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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: September 2023

The latest guidance from the Charity Commission, new governance resources and upcoming training

  • Governance

National Inclusion Week: Why the language we use matters in building belonging

NCVO shares changes we’re making to our use of language along with reflections for the wider sector

  • Inside NCVO
  • Equity, diversity and inclusion

UK Civil Society Almanac 2023

The UK Civil Society Almanac, published annually by NCVO, is the definitive publication on the state of the voluntary sector. Widely cited by the media, it is used extensively by sector leaders, policy makers, journalists and academics

  • Government and politics
  • Involving volunteers

Narrowing the voluntary sector’s gender pay gap

Our policy and influencing manager Catherine Goodall talks about our work to address the gender pay gap – and explores what you can do to support change across the sector

  • Equity, diversity and inclusion

5 ways to embody the spirit of pride all year round

For National Inclusion Week, the NCVO Rainbow Network shares their thoughts on how to provide opportunities for making organisations more inclusive for the LGBTQIA+ community.

  • Equity, diversity and inclusion

Three key insights from this year’s NCVO Almanac

Following the release of our UK Civil Society Almanac 2023, our research and insight manager, Nayyara Tabassum, explores some of the report’s key takeaways

Volunteering round-up: October 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

NCVO AGM 2023: New trustees and priorities for the future

Highlights and key talking points from our annual general meeting

  • Inside NCVO

Governance round-up: October 2023

The latest guidance, resources and training for governance professionals

  • Governance

Meeting the challenges of a Cost of Giving Crisis this winter

NCVO's CEO Sarah Vibert launches our campaign to support charities and voluntary organisations this winter

  • Cost of living

Theory of Change

Learn about Theory of Change as a process and a tool

  • Business planning and strategy

Setting the direction of your organisation

Find out what's involved in setting the direction of your charity

  • Business planning and strategy

Gathering knowledge to assess your situation

Use this section to select the right tools to help you understand your landscape and conditions.

  • Business planning and strategy

SWOT

A guide to help your organisation with your SWOT (strengths, weaknesses, opportunities, threats) analysis

PESTLE

A guide to help organisations consider how the world is changing

Other players

A guide for your organisation to look at the priorities and impact of other organisations in your area of work

Deciding what you will do and how

Find out about how to select the right tools to help you make good decisions

  • Business planning and strategy

Dual bottom line analysis

A guide to help your organisation explore it's activities to assess the extent to which each contributes to value and surplus

Forcefield analysis

Use this tool to help you identify the forces working for and against a particular option

Even over statements

Use this tool to help your organisation explore tradeoffs

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

Designated safeguarding leads in charities (1 day)

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

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

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

Advanced data protection (2 x 0.5 days)

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

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

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

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.

Successful funding applications (0.5 day)

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