Tools for Success

Please note: the 'Tools for Success' guides are currently being revised, to bring them fully up to date. New editions will be published in the autumn. You can still download the current versions 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.

The pack is divided into 13 guides

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.

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 Tools for Success guides.

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 Tools for Success guides.

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 Tools for Success guides. For more information on our Governance services, please visit our Governance web page.

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 Tools for Success guides.

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 Tools for Success guides.

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 Tools for Success guides.

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 Tools for Success guides.

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 Tools for Success guides.

10. Step change

Created to complement the third edition of 'Tools for Success', this guide focuses on exploring the possibilities of making a step change in order to recognise and secure opportunities open to your organisation. This includes looking into the potential benefits public service contracts, service level agreements and formal collaborations could bring to your charity and the mindset necessary in order to proceed with these options; download the Tools for Success guides.

11. 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 Tools for Success guides.

12. Social investment

This guide will help you to understand social investment and how you can use it in your funding mix. It also includes a diagnostic tool that you can use to think about social investment; download the Tools for Success guides.

13. Cost Recovery

Cost recovery is critical to costing and pricing services and activities in charities. It enables charities to see what they should charge funders to break-even or generate a surplus or profit. In return, charities who understand their cost bases typically recover a greater level or overheads in their submissions.

This guide will help to understand:

  • What cost recovery is
  • How to use cost recovery within your organisation
  • How to negotiate to recover a greater level of overheads.

For inquiries about cost recovery within your organisation, please visit our Cost Recovery web page.