Livingstone - Business Consultants

Solutions for Not For Profit Organisations

These solutions cover many areas of concern for trusts, not for profit organisations and societies. Frequent issues arise around what the board does, runs its finances, how should it be organised, prepare the future direction, what is the relationship with the manager, and the controls the board should have. Understanding the risks all organisations run and how to handle them is also of frequent concern to these boards.

Your Board

Boards come in many shapes and sizes, yet most of the issues and problems each have a common seam running through them. These solutions include the understanding, and training, of board members’ role, duties and responsibilities.

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Images & Values

These originate from the organisation’s culture that is a result of well-grounded practices and defined ethics and standards. These solutions give effective control over this vital and potentially troublesome area.

Solutions covered include:

Our solutions are available for purchase individually. Click on a question to find out more information about what you will learn.

Why are values and ethical standards important?
What is a board’s role in strategic relationships?
How is confidential information protected?

Policies only:

If you are looking for a particular policy without the training, then simply select the policy you need from the list below.

Values & Ethical Standards Policy
Strategic Relationships Policy
Confidentiality of Information Policy

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Planning Your Direction

Our solutions show how to set the future direction of your organisation and how the board has effective control over the current operations through the manager implementing the agreed plan.

Solutions covered include:

Our solutions are available for purchase individually. Click on a question to find out more information about what you will learn.

How is the strategic direction set?
How are long term strategic goals set?
How is the annual plan done?

Policies only:

If you are looking for a particular policy without the training, then simply select the policy you need from the list below.

Strategic Direction Policy
Strategic Long Term Plan Policy
Annual Plan Policy

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Coping With Risks

How to identify, rank and assess the seriousness of the over forty risks each organisation potentially faces is covered in these detailed solutions.

Solutions covered include:

Our solutions are available for purchase individually. Click on a question to find out more information about what you will learn.

How is the loss of a key person prepared for?
How is the risk and impact of a key customer or contract loss reduced?

Policies only:

If you are looking for a particular policy without the training, then simply select the policy you need from the list below.

Loss of Key Person Risk Policy
Loss of Key Customer or Contract Risk Policy

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Board & Manager Interactions

How the board engages with the manager to ensure the operations of the organisation achieves its goals while keeping the roles of manager and the board separate, is covered by these solutions.

Solutions covered include:

Our solutions are available for purchase individually. Click on a question to find out more information about what you will learn.

How is a good manager appointment made?
How is a manager’s performance reviewed?
What does a manager report to a board on?
What should a manager be authorised to do?

Policies only:

If you are looking for a particular policy without the training, then simply select the policy you need from the list below.

Manager Appointment Policy
Manager Performance Policy
Manager Board Reporting Policy
Manager Authorities Policy

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Money Matters

These solutions detail how the board of an organisation ensures its finances are properly used, recorded and reported on within board approvals and its requirements.

Solutions covered include:

Our solutions are available for purchase individually. Click on a question to find out more information about what you will learn.

How does a Board ensure its funds are safe?
What is the board’s role in financial budgeting?
How does a board control expenditure?
How is capital expenditure approved by a board?

Policies only:

If you are looking for a particular policy without the training, then simply select the policy you need from the list below.

Security of Funds Policy
Financial Budgeting Policy
Expenditure Control Policy
Capital Expenditure Policy

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