Resources

Training Resources

Are you looking for more information about a certain subject? Would you like to learn more about a certain skill?

Check our list of publications below for more information:

Information and Copyright

Poor systems will lead to organisational inefficiency

Information

It is imperative that you establish systems for the proper administration and management of information. Organisations are bombarded with vast volumes of information daily, received by post, telephone, text, email, fax, etc. Poor systems will lead to organisational inefficiency. For example, how do you ensure that information is passed round all relevant people? How do you keep track of your library resources?

Premises and Equipment

Make sure you have an assets register listing details of all your capital assets and dates of purchase and disposal

Unless your group is very small and operates from the homes of individuals, you will have some sort of premises, however basic. You are also likely to have furniture and equipment, and possibly vehicles and stock. The sourcing, security and maintenance of these is your responsibility.

Money and Assets

This section provides practical advice on how to effectively manage your organisation's money and assets, ranging from your office equipme

Cost Cutting and Making Ends Meet

Engage all your staff in looking for solutions... 

If as is usually the case, there is a shortfall between what you forecast you can earn and what you need to spend in the coming year, you have to find ways of closing the gap. If you can raise more income, well and good, but note if that has associated costs and provide for them in the expenditure part of the budget.

Efficient Financial Planning

If you can tighten up on your debtors and manage your creditors better, you may be able to release some extra cash in the organisation.... 

Some Simple Rules...

Some people are paid monthly and organise their own finances to pay the big bills – credit card and mortgage just after the salary cheque comes in.

Monitoring Results

You may need to make further cuts as a result or make other changes in your operations...

There is no point in planning your budget and in gathering the information if you do not use it. You should keep simple spreadsheets of actual expenditure and income and actual cash flow if you do not have a bookkeeper/accountant do this for you. Have a review each month of your own numbers, even if you have an accountant to prepare quarterly management accounts only. Keep a very close eye on the cash balance, but also on the numbers generally – are they up or down on expectations in the budget – why?

Basics of Accounting

There should be no surprises for you in the final year accounts.... 

Why keep accounts and what accounts to keep?

Once you collect money for a cause, you know it is not yours to do what you wish with, to spend on treats or food and clothing, lose behind the sofa or invest in a horse race...you need to treat the donated money with care and be able to account for what you got and what you did with it.
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