Strategy and Planning

This section contains resources that can help your organisation with planning and developing strategies.

Whitney leaning against a railing on a downtown street

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.

TitleDescriptionLink
Business PlanningA sample Business Plan template from 'The Start Up Loans Company'Template
Budgets and Cash FlowA sample CashFlow template from 'The Start Up Loans Company'Template
Finance ManagementMicrosoft Office templates for Finance Management
Finance Management
Invoices
Microsoft Office templates for Invoice templates
Invoice Template
TrusteesTrustee induction guidance from UK.GovInduction document