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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

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

Involving volunteers
Coronavirus

Read our latest round-up for trustees and governance professionals, with useful sector updates, training courses and written guidance.

Governance

In this edition, Sandy Chidley, senior consultant, spotlights opportunities in impact and evaluation and shares useful evaluation resources and training opportunities

Impact and evaluation

Our survey of more than 10,000 people provides the most detailed analysis of volunteering for a decade

Digital and technology
Involving volunteers

Building on existing work on corporate volunteering, this report looks at employer-supported volunteering through the eyes of the volunteer

Employing and managing staff
Involving volunteers

This round-up will help you to stay informed about our influencing work, and any government policy and funding announcements. For news related to what’s happening in parliament, see our regular inside track round-up.

Government and politics

Governance consultant Sally Stephens shares updates on the Charities Act and the Charity Governance Code, along with some exciting training opportunities for trustees

Governance

We explain what dormant assets are, how they could support communities and how you can help make that happen.

Law and regulation

Government and politics
Responding to crises

Voluntary sector partners joint statement on the cost of living crisis

Government and politics
Responding to crises

Learn about what qualitative data is and how to analyse it

Impact and evaluation

Guite to writing an evaluation report helps you share key findings and recommendations with internal and external stakeholders.

Impact and evaluation

How to use and learn from your evaluation findings

Impact and evaluation
Business planning and strategy

Use this page to learn about what strategy is and how it can help your organisation

Business planning and strategy

Use this page to learn who to involve in developing your strategy and how best to engage them

Business planning and strategy

Learn about how to create the right strategy process for your organisation.

Business planning and strategy

Learn about Theory of Change as a process and a tool

Business planning and strategy

Find out what's involved in setting the direction of your charity

Business planning and strategy

Use this section to select the right tools to help you understand your landscape and conditions.

Business planning and strategy

A guide to help your organisation with your SWOT (strengths, weaknesses, opportunities, threats) analysis

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

Our Governance Forum is a space for charity governance professionals and those who support good governance to come together, learn and network

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

This course will give you an overview of how to build a simple finance strategy. We’ll introduce tools to help you build the financial resilience of your charity

This essentials course is suitable for anyone within an organisation that handles the personal data of staff, service users, beneficiaries, volunteers, customers, members or supporters, and needs to know the basics of data protection for voluntary organisations.

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

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

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

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Good practice in volunteer management (1 day)

Managing people in the charity sector (2 days)

Advanced data protection (2 x 0.5 days)

Boost your personal influence and impact (0.5 day)

Charity finance strategy (1 day)

Data protection essentials (2 x 0.5 days)

Safeguarding essentials for trustees (0.5 day)

Designated safeguarding leads in charities (1 day)

Project management in the voluntary sector (2 days)

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