Planning and strategy

Charity finance teams are under increasing pressure to deliver accurate reporting, manage complex funding structures, support strategic decision-making, and meet growing governance expectations, often with limited resources and heavily manual processes.

Our (Charity Digital) upcoming webinar from finance experts, AccountsIQ, explores how charities can reduce operational complexity, improve financial visibility, and move from reactive reporting to more strategic finance leadership.

Join NCVO for the launch of their new strategy, as they share their vision, direction and ambition for the years ahead.

Civil society is operating in an increasingly complex and fast-changing environment.

Developed through engagement with members, partners, colleagues and stakeholders across civil society, NCVO’s new strategy sets out how we will continue to support, connect and champion charities and voluntary organisations in the years ahead.

This launch webinar will explore:

Have you ever wondered what happens to your funding proposals after you click ‘submit’? Or mused on what conversations actually take place behind the closed doors of a grant-maker’s trustee meeting?

​This is your chance to see for yourself!

Based on interviews with trustees and grant managers from a wide range of funders, this interactive workshop has been carefully designed to give you as accurate and realistic an experience of a grant-making meeting as possible.

There is a wide range of not-for-profit structures ranging from registered charities to community interest companies. They all have specific benefits, and some drawbacks. This session will look at the main structures, and explain the benefits and issues associated with each of them.

This free workshop will cover the following topics:

• Importance of evaluating,
• different ways to evaluate and deciding which way is best suited for your project,
• deciding what questions to ask and the data you need both for your organisation and for measuring impact for your funders

Operating with the spreadsheet from hell? Worried about using AI responsibly? Looking to scale faster or release your team from the admin burden?

Technology can help you improve your reach, effectiveness and efficiency. Join us (Tech for Good Alliance) to hear real use cases about charities just like yours, understand how we can help and why really understanding your constraints is more important than figuring out what the digital solution should be. 

Bring your questions and we'll bring the answers.

Additional dates

Join Mal Minhas for a dive into AI Leadership Readiness, From Frameworks to Implementation, to cover:

AI policy workshop
We (Third Sector Lab) will work through a one-page policy template live covering approved tools & tiers, data boundaries (green/amber/red), verification requirements, and trustee visibility. Attendees leave with a draft policy they can take back to their organisation.

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

Whether your organisation is embarking on a new strategy as part of a regular review, or making strategic choices in response to challenges, this course will help leadership teams deal with difficult decision making.

By the end of this training, you'll:

Learn to build a positive volunteer culture by recruiting, retaining & rewarding. Leave with steps to grow and support your volunteer team.

This Buddle workshop delivered by GM Moving explores how to cultivate a positive volunteering culture within your organisation, focusing on the '3 Rs': recruiting, retaining, and rewarding volunteers.

This workshop encourages discussion, reflection and critical thinking to enhance your safeguarding adults policy and procedures is fit for purpose.

Developed through the lens of those with lived-experience, this workshop focuses on the fundamentals of developing an effective policy and the accompanying procedures and applying a values-based approach.

Date: Thursday 5 March 2026
Time: 10.00 am – 1.00 pm
Location: Online
Price: £99 per person

Objectives For the Session