Annual Conference Week - Online Workshop 3

Tuesday 28 June 2022

This event is fully booked.

Aligning your budgets to your purpose

As a charity finance professional, you want to be sure that your charity’s resources are being used in the best way to deliver for its beneficiaries. This has never been more important than now, when rising costs and increased income volatility mean that the sector must increasingly do more with less. A change in your budgeting methodology could be a big step on the road to increased alignment between budgets and purpose.

This workshop will cover Shelter’s outcomes-based budgeting approach for the 2022-25 strategic period, which started with our strategic outcomes, established the activities which would deliver them, and then costed those activities up. You will hear our learnings from this experience and get an opportunity to discuss budgeting methodologies with your peers in the sector.

By the end of this session, delegates will be able to:

  • Understand the benefits and potential drawbacks of moving away from the usual incremental approach to budgeting towards a more outcomes-based approach.
  • Begin planning what a change in budgeting methodology might look like for you.


How to book:

You can purchase the digital workshops ticket below. If you are a small charity or would like to purchase a bundle of three or more workshops, please email the events team at

Annual Conference Week digital workshops are available free to those who have purchased their tickets for the in-person day on Thursday 30th June.


If you like this workshop or if you are not able to attend in-person the Annual Conference, you can still get involved!
We have scheduled several accompanied workshops, including this one, which will be running online in the days preceding the Annual Conference Day. Other workshops are:

Creating a positive agenda on charity risk

How to achieve impact maturity for purpose-focused charities

Is your real estate fit for purpose?

The power of asking questions

Engaging with local communities

Operating internationally, are we covering our risks?


When and where?

 28th June, from 09:00 to 10:30

Online via Whova platform. Joining instructions will be sent prior to the event.

About CFG events and membership

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Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community

Association of Independent Museums members can register for free CFG membership through our partnership.


Michaela Chamberlain, Assistant Director of Finance, Shelter

09:00 – 10:30

Aligning our budgets to our purpose