Information Sheets

In this section you will find a whole host of information to help you setup and manage a third sector organisation.

 

1. Getting started

1.1 First steps - from idea to action
1.2 Involving the community
1.3 Involving service users
1.4 Planning your work
1.5 Choosing legal structures
1.6 Charitable status
1.7 Where to go for help
1.8 Model Constitution for setting up a small charity
1.9 Charitable Incorporated Organisations

2. Running your organisation

2.1 Developing a strategic plan
2.2 The Business Plan
2.3 Effective meetings
2.4 Effective Annual General Meetings
2.5 Quality
2.6 Monitoring and evaluation
2.7 Risk management
2.8 Health & safety
2.9 Equal opportunities
2.10 Welsh language - legal context
2.11 Insurance
2.12 Data protection
2.13 Community Action to tackle Climate Change
2.13.1 Where to go for help on action on climate change
2.14 Using freelance trainers and consultants
2.15 Environmental policy
2.16 Environmental Sustainability management systems
2.17 Impact and impact measurement

3. Working with others

3.1 Consensus building
3.2 Community participation and engagement methods
3.3 Partnership
3.4 Compacts
3.5 Customer care
3.6 Networks
3.7 Commissioning
3.8 Contracts
3.9 Wales’ International Development Network
3.10 Public law remedies-challenging decisions made by public bodies.

4. Volunteers

4.1 Thinking about volunteering
4.2 Developing a volunteer strategy
4.3 Creating a volunteering policy
4.4 Recruiting, selecting and inducting volunteers
4.5 Attracting Welsh speaking volunteers
4.6 Equality and Diversity in volunteering
4.6.1 Equality and diversity monitoring for volunteers
4.7 How to ensure volunteer satisfaction
4.8 Keeping volunteers safe
4.8.1 Risk assessment - volunteers based at home
4.9 Safeguarding and good management practices
4.10 Disclosure and Barring Services
4.11 Volunteers and the law
4.12 Volunteers and welfare benefits
4.13 Volunteer expenses
4.14 Investing in Volunteers
4.15 Supporting harder to place volunteers
4.16 Involving young people as volunteers
4.17 Understanding mental health and volunteering
4.18 Volunteer Drivers
4.19 The economic value of volunteers
4.20 Employer Supported Volunteering
4.21 What do Volunteer Centres do in Wales?
4.22 Managing volunteer exits
4.23 Volunteers and insurance
4.24 Involving volunteers from overseas
4.25 The language of volunteering - terms explained
4.26 Managing concerns relating to volunteers
4.27 Promoting Welsh Language through volunteering

5. Trustees and governance

5.1 Principles of governance
5.2 Trustee duties and responsibilities
5.3 Governing body structures and honorary officers
5.4 Recruitment, selection and induction
5.5 Training and development for trustees
5.6 Working with the chief officer
5.7 Liability of trustees and governing body members
5.8 Trustee indemnity insurance
5.9 Winding up - the steps involved and alternative options
5.10 Register of People with Significant Control

6. Employing and managing people

6.1 Working in the voluntary sector
6.2 Employing staff for the first time
6.3 Drawing up a Job Specification
6.4 Advertising your vacancy
6.5 Selecting your candidate
6.6 Producing a written statement
6.7 Induction, training and development
6.8 Supervision and appraisal
6.9 Grievance
6.10 Harassment
6.11 Redundancy policy
6.12 Health and safety policy
6.13 Sickness policy
6.14 Family friendly policies
6.14.1 Maternity policy
6.14.2 Paternity policy
6.14.3 Adoption policy
6.14.4 Right to request flexible working
6.15 Equal opportunities policy
6.16 Whistleblowing policy
6.17 Retirement policy
6.18 Disciplinary policy

7. Finding and getting money

7.1 Developing a fundraising strategy
7.2 Grants - fit for funding
7.3 Applying to funders
7.3.1 Accounting for volunteers' time in funding applications
7.5 Loans
7.6.1 Fundraising events
7.6.2 Fundraising legacies
7.6.3 Fundraising donations
7.7 Introduction to procurement
7.7.1 Introduction to tendering
7.7.2 Developing a successful tender
7.7.3 Costing your tender
7.8 Trading
7.8.1 Charity Shops
7.9 Giving (sources of funding)
7.10 Tax effective giving
7.10.1 Introduction to payroll giving
7.10.2 Payroll fundraising
7.10.3 Payroll giving consortia
7.10.4 Introduction to Gift Aid
7.10.5 Gift Aid Promotion
7.10.6 Gift Aid Record Keeping
7.10.7 Gift Aid FAQ
7.11 Corporate funding
7.12 Specialist European Teams
7.13 Working together to raise income
7.14 Community Investment

8. Managing money

8.1 Setting up a financial system
8.2 Setting a budget
8.3 Full cost recovery
8.4 Monitoring expenditure and budget
8.5 Financial controls
8.6 Annual accounts and audit
8.7 VAT
8.8 Payroll
8.9 Reserves
8.10 Pensions
8.11 Avoiding fraud
8.12 Ensuring you have a good reserve policy
8.13 How reserves should be invested
8.14 How to write a good investment policy

9. Assets

9.1 Buildings
9.2 Running buildings
9.3 Land
9.4 Information Technology
9.5 Vehicles
9.6 Intellectual property

10. Promotion and marketing

10.1 Communications and marketing plan
10.2 Creating effective marketing and publicity materials
10.3 Preparing newsletters
10.4 Working with the media
10.5 Effective press releases
10.6 The annual report
10.7 Website development and maintenance
10.8 Accessible formats and languages
10.9 New and Social Media in the Voluntary Sector

11. Campaigning and influencing

11.1 Who represents me?
11.2 Introduction to Welsh devolution and the Government of Wales Act 2006
11.3 National Assembly for Wales and the Welsh Government
11.4 Assembly business and committees
11.6 Making Legislation
11.7 The National Assembly for Wales Commission
11.8 Petitioning the National Assembly for Wales
11.9 The National Assembly for Wales – Basic facts and Glossary
11.10 Local government information
11.11 Planning a Campaign
11.12 Campaigning and lobbying techniques
11.13 Local Authority Plans and Strategies
11.14 Local Government Scrutiny
11.15 Town and Community Councils

12. Climate change

12.1 Introducing climate change
12.2 Why climate change issues are important for the third sector
12.3 Climate change as part of sustainable development
12.4 Climate change social justice - impacts on vulnerable groups
12.5 Climate change and environmental justice
12.6 Climate change and energy
12.7 Climate change and housing
12.8 Climate change and livelihoods
12.9 Climate change and health
12.10 Climate change and transport
12.11 Reduce your organisation or group’s carbon footprint
12.12 Take local community level action on climate change