Managing your Organisation

The tools in this section will help you improve skills and develop systems to manage your organisation more effectively

  • Financial Forecasting & Planning – Guidance Notes
  • Template Cash Flow Projection
  • Break Even Analysis Calculator
  • Set Up a Basic Record-keeping System
  • Financial Management and Accountability – Guidance Notes
  • Collaboration Motivation Questionnaire
  • Employee Welfare – Guidance Notes
  • Job Descriptions & Person Specifications
  • Grievances & Disciplinary Procedures – Guidance Notes

Financial Forecasting & Planning – Guidance Notes

Financial forecasting and planning is usually an essential part of the business plan, and would be done as part of setting up the organisation and obtaining funds.
Acrobat iconFinancial Forecasting & Planning – Guidance Notes

Template Cash Flow Projection

Working out your expected income and expenditure for future products and services is an essential part of business planning. This template should make things easier. Feel free to download (in excel) and use. The categories are given as examples so make sure that you amend the categories to make sense to your organisation.

Download template cash flow projection

Break Even Analysis Calculator

Break even analysis helps you to set a price for the product and service based on the costs of producing or providing it, in order to break even.

This excel spreadsheet should help you to identify costs and identify what price to charge in order to break even.

Download the Break Even Analysis Calculator

Set Up a Basic Record-keeping System

All companies are required by law to keep financial records. There are also a number of business benefits to be gained from keeping records. It saves you time, and therefore money, whenever you need figures to back you up. You can be confident that you’re only paying the tax you owe. It also helps you keep up to date with how much you owe and how much you are owed.

This guide, written by business Link and available to download from there website, shows you how to meet your legal obligations and set up a basic system that works for you.

Set up a basic record-keeping system

Financial Management and Accountability – Guidance Notes

Financial Management includes two key areas of responsibility:
Accountability – having clear policies and procedures around the financial decisions of the organisation.
Financial Planning – analysing the financial requirements and resources needed
Acrobat icon Financial Management and Accountability

Collaboration Motivation Questionnaire

This questionnaire can help Boards or staff teams check whether there is consensus about the reasons for developing collaborative working with other organisations.

Collaboration Motivation Questionnaire

Employee Welfare – Guidance Notes

As an employer there are implicit responsibilities that may not be covered by employment legislation nor referred to in the contract of employment, but nevertheless are necessary to support the employee/employer relationship and ensure the “Welfare” of the employee.
Acrobat iconEmployee Welfare – Guidance Notes

Job Descriptions & Person Specifications

The job description needs to be written first as it defines the JOB, then it is possible to write the person specification, which defines the PERSON needed to carry out the JOB. The person specification is then used as the basis of shortlisting and interviewing.
Acrobat iconJob Descriptions and Person Specifications

Grievances & Disciplinary Procedures – Guidance Notes

This Information Sheet summarises the key steps involved in preparing Grievance and Disciplinary Policies and Procedures.
Acrobat iconGrievances & Disciplinary Procedures – Guidance Notes

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