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We will shape sessions to meet your specific needs.  This can mean formal training for trustee boards and senior leaders, a strategy review or the facilitation of workshops or away-days.


Most of my training is provided in-house.  Below are some examples of courses but if you would like training on a topic not listed here, please get in touch as we may well be able to assist you.

  • Responsibilities of Charity Trustees
  • Inducting new trustees
  • Strategic development for Trustees and senior leaders
  • Introduction to fundraising
  • Building a fundraising strategy

Open courses

Most of my training is provided on an in-house basis but we also run open courses.

Below are some examples of open course content. If you are interested in attending these courses or would like to explore a tailor-made course please contact us.

Developing a Fundraising Strategy 1-Day Course

This is a full one-day training session looking at the importance a fundraising strategy plays in helping you achieve the aims of your charity.  We will look at the following areas:

  • How a fundraising strategy fits with your business or development plan
  • Identifying what resources you need to make your plans happen
  • Looking at the different sources of income generation
  • Making a basic strategy using a template and tool kit.

The session aims to provide you with a clearer understanding of the key elements of a fundraising strategy and the experience of putting together your own basic strategy using templates and toolkits.

Book to Discuss



Small Grants 1-Day Course

A one-day training session for charities that want to build or improve their skills in applying for small grants (approx. £10k and below).

The course is suitable for staff, trustees or volunteers that are new to grant funding and bid-writing, and those with a basic level of experience. It will cover:

  • Different funding types and eligibility requirements
  • Using tools to carry out a funding search
  • Identifying and understanding the elements of an application – need, beneficiaries, activities and outcomes
  • Writing a simple project plan

Book to Discuss



Large Grants 1-Day Course

A one-day training session for charities looking to make applications for larger grants (£10k and above).

The course is suitable for people with little or no experience in writing grant applications. It will cover:

  • Identification and demonstration of need
  • Project planning and tools to help you stay organised
  • Making capital applications
  • Budgeting and full cost recovery
  • Monitoring and evaluation
  • Partnership bids
  • Building relationships with funders

Book to Discuss


Trustee Roles and Responsibilities ½ -Day Course

A half-day session for trustees and committee members. Also suitable for staff that attend board meetings or have responsibility for recruiting and supporting trustees.

The course covers:

  • Different organisational structures in the voluntary sector and what they mean
  • Governing documents
  • Legal roles and responsibilities – compliance, prudence and duty of care
  • Developing strong and diverse boards
  • Holding meetings and sub-committees
  • Conflicts of interest and reporting concerns

Book to Discuss



Demonstrating Social Impact ½ – Day Course

A half-day session for charities that want to improve the way they demonstrate their value and impact. Suitable for any staff, volunteers or trustees that have a responsibility in this area. The course will cover:

  • Language of impact – outcomes, theory of change and social value
  • The purpose of demonstrating impact
  • How to collect the right information
  • Identifying and communicating with different stakeholders
  • Funder and commissioner views on impact measurement
  • Websites, toolkits and useful systems
  • Challenges and issues
  • Writing effective impact reports

Book to Discuss



Creating a Project Budget ½ – Day Course

This is a half-day training session for charities to develop their skills and knowledge in preparing project budgets. The session is aimed at staff and volunteers new to preparing budgets for their projects and funding applications.

The outcome is to develop an understanding of the importance and benefits of having project budgets and how these feed into your organisation’s annual or overall budget. At the end of the session, you will have prepared a basic project budget with the relevant headings which you can use when doing future funding applications.

The main areas covered will be:

  • The different budget headings and what they mean
  • How to calculate expenditure, e.g. capital items and revenue costs
  • Looking at funder’s requirements regarding budgets
  • Practical exercises to prepare project budgets using templates

Book to Discuss



Cost of Courses

In-house courses /workshops are charged at £800 per day plus travel expenses and VAT. Half-day courses are £500 plus travel and VAT.

Open courses are £195 per head plus VAT ( a minimum number of attendees is required ). Payment for 1-day courses is required in advance in order to secure bookings. The payment will not be refunded on failure to attend the course.