Why having a budget is important
This course looks at why it is important to have a budget and how to set about it.
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
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Purchase now
£17.00
Regular price
Learning Journey
These courses follow on from this one.
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Ensuring your financial systems are effective
CourseThis taster-level course goes through the Charity Commission's guide: Internal financial controls for charities (CC08) and shows you how to use it to ensure you have al the correct procedures in place.
£17
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Financial reporting to Trustee Boards
CourseThis short video will cover what financial reports need to go to a Trustee Board meeting.
Free
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How to draw up a basic budget
CourseThis course will take you step by step through the process of drawing up a budget and using it to monitor progress.
£17
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.
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Organisational subscription
CourseKeeping your people informed is vital. Here's a way to get access to all of the Academy courses - plus 20% off Masterclasses and events. Choose the right level for you with options for large, medium and small organisations.
£100
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Individual subscription
BundlePay monthly, six-monthly or annually for unlimited access to all of our main training resources - worth more than £800. Includes new materials as they are launched.
£9 / month
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.