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Help and guidance

Our help and guidance content includes step-by-step guides, downloadable templates and interactive tools to help you run your voluntary organisation

Setting up

Learn about the practical steps you need to take to set up your own organisation

  • Setting up

Deciding to set up a new charitable organisation

Access our guidance to help you decide if you should set up a new charity, voluntary organisation or community group

  • Setting up

Choosing your legal structure

What you need to consider when choosing your legal structure and the main characteristics of different legal structures

  • Setting up

Understanding charity status and registration

Find out what charity status is and if you need to register as a charity

  • Setting up

Understanding social enterprise

Find out about social enterprises and their associated legal structures

  • Setting up

A charity's governing document: What it should include

Find out what information should be included in your charity's governing document

  • Setting up

Running a charity

Guidance and tools to help you run your charity or voluntary organisation

  • Employing and managing staff
  • Setting up
  • Closing down

Employing and managing staff

Practical guidance to help you recruit, manage and develop paid members of staff, including a useful introduction to employment law

  • Employing and managing staff

A bigger role in building our future

  • Involving volunteers

The links between family and volunteering: A review of the evidence

  • Involving volunteers

Planning for tomorrow's workforce

  • Employing and managing staff
  • Business planning and strategy
  • Impact and evaluation

The inside track: July 2022

  • Government and politics
  • Law and regulation

Volunteering round-up: June 2022

  • Involving volunteers

Governance round-up: June 2022

  • Governance

Government policy and funding round-up: June 2022

  • Funding and income
  • Government and politics
  • Governance

The procurement bill: what does it mean for charities?

  • Government and politics
  • Law and regulation

Governance round-up: May 2022

  • Governance

Volunteering round-up: May 2022

  • Involving volunteers

Budget, insurance and security

Understanding your safeguarding responsibilities when managing budgets, security and staff safety

  • Safeguarding

Data protection and digital technology

How to make sure your organisation is managing data safely and securely

  • Safeguarding

Working with partners

Find out about starting and checking due diligence when working with others

  • Safeguarding

Further help and guidance

Find more safeguarding resources that may be useful in your role

  • Safeguarding

Safeguarding responsibilities for HR managers

How human resources can play a leading role in safeguarding

  • Safeguarding

Safeguarding from interview to exit

Ensuring good safeguarding practice from interview to exit

  • Safeguarding

Introduction to safer recruitment practices

How to conduct recruitment practices safely

  • Safeguarding

Role risk assessment

How to conduct a safeguarding risk assessment when recruiting to a new role

  • Safeguarding

Advertising and applications

Guidance for advertising roles and processing applications

  • Safeguarding

Shortlisting

Safeguarding considerations when shortlisting for roles

  • Safeguarding

Advanced project management (1 day)

Are you confident in your general project management skills but looking to strengthen your expertise? This course moves beyond the basics of project management to better understand techniques, activities and principles within a charity context.

Leading change and transformation (2 days)

This practical two-day course for aspiring and existing charity leaders will teach you how to adapt to an ever-changing environment. Learn how to successfully deliver meaningful change to improve your team or organisation

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

Good practice in volunteer management (1 day)

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

Managing people in the charity sector (2 days)

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

Governance Forum

Our Governance Forum is a space for charity governance professionals and those who support good governance to come together, learn and network

Boost your personal influence and impact (0.5 day)

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

Charity finance strategy (1 day)

This course will give you an overview of how to build a simple finance strategy. We’ll introduce tools to help you build the financial resilience of your charity

Data protection essentials (2 x 0.5 days)

This essentials course is suitable for anyone within an organisation that handles the personal data of staff, service users, beneficiaries, volunteers, customers, members or supporters, and needs to know the basics of data protection for voluntary organisations.

Safeguarding essentials for trustees (0.5 day)

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission