings

How to use and learn from your evaluation findings

  • Impact and evaluation
  • Business planning and strategy

Strategy and business planning

  • Business planning and strategy

Planning for tomorrow's workforce

  • Employing and managing staff
  • Business planning and strategy
  • Impact and evaluation

Charities must do more than survive, they must change too

  • Business planning and strategy

NCVO consults staff on restructure proposals

  • Business planning and strategy

Practical support bulletin: March 2024

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

  • Business planning and strategy
  • Involving volunteers

Practical support bulletin: May 2024

Resources, events and information on the big issues affecting small charities

  • Digital and technology
  • Business planning and strategy
  • Funding and income

Trustee disqualification

Guidance to help your board learn about the rules on automatic disqualification, who this applies to and applying for waivers.

  • Business planning and strategy

Using and learning from evaluation findings

How to use and learn from your evaluation findings

  • Impact and evaluation
  • 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

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

Deciding what you will do and how

Find out about how to select the right tools to help you make good decisions

  • Business planning and strategy

What is business planning?

Learn about what business planning is in your organisation's context

  • Business planning and strategy

Leading external engagement (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

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

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

Advanced project management (1 day)

Are you confident in your general project management skills but looking to strengthen your expertise? This course moves beyond the basics of project management to better understand techniques, activities and principles within a charity context.

Supporting charity set-ups (2 x 0.5 days)

Learn how to support and guide charity set-ups in your community

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

Webinar: Navigating succession planning in charities

This free webinar will help charities navigate the opportunities and challenges of leadership succession. Gain practical tips on how you can prepare for effective leadership transitions.

Writing successful bids (0.5 day)

Learn how to write solid funding applications with confidence and focus

Strategic planning: Processes and tools for direction and decision making (1 day)

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

Creating a theory of change for your charity (1 day)

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why