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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

The Employment Rights Bill introduces the biggest changes to UK employment law in decades. Find out when these changes will happen and what you should be doing to get ready.

Membership body announces changes to its executive team following the arrival of new CEO, Kate Lee.

Limited measures announced, but not enough to ease financial strain on charities.

Funding and income
Government and politics

A new report from NCVO explores impact of rise in extremism and social division on the voluntary sector.

Responding to crises
Government and politics

Involving volunteers
Government and politics

The government has announced a new initiative designed to support stronger, fairer and more collaborative relationships between charities and local government.

Funding and income
Government and politics

Charities and voluntary organisations are raising serious concerns about government proposals to link volunteering to asylum settlement.

Learn about what types of interviews there are and what to consider when running interviews

Impact and evaluation

Learn about how to plan for and run focus groups

Impact and evaluation

Learn about the basics of questionnaire design

Impact and evaluation

Learn about different creative data collection methods and when they can be used

Impact and evaluation

Learn what secondary data is and how to find it

Impact and evaluation

Learn about how to generate evaluation findings and to report clearly in an appropriate format

Impact and evaluation

Learn about how to analyse quantitative data

Impact and evaluation

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

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 course will help people with little or no financial background to feel confident in managing day-to-day charity finance

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

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

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 differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

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

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

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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Board basics

Sample documents and templates

Annual report and accounts

Board meeting agenda

Code of conduct

Declaration of interests

Expenses claim form

Organisational management calendar

Risk register

Role descriptions for trustees

Employment Rights Bill: what charities need to know

Updates to NCVO’s executive team

What the Autumn 2025 Budget means for your charity

Charities facing mission-limiting hostility, fear and intimidation

Why the government’s asylum proposals are bad for volunteering

Local Covenant Partnerships Fund announced

Charities raise serious concerns about government’s earned settlement proposals

Using interviews

Planning and running focus groups

Designing questionnaires

Using creative data collection methods

Using secondary data

Analysis and reporting

Analysing quantitative data for evaluation

Analysing qualitative data for evaluation

Writing an evaluation report

Using and learning from evaluation findings

Authentic leadership (1 day)

Charity finance skills (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

Safeguarding essentials for trustees (0.5 day)

Developing a volunteer strategy (1 day)

Mentoring and coaching skills (0.5 days)

Good practice in volunteer management (1 day)

Safeguarding essentials in charities (1 day)

Designated safeguarding leads in charities (1 day)

Project management in the voluntary sector (2 days)

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Authentic leadership (1 day)

Charity finance skills (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

Safeguarding essentials for trustees (0.5 day)

Developing a volunteer strategy (1 day)

Mentoring and coaching skills (0.5 days)

Good practice in volunteer management (1 day)

Safeguarding essentials in charities (1 day)

Designated safeguarding leads in charities (1 day)

Project management in the voluntary sector (2 days)

You searched for
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