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Code of conduct

A sample code of conduct for trustees.

Declaration of interests

Sample declaration of interests form for trustees

Expenses claim form

Sample trustee expenses claim form

Organisational management calendar

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

Risk register

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

Role descriptions for trustees

Sample role descriptions for a range of trustee roles

Role description for a chief executive

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

Sub-committee terms of reference

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

CEO report template

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.

Sample schemes of delegation

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

A bigger role in building our future

  • Involving volunteers

The links between family and volunteering: A review of the evidence

  • Involving volunteers

Planning for tomorrow's workforce

  • Employing and managing staff
  • Business planning and strategy
  • Impact and evaluation

The inside track: July 2022

  • Government and politics
  • Law and regulation

Volunteering round-up: June 2022

  • Involving volunteers

Governance round-up: June 2022

  • Governance

Government policy and funding round-up: June 2022

  • Funding and income
  • Government and politics
  • Governance

The procurement bill: what does it mean for charities?

  • Government and politics
  • Law and regulation

Governance round-up: May 2022

  • Governance

Volunteering round-up: May 2022

  • Involving volunteers

The legal duties of trustees

Learn about what your boards legal duties are and the considerations for each of them

  • Governance

Trustee disqualification

Guidance to help your board learn about the rules on automatic disqualification, who this applies to and applying for waivers.

  • Business planning and strategy

The rules on trustee disqualification

The rules on the automatic disqualification of trustees and senior managers.

  • Governance

Updated conditions in the Charities Act 2016

Learn what's included on trustee disqualification in the Charities Act 2016.

  • Governance

Applying to stop disqualification

What the board, trustees and senior manages can do in the event of trustee disqualification.

  • Governance

Developing your trustees skills

Learn about how you can develop trustee skills

  • Governance

Making changes to governing documents

Learn about the types of changes you can make to your governing document and the related rules

  • Governance

Equality, diversity and inclusion at board level

Use this series of pages as an introduction to begin the process of reflecting on equality, diversity and inclusion on your board

  • Governance

Explaining equality, diversity and inclusion

What is equality, diversity and inclusion?

  • Governance

Why trustee diversity is important

It’s important for boards to understand why they should actively consider and create the right cultural environment for individuals from marginalised and minoritised backgrounds to become trustees.

  • Governance

Safeguarding essentials in charities (1 day)

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

Tools and methods for measuring outcomes (1 day)

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

Better impact reporting (0.5 day)

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

Recruiting volunteers (0.5 day)

This course will develop your skills and help you use a marketing approach to recruit volunteers

Advanced project management (1 day)

Are you confident in your general project management skills but looking to strengthen your expertise? This course moves beyond the basics of project management to better understand techniques, activities and principles within a charity context.

Leading change and transformation (2 days)

This practical two-day course for aspiring and existing charity leaders will teach you how to adapt to an ever-changing environment. Learn how to successfully deliver meaningful change to improve your team or organisation

Advanced data protection (2 x 0.5 days)

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

Good practice in volunteer management (1 day)

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

Managing people in the charity sector (2 days)

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

Governance Forum

Our Governance Forum is a space for charity governance professionals and those who support good governance to come together, learn and network