The Guide to Major Trusts 2025-26. DSC (Directory of Social Change)

Baker Tilly offer Strategic Planning Toolkit to address SIR requirements

Howard Lake | 19 January 2006 | News

Baker Tilly has devised a Strategic Planning Toolkit, which has been specifically designed to guide charities through the strategic planning process and to enable them to answer the questions raised in the new Summary Information Return.

New SORP legislation and the introduction of the Summary Information Return require charities to clearly link financial performance and reporting to long term strategic direction.

The Return is designed to ensure that all charities with an income of over £1m supply details of their aims, strategy and achievements, along with evidence of financial strength and proof that governance is effective and adequate.

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The Toolkit will enable charities to develop clear management procedures, formulate strategy, identify risk and build a framework for accountability and transparency in order to enhance long term prospects.

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