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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 how to get your organisation ready for fundraising.

Find out how to write a fundraising strategy and what you need to include.

Guidance to help you prepare for your first grant application

Funding and income

Guidance to help you decide if applying for a grant is the best option

Funding and income

What you need to apply for a grant

Funding and income

Learn about what a grant fund is and how it works

Funding and income

Learn about how to go about writing your grant application

Guidance on preparing your budget

Funding and income

What happens after you apply for your grant

Funding and income

A space for charity governance professionals to come together, learn and network

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

Join sector leaders for an in‑person summit exploring how extremism, polarisation and social division are shaping charity risk and resilience. Hear emerging insights, take part in discussions, and contribute to NCVO’s upcoming Spring Briefing.

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

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.

Learn practical tips to ensure you are successful in your funding bid applications.

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why.

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

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

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Good practice in volunteer management (1 day)

Managing people in the charity sector (2 days)

Better impact reporting (0.5 day)

Safeguarding essentials in charities (1 day)

Successful funding applications (0.5 day)

Theory of change for strategic planning and evaluation (1 day)

Supporting good governance (4 x 0.5 days)

Advanced data protection (2 x 0.5 days)

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