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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

How to formally launch your consortium and invite organisations to join

Collaboration

How to set up the central hub that will run the consortium business, scope for contracts, network with commissioners and bring in contracts

Collaboration

How consortium members can work together to bid for, and hopefully win, contracts

Collaboration

Information on the types of charity mergers and the different reasons for merging

Collaboration

This page highlights key questions to think about before making the decision to merge

Collaboration

Actions to ensure a planned merger is in the best interests of your organisations and beneficiaries

Collaboration

Things to consider in the run-up to a formal merger

Collaboration

Planning the process with stakeholders and making sure you are clear about the role of your organisation’s regulator is key

Collaboration

What to consider once your merger has completed

Collaboration

A guide to implementing local Compact agreements between voluntary organisations and local authorities, health services, and government departments

Collaboration

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

Join sector leaders for an in‑person summit exploring how extremism, polarisation and social division are shaping charity risk and resilience. Hear emerging insights, take part in discussions, and contribute to NCVO’s upcoming Spring Briefing.

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

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

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why.

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.

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

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

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

Through a blend of theoretical frameworks and practical application, you'll learn how to strengthen your current fundraising strategy so that is not only effective today but sustainable and resilient for years to come.

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Managing people in the charity sector (2 days)

Better impact reporting (0.5 day)

Successful funding applications (0.5 day)

Theory of change for strategic planning and evaluation (1 day)

Safeguarding essentials in charities (1 day)

Advanced data protection (2 x 0.5 days)

Supporting good governance (4 x 0.5 days)

Designated safeguarding leads in charities (1 day)

Building a sustainable and resilient fundraising strategy (1 day)

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