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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

Learn more about volunteering while receiving state benefits

Involving volunteers

Learn about the tax and national insurance implications for volunteers

Involving volunteers

Guidance on the health and safety measures you need to put in place when working with volunteers

Involving volunteers

Guidance on arranging insurance for volunteers and volunteer-involving organisations

Involving volunteers

Guidance around safeguarding vulnerable clients and volunteers

Involving volunteers

Advice on DBS checks for volunteers and volunteer involving organisations

Involving volunteers

Guidance and policies to consider when using volunteer drivers

Involving volunteers

Guidance on copyright and volunteers

Involving volunteers

A free online tool for volunteer-involving groups and organisations

Involving volunteers

Read our top tips for how your organisation can make volunteering inclusive for disabled people.

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

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully.

This course will help you create a positive and inclusive experience for volunteers. The course will explore best practice in relation to safeguarding, data protection, health and safety, and equality

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England.

We know numbers can be daunting. Whether you are a staff member managing daily operations or a trustee overseeing governance, understanding your charity financial health is key to sustainable impact.

The voluntary sector operates in a fast-moving and uncertain environment. This one-day training focuses on leading change in a way that brings staff teams with you.

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

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

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Developing a fundraising strategy (0.5 day)

Data protection essentials (2 x 0.5 days)

Project management in the voluntary sector (2 days)

Volunteers and the law (0.5 day)

Designated safeguarding leads in charities (1 day)

Charity finance skills (1 day)

Leading change and transformation (1 day)

Managing people in the charity sector (2 days)

Charity trustee induction and refresher (2 x 0.5 days)

Outcomes and impact measurement (1 day)

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