This document provides guidance on analysis types for recording support, advice, and activities related to voluntary and community organizations. It lists 27 different analysis types covering a range of themes, from activity referrals and developing volunteering opportunities to financial management, governance, and training. For each analysis type, it provides a short description of the theme of interactions that type would be used to record.

1. 1-4
Analysis type –
Theme of the
interaction
Short description and examples (where appropriate)
The following fields should be used to record
support/advice/activities in relation to…
Activity referral
closed (case
closed)
 Ending work with a group following a referral
NB. Please state in the ‘Notes section’ the main reason for
closing the referral – e.g. support complete; group not responding
to emails.
Activity referral
opened (case
opened)
 Use to record when we have started working with a group
following the Group Support allocation process.
Added new
opportunity to Do-it
 Record when a group’s volunteer opportunity has been added
to do-it
Attended event or
meeting
 Record when a contact attends an event or meeting
CCB Community
Development
 Tag work associated with the Community Capacity Building
contract
Commissioning and
procurement
 Bid writing or tenders related to a public sector contract
 Work to influence strategic priorities within a public sector
commissioning process etc
Consortium
Development
 Supporting organisations set up new structures to deliver
projects/services in partnership. This might include joint bidding
or creating a formal consortium, which is a new organisation.
Consultation on
strategy
 Enabling VCS groups to consult on/input into the development
of local strategy.
NB. Consultation on commissioning or procurement
strategies/processes can be recorded against ‘Commissioning and
Procurement’
VAL VCS Tracker
Analysis Type Guidance

2. 2-4
Analysis type –
Theme of the
interaction
Short description and examples (where appropriate)
The following fields should be used to record
support/advice/activities in relation to…
Developing
Volunteering
opportunities
 Supporting an organisation to create/ advertise a new volunteer
opportunity
Data form
processed
 Automatically added when the ‘Data form processed’ button is
clicked
Data form sent  Automatically added when the ‘Send Data Form’ button is
clicked.
Financial
management
 Accounts/ budget management etc.
Funding
 Fundraising
 Developing funding applications
 Read and review of funding applications
 Seeking funding opportunities/sources on behalf of a group etc.
NB. This will include all funding support other than public sector
contracts – this should be recorded against ‘Commissioning and
Procurement’.
Governance
 Constitutions
 Memorandum and articles
 Committee conflict resolutions
 How to become a registered charity
 Legal structure
 Roles and responsibilities of trustees etc.
Group record
archived
 Automatically added to a group when it is archived. It records
who archived it, when it was archived and why.
Group record
created
 Automatically added when a new group record is added to the
database
Group record
unarchived
 Automatically added to record when a group was made ‘live’
again on the database. It also records who re-activated the
group record and why.
Group record
 Use to record changes you make to a group record e.g.

3. 3-4
Analysis type –
Theme of the
interaction
Short description and examples (where appropriate)
The following fields should be used to record
support/advice/activities in relation to…
updated updating contacts or information about the group.
Group record
merged
 Records when a group is merged into another group to indicate
that this happened.
NB. Please DO NOT merge group records without contacting IT.
Human resources
and employment
 Employment law e.g. TUPE and making redundancies
 Helping groups to deal with staff raising grievances
Initial response to
activity referral
 Record the first time that you engage with a group following the
internal allocation process.
Invitation to event
or meeting
 Inviting a group/individual to an event or meeting.
Marketing and
communications
(including IT)
 Web development
 Developing marketing and communications materials
 Supporting organisational campaigns etc.
Other
 Any interaction/support that does not fit under any of the
alternative drop-down fields. Please use the ‘Short Description’
to note the main area of support/advice/information that was
given.
Partnership
working
 Supporting organisations to work closer together (i.e. any form
of collaboration other than formal consortium development)
Performance
management
 Outcomes measurement
 Impact measurement
 SORI
 Key Performance Indicators
 Reporting to funders etc.
Planning
 Business planning
 Strategic planning
 Project planning etc.
NB. Please do not use this for your own planning. Please use
‘Preparation Work’ instead.

4. 4-4
Analysis type –
Theme of the
interaction
Short description and examples (where appropriate)
The following fields should be used to record
support/advice/activities in relation to…
Policies and
procedures
 Development of policies including: health and safety; equality
and diversity; child protection; safeguarding vulnerable adults;
data protection etc.
 Advice on processes such as CRB checks, insurances etc.
Promoting
volunteering
opportunities
 Activities related to advertising and/or raising awareness of a
groups volunteer opportunity(ies) to the public.
Recruiting and
managing
volunteers
 Supporting a group with processes that relate to involving
volunteers.
Relationship
building /
Promotion of VAL
 Activities that are PRIMARLY about: representing/promoting
VAL/VALs services at an event/forum; liaising with key
stakeholders; advocating on behalf of the VCS with key
stakeholders.
NB. If this is relationship building with an individual contact, please
record against the individual contact. If it is relationship building
with a number of groups/individuals, please record the activity
against the host organisation.
Representation
support
 Providing information/support to VCS representatives
Research project
 Activities associated with developing or conducting a research
project
 Supporting an organisation with their research needs
Starting a group
 Activities associated with helping a group to set up and start its
operation.
Trading and social
enterprise
 Helping groups to sell products and services and develop
trading activities.
Training
 Activities that are focussed on identifying/discussing a group’s
collective or individual training needs.
NB. In the case of a group attending a VAL training session,
please enter activity type as ‘Organisations attended VAL Training’

5. 5-4
Analysis type –
Theme of the
interaction
Short description and examples (where appropriate)
The following fields should be used to record
support/advice/activities in relation to…
and use the analysis type to describe the content of the training
e.g. ‘Commissioning and Procurement’, ‘Funding’. If no
appropriate category, use ‘Other’.