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:

What we need

 The Wheel believes that community and voluntary organisations will require independent advice and guidance...

The community and voluntary sector requires an infrastructure-of-support to provide training, advice, information, mentoring and support-services that address needs in the areas of:

  • board development, governance, and leadership
  • strategy development
  • general management: human resources, operations, financial and accounting, information and communications technologies, and other management areas
  • regulation
  • fundraising and funding.

The infrastructure-of-support should also provide:

Fundraising

Aim to build long term relationships with your funders

It is vital that your organisation approaches fundraising in a strategic way, with proper planning, implementation and evaluation. It is a demanding task that should be seen as central to the organisation and not left to one individual.

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.

Financial Responsibilities

 Keeping detailed records, on receipt, of all monies received...

Each organisation has significant financial responsibilities that must be taken seriously. These include:

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?

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