Learn how to cost your services and increase your likelihood of gaining funding
12 March 2020, Cardiff - Delivered through the medium of
This training course will enable you to cost the services
provided by your organisation, and to produce and monitor budgets
and cash flows.
In the current funding climate, unfortunately charities and
other voluntary organisations have to compete for income to stay
afloat. Anyone who's ever been unsuccessful in a funding
application will know that it's more vital than ever to demonstrate
cost effectiveness and be realistic in your grant bids.
Funders will want to see evidence that you've taken every cost
into consideration and have robust structures in place to organise
your budgets so that you are keeping track of every penny.
This training course can help you learn how to cost your
services in full and increase the likelihood of gaining enough
funding for your organisation.
By the end of the course participants will be able to:
- Define the term "cost".
- Classify costs into fixed or variable costs and direct or
- Describe absorption based costing, activity based costing and
marginal costing methods for dealing with overheads.
- Understand the principles of budget preparation.
- Construct a simple cash flow forecast.
Who this course is for
Staff or trustees with specific involvement in charity financial
About the trainer
Shirley David BA Hon., Dip HE, MILM is a management consultant
and trainer working exclusively in the voluntary sector.
Following diverse management experience in both civil service and
finance sectors she managed a hospice at home service before
launching Business & Employment Support & Training in
1998. B.E.S.T works with registered charities and voluntary
organisations across Wales to provide training and consultancy
services covering finance, personnel and general governance
Consultancy projects have included finance reviews, project
evaluations and personnel reviews, as well as independent
examination of accounts and one-to-one mentoring. Shirley
David is also a registered QuickBooks Proadvisor for both desktop
and online products.
Training courses developed and delivered to the sector include
Charity Financial Management, Charity Personnel Management,
Legislation and Volunteer Management, People Skills (Handling
Difficult Behaviour), SORP Accounting, Basic Bookkeeping, Finance
and Risk Management, Trustee Training and Disability Equality
Training. Shirley is also qualified to level 3 in British
Sign Language and has delivered courses specifically for Deaf
people, including Customer Care for the British Deaf
Shirley has been involved in voluntary work herself all her
adult life including a variety of trustee roles within charities
such as Pembrokeshire Association of Voluntary Services and
Pembrokeshire Sibling Group. She is currently acting as a
voluntary Communication Support Worker with the Sign and Share club
in Pembrokeshire and is also involved in volunteering with her
local church youth activities.