Resources/Guides

Need support with your funding applications? This video explains what a case for support is, information to include, and the importance of creating your case for support before applying for funding.

Thinking about making a funding application? Make sure you understand and follow the four golden rules to boost your chances of success.

Resources on topics that will help you to run an organisation effectively with good governance in mind, with links and signposts to external resources both within the third sector and beyond and basic descriptions of the tools, approaches and resources needed.

A wide range of resources covering volunteer management issues, with example policies and forms free to download and use for those just starting out involving volunteers or those managing volunteers for many years.

Guidance on foundational policies you should have in place for better volunteer performance.

This guide is designed to support your community through the process of developing a Local Place Plan.

Managing your Volunteering Programme in a Cost of Living Crisis.

Governance Snapshot offering concise, relevant, and practical information.

Volunteering Snapshot offering concise, relevant, and practical information.

All information within the trustee handbook should reflect the information in the organisation’s governing document.

Top tips to help you fill out your application correctly.

Choosing the right charitable purposes for your organisation is vital to make sure you achieve charitable status.

What is a terms of reference and when to use one?

The toolkit provides practical support and guidance for groups and organisations to include young volunteers.

What is a Memorandum of Understanding and when to use one?

Interactive tool to guide you through every step of the process of issuing community shares.

A handy guide to help communities bring unloved places back into use

A guide to audit the skills of board members/trustees.

A guide to create a role description for a new board treasurer.

A guide to create a role description for a new board secretary.

A guide to create a role description for a new board chair.

A guide to create a role description for a new board member.

Website supporting and promoting the benefits of place and place-based working.

Information and glossary on organisations with connected duties and purposes.

A resource to support research active third sector organisations navigate ethical considerations.

What to do if you claim benefits and do voluntary work

A toolkit for the development and sustainability of Sheds in the UK and Ireland.

A comprehensive and detailed template to allow you to develop a business plan for your social enterprise.

How to develop and evaluation approach to make sure you are achieving your social aims.

Some tools, techniques, and types of market research that a social enterprise might use.

How to define, test, and research your market in a meaningful way.

What is a trading subsidiary and the things to consider about setting one up.

A simple example of a code that can be used within your social enterprise.

Strengths, Weaknesses, Opportunities, and Threats analysis tool and how to create one.

How to generate a simple cost benefit analysis when considering spending money in your social enterprise.

Questionnaires and surveys: the differences and how to design them for meaningful results.

An introduction to profit and loss, what they mean, how to calculate them, and why they are important.

An introductory problem-solving technique you can use within your social enterprise.

An overview of common legal structures for social enterprises, at a glance.

What to consider and how to develop the pricing for your product or service.

An introduction to presenting your ideas to others and points to consider.

What is PESTLE and how to use it to survey the external world in which your social enterprise operates.

A tool to help meetings, visioning, and project planning for your social enterprise.

Common causes of conflict and resolution through compromise and problem solving.

Example leadership styles that may be appropriate for you and your social enterprise.

What is a growth plan and what should your social enterprises growth plan contain.

The core principles of Good Governance in any social enterprise or charity.

What is Gift Aid, who can claim it, what can be claimed, and how to go about registering for it.

What are Focus Groups and how you can create them for the benefit of your social enterprise.

Why it is important your social enterprises plans and projection fit in with regional economic plans.