Tools for Success

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 Cass CCE to produce the toolkit and support package and to promote the toolkit widely across the sector.

Helping your charity understand cost recovery and how to use it

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.

Many charities feel squeezed as competition increases and overhead levels come under pressure. We understand this pressure and want charities to maximise their cost recovery bids and to receive more funds, becoming more sustainable in the future.

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.

Download our new Cost Recovery guide.

For inquiries about cost recovery within your organisation, please visit our Financial Sustainability web page.


Social Investment guide

Our new 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. In return for accessing and downloading the toolkit for free, we would be grateful if you would complete our short, two-page questionnaire which will help us to map out the social investment landscape and determine how we can be best placed to support the sector.

Please take part in the questionnaire here.


The pack is divided into 13 guides

Introduction

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

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.

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. The focus is largely on the legal form for registered charities, although much of the guidance will also apply to Community Interest Companies (CICs), Charitable Incorporated Organisations (CIOs), Industrial and Provident Societies (IPSs) and social enterprises.

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. In each area, we link the responsibilities of your Board with key activities and signpost websites where further information, support and advice can be obtained.

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.

Finance

The purpose of this guide is to help you manage your financial resources. Charities are increasingly operating in a rapidly changing and competitive environment. If you are going to survive this challenging environment, you will need to ensure the best and most efficient use of your financial resources. Sound financial management will provide trustees and managers in your organisation with a basis on which to do this.

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.

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.

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.

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.

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.

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.

Cost Recovery

This guide will help you to understand what cost recovery is, how to use cost recovery within your organisation and how to negotiate to recover a greater level of overheads.

Download the guides

Get a copy of Tools for Success

If you wish to buy the full package in hard copy, please follow this link to our eStore. Each pack costs £20.

Need some support?

See how we may be able to help you directly through our Advisory Services