HR and finance

resources

PDF

Local Infrastructure Organisation Salaries: a snapshot

NAVCA

February 1, 2022

A review by Kerrie Fletcher (Community Action Derby) in February 2022, which examines the salary structures of 14 LIOs and various job vacancies, comparing pay scales and rates for similar roles. The review gives data on range, mean and median of salaries, enables benchmarking and offers guidance when creating roles.

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Word Doc

Trustee handbook from VAST

October 3, 2022

This handbook, created by NAVCA member Voluntary Action Stoke-on-Trent (VAST) is an example of how information is set out to support trustees to deliver their role effectively.

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PDF

Full Cost Recovery in VCSE Contracts

New Philanthropy Capital

January 4, 2022

Research into the experiences of Kent County Council’s VCSE partners in public service commissioning by NPC. The research found that council contracts did not cover the full cost of work carried out by VCSE organisations, who were subsidising these contracts from other sources. The report explores the risks to organisations working on below FCR and makes recommendations for improvements in contracting by the council.

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UK Finance - Voluntary Organisation Banking Guide

July 23, 2024

Opening a bank account is an important step for any voluntary organisation. UK Finance's new digital guide simplifies the process, by giving you guidance on how to choose, open and manage a bank account. This guide has tailored advice for voluntary organisations, including charitable organisations, clubs, community groups, societies. Please share with your local networks.

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Word Doc

Appraisal Form Example

August 20, 2024

Example of an appraisal and staff development form.

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Word Doc

Staff Appraisal Policy

August 20, 2024

Staff Appraisal Form from NAVCA member Teignbridge CVS.

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PDF

Getting on Board: How to become a charity trustee

February 17, 2025

This helpful guide from 2019, one of the legacy documents from Getting on Board, is aimed at people considering being a trustee and seeks to demystify the role. It provides a helpful step by step guide that members could use in full or break up into smaller bite size chunks. It also provides sections to address key concerns that potential trustees might have; for instance around liability. There are lots of great quotes from trustees and statistics to help bring the guide and members’ support for potential trustees to life.

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PDF

Getting on Board: How to diversify your charity’s board

February 17, 2025

This helpful guide one of the legacy documents from Getting on Board, provides an invaluable resource to support charities who wish to diversify their board. Supported by case studies, it sets out the case for focusing on board diversity and then sets out a stepped approach for charities to follow. Members will find the guide helpful in whole, or in smaller bite sized chunks to support activities (e.g training or small charities network meetings) that are aimed at supporting charities to strengthen and diversify their governance.

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PDF

Getting on Board: How to recruit trustees for your charity

February 17, 2025

This helpful guide from 2019 and updated in 2023, one of the legacy documents from Getting on Board, is aimed at enabling charities to take a more considered approach to recruiting trustees. It makes the case for using a planned, open recruitment programme and provides a step by step guide for doing so. Members may find the guide helpful in whole, or in smaller bite sized chunks to support activities (e.g training or small charities network meetings) that are aimed at supporting charities to strengthen and diversify their governance

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Word Doc

Custodian Fund Holding Policy

November 9, 2023

This policy is set out to guide decisions about whether and to what extent an LIO will hold funds on behalf of other organisations. This policy is from NAVCA member Support Staffordshire.

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The ‘Is It Right For Us’ Tool

July 31, 2025

Explore whether social investment is a viable option for your organisation – or a social enterprise or charity you’re supporting - via this quick and easy diagnostic tool. You’ll need to provide some basic information, including legal structure, location, annual income and how much finance you’d be looking to borrow to get the answers and next steps you need in a matter of minutes.

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The Outcomes Matrix

July 31, 2025

A great starting point to plan, measure and communicate your social impact in terms of outcomes. The tool includes outcomes and measures for nine outcome areas and for lenses for considering the service users of your organisation or project. Work your way through four steps to then download your own unique Outcomes Matrix!

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The Investor Directory

July 31, 2025

Search more than 120+ social investors and funds in the UK and filter by social issue, amount, type and location to find the investor most aligned with your organisation (or an organisation your supporting). This directory enables quick, easy connections to the investors you can talk to about providing the finance you need to grow and scale your social impact.

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e-Learning Programmes

July 31, 2025

Good Finance provides e-Learning programmes like Social Investment Unpicked – a cohort-led, CPD-accredited course designed to help you feel confident in talking about social investment to others. They also offer bitesize modules on Due Diligence and Legal Structures for anyone looking to dive deeper into those areas – and their implications for taking on social investment. In addition, Investment Committees of the Future is designed to help more people with lived experience feel more confident around applying for decision making positions within social investment.

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