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 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.

Session 1

• Purpose of both sessions and introduction to session 1
• Contracting
• Brief introduction to definitions
• What is privilege?
• What are microaggressions?
• Where is the sector at? Some stats and quotes from the sector

Session 2

• Contracting EDI work
• Assessing where your organisation is on its journey towards EDI
• Creating a compelling EDI vision
• Setting tangible goals
• Using these tools with staff or trustee teams
• Commitment setting

By the end of this course you will:

• understand governance role of trustees in supporting staff to deliver and holding them accountable
• learn how to manage the governance/management relationship and the different interests and needs of trustees and staff

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.

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.

Part 1 - following this session participants will:

• have a clear understanding of their own management strengths and development needs through completion of the CMI Management Diagnostic tool
• have identified learning and development needs and set goals around these for the course and beyond in their own CPD log, to be supported by the CMI Management Direct hub (see below)
• understand the value of reflective practice to inform personal and professional development
• know how to apply reflective practice to inform personal and professional development
• have been introduced and shared initial reflections with a group of peers from organisations within the Scottish voluntary sector

Part 2 - having completed this section participants will be able to:

• examine leadership practices within organisations​
• analyse the characteristics of responsible leadership​
• analyse the impact of internal and external factors on leadership practice​
• examine the relationship between management and leadership​
• evaluate how leadership supports the achievement of organisational objectives

Part 3 - following these sessions participants will be able to:

• identify and agree performance objectives for your team and individuals
• assess performance against objectives and provide feedback
• provide advice and guidance to support to improve performance
• apply the organisation’s disciplinary and grievance procedures

Part 1 - following this session participants will:

• have a clear understanding of their own management strengths and development needs, allowing them to set goals for their own CPD
• understand the value of reflective practice and how to apply this to inform personal and professional development
• have been introduced and shared initial reflections with a group of peers from organisations within the Scottish voluntary sector

Part 2 - having completed this section participants will be able to:

• examine leadership practices within organisations
• analyse the characteristics of responsible leadership
• analyse the impact of internal and external factors on leadership practice
• examine the relationship between management and leadership
• evaluate how leadership supports the achievement of organisational objectives

Part 3 - following these sessions participants will be able to:

• identify and agree performance objectives for your team and individuals
• assess performance against objectives and provide feedback
• provide advice and guidance to support to improve performance
• apply the organisation’s disciplinary and grievance procedures

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

Twitter, Facebook and blogging don’t have to be a mystery any longer - this online course will help youdevelop the skills to use these core social channels more confidently and effectively. Whether it is part of your role, or you just want to be more social media savvy,it has never been more important to communicate well online.Using online tools, group discussions and lots of practical exercises you will look at:

·X (Twitter) ·Blogging ·Video & audio ·Facebook

You will also look at creating a social media strategy - everypost, reply, like, and comment should serve a purpose!Having asocial media strategy you will have everything you plan to do, and hope to achieve, at hand! It will guide you and let you know whether you're succeeding or failing at your objectives.