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Information Sheets

Please note - these information sheets are updated regularly and therefore it is advised to download as and when required.

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 and Safety

2.9 Equal opportunities

2.10 Welsh Language – legal context

2.11 Insurance

2.12 Data Protection

2.13.1 Where to go for help on action on climate change

2.14 Using Freelance Trainers and Consultants

2.15 Green 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 Work

3.10 Public law remedies – challenging decisions made by public bodies

4. Volunteers
4.1 Thinking about volunteering

4.2 Developing a volunteer policy

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

4.7 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 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

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

6. Employing and managing people
6.1Working 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

4.19 The economic value of Volunteers

7.4 Sources of Funding

7.4.1 Small Grants

7.4.2 Lottery funding

7.4.3Trusts and Foundations

7.4.4 Welsh Assembly Government Grant Funding

7.4.5 Non-devolved UK Government Grant Funding

7.4.6 Europe Funding

7.4.7 Sources for Health and Social Care projects

7.4.8 Funding Sources for Sports Projects

7.4.9 Funding Sources for Arts Projects

7.4.10 Funding Sources for Environmental Projects

7.4.11 Funding for Community Buildings

7.4.12 Funding for Youth Orientated Projects

7.4.13 Local Funding – Conwy

7.4.14 Funding for places of worship

7.4.15 Funding for International Projects

7.4.16 Funding Sources for climate change projects

7.4.17 Funding for history focussed heritage projects

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 Spatial 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 policy

8.10 Pensions

8.11 Avoiding fraud

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 and the Government of Wales Act 2006

11.3 National Assembly for Wales and the Welsh Assembly Government

11.4 Assembly business and committees

11.6 Introduction to Assembly Measures

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