The following information sheets have been produced by the Infrastructure (CVC / WCVA Wales wide partnership for the sector) for use by voluntary and community groups across Wales.

Scroll down for sheets in the following categories:

• Getting Started
• Running your organisation
• Working with others
• Volunteers
• Trustee and governance
• Employing and managing people
• Finding and getting money
• Managing money
• Assets
• Promotion and marketing
• Campaigning and influencing

For further help or information on these topics please contact one of the development team on 01792-544000 or email scvs@scvs.org.uk

Click on the sheet title to open in PDF format - if you are unable to open them, please click here to visit the Adobe website where Acrobat Reader is available as a free download.

Getting Started

• First steps - from idea to Action
• Involving the community
• Involving Service Users
• Planning your work
• Choosing Legal Structures
• Charitable Status
• Where to go for help

Running your organisation

• Developing a strategic plan
• The Business Plan
• Effective meetings
• Effective Annual General Meetings
• Quality
• Monitoring and Evaluation
• Risk Management
• Health & Safety
• Equal Opportunities
• Welsh Language - legal context
• Insurance
• Data Protection
• Using freelance trainers and consultants

Please also see the SCVS sheet on developing Green (or Environmental) policies in the Resources column to the right of this page.

Working with others

• Consensus Building
• Community Participation and Engagement methods
• Partnership
• Compacts
• Customer Care
• Networks
• Commissioning
• Contracts

For further details of local partnerships in Swansea visit www.swanseasthirdsector.com

Volunteers

• Thinking about volunteering
• Developing a volunteer strategy
• Model Volunteering policy
• Recruiting, selecting and inducting volunteers
• Recruiting Welsh speaking volunteers
• Diversity in volunteering
• How to retain volunteers
• Keeping volunteers safe
• Risk Assessment - volunteers based at home
• Volunteering to work with vulnerable adults and children
• Criminal records checks
• Volunteers and the law
• Volunteers and welfare benefits
• Volunteer expenses
• Investing in volunteers
• How to work with hard to place volunteers
• Involving young people as volunteers

Please also see the SCVS sheet on Involving Disabled Volunteers in the Resources column to the right of this page.

Trustees and Governance

• Principles of governance
• Trustee duties and responsibilities
• Governing body structures and honorary officers
• Recruitment, selection and induction
• Training and development for trustees
• Working with the chief officer
• Liability of trustees and governing body members
• Trustee indemnity insurance

Employing and managing people

• Working in the voluntary sector
• Employing staff for the first time
• Drawing up a job specification
• Advertising your vacancy
• Selecting your candidate
• Producing a written statement
• Induction, training and development
• Supervision and appraisal
• Grievance
• Harassment
• Redundancy policy
• Health and Safety policy
• Sickness Policy
• Maternity Policy
• Right to request flexible working
• Equal Opportunities policy
• Whistleblowing policy
• Retirement policy
• Disciplinary policy

Finding and getting money

• Developing a fundraising strategy
• Grants - fit for funding
• Applying to funders
• Accounting for Volunteers' Time in Funding Applications
• Sources of funding
• Small grants
• Lottery funding
• Trusts and foundations
• Welsh Assembly Government grant funding
• Non-devolved UK Government grant funding
• Europe
• Funding sources for health and social care projects
• Funding sources for sports projects
• Funding sources for arts projects
• Funding sources for environmental projects
• Funding for community buildings
• Funding for youth oriented projects
• Funding for places of worship
• Loans
• Fundraising events
• Fundraising legacies
• Fundraising donations
• Procurement and Public Service Delivery
• Trading
• Individual Giving
• Tax effective giving
• Introduction to payroll giving
• Payroll fundraising
• Payroll giving consortia
• Corporate funding
• Spatial European Teams

Managing money

• Setting up a financial system
• Setting a budget
• Full cost recovery
• Monitoring expenditure and budget
• Financial controls
• Annual accounts & audit
• VAT
• Payroll
• Reserves
• Pensions
• Avoiding fraud

Assets

• Buildings
• Running buildings
• Land
• Information technology
• Vehicles
• Intellectual property

Promotion and marketing

• Communications & marketing plan
• Creating effective publicity materials
• Preparing newsletters
• Working with the media
• Effective press releases
• The annual report
• Website development and maintenance
• Accessible formats & languages

Campaigning and Influencing

• Who represents me?
• Introduction to Welsh devolution and the Government of Wales Act 2006
• National Assembly for Wales and the Welsh Assembly Government
• Assembly business and committees
• Legislative Competence Orders
• Introduction to Assembly Measures
• The National Assembly for Wales Commission
• Petitioning the National Assembly for Wales
• The National Assembly for Wales - Basic facts and Glossary
• Local government information
• Planning a Campaign
• Campaigning and lobbying techniques

For further help or information on these topics please contact one of the development team on 01792-544000 or email scvs@scvs.org.uk