Course Content

This is an introductory level course.

It is important to have an idea of what money you have coming in and where it is going. This helps you to plan for eventualities and is a legal requirement if you are registered as a charity or community business. However, it can be difficult to understand exactly what is needed. This  session will demystify this process, covering: 

  • What is a budget and how is one drawn up? 
  • Templates and tools for making a budget 
  • How is a budget used to monitor progress? 
  • Legal and practical requirements for reporting your income and expenditure 


We have also included some bonus content:

  • The trustee board year - which talks about how a budget is used in practice
  • The planning hierarchy - how a budget fits in with your other planning
  • A DCA Factsheet: What is a business plan


This is a starting point for a series of training courses that will take you through managing, and accounting for, your organisation’s finances. It is suitable for Trustees, volunteers and staff, there is no requirement for any prior knowledge. 


Cost

Learning Journey

These courses follow on from this one.

Subscription options

Manage your organisation's training costs with affordable subscriptions for small, medium and large organisations. Alternatively take out subscription for one person. Both cover more than 80 courses.

Charging policy

DCA is committed to producing as much affordable training as we can.  While some of the courses are charged-for, we offer subscription options to ensure that they are affordable (as above).  Our courses still remain some of the best value in the industry.

We will offer money-off  vouchers and special offers every month, so do look out for Academy news and promotions in our e-newsletters and at networking events.  Sponsored courses will be free of charge. 

You will receive a receipt upon purchasing this course, so don't forget to claim the course fee back from your organisation if you are able to do so. 

We are a registered charity and our number is 1060910. You can donate towards our work here. Your support is appreciated.