Further resources 

This is where you can find guidance documents relating to projects which received funding decisions before 1 April 2013.

 First steps...

  • This guidance is a short introductory note designed to help you to understand our strategic aims and follow good practice in delivering your conservation project.
  • This guidance is a short introductory note designed to help you write your evaluation report when you claim your final grant payment.
  • This guidance is a short introductory note designed to help you to understand our strategic aim of learning and follow good practice in delivering your project.
  • This guidance is a short introductory note designed to help you to get people actively involved with your heritage.
  • This guidance is a short introductory note designed to help you if you are working with young people

 Thinking about...

These notes give more detailed guidance for larger projects and applications to our Heritage Grants programme and larger targeted programmes: Townscape Heritage Initiative, Landscape Partnerships and Parks for People.




  • This guidance outlines common barriers and incentives for audiences, and provides advice on setting targets, improving your offer and making people feel welcome.
  • Community participation is about including local people in the decision-making and delivery of your project.
  • This guidance provides ideas on the roles volunteers could undertake in your project, and will help you to plan for volunteering activity, including recruiting, managing and training volunteers.


  • This guidance explains how you can use interpretation to communicate to the public the interest, significance, value and meaning of heritage and sets out up-to-date costs for a range of interpretative methods.
  • This guidance provides examples of the kind of activities we can fund and advice to help you plan and deliver formal and informal learning as part of your project
  • This guidance explains how you can use our funding to train new and existing project staff and volunteers and/or increase awareness amongst the public about heritage skills.

Heritage topics

Thinking about archaeology
This guidance will help applicants in which archaeology forms part of an HLF-funded project.

Thinking about archives, people and communities
We will help community groups develop archives of material that is important historically to their local area. This could include heritage material that is created in the normal course of the life of an individual, group or organisation.

Thinking about arts and heritage
This guidance explains what we can fund and provides creative ideas for using the arts in heritage projects.

Thinking about language heritage
This guidance is designed to help you understand what we mean by language heritage and provide examples of the types of language projects we fund.

Thinking about oral history
This guidance is designed to help those planning oral history project where people’s memories, attitudes and experiences are recorded.

 Heritage Grants guidance

If you are applying for a Heritage Grant (more than £100,000) some of the following guidance notes are essential reading. Ask us for advice on which you will need in developing your project.
  • This guidance describes the process of planning learning and participation activity in three straightforward steps, and sets out our requirements for what an Activity Plan should contain.
  • Drawing up a conservation management plan will help you to understand why your heritage is important and to whom. It will also help you to look after your heritage in future, and make decisions about changes.
  • In this guidance we explain the evaluation work that we want the organisations we fund to carry out. We expect evaluation feedback from all the projects we support, in the form of an evaluation report and an evaluation questionnaire
  • This guidance is designed primarily for heritage projects that plan to make a charge for entry, or for use of facilities or for other services provided, for example, venue hire, catering, or retailing.
  • An outline of the environmental impacts we think are likely to be important on projects of differing sizes and type – and what we think it should be possible to achieve on each.
  • A ten-year management and maintenance plan will help you identify the resources you need and the actions you will need to take to keep the work we have funded in good condition.
  • ‘Full cost recovery’ simply means securing funding for – or ‘recovering’ – all organisational costs, including the direct costs of projects and their associated overheads.


Incorporating the Welsh language
This guidance gives advice on good practice in developing and delivering a bilingual heritage project.

Improving your project for disabled people
This guidance provides useful tips on how to make your project more accessible and reminds you of your legal obligations not to discriminate against disabled people.

Business survival toolkit
This online resource offers hands-on tools to help with the big decisions arts, heritage and creative organisations make every day.