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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

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

Three samples formats of schemes of delegation for boards. A one stop document for all your delegated duties and ways to monitor them

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

What is a Trustee and how do you appoint them?

Governance

What is the role of a Trustee?

Governance

Find out about who your charities members are and what decisions they make

Governance

Learn about the rules around decision-making and how to go about the process of making decisions effectively

Governance

Learn about the different types of meetings and how you can work to make them effective

Governance

Learn about what the structure of the board looks like and what to consider when reviewing

Governance

Learn about what conflicts of interest are and how to work through them

Governance

Learn about what matters are reserved for the board, in what situations you can delegate and to who

Governance

Learn about how to navigate strategic and operational problems and where the responsibility is located

Governance

Learn more about the key areas boards and trustees are responsible for

Governance

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

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

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

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

In this free webinar, you'll learn the simple steps your charity can take to protect against and prepare for a terrorist incident when hosting events at venues and public spaces. This webinar is hosted in partnership with the National Counter Terrorism Security Office (NaCTSO).

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.

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

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

This course will give trustees an overview and understanding of charity governance, regulation and best practice

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

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Good practice in volunteer management (1 day)

Charity finance strategy (1 day)

Designated safeguarding leads in charities (1 day)

Data protection essentials (2 x 0.5 days)

Strategic leadership (1 day)

Project management in the voluntary sector (2 days)

Successful funding applications (0.5 day)

Charity trustee induction and refresher (2 x 0.5 days)

Better impact reporting (0.5 day)

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