This online course is packed full of content to help you understand the importance of good financial management.

Budgeting:Why we need a realistic budget; Thinking about the different types of costs; Setting budgets; Making sure it all stacks up.

Full cost recovery:Why we need to use full cost recovery; Practical use of FCR; How this can be used for costing services.

Budget monitoring and reporting:Monitoring – actual v budget; What do variances tell us; Reporting to the Board; Using budget monitoring internally.

Cashflow projections:Purpose of cashflow projections; Constructing a simple cashflow; Cashflows as an options’ appraisal tool.

The intended objective of the course is for you to leave with a clearer understanding of the principles of data protection and the GDPR and provide sufficient knowledge to better navigate the path toward compliance.

Part 1 - New ways of working with words:You will learn how to add va-va voom to written content and use essential tools to improve your content writing skills and learn how to break bad writing habits to create engaging, attention-grabbing wordy content for use online and in print. Exercises include: crafting a personal profile websites and LinkedIn; creating an eye-catching About Us introduction; and a case study - how to bring real people to life.

Part 2 - Working magic with words:You will work on structure, narrative flow, and eye-catchingheadlines and openers, and begin to add colour to written pieces with the inclusion of time, location, real people and senses. You’ll write a longer blog piece and practice adapting and “repurposing" content to promote your piece on social media using some snappy, attractive content. Exercises will include: an introductory paragraph to a newsletter; a blog; and social media posts to promote traffic to your blog.

This interactive online course covers tools and techniques to get the best out of your people including delegation skills, team engagement and holding people to account. You will learn active listening and good questioning techniques, fundamental to handling difficult conversations and people.It will share the five steps to having great delivery conversations and how to adapt your approach to different people and scenarios.We explore how to create working environments where people feel empowered and engaged.

This online course is packed full of content to give you an overview of annual accounts and external reporting.

Financial reporting requirements:Statutory reporting requirements; Audit/independent examination levels; Format of accounts and thresholds – Receipts & Payments or SORP-compliant.

Understanding financial statements:Format of the annual accounts; Overview of a set of SORP-compliant accounts; Statement of Financial Activities (SOFA); Balance sheets and notes to financial statements.

The Trustees Annual Report:Format and content; How it links to the financial statements; What makes a good TAR.

Reserves:What’s included in reserves; Building up reserves; The reserves’ policy.

Reporting to regulators:Reporting to OSCR; Reporting to Companies House; Notifying changes; Sharing information with the public.

The online workshop isdesigned to be interactive,blending theory with practical day-to-day examples and participant contributionsand group discussions. It will utilise all the best online tools including breakout rooms and polls.

The learning outcomes will have you leave the course with:

• a greater awareness of what resilient people do that sets them apart from others.
• tools to develop your power of perseverance with some practical approaches.
• an enhanced confidence in dealing with rejection and perceived failure.
• a greater awareness of what triggers your self doubt and negative feelings.
• clarity around what you need to start, stop and continue doing in order to build your resilience.

In today’s climate it is essential individuals manage the demands on their time and know how toorganise their daily tasks to reduce stress.Thisonline course has everything you need to take control of your time by exploring what helps and hinders achieving priorities and presents tips and techniques on how to improve the use of the time available. You will learn:

• how time management can help with productivity;
• how and when to say “no” without offending;
• how to establish short and long term goals to achieve results;
• how to sustain these improvements

Through group work and individual exercises this one day course will cover:

• benefits of monitoring and evaluating;
• key stages of measuring impact and value;
• what is impact and what is value?;
• the current measurement of your project for funders;
• what data can you collect to demonstrate impact and value to funders?;
• top tips for putting together a basic impact and value evaluation report for your funders.

Session 1

• How has Covid affected your organisation? Your overall work. Your beneficiaries. Your funding.
• What has been your response? New or changed ways of working? New skills gained? New needs identified? Funds accessed or lost?
• Creating a powerful ‘case for support’ for your potential funders and supporters. Start from the Personal. Uses for the ‘case for Support’. How to aim the case for support for different audiences.
• Writing effective proposals and applications for funding: The basic components of a proposal. Filling in forms, and what to do when there is no form. Budget tips and full cost recovery. Bang for the buck.
• Evaluation and Monitoring for you and the funder: What data should be collected and how? How to show impact.

Session 2

• Communications with donors and supporters.
• Fundraising Strategy in uncertain times: Basic strategy questions. Suggested Template for strategy.
• Stewardship and donor care – the heart of fundraising: Principles of good stewardship. The donor journey?
• Acknowledgement and Thank you: Saying thank you properly. Recognition and benefits

This online course is packed full of content to help you identify and understand what is required to build a strong financial foundation.

Basic financial roles and responsibilities:The Board’s responsibility for good financial governance; The financial manager’s role; Staff and volunteers.

Who uses the financial information and how:The Board, Treasurer and/or Finance Sub-group; Internally – The manager/management team, Project staff and Fundraising staff; Externally – Funders, Accountants/auditors, OSCR and Companies House.

What we need our financial package to do:Information for monitoring current performance; Information for planning forward; Information for external reporting; Choosing a suitable financial package and setting it up to be useful; Restricted funds – recording for easier reporting; Effective use of the reports function.

Effective systems and control:“Walking through” your financial processes; Considering financial risks and effective internal control; Getting other staff to play their part and make your life easier; Recording financial processes – why and how.

Dealing with external requirements:Reporting to funders; Reporting to OSCR; Reporting to Companies House.