You and Your Organisation

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?

Guidelines on Reserves Policies for Charities (March 2016)

Income needs to be spent promptly in line with prudent management of the finances.  

Finance

 Good financial management will keep your organisation efficient and effective...

What is Governance?

Defining Governance

The governing body makes a unique contribution to an organisation by focusing on the achievement of longterm aims... 

Governance (sometimes referred to as 'corporate governance') can be described as the system that ensures the fit between the organisation's mission and its performance. In essence, governance is about being in control and taking overall responsibility for the work and actions of an organisation. Good governance occurs when an organisation uses transparent decision-making processes to direct its resources and exercise power in an effective and accountable way.

Why the Governing Body is Necessary

If things go wrong, it is the governing body that will be called to account... 

 Overall responsibility

Equality and Diversity

In this section, you will find out what is meant by equality and why equality is an important issue for your organisation.

You will discover that there are many simple ways to make your organisation more accessible, diverse and inclusive... 

Discrimination

Discrimination is prohibited on nine grounds... 

The law prohibits discrimination. Discrimination is the less favourable treatment of one person over another and can be:
 
  • Direct For example, harassing a gay man over his sexuality.
  • Indirect For example, requesting a large number of written references from all prospective employees, including newly arrived migrant workers. The requirement is likely to put migrant workers at a disadvantage compared with other groups.

Employment Equality

You may take positive action that strives for full equality between employees... 

If you employ anyone, the Employment Equality Acts 1998 and 2004 apply to you.
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