Financial planning
From Our Toolkit
Topic overview
In this section we will look at how to set up the finances for your group whether you are setting up as an independent entity or as part of a larger organisation.
- What do we mean by financial planning?
- Things to consider before you start
- Level 1: Setting your budget; writing your financial rules; setting up financial record keeping;
- Level 2: Annual reporting; audit requirements; setting up a reserves policy;
- Level 3: Long term planning; partnership working
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- Our toolkit
- How to use this toolkit
- Collections
- What do we mean by collections?
- The difference between the museum and archive approach
- Things to consider before you start
- Accreditation schemes
- Collections at risk
- Digitising your collection
- Collection management
- Collection care
- Hear it from an expert – Brian Worrell
- Hear it from an expert – Dave Smith
- Audiences
- Community engagement
- Evaluation
- Learning
- Access
- Staffing and volunteers
- Fundraising
- Income generation
- Financial planning
- Governance
- Welcome to the toolkit
- Coming soon!
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A one-page list of all the sections of the Toolkit.
