
Full cost recovery: The one trick non-profit organisations need to know
Understanding full cost recovery is vital for non-profit organisations, especially when trying to getting funding. Learn how to get it right.
Sage Foundation NPO Success is committed to helping non-profits by providing valuable learning opportunities suitable for employees, leaders, trustees and volunteers. We have partnered with three established industry providers, Colour Accounting, Charity Digital and NCVO to build a tailored range of courses that will meet your needs regardless of where you are on your learning journey.
All of are courses are free and you can choose whether to attend all or a specific few. To find out more and to register click on the tabs below. If you are unable to attend please do let us know so we can offer your place to another individual.
New dates will be added regularly, so if the course you want is fully booked, check back soon!
Colour Accounting is an international publishing company and workplace education provider. Their mission is to empower individuals and organisations by improving accounting literacy.
The course uses the Colour Accounting Learning System, which makes accounting simple by approaching the subject visually. You will progress your understanding of Accounting and Financial Statements so that you can better communicate financial concepts with your stakeholders, e.g. trustees, staff and your accountants.
There are 10 minutes included at the end for a dedicated Q&A session.
Dates
Charity Digital was established to help other non-profits deliver their missions using digital technology. In addition to being the UK’s only software donation platform they focus on raising digital skills and knowledge for NPOs.
Budgets allow charities to look at the past, take stock of the present, and plan for the future. They use information from various sources, starting with income and expenses, and build on that to develop trends, patterns, and assumptions. The benefits of budgeting are huge. They allow charities to keep finances under control, avoid poor decision-making, and promote long-term sustainability. This workshop provides a practical guide to budgeting, showing charity the fundamentals of the budget, exactly how they can balance, and the need for long-term thinking and financial strategy.
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All charities must keep financial records, demonstrating income, Gift Aid payments, details of substantial donors, and more. Financial reporting is a legal requirement, but it also provides a significant benefit to charities in terms of future planning, futureproofing, and strategy. This workshop will run through the basics, showing how to report finances for both the statutory and management accounts and will also include a step-by-step guide looking at each phase in detail and explaining requirements along the way. We will also look at how charities can use analyses of variances (to budget and previous year) to help them better plan, take corrective actions and revise their strategy.
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Sustainability is an essential part of budgeting. It’s often easy to take stock of your current situation, but a greater challenge lies in predicting, assessing, and preparing for the future. Sustainability is vital for charities, as it allows them to support service users in the long-term. But it is seldom a priority, with too many charities struggling to adopt a long-term financial vision. This workshop will provide you with the tools to prioritise sustainability. It will give you a framework that you can apply in practice, ensuring your future.
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NCVO is a long established organisation that champions the voluntary sector. They support over 16,000 members with practical resources designed to support the day to day running of their organisations.
Good practice in volunteer management is key to unlocking the potential of volunteering in your organisation. This online course provides an introduction to the key principles of good practice in volunteer management and how to apply them to your organisation.
By the end of the day, you will:
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This course is aimed at those new to volunteer management and those who manage volunteers, as well as those who need a refresher.
All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context and highlights effective safeguarding practice. Safeguarding means the range of measures we have in place to protect people in our organisation, or those we come into contact with, from abuse and maltreatment of any kind. This means we have to think about safeguarding in everything we do: including policy and procedure writing, roles and responsibilities, safer recruitment, concerns and complaints management, ethical fundraising, quality assurance and safeguarding risk assessments of all our activities.
By the end of the course you will be able to:
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This course is aimed at anyone who has responsibility for safeguarding within an organisation and who is leading policy and/or implementation of safeguarding practices in organisations that engage staff and volunteers.
This online course will give an overview and understanding of charity governance, regulation and best practice. This training will take place over two half days and you need to attend both days of the same course.
By the end of the course you will:
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This course is for anyone who’s new to governance and trusteeship or existing trustees and senior staff who would benefit from a refresher course. This course could also form part of an induction for a new trustee.
Being clear on your outcomes and impact can help you plan, manage and improve your work, making the biggest difference you can for your beneficiaries. On this course, you’ll learn how to create an evaluation plan that will enable you to understand and demonstrate the difference your work makes. The course also includes a brief introduction to ways to collect data. If you want to learn how to effectively monitor and evaluate the work you do and the difference it makes, this course is for you.
By the end of this course you will have:
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We recommend this course to anyone that wants to learn more about monitoring and evaluation. It's particularly useful if you are new to outcome and impact measurement, responsible for managing and reporting to funders and trustees, or are in the planning stages of a project or service.
As a trustee, an understanding of finance, financial management, corporate and management metrics and reporting is essential in carrying out your role and exercising “good” governance. This specially developed training course will provide you with increased confidence and greater ability to review and assess financial information, improving your ability to monitor resources, articulate impact and make better decisions.
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This course is for Trustees who feel they would benefit from a better understanding of their charity's finances and accounts. Existing trustees and senior staff who need a refresher session.
This checklist is a simple tool to help you assess your current financial practices within your organisation. Download the relevant checklist below and use it as often as you like to measure your progress over time.
Understanding full cost recovery is vital for non-profit organisations, especially when trying to getting funding. Learn how to get it right.
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