Key questions
Are you currently working in the charity management sector?
Would you like to ensure you are complying with the most up-to-date requirements and the latest governance matters?
Do you have gaps in your knowledge or experience that you’d like to fill? Would you like to make sure you have a sound understanding of the latest change management methodologies, project management practices and voluntary sector business techniques?
Then this Charity Management Course is for you!
Your must-have Charity Management Certificate – equipping you with the essential knowledge to fulfill your management potential and make informed management decisions.
How does it work?
The fully online charity management course is delivered via our specialist learning platform – each module consists of training videos, written materials, downloadable templates, examples and tools, and a test at the end to check your learning.
Designed for flexible distance learning it means you can work at your own pace and in your own time, and with a year’s access, you can keep going back to refresh your charity management practices and knowledge.
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Learning Objectives
- Module 1: Exploring the role of a leader
- Module 2: Your fundraising strategy
- Module 3: Boosting your digital marketing strategy
- Module 4: Financial management essentials for charity leaders
- Module 5: Data protection and GDPR
- Module 6: Safeguarding Adults and children in charities
- Module 7: Supporting staff mental health
- Module 8: Employment law essentials
- Module 9: Staff recruitment, retention and employee engagement
Agenda
- Module 1
Exploring the role of a leader
-
Fran Borg WheelerFounder of Heart Centred Leaders
- The importance of your role
- Professional development for you and your team
- What does it take to be an outstanding leader?
- Evolving and adapting your management style
- Module 2
Your fundraising strategy
-
Fran Borg WheelerFounder of Heart Centred Leaders
- Diversifying your income streams
- Using new technology platforms
- Improving your bid writing skills
- Complying with fundraising regulations
- Module 3:
Boosting your digital marketing strategy
-
Dr. Elvira Bolat
- Building an online presence
- Improving your social media
- Avoiding common pitfalls
- Your online video strategy
- Using data more effectively to tailor your message
- Module 4:
Financial management essentials for charity leaders
-
David Head MBAFounder and Consultant, CITOC
- Financial reporting essentials; what, who, where, when?
- Your guide to SORPs
- Working with trustees
- Preparing annual reports
- Charity tax update
- Module 5:
Data protection and GDPR
-
Kirstine FergussonKF Governance Solutions
- The current data protection landscape
- Effectively managing security risks
- Detecting security breaches and minimising impact with things go wrong
- Secure data sharing
- Module 6:
Safeguarding Adults and children in charities
-
Elizabeth AndersonIndependent Safeguarding Consultant
- What is safeguarding?
- What is your legal responsibility?
- Safe recruitment and screening
- Implementing safeguarding processes and procedures
- Responding to safeguarding concerns
- Module 7:
Supporting staff mental health
-
Yvonne HardimanChartered MCIPD, MA (Management)
- Promoting employee wellbeing
- Raising awareness and removing stigma
- Developing a mental health framework
- Understanding your obligations as an employer
- Managing employees with mental health issues
- Tackling work related stress
- Module 8:
Employment law essentials
-
Yvonne HardimanChartered MCIPD, MA (Management)
- Maternity, paternity and adoption rights
- Managing sickness and absence
- Discipline and grievance
- Termination of employment
- Employment law and volunteers
- Module 9:
Staff recruitment, retention and employee engagement
-
Yvonne HardimanChartered MCIPD, MA (Management)
- Staff recruitment procedures – making the best hires
- Staff training and inductions
- What is employee engagement?
- Assessing current levels of engagement in your organisation
- Implementing engagement strategies
- Maintaining engagement during times of change
- Wellbeing and engaging your employees
- Successful performance management
Speakers
David Head MBA
David founded charity consultancy CITOC in August 2019 after 16 years working in the charity sector including holding two Chief Executive posts. He also brings experience of the commercial sector, having been employed by a well known bank for several years before transferring to the charity world.
An experienced third-sector ex-Chief Executive and senior manager (turned consultant) with a successful track record managing change and growth in three charities. Skilled in all aspects of charity management, business and budget planning, event management, HR, communications and fundraising.
David is educated to Masters level; he completed his MBA with The Open University, with emphasis on marketing, communications, finance and HR management.
David has often been described as “a man that gets things done” in both work and in his community, something he regards as very high praise indeed and that reflects his personal ambitions. He is 56 and lives in Kilsby in Northamptonshire.
David has also always been (and continues to be) engaged with local charities and community initiatives, at various times as a trustee, activist, event organiser and host, school governor, hospital volunteer, and working in partnership with local Lions, Round Table, and Rotary Clubs.
Dr. Elvira Bolat
Dr. Elvira Bolat is Principal Academic in Marketing and a Director of Accreditation, leading and managing a portfolio of global and national accreditations, at Bournemouth University (BU) Business School. As a Senior Fellow of the Higher Education Academy, Elvira is an expert in digital marketing, online, and blended learning pedagogies delivering education across various levels of studies including the delivery of short-term continuous professional development and online courses.
Elvira is Deputy Chair for the Academy of Marketing B2B SIG and has interest and expertise in researching and consulting SMEs within the B2B context, creative, nonprofit, and other service sectors. She has published in many academic journals, including the Journal of Marketing Management and Journal of Business and Industrial Marketing. Her research was covered by the Times, BBC World Services, Business Insider Italia, Mid-Day Mumbai, the National, iNews, BBC Panorama.
Overall Dr. Bolat's professional and academic expertise covers digital marketing, service innovation practices, Internet of Senses, marketing communications, and luxury branding. As a member of the Institute of Data and Marketing and Charted Management Institute, she has extensive consultancy experience sharing her knowledge around digital and social media marketing with companies across industries and sizes. Elvira has been invited to give talks at several universities and industry exhibitions both nationally and internationally.
Elizabeth Anderson
Liz is a specialist safeguarding consultant with 15 years’ experience in social care across children and adults services in local government and the voluntary sector. She also acts as a Specialist Adviser to the CQC and has acted as Safeguarding Lead on a number of inspections.
Liz has led safeguarding reviews at a number of organisations including the Alzheimer’s Society, The City of London and a group of early years childcare providers. In this work she has examined organisational safeguarding policies and procedures, safer recruitment practices, training provision and materials, response to incidents, organisational culture and governance arrangements, made recommendations and helped organisations to formulate improvement plans.
Liz has also worked with housing associations, CCGs and NHS Trusts to examine quality assurance processes and organisations’ investigation of, response to and learning from serious incidents.
Liz has frontline experience of working in child protection and safeguarding adults and a strong academic background with a Master’s degree in Social Work, from Royal Holloway, and a Master’s degree in Social and Political Sciences from the University of Cambridge.
Fran Borg Wheeler
For the last 13 years I held the priviledged position of CEO of charity, Youth Concern, helping to build and develop the team; deliver an excellent service provision; raise all the funding and set the strategy in conjunction with the trustees.
I specialise in helping leaders and delivery staff grow in confidence by recognising and tapping into their strengths; communicating powerfully, being innovative and creating work cultures where staff thrive.
I am passionate about helping leaders to make a bigger impact by facilitating their professional development, drawing upon my wealth of experience as a CEO. My approach is based upon the principles of heart-centred leadership which focus on integrity, self-awareness, courage, trust and authenticity.
Kirstine Fergusson
I provide specialist support and advice on Charity and Corporate Governance, data protection and GDPR, and on the development of strategy and risk management. I also provide Interim Executive support.
In addition to constitution and governance reviews, strategic planning and policy development, I provide development support to Boards and staff teams, including risk and strategy development. I undertake training and development support for organisations in their Information Governance policies and processes. I have recently supported charities as they plan for or undertake voluntary dissolution.
I work with a wide range of organisations through and with EVOC and Inspiring Scotland, and am part of the current Stakeholder Group invited by the NRS to review the Model Records Planning within the Public Records (Scotland) Act 2011. I have led discussions and workshops for ACOSVO and presented to the Institute of Risk Management in Scotland on Governance and Risk.
Previous experience includes working at Executive level for seven years in a large charity, and a further ten at senior management level across the third sector, the NHS and Local Authorities, and the Scottish Health Department. I have just stepped down after 6 years from the Board of Mobee UK, a small charity established to support the development of community mental health services in the Gambia.
An experienced strategic leader, I have a strong background and knowledge of company and charity law, and all aspects of good governance. A Prince2 practitioner, I am an experienced programme and project manager.
Yvonne Hardiman
Yvonne believes that people doing great things make great businesses.
We all need to be clear about what is expected of us at work, what our employers will do in return and what how we will be supported if things don’t go quite to plan.
Businesses need to know how to do all this within the framework of current regulations and legislation! This is where HR comes in.
Yvonne has a wealth of experience of managing people and businesses. She began her people management career at BSI as Head of Delivery where she managed a publishing, printing and warehousing division of over 50 people. Eleven years later, she went on to join what was then one of the top 500 law firms in the country firstly as their HR Director. In recognition of her contribution to the business, in 2009 she became one of the first non-lawyer partners in the UK. She continued to provide an HR service to the law firm and also worked very closely with employment solicitors to provide an HR consultancy service to their clients.
Yvonne developed a passion for supporting HR and non-HR managers to manage people in their businesses. In 2012 she decided to set up her own HR consultancy.
Yvonne has a unique insight into how businesses can become successful and how HR can help. This, coupled with a great knowledge of employment law is a winning combination. She helps anyone who has responsibility for any aspect of HR in small, medium and large businesses across many different sectors.