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Registered Charity 1092268

Step UP framework by Irish in Britain resources

An Irish in Britain framework to help improve the capacity of small community, organisations, clubs and societies. See the full list of sections and relevant resources here.

Step UP front page

These resources help those moving through the Step UP framework to meet the standards in each section. By showing that you have met each of the standards you will move closer to completing the framework.

See the full framework with the standards for more information.  

Governance 2 management committee organisational planning Services and activities Monitoring and evaluation Policies and procedures managing people Information governance generation of resources Finance environmental issues promotion and marketing




Governance Step UP

Charity Governance Code

Articulates best practices in charitable governance, which can easily be adapted to associations and trusts. The code is comprehensive, easy to use, and offers guidance for both small and large charities.

Legal Structures for Voluntary and Community Groups

Covers the various forms community organisations can take and the advantages/disadvantages of each.

How to Write Your Charity’s Governing Document

Offers guidance and templates on developing a governing document for a charitable organisation. Included in this article is a link to model governing documents for different types of organisations.

Prepare a Charity Trustees’ Annual Report

Details what to put in your charity’s annual report, depending on income and size of your organisation.

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management committee

Charity Trustee: What’s Involved

Covers the responsibilities of a charity trustee and provides links to further guidance documents and resources.

Trustee Board: People and Skills

Provides guidance on finding trustees suited to your organisation’s needs. 

Trustee Works Simple Skills Audit

A simple template for conducting a skills audit of your board. 

Diversity on Non–Profit Boards

Explains the value and importance of having a diverse board of trustees, and provides advice on increasing diversity within a board.

Conflicts of Interest: A Guide for Charity Trustees

Defines conflict of interest and offers advice on preventing conflicts of interest from affecting a boards activities or decisions.  

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organisational planning

How to Write an Amazing Nonprofit Mission Statement

Articulates why a mission statement is vital to your organisation, and provides advice on writing one that is impactful and meaningful.

10 Keys to Successful Strategic Planning for Nonprofit and Foundation Leaders

Offers insight into the value of strategic planning and tips on how to make your plan effective and impactful.

How to Guide: Involving Your Charity’s Users

Gives advice on incorporating your service users into the planning and execution of your events, services, and promotional strategies.

Communicating and Consulting with Your Team

Guidance on ensuring effective communication with employees and volunteers. 

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Services and activities

Eight Top Tips for Beneficiary Involvement

Offers tips for effectively involving beneficiaries in strategic planning.

Charities: How to Protect Vulnerable Groups Including Children

Offers advice on your legal responsibilities as well as best practices when getting checks and assessments on volunteers, employees and trustees if your charity works with vulnerable groups.

Writing a Safeguarding Policy

Offers advice on setting out an organisational approach to protecting children and vulnerable groups.

Vicarious Liability of a Charity or its Trustees

Details how charity trustees can be liable for the actions of employees, volunteers and others who act for the charity.

Event Fundraising Guidance

Provides detailed advice on all stages of a fundraising event.

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Monitoring and evaluation

Monitoring & Evaluation: Understanding What Works

Offers a basic overview of the benefits of monitoring & evaluation and provides guidance on where to begin.

How to Develop a Monitoring and Evaluation Framework

Gives advice on determining which pieces of information you should collect and focus on as part of your monitoring and evaluation process.

Basic Guide to Outcomes–Based Evaluation for Nonprofit Organisations with Very Limited Resources

Provides guidance toward basic planning and implementation of an outcomes–based evaluation process (also called outcomes evaluation) in nonprofit organisations, particularly smaller ones.

What’s Data Got to Do With it?

Argues for the importance of data in a nonprofit organisation and provides advice on effective data management. Provides insight on collecting, analysing, and internalising data as well as implementing changes based on your findings. 

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Policies and procedures

Safeguarding Children and Young people

Provides guidance on conforming to government standards surrounding charitable activities that involve children and young people.

Health and Safety Executive

Offers tips and guidance on following safety procedures within the workplace. It includes advice alongside requirements.

Equality and Discrimination: Understand the Basics

Provides guidance for employees on what is legally required surrounding equality legislation and includes advice on good practices related to equality and discrimination.

Charities: Due Diligence, Monitoring and Verifying the End Use of Charitable Funds

Outlines the range of practical steps that need to be taken by trustees in order to be assured of the provenance of charitable funds and confident that they are able to identify and manage associated risks.

Risk and Assessment

Defines organisational risk assessment and provides support on conducting one effectively.

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managing people

Supporting Your Volunteers

Offers advice on engaging with volunteers and ensuring that they feel heard, respected and important to the organisation. 

Volunteers and the Law

Addresses your legal responsibilities when working with volunteers. 

Charity Staff: How to Employ Paid Workers

Provides links to articles on many issues surrounding paid employees: job descriptions, supervision, legal issues, recruitment, and training.

Skills Audit: a Tool for Voluntary, Community and Social Enterprise Organisations

Step–by–step guidance on conducting a skills audit within your organisation and working towards skills development.

Creating a Volunteer Handbook

This booklet provides detailed guidance on the purposes of a volunteer handbook and why they are necessary for your organisation.

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Information governance

Overview of the General Data Protection Regulation

Outlines the key changes afforded by the GDPR and identifies the key differences between the existing legislation.

Top Ten Operational Impacts of the GDPR

Identifies key issues organisations are likely to have when adapting to the new data protection legislation.

The Cloud and the EU GDPR: Six Steps to Compliance

Provides a list of what organisations needs to know and keep track of when using cloud or online based file sharing services. 

Does your Records Management and Retention Policy Comply with the GDPR?

Advice on ensuring that your records system does not violate any aspect of the GDPR, with emphasis on paper records.

How to Protect your charity’s IT systems

Offers advice on backing up sensitive information and implementing safeguards to protect against data theft.

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generation of resources

Code of Fundraising Practice

Lists expected fundraising standards for all charitable organisations across the U.K and provides guidance on all aspects of charitable fundraising.

Non–Profit Fundraising: The Ultimate Guide

Provides advice on getting started with different fundraising techniques, as well as best practices for improving them.

Diversifying Your Income

Gives advice on different ways to think about your income and offers tips for diverse funding strategies. 

Writing Successful Funding Proposals

Provides support on applying for grant funding and writing successful bids.

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Small Charities Finance

Provides links to a range of practical resources which offer guidance and support in managing the finances of small charitable organisations.

Financial Management of Not–For–Profit Organisations

Gives advice on what to consider when budgeting, different kinds of budgets and asset management.

Internal Financial Controls for Charities

Gives details on essential checks and procedures that help charity trustees meet their legal duties to safeguard charity assets and administer the charity’s finances and assets in a way that identifies and manages risk.

Financial Procedures Manual Template

A template of a financial procedures manual which determines who at an organisation is responsible for which financial activities.

Charity Reserves: Building Resilience

Provides guidance on developing a charitable reserve fund, and articulates the importance of keeping reserves.

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environmental issues

Greening Your Non–profit from the Inside Out

Offers helpful advice broken down into a series of categories each affecting your organisation’s environmental impact. It includes helpful checklists and templates that can help articulate where your organisation can be improved.

Energy Guide for Charities and Non–Profit Organisations

Gives advice on limiting the use of gas and electricity in order to cut down on costs and environmental impact.

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promotion and marketing

Positioning and Branding

Offers advice on crafting your charity’s image and determining how you are seen by the community.

Segmentation and Targeting

Gives advice on tailoring your messaging towards your target audience.

We Need a Technology Plan

Provides direction on developing a technology plan for non–profits.

Strategic Guide to Social Media

Offers guidance on engaging effectively with your audience through social media and utilising the correct platforms in order to have the greatest impact.

Creating Effective Charity E–Newsletters  

Provides guidance on using e–newsletters to create awareness of projects and campaigns. 

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