Resources

This document is intended for guidance only in the area of Risk Management and all organisations should develop their own Risk Management System and Risk Register.  

This article explains how to agree operational policies for any nonprofit and the steps involved in putting policies in place, in accordance to the Charities Governance Code core standards (3.4).

The Compliance Calendar is a useful addition to the board materials for a meeting to ensure that relevant actions are addressed by the Board. It can also assist with preparing the agenda for an upcoming meeting.  This Sample Compliance Calendar, suitable for small or all volunteer organisations, should be amended/tailored to reflect the specific compliance…

The Compliance Calendar is a useful addition to the board materials for a meeting to ensure that relevant actions are addressed by the Board. It can also assist with preparing the agenda for an upcoming meeting. This Sample Compliance Calendar should be amended/tailored to reflect the specific compliance requirements of your own charity or non-profit.…

Questioning what training and support is needed in the Voluntary and Community Sector, extensive qualitative research was carried out by Carmichael and The Wheel. Here, this report contains the results of this research carried out with organisations representing the full diversity of our sector as well as policymakers, regulators and funders. We hope that the…

Applying for Charitable Status can seem daunting but it can also be a very rewarding process which can help you to improve the governance of your organisation. There are plenty of great resources out there to help you find your way. We have put together a practical step-by-step guide with links to some relevant resources to…

Before you do a Merger Process have a read at this article to make you are ready for it. It is of vital importance that before you formally engage in merger discussions, that the board and management go through the following evaluation checklist.

This unforeseen rapid pace of change requires a rapid and agile response. Charities will need to plan on how best to prepare and deal with this unprecedented crisis. The implications of difficult times, like COVID-19, will create a financial crunch and charities should now do what they can to prepare for this. The activities and…

Do you really know how to prioritize? In my experience, most of us are somewhere between okay and pretty awful when it comes to really understanding how to prioritize. It tends to be a mixture of crisis management and those things that fall into the category of “things I like to do”!! Not great criteria!…