Strategic Planning

Direction, from the Centre for Charity Effectiveness, is a rich and thorough downloadable guide to forward planning featuring group tasks and real life examples.  Their guide Revitalise is also a clear and easy to use guide to environmental scanning and includes tools that you can print out and use to help you in your discussions and planning

Full Cost Recovery

Full Cost Recovery: Top Tips for Planning Projects is a short guide covering the basics of what full cost recovery means, and how to build it in to your planning. Written by our Development Officer Jacqui Cocker, this resource first appeared in the Spring 2017 edition of The Sparrow.

Monitoring and Evaluation 

Proving your impact and monitoring your activity are important, not least as they may be crucial in fulfilling the terms of a grant. Below are a series of resources to help you with your monitoring and self-evaluation:

Charities Evaluation Services, now part of NCVO, are experts in monitoring, evaluation and quality.  They have great information and also run a range of training courses.  Start with their planning tools then take a look at their example outcomes and indicators

Inspiring Impact is a programme that aims to change the way the UK voluntary sector thinks about impact. Find out more about what it aims to do, the thinking behind their work, and the difference they’re making.
Better Evaluation is an international website that has a range of materials and guidance on conducting evaluation.
Evaluation Support Scotland have a range of relevant guidance on different evaluation issues and approaches.  Check out the tools they have available and see if any of them might be appopriate or adaptable for your work.

Proving and Improving is a quality and impact tool from the New Economics Foundation. It's aimed at social enterprises but lots of it will be useful for other organisations too.

Operations, from the Centre for Charity Effectiveness is a neat and clear guide to monitoring and assessing your organisations' performance against mutually agreed indicators.

The Big Lottery's pages Understanding Self Evaluation; A guide to projects supported by Big is based around the grantmakers requirements but is still full of useful advice whether or not you're funded by (or intend to apply for) Lottery funds.

The Alliance for Useful Evidence champions the use of evidence in social policy and practice.  They are an open–access network of more than 1,400 individuals from across government, universities, charities, business and local authorities in the UK and internationally.

UK Evaluation Society is a professional membership organisation that exists to promote and improve the theory, practice, understanding and utilisation of evaluation and its contribution to public knowledge.

Support organisations: