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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

The rules about volunteers from overseas, including who can and can’t volunteer and what the restrictions are

Involving volunteers

How to write a volunteer agreement without creating an employment contract

Involving volunteers

What to include in volunteer induction training to help new volunteers get started

Involving volunteers

How to support, supervise and get feedback from volunteers to improve their experience

Involving volunteers

How to keep volunteers engaged and retain them at your organisation

Involving volunteers

How to recognise and address problems or issues with your volunteers

Involving volunteers

How to dismiss a volunteer with fairness when other ways to solve a problem haven’t worked

Involving volunteers

Find out how other organisations have developed ways to engage young people in their volunteer programmes.

How to thank your volunteers and show you appreciate their efforts

Involving volunteers

Make sure you offer the right volunteer training to help your volunteers do their roles

Involving volunteers

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

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

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Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

Recruiting volunteers (0.5 day)

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)

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