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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

Governance
Leadership

Campaigning
Government and politics

Government and politics
Funding and income

Many charities want to evaluate their impact but lack time or confidence. This blog shares how we support practical, sustainable approaches to self-evaluation.

Business planning and strategy
Impact and evaluation

NCVO announces the appointment of Kate Lee OBE as its new chief executive, joining at a crucial moment for the voluntary sector.

Leadership
Governance

A statement from Kate Lee OBE, our chief executive, on the recent attacks in Manchester.

Responding to crises

We know from speaking to our members about the increased need for sector support and solidarity in times of division and racial hatred.

Responding to crises

Members came together for our 2025 AGM to reflect on the past year, hear from our leadership team, and welcome our new treasurer and chief executive.

Governance
Inside NCVO

A refreshed Charity Governance Code gives clearer guidance for charity boards on leadership, decision making and inclusion.

Equity, diversity and inclusion
Governance

Our latest Governance in Focus report reveals that charity boards are improving how they govern but still have work to do on inclusion and culture.

Equity, diversity and inclusion
Governance

A guide to help your organisation explore it's activities to assess the extent to which each contributes to value and surplus

Use this tool to help you identify the forces working for and against a particular option

Use this tool to help your organisation explore tradeoffs

Learn about what business planning is in your organisation's context

Business planning and strategy

Find out about how to write your business plan for your organisation

Business planning and strategy

Writing the title page section of your business plan

Business planning and strategy

Writing the content page section of your business plan

Business planning and strategy

Writing the executive summary of your business plan

Business planning and strategy

Writing about your organisation in your business plan

Business planning and strategy

Writing about what your organisation does in your business plan

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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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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