Tools for Success

Please note: the 'Tools for Success' series of guides are currently being fully revised and updated. The new editions will be published this autumn 2021. You can still download the current versions of the following guides in the meantime. Find out more about our name change.

Tools for success is intended for use by any small voluntary and community organisation wishing to invest in its long-term sustainability. City Bridge Trust (CBT) funded CCE to produce the toolkit and support package and to promote the toolkit widely across the sector.

1. Introduction

A brief summary on the purpose and usage of the toolkit. Also includes a glossary of some common terms and index of topics. Download the Introduction guide.

2. Self assessment

A core guide on how to begin critically assessing your organisation in relation to the other primary sections of the toolkit. This central guide can offer direction on what areas of your organisation may need to be assessed as well as helping you plan for long term developments you may wish to pursue. Download the Self assessment guide.

3. Compliance

This guide offers an overview of the key legislation with which your nonprofit organisation is required to comply, with signposts to sites for further information and advice. In some areas we give the title of the piece of legislation so that you can look it up to check its relevance to your organisation. Download the Compliance guide.

4. Governance

The purpose of this guide is to help you build an effective and responsible governance structure. It explores five key areas: reviewing strategy and finance; reviewing Board composition; boundaries and delegation; decision-making and accountability; risk management. Download the Governance guide.

5. Direction

This guide will help you set a direction for your organisation. In difficult economic circumstances it is particularly important to be sure you are using resources efficiently and effectively. Clarifying your direction and purpose can help you do this. With clear aims and focus everyone with an interest in your work can have confidence that you are all working towards the same goal. Download the Direction guide.

6. Finance

The Finance guide aims to help you manage your financial resources as charities are increasingly operating in a rapidly changing and competitive environment. If you are going to survive this challenging environment, you will to ensure the best and most efficient use of your financial resources. Download the Finance guide.

7. People

The purpose of this guide is to help you manage the people in your organisation. There are likely to be many people who are associated with or contribute to your organisation such as employees, directors, trustees, volunteers, contractors, interns, agency workers, secondees etc. Download the People guide.

8. Operations

Good management of your operations ensures that you are carrying out the right activities and at the right time to achieve your objectives. Sound operations management provides reassurance to funders, staff, volunteers and everyone else with an interest in your work that you are working effectively. Download the Operations guide.

9. Connect

This guide will help you identify connections and develop relationships with other groups and organisations who are doing work which could complement yours. It covers identifying and mapping players; developing networks; and raising your profile and marketing what you do. Download the Connect guide.

10. Impact assessment

This guide analyses the benefits impact assessment could bring for your organisation and how to implement a good, cost-effective assessment procedure relevant to your organisations needs and budget. Download the Impact assessment guide.