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Professional Qualification Workshops: Introduction To Financial Planning [Event Ref. No. TG1/PQW6]


4:00 pm - 6:00 pm


Maughan Library
Chancery Lane, London, WC2A 1LR

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This series is devised primarily to support candidates for professional qualifications. However, many of the events in the programme are highly relevant to all levels of library staff – who may or may not be seeking Certification or Chartership, but who wish to further their professional skills and development.

The aim of this session is to understand the importance of sound financial management, sources of funding and the factors which influence financial decision making.

With a mixture of presentations, discussion and practical budget planning exercises using Excel, we will be addressing topics such as the importance of Financial Planning, Budget Planning, ‘The Budget Cycle,’ Budget Preparation and Allocation and Financial Control



Nick Cowan


By the end of the session, participants will be able to:

1. Understand both the institutional and the library strategic planning context.

2. Appreciate the stages of the budget planning cycle.

3. Understand how to allocate funds to resources and services within budget constraints.

4. Understand how to use budget modelling to make staffing changes within financial constraints.

5. Understand the main elements of financial control.

This is an interactive workshop with a range of group activities. No financial skills are required, but an ability to use simple Excel spreadsheets will be helpful.



Room LG66, Maughan Library, Kings College London, Chancery Lane, London WC2A 1LR



Individual workshop – £40 for members and £60 for other institutions.

Please note that there are limited places available for this event.

Cancellations less than one week before the event will be charged a 50% cancellation fee. In the event of a ‘no-show’ on the day, the full fee will be charged.

To book a place please use our online booking form or email the administrator via 

Booking form for M25 Members   Booking form for non-Members