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Day-to-day operations

Whether you are a community group, social enterprise or charity, managing your day-to-day operations effectively is crucial to achieving your goals and making a positive impact on your beneficiaries.

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01. Service development and project planning

When it comes to developing your services and planning projects, BBC Children in Need offers a helpful 10-step guide which can easily be adapted to suit your specific beneficiaries.

You can also get a comprehensive overview of project management tools from JustGiving and Charity Digital – both tailored for charities – and NCVO members can access its business planning templates.

02. Marketing and communications

A well-crafted marketing plan helps you reach your target audience, communicate your mission effectively, and secure funding. You can find extensive marketing advice available online – here are some resources and ideas which are relevant to not-for-profit organisations:

03. HR guidance

It is important for charities and other not-for-profit organisations to consider all HR issues to keep staff productive, engaged and meeting the goals of the organisation. There are number of organisations that we would suggest if you have an HR query or issue:

Are you employing staff for the first time? Download our Guide to Employing Staff

04. IT and digital technology

Digital technology is now essential for most charities and community groups – from service delivery, fundraising to back-office functions. Several organisations have published IT advice specifically for charities and other not-for-profit organisations:

05. Financial management

Setting up a bank account for your organisation is a crucial step and our Guide to Bank Accounts can help you navigate this process.

For other guidance on financial management, have a look at the following resources:

06. Working with other organisations 

Networking in the voluntary sector is not just beneficial – it is essential. By working together, charities can pool their expertise and resources, share best practices, and tackle local issues more effectively. Read about the benefits and risks of collaborative working on NCVO’s website.

Join Buckinghamshire’s Local Voluntary Sector Network

Bringing together charities, community groups, and social enterprises to meet and collaborate. 

07. Legal advice

Almost every facet of establishing and managing a voluntary sector organisation involves some form of legal consideration – from selecting the appropriate legal structure to understanding charity law, employment regulations, data protection, equality laws, taxation, and contracts.

There are several sources of tailored legal advice for not-for-profit organisations available:

Use our free Healthcheck Tool to check you have the correct day-to-day procedures in place.

Need tailored advice?

Complete the support request form to get one-to-one tailored advice on all aspects of running an organisation.

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