Level 2 - Underway

From Our Toolkit

What this might look like for you:

  • have been operating for nearly a year and need to prepare for your first annual report
  • need to report to a funder or other regulatory or parent body
  • are in a position to plan for greater financial sustainability for your organisation

Suggested activity:

  • Prepare an annual report
  • Prepare your accounts for audit
  • Develop a reserves policy
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A one-page list of all the sections of the Toolkit.