Strategy and Planning
This section contains resources that can help your organisation with planning and developing strategies. You can find templates for business and budget planning as well as further advice and resources on areas such as impact measurement. This section also contains advice and support for trustees that may be helpful.
Please browse the resources below and if you cannot find what you are looking for, please do submit an enquiry form and we will try to help you.
|Business Planning||A sample Business Plan template from 'The Start Up Loans Company'
|Budgets and Cash Flow
||A sample CashFlow template from 'The Start Up Loans Company'
||Microsoft Office templates for Finance Management
||Microsoft Office templates for Invoice templates
|Trustees||Trustee induction pack from the Peel Institute including information on duties and responsibilities||Induction document|