EQC-CSS-704 Digital Development for Small Charities and CICs (11 Nov 2026)

Course Overview

This practical one-day course teaches delegates how to use Microsoft 365 to modernise processes, reduce administration, improve communication and help the organisation work more smoothly.

Designed specifically for small charities, CICs, community organisations and social enterprises, the course focuses on identifying opportunities to replace manual, paper-based and spreadsheet-driven processes with modern digital solutions.

Delegates will explore how Microsoft 365 applications can support governance, volunteer management, project delivery, fundraising, communication, collaboration, reporting and service delivery.

The course uses practical examples relevant to organisations with limited budgets, limited technical resources and growing demands on staff and volunteers.

Who Should Attend?

This course is suitable for:

• CIC founders and directors
• Charity chief executives
• Trustees
• Community organisation leaders
• Programme managers
• Volunteer coordinators
• Project managers
• Operations managers
• Social entrepreneurs
• Anyone responsible for organisational improvement or digital development

This course is particularly valuable for organisations that are heavily reliant on email, paper records, spreadsheets or disconnected systems and want to make better use of Microsoft 365.

What You Will Learn

By the end of the course delegates will be able to:

• Understand the principles of Digital Development
• Identify opportunities to reduce administration and make everyday work easier
• Review how everyday tasks and activities are carried out
• Choose the right Microsoft 365 tools for different organisational needs
• Improve collaboration and communication
• Replace manual processes with digital workflows
• Improve data collection and reporting
• Develop a practical Digital Development roadmap
• Prioritise achievable quick wins
• Create an organisational action plan

Prerequisites

Delegates must:

• Have a Microsoft 365 account
• Have access to Microsoft 365 online applications
• Be able to log in to Microsoft 365
• Have basic keyboard and mouse skills
• Be able to join a Microsoft Teams meeting

No technical or IT background is required.

What Is Included?

• Live trainer-led delivery
• Digital course workbook
• Practical exercises
• Digital Development planning templates
• Process mapping templates
• Microsoft 365 solution templates
• Certificate of attendance
• Post-course reference guide
• Q&A session