Good practice guidance

We provide a range of good-practice guidance to help you plan and deliver your heritage project.

We also provide a suite of application guidance for our National Lottery Grants for Heritage.

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Activity plan guidance

An activity plan sets out everything you will do as part of your National Lottery-supported project to achieve positive outcomes for the people involved. These might be participants, visitors, volunteers or trainees but might also include new and existing staff and your trustees or steering group.

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Area-based schemes guidance

We recommend that you read this guidance in full before submitting your project enquiry or expression of interest and before filling in your application form.

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Building maintenance guidance

The best way to tackle the long term care of historic buildings is to concentrate on regular preventative maintenance.

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Evaluation guidance

In this guidance, we provide some information about how to carry out an evaluation of your National Lottery-funded project. This includes advice and ideas on producing your evaluation report, as well as information about evaluating the outcomes that your project aims to achieve.

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European Union exit guidance

We've pulled together some useful links to information from the Government and other agencies to help heritage organisations to prepare for the UK’s exit from the European Union.

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Inclusion guidance

This guidance will help you address our inclusion priority in your project. It is for everyone applying for a grant, regardless of the size or type of organisation you represent or the amount you are requesting.

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Oral History guidance

Oral history is the recording and archiving of people’s memories, feelings and attitudes.

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Organisational resilience guidance

Introduction You could be looking for funding to build capacity or achieve significant strategic change, through acquiring new skills or knowledge, exploring new models of governance, leadership, business and income – in order to improve management of heritage for the long term. Your project could

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Nature and landscapes guidance

This guidance is to help you design and deliver projects involving work or activity linked to habitats, species, landscapes, geology or the ecosystems of which they are part.

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Skills and training guidance

Introduction People will have developed skills is one of nine outcomes that your project can set out to achieve with our funding. Whether your project is entirely focused on training, or training is one element of a wider project, this guidance sets out what you will need to consider in order to

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Understanding your heritage guidance

This document provides summary guidance about understanding the heritage of your object, place or site. By considering all the different aspects of heritage, you will hopefully have all the tools and information you need to help people fully engage with your project. You will also be able to better develop policies to manage and maintain your heritage.

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Wellbeing guidance

This guidance will help you address the outcome ‘People will have greater wellbeing’ in your project. It is for everyone applying for a grant, regardless of the size or type of organisation you represent or the amount you are requesting.

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Writing a brief for the procurement of goods or services

If you have received a grant from HLF you must follow our procurement guidelines. As an overview, projects with any goods, works or services worth more than £10,000 (excluding VAT), must get at least three competitive tenders/quotes. For all goods, works and services worth more than £50,000

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Nature and landscapes guidance

This guidance is to help you design and deliver projects involving work or activity linked to habitats, species, landscapes, geology or the ecosystems of which they are part.

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Organisational resilience guidance

Introduction You could be looking for funding to build capacity or achieve significant strategic change, through acquiring new skills or knowledge, exploring new models of governance, leadership, business and income – in order to improve management of heritage for the long term. Your project could

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Volunteering guidance

Volunteering is when someone spends time, unpaid, doing something to benefit society, the environment or someone who they're not closely related to. Volunteering must be a choice freely made by each individual.

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Skills and training guidance

Introduction People will have developed skills is one of nine outcomes that your project can set out to achieve with our funding. Whether your project is entirely focused on training, or training is one element of a wider project, this guidance sets out what you will need to consider in order to