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 and GDPR 
  • 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
  • 2.18 Social Value Policy

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
  • 4.28 Welcoming volunteers who are asylum seekers or refugees
  • 4.29 Carers and volunteering
  • 4.30 Supporting Volunteers who have Additional Learning Needs

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

If you are looking for funding you can use CAVO’s funding portal for free, please click here

• • 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

Model policies

• Conflict of Interest Policy