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A collection of some of the most important sample documents, templates and tools for trustee boards.

Governance

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.

Governance

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

A sample management calendar for users to adapt for their own organisations

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Sample role descriptions for a range of trustee roles

Employing and managing staff
Equity, diversity and inclusion

Coronavirus
Responding to crises
Government and politics

Government and politics
Involving volunteers

Government and politics
Involving volunteers

Government and politics

Equity, diversity and inclusion
Governance

Employing and managing staff
Collaboration

Employing and managing staff
Collaboration

Funding and income
Coronavirus
Responding to crises

Equity, diversity and inclusion
Involving volunteers

Guidance around when a charity or voluntary organisation needs a bank account, and how to choose one and set it up.

Financial management

Find out about some of the areas to consider when managing financial difficulties and insolvency

Financial management

Learn about how to work though helping your organisation manage financial uncertainty

Financial management

Learn more about your organisation's financial position and understanding the timings of financial challenges

Financial management

Learn more about what insolvency means and how cashflow forecasting can help

Financial management

Guidance on taking control of your situation, adopting a people-centred approach and seeking professional advice

Financial management

Learn about what support is available for managing energy costs and being energy efficient

Financial management

Learn about the key stages of collaboration and what they mean for your organisation

Collaboration

Collaborative working, also known as joint or partnership working, covers a variety of ways that two or more organisations can work together

Collaboration

Decide whether collaboration will help you achieve your aims by learning about the potential benefits and risks

Collaboration

Get an overview of the key tasks and considerations when creating a volunteer strategy. Learn how to develop a strategy that compliments your business plan and create a framework for building success

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

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

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

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

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

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.

A practical, high impact course that focuses on building an effective finance strategy and equips you to strengthen your charity’s financial stability and long term confidence.

Join us for an afternoon of spotlight stories, discussion and connection, showcasing the importance of small charities.

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Developing a volunteer strategy (1 day)

Good practice in volunteer management (1 day)

Managing conflict and ending volunteering well (0.5 day)

Managing people in the charity sector (2 days)

Safeguarding essentials for trustees (0.5 day)

Authentic leadership (1 day)

Strategic leadership (1 day)

Safeguarding essentials in charities (1 day)

Charity finance strategy (1 day)

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