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

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

Get an introduction to data collection methods and practical guidance for evaluating your work

This course introduces the key principles of equity, diversity and inclusion (EDI) and how to apply them to your organisation

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

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 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

Learn how to build a more intentional approach to your fundraising for a more financially sustainable future.

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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Charity trustee induction and refresher (2 x 0.5 days)

Managing conflict and ending volunteering well (0.5 day)

Supporting good governance (4 x 0.5 days)

Tools and methods for measuring outcomes (1 day)

Introduction to EDI in charities (2 x 0.5 days)

Financial governance for trustees (0.5 day)

Strategic leadership (1 day)

Charity finance strategy (1 day)

Developing a Fundraising Strategy (0.5 day)

Better impact reporting (0.5 day)

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