Essential Tools for Running Small Charities Effectively
Governance, strategy, and operational systems
Charity Growth Diagnostic
A structured self-assessment that walks you through seven common breakdown points in small and medium-sized UK charities. It helps you identify where time, money, or momentum is being lost - and what needs attention first. Built for founders, trustees, and CEOs.
Charity Income That Doesn't Depend on One Source
For founders, trustees, and CEOs stuck in reactive fundraising cycles. It explains why income stays fragile in small UK charities, what happens when you rely on too few sources, and how to start building income as a connected system rather than a set of disconnected activities.
Charity Income Tracker
A structured Excel workbook for small UK charities to record income by fund and source as it reaches the bank, month by month. It separates restricted money from unrestricted as you type, keeps a running Gift Aid record, and builds an annual report and live dashboard - aligned to the fund split SORP expects.
Charity Risk Register Template
A structured Excel risk register for small and medium-sized UK charities. Built around Charity Commission CC26 (Charities and Risk Management) and aligned with the Charities SORP 2026 and the 2025 Governance Code. Identifies, assesses, and tracks the risks that matter most - without the complexity of corporate risk management systems that don't fit charity contexts.
Charity Strategy Toolkit
Everything a small UK charity needs to set its direction and write it down properly: a one-page strategy that guides day-to-day decisions, and a full strategic plan that funders, partners, and the Charity Commission can read. Built for charities under £500,000, new or established, with step-by-step guidance and worked examples for each.
Fundraising Campaign Tracker
A structured Excel workbook to track one fundraising appeal from launch to target: cash banked each week, progress by phase, and the pledges and grants still to land, with a dashboard showing where the appeal stands. Built for capital appeals, building funds and time-bound campaigns, and made to sit alongside your day-to-day income records.
Programme Delivery Framework
A complete set of templates and tools for running a charitable programme from idea to final report; propose, plan, control the money, manage partners, monitor, and report. Every step is a ready-to-use document, joined up so it is accountable and evidenced when a funder asks. For small UK charities that deliver or fund others.
Sponsorship Programme Framework
A complete system for running a sponsorship programme: a guide, templates, tools, a procedure, and a relational CRM. Built first for sponsoring a person - an orphan, vulnerable child, student, family, or elderly individual - and extends to a project, ongoing work, or a cause. For small and medium UK charities, not large NGOs.
Trustees Meeting Minutes Template
Word document + guidance notes · Instant download A structured Word template for recording trustee meetings at small UK charities. Built around Charity Commission CC48 guidance. Captures decisions, conflicts, and actions properly - so your minutes hold up when a funder, auditor, or the Commission asks to see them.
When Your Strategy Stops Guiding Decisions
For founders, trustees, and CEOs who can see that their strategy no longer fits where the organisation actually is. It helps you identify where alignment broke down, what still holds value, and how to rebuild direction that people will actually use to make decisions.