Record management in charities: a toolkit for improvement

19th June 2017

Charity Finance Group and the British Academy Research Project Digitising the Mixed Economy of Welfare in Britain, based at UCL Institute of Education, have launched the Record management in charities: A toolkit for improvement. This toolkit was generously funded by the UCL Public Policy Engagement Grant.

This is toolkit an essential first step for any charity looking at their record management systems. It will help charities to make sense of what their current record management policy is and how they can improve this. The toolkit will help charities to identify issues and solutions to the size and scope of their organisation.
The toolkit comes in two main parts:

1. A self- assessment questionnaire which charities can use to think about what they are currently doing and what they might need to do in the future.
2. A step-by-step guide to putting together a records management improvement plan with additional resources.

Commenting on the launch of the guide, Chief Executive, Caron Bradshaw said:

“I am sure that this toolkit will be an invaluable resource I enabling charities to improve their records management policies. Records management is a core area of a charity’s financial operations – so much more than simply knowing what money is coming in and where it is being spent. We operate in an environment where the regulatory burden is increasing. While compliance is important, effective record-keeping not only delivers efficiencies in terms of charities staff time spent on locating navigating and interpreting records, but also helps to manage risk. By taking steps to get their records in order, charities will be able to demonstrate that they are compliant, but, critically, ensure that they can quickly and easily find the information they need.”

Record Management in Charities: A Toolkit for Improvement is free to download. 

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