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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