A collection of some of the most important sample documents, templates and tools for trustee boards.
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.
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
A basic building block of internal control
Putting together a properly costed plan, and then using it to monitor progress
The Charity Commission expects organisations to know that their money is coming from somewhere reputable. This guidance explains what you can take.
Guidance for using NCVO's control on expenditure manual templates
Guidance for using NCVO's financial procedures manual templates - investment and borrowing section
Guidance for using NCVO's financial procedures manual templates - controls on financial assets
Guidance for using NCVO's financial procedures manual templates - human resources
Guidance for using NCVO's financial procedures manual templates - controls on physical assets
Downloadable financial procedures manual templates for charities and voluntary organisations.
New to trusteeship or looking to hone your skills? Sign in to access our Trustees' Week webinar series