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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

Guidance for using NCVO's financial procedures manual templates - human resources

Governance

Guidance for using NCVO's financial procedures manual templates - controls on physical assets

Governance

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

Find out what volunteering is and how to get started

Involving volunteers

How volunteers can benefit your organisation and play an important role in your work

Involving volunteers

A volunteer strategy helps secure the support to help your volunteering do more

Involving volunteers

Understand how equity, diversity and inclusion affects volunteers and those they support

Involving volunteers

How to write volunteer role descriptions that show your volunteers' roles and responsibilities

Involving volunteers

It’s good practice to pay back volunteers for expenses they incur while volunteering

Involving volunteers

Get an overview of the key tasks and considerations when creating a volunteer strategy. Learn how to develop a strategy that compliments your business plan and create a framework for building success

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

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

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission.

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

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.

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.

Join us for an afternoon of spotlight stories, discussion and connection, showcasing the importance of small charities.

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

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Developing a volunteer strategy (1 day)

Good practice in volunteer management (1 day)

Managing people in the charity sector (2 days)

Managing conflict and ending volunteering well (0.5 day)

Safeguarding essentials for trustees (0.5 day)

Authentic leadership (1 day)

Strategic leadership (1 day)

Safeguarding essentials in charities (1 day)

Developing a fundraising strategy (0.5 day)

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