Advanced search

Board reporting tool x

A template designed to reflect the key information required by boards for the majority of organisations.

Financial Reporting Guidelines & Templates

The following high level guidance has been provided to assist your organisation comply with the new financial reporting standards for Charities. Entities must comply with this framework for periods starting on or after 1 April 2015.

Strategic plan template

Simple table-based template outlining sections of a strategic plan.

Business plan template

The business plan takes the strategic outcome and related measures, ultimately translating them down to tactics with resource, people and specific measures.

Finance policies

These templates are to help your organisation manage the financial side of your business. The policies have been recently updated to reflect current legislation and cover the areas of:
• Financial Management
• Risk
• Capital expenditure, Investments & Reserves
• Revenue & Receivables
• Operating expenditure & Payables
• Treasury
• Tax