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Learning: Training that fits around busy charity roles

Access a structured training environment designed to strengthen skills across your organisation.

Written by Alex McGowan

Learning gives your team access to a structured training environment designed to strengthen skills across your organisation. Select from curated courses, track progress and support ongoing development in a way that fits around busy charity roles.

From compliance to operational knowledge, everything is in one place, making professional growth easier to manage and easier to measure.

📌 Note: Value added for your charity: Your team stays compliant, skilled, and confident, without the cost and complexity of a full LMS. Training happens in the flow of work, not as a separate burden.


Core features

Pre-installed Courses

A curated library of ready-to-use courses covering compliance essentials including GDPR, safeguarding, internet security, remote working, and wellbeing.

Progress Tracking

See who has completed which courses, who is overdue, and who has not started, at a glance and without chasing individuals manually.

Automated Reminders

The system sends automatic reminders to learners who have not completed required training. No manual chasing from HR or managers needed.

Learn Anywhere

Courses are accessible on any device, including desktop, tablet, or mobile. Staff can complete training at a time that suits them.

Role-Based Assignment

Assign specific courses to specific roles or teams.

Compliance Evidence

Completion records are stored automatically, providing an audit trail for regulators, trustees, and funders who ask for evidence of staff training.


How It Works in Practice: Step by Step

Example: Keeping all staff up to date on mandatory compliance training

  1. The HR Manager opens Learning and creates a Mandatory Compliance learning path, selecting GDPR, Safeguarding, and Internet Security courses from the pre-installed library.

  2. They assign the learning path to all staff across the organisation, grouped by department, with a completion deadline of 30 days.

  3. Each staff member receives an automatic notification with a direct link to their assigned courses, accessible on any device.

  4. Staff complete the courses in their own time, whether at their desk or on a mobile device between appointments, with no need to attend a classroom session.

  5. The HR Manager checks the progress dashboard at any point to see who has completed their training, who is in progress, and who has not yet started, without sending a single chasing email.

  6. Completion records are stored automatically, giving the HR Manager a ready-made audit trail for trustees, funders, or regulators who ask for evidence of staff compliance.


How your Charity's functions can use Learning

People & HR

"Tracking who has completed mandatory training is a constant headache. We're always chasing people."

  • Assign mandatory compliance courses to all staff, including GDPR, safeguarding, and health and safety, then track completion automatically.

  • Automated reminders replace manual chasing, as the system does the follow-up for you.

  • Produce a compliance report for trustees or regulators in seconds, with completion records always up to date.

Leadership & Governance

"We need to demonstrate to funders and regulators that our staff are properly trained, but our records are scattered."

  • Centralise all training records in one place, accessible for audits, funder reports, and regulatory inspections.

  • Ensure all staff complete mandatory training before deadlines, as automated reminders reduce the risk of non-compliance.

  • Use Learning as evidence of your charity's commitment to staff development in grant applications.

Finance & Operations

"Finance compliance training is mandatory, but it's hard to fit around busy month-end schedules."

  • Complete compliance courses on any device, at any time, with no need to block out a half-day for a training session.

  • Assign finance-specific courses such as fraud awareness and data security to the finance team only, not the whole organisation.

  • Completion certificates are stored automatically and available instantly if an auditor asks for evidence.

Fundraising & Income Generation

"New fundraising staff need to get up to speed quickly, but we don't have a structured onboarding programme."

  • Build a fundraising onboarding learning path combining pre-installed compliance courses with your own briefing documents from Collaborate.

  • New starters complete training before their first campaign, reducing the time it takes to become effective.

  • Track new starter progress and identify where additional support is needed before it becomes a performance issue.

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