Course Content

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. 

Please can you complete the feedback survey included.


Other resources

There's more to your DCA membership than you would think!

  • Consultancy & Support

    DCA offers its members support, 10% off consultancy and much more. Please contact Caro Hart, Community Training Consultant directly at [email protected] with any questions

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    Members who are Village Halls or community spaces can get 10% off Hallmark assessments, information and training on issues around running a hall. Also the 40 ACRE information sheets and model documents free.

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    Other benefits include a funding newsletter, free templates advice & information from our advisers and a vote at our AGM for per organisation. You also get 50% off advertising in all our publications and 10% off Greencare gardening services.

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