Use this page to learn about how to broadly encourage positive trustee relationships and manage disputes.
Use this page to understand how to approach challenging conversations with your board.
What to consider when carrying out a governance review and the different types of review
A collection of some of the most important sample documents, templates and tools for trustee boards.
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.
Information on annual reports and accounts for charities, and sample documents.
A template agenda for a board meeting.
A sample code of conduct for trustees.
Sample declaration of interests form for trustees
Sample trustee expenses claim form
Learn about what budgets and cashflow forecasts are and how to write a budget
Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty
Learn about how to build a cashflow forecast and how the cashflow process works
Guidance on budgeting for projects and recovering costs
Learn about direct costs and support costs for single and multiple projects
Learn about what cost allocation and apportionment mean and how it works in practice
Learn about what full cost recovery means and what the limitations are
How to prepare annual accounts and a Trustees’ Annual Report and make them available on request
Creating financial information that helps managers and trustees
What to consider when deciding on investments