RUNNING A GROUP
Follow the links in orange to guides and toolkits to help you as and when you need while you are running your group. You can always contact CAG staff for specific queries and 1:1 advice where needed. Please email us on info@cagoxfordshire.org.uk in the first instance.
Business Planning and Finance
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Resource Centre guide to managing money and setting up a bank account, including a table of options for banks
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Check how ‘green’ different banks are at bank.green
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Open Collective alternative to traditional banking
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CAG Accounts Template – a template to help CAGs manage their financial accounts
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Seeds for change Financial literacy 101
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Gov.UK: Types of business rates relief and working out your corporation tax
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My Community business and financial support hub to help you build long-term sustainability and develop a business plan
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Business plan template and guidance from Locality
Policies and Procedures
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CAG Oxfordshire Health and Safety Briefing, including risk assessment templates
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Resource Centre data protection guide for community groups, including how to write a privacy notice
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RHS GDPR guidance for community groups.
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ICO advice for small organisations to create their own privacy notice
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CAG Oxfordshire overview of GDPR – a guide to help your group comply with the new General Data Protection Regulation. You can watch a recording of a webinar on GDPR for CAGs here.
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CAG Equal Opportunities Policy Template – a template to help CAGs produce an equal opportunities policy
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Safeguarding training
Monitoring and Evaluation
- CAG webinar: An introduction to measuring your impact
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Transition Network guide on monitoring and evaluation
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Resource Centre guide on monitoring and evaluation, including designing and using surveys and reporting to a funder
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Good Finance Outcomes Matrix - a practical online tool to help organisations to plan and measure their social impact. Useful for communicating with funders.
Fundraising
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Locality: Beginners guide to finding funding
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Resource Centre guide to raising money and writing a funding application
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Near Neighbour’s advice and resources for fundraising
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CAG funding spreadsheet - a spreadsheet updated regulalry with open and rolling funding opportunities relevant to CAGS.
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Coops UK guide to Community shares
Effective collaboration and Partnerships
- Transition Network guides: Building networks and partnerships
- Ways to collaborate from locality
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Relationship’s Project: Bridge Builders Handbook; a guide to building bridges across divides
Running Effective Meetings and Workshops
- CAG webinars: Facilitating effective meetings and Deepening your facilitation skills.
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Seeds for change guides: facilitating meetings, including tools and taking minutes
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10 tips for better online meetings: Bootcamp offer short and sweet tips on improving remote chats
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Guide to leading groups online and 350.org resources for online facilitation
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Seeds for Change guides to running workshops There is a long and and a short version.
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AGMs: Resource Centre checklist and CAG guide to running an engaging AGM
Group Decision Making
- Transition Network guide to decision making
- Seeds for Change: Introduction to consensus decision-making
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Transition Network guide: Collective decision-making and shared governance
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Rhizome Network: When not to use consensus
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Tips to help a group make decisions from 350.org
Organisational Culture and Leadership
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Transition Network: ‘Health check’ exercise for groups
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What organisational culture best fosters diversity by Kaytee Ray-Reik
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If you are looking to develop your leadership skills or have taken on a new role in your group, charity mentors may be able to help you with 1 to 1 mentoring
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Charity mentors have a resource for charities to become more resilient in leadership
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Seeds of Change: Working with conflict in our groups: A guide for grassroots activists
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Transition Network: action reflection cycle and putting on an annual celebration
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Transition Network group activities for group development: stages of community groups and succession for long-term success
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