Sample documents and templates

These are some of the most important documents that an organisation needs if it wants to have a healthy, well-run trustee board. NCVO's governance experts have written or signposted to model versions of each one.

Annual report and accounts

Information on annual reports and accounts for charities, and sample documents.

Board meeting agenda

A template agenda for a board meeting.

Code of conduct

A sample code of conduct for trustees.

Sample conflict of interest policy

Sample conflict of interest policy, declaration form and register of interests for trustees.

Declaration of interests

Sample declaration of interests form for trustees

Expenses claim form

Sample trustee expenses claim form

Organisational management calendar

A sample management calendar for users to adapt for their own organisations

Risk register

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Role descriptions for trustees

Role descriptions for trustees and honorary officers should include their responsibilities, and a person specification that sets out the skills, experience and qualities that are expected.

Role description for a chief executive

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.