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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

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Specific safeguarding risks in communications and marketing

How to communicate about your organisation's work safely

  • Safeguarding

People who need safeguarding while fundraising

How to make safeguarding a central part of your fundraising

  • Safeguarding

Fundraising checklist and more resources

Making sure you’ve covered important aspects of safeguarding when fundraising

  • Safeguarding

Types of fundraising and associated risks

What are the safeguarding risks associated with different types of fundraising?

  • Safeguarding

Community fundraising

Guidance on involving volunteers in fundraising

  • Safeguarding

Corporate fundraising

What to consider when corporate fundraising

  • Safeguarding

Major donor fundraising

Safeguarding guidance for major donor fundraising

  • Safeguarding

Events

The safeguarding issues to consider when organising fundraising events

  • Safeguarding

Public fundraising

What safeguarding risks are associated with public fundraising?

  • Safeguarding

Third party fundraising

What to consider when fundraising through a third party

  • Safeguarding

Charity finance skills (1 day)

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

Safeguarding essentials in charities (1 day)

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice

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

Advanced data protection (2 x 0.5 days)

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

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

Developing partnership working (0.5 day)

Discover how partnership working can help your organisation grow its impact and make the most of limited resources. Gain practical tools, legal insights and guidance to build strong and successful collaborations.

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

Managing people in the charity sector (2 days) - TEMPLATE

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

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