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Creating policies and procedures

Sample documents, templates and guides to help you create and collate policies and procedures

  • Employing and managing staff

Adoption leave

A sample adoption leave policy, designed for small charities and voluntary organisations

Compassionate and parental bereavement leave

A sample compassionate and parental bereavement leave policy, designed for small charities and voluntary organisations

Dignity at work

A sample dignity at work policy, designed for small charities and voluntary organisations

Disciplinary

A sample disciplinary procedure, designed for small charities and voluntary organisations

Emergency leave for dependants

A sample emergency leave for dependants policy, designed for small charities and voluntary organisations

Equity, diversity and inclusion

A sample equity, diversity and inclusion policy, designed for small charities and voluntary organisations

Expenses

A guide to help you develop an expenses policy for your organisation

Family leave

A sample family leave policy, designed for small charities and voluntary organisations

Flexible working

A sample flexible working policy, designed for small charities and voluntary organisations

Governance round-up: February 2022

  • Governance
  • Law and regulation

Government policy and funding round-up: February 2022

  • Government and politics
  • Funding and income
  • Governance

What can charities learn from the Charity Commission's Kids Company report?

  • Governance
  • Law and regulation

How we delivered a programme evaluation with partners Rocket Science

  • Impact and evaluation
  • Collaboration

The UK Shared Prosperity Fund: What needs to happen next

  • Government and politics
  • Funding and income

Charities must do more than survive, they must change too

  • Business planning and strategy

Levelling up White Paper: What it means for charities and volunteering

  • Government and politics
  • Funding and income
  • Involving volunteers

Volunteering round-up: January 2022

  • Involving volunteers
  • Funding and income
  • Safeguarding

Governance round-up: January 2022

  • Governance

The Road Ahead 2022: Finding a new practicality through uncertain times

  • Law and regulation
  • Government and politics
  • Coronavirus

Governance wheel

The governance wheel is a simple tool that helps boards of voluntary organisations quickly get a sense of how well they’re functioning and fulfilling their roles.

Strategic planning

Information and tools on strategic planning.

Trustee recruitment pack for small organisations

Six steps to follow when recruiting trustees and nine editable documents to aid your recruitment

Trustee skills audit

A skills audit is a useful way of identifying what trustees bring, and the gaps in skills and knowledge on your board. It can be useful when you’re looking to recruit new trustees.

Individual trustee self reflection

Self reflection is an important part of your professional development and will help you to do your role effectively.

Individual trustee performance reviews

Guidance on conducting individual trustee performance reviews

  • Governance

Before you start

How to use NCVO's financial procedures manual template

  • Governance

Introduction

Guidance for using NCVO's financial procedures manual templates

  • Governance

Delegation of authority

Guidance for using NCVO's financial procedures manual templates

  • Governance

Reserves policy

Guidance on reserves policies for your charity

  • Governance

Advanced data protection (2 x 0.5 days)

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

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

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

NCVO member welcome and refresher session

Join this session to explore your NCVO member benefits and learn more about our supportive community.

Project management in the voluntary sector (2 days)

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully

Developing a Fundraising Strategy (0.5 day)

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

Successful funding applications (0.5 day)

Learn Practical tips to ensure you are successful in your funding bid applications.

Webinar: charity trading essentials

Explore charity trading and when to consider a trading subsidiary.

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work