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elliot@strategyandgovernance.co.uk

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Blog

Conflicts of Interest - Why should a Charity take them seriously?

Details
09 January 2023
  • For Charities

The subject of Conflicts of Interest has been exercising the little grey cells recently both from a personal and a professional point of view. On a personal level I found out in retrospect that somebody who was part of a group I am working with, had been involved in a contract with a charity I am a trustee of.

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The Tender Trap - How to get the invitation wrong

Details
28 November 2022

On Saturday, I read an article in the newspaper which related to NHS tendering. The article was bemoaning the length of time it took to get a tender through and commence the work.

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Charities and Banking- Some lessons we can learn

Details
11 November 2022
  • For Charities

Recently, I attended the ICAEW charity meet up group in the Midlands received a presentation from Richard Hunt of CAF Bank on the thorny question of charity banking.

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Choosing a new advisor - Think carefully!

Details
22 August 2022

A question for you; what does an ex-accountant know about choosing a new advisor?

Well as the one often being asked to tender for my work over the years, quite a bit as it happens! Also, one advantage of being a long-term advisor yourself, you are the trusted professional that clients come to for advice on other professionals.

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Finding the right way to communicate

Details
29 June 2022

'Taint what you do it's the way that you do it,
'Taint what you do it's the way that you do it,
'Taint what you do it's the way that you do it,
That's what gets results.

From Ella Fitzgerald to The Fun Boy Three with Bananarama, who knew the Music industry gave good business advice?

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Succession Planning-It's not just about the owners

Details
28 March 2022
  • For SMEs

When we talk about succession planning we immediately think about business owners but we forget about key and long-serving staff. The fact is, we sometimes take such people for granted and assume that like us, they will be in there for the long haul.

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SWOT Analysis - The gaping hole in charity strategies

Details
03 August 2021
  • For Charities

Over the last 5 years as part of the Governance Reviews I perform for charities, I have had the opportunity of reviewing many a Strategic Plan.

By a Strategic Plan I mean a 3-5 year plan which covers such areas as:

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Protecting your assets and charity continuity - A Trustee's responsibility

Details
06 July 2021
  • For Charities

Trustees have a responsibility to manage charity property responsibly and to make sure assets are only used to support of carry out its purposes. It also has a duty to ensure the charity can continue in the absence of a key trustee. But what happens when a charity becomes dormant or trustees die and their fellow trustees fail to act?

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Business and Family Life-Can you get the Balance Right?

Details
05 May 2021
  • For SMEs

The announcement of the seperation and impending divorce of Bill and Melinda Gates this week after 30 years of marriage came as a shock to many people and without speculating on the cause made me ponder, not for the first time, on the impact of business success on family life.

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Understanding your Constitution-A Practical Example for Grant Making Charities

Details
19 April 2021
  • For Charities

A a trustee of a grant making charity who do you choose to support? The most important thing before you make any decisions is to read your constitution carefully to make sure you clearly understand your objectives as a charity. I lay great emphasis on this as a recent example illustrates.

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Trustees Reports-The Current and Post Covid Period

Details
18 January 2021
  • For Charities

Ten months into the Covid 19 Pandemic, most charities have yet to report on the impact Covid has made on their services and finances.

Yes, those with 31st March 2020 year ends reporting in late 2020 have been able to report some of the impact as a post balance sheet event but it is in 2021 that the full effects will be reported on.

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2021- Back to the future?

Details
23 November 2020
  • For SMEs

If you are a small or medium sized enterprise, as we approach the end of the Annus Horribilis that was 2020 and try and look forward to 2021 the future holds lots of uncertainties.

On 1st January we are out of the EU on terms we currently still don’t know.

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Get in touch

Have any questions or want to find out more?

Call Elliot Harris on 07896 894 711 or email elliot@strategyandgovernance.co.uk.

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