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Carrying out a governance review

What to consider when carrying out a governance review and the different types of review

  • Governance

Board basics

A collection of some of the most important sample documents, templates and tools for trustee boards.

  • Governance

Sample documents and templates

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

Annual report and accounts

Information on annual reports and accounts for charities, and sample documents.

Board meeting agenda

A template agenda for a board meeting.

Code of conduct

A sample code of conduct for trustees.

Declaration of interests

Sample declaration of interests form for trustees

Expenses claim form

Sample trustee expenses claim form

Organisational management calendar

A sample management calendar for users to adapt for their own organisations

Risk register

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Executive summary

Writing the executive summary of your business plan

  • Business planning and strategy

About your organisation

Writing about your organisation in your business plan

  • Business planning and strategy

What we do

Writing about what your organisation does in your business plan

  • Business planning and strategy

Our market

How to navigate your market and customer base

  • Business planning and strategy

Market analysis

Writing the market analysis section of your business plan

  • Business planning and strategy

How we reach our market

Writing the market research section of your business plan

  • Business planning and strategy

Market research and testing

Writing the market research and testing section of your business plan

  • Business planning and strategy

Operational plan

Writing the operational planning section of your business plan

  • Business planning and strategy

People, management and governance

Writing the people, management and governance section of your business plan

  • Business planning and strategy

Our impact

Writing the impact section of your business plan

  • Business planning and strategy

Good practice in volunteer management (1 day)

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

Webinar: UK Civil Society Almanac 2025 launch

The Almanac is our ground-breaking data resource on the size, scope and finances of the UK’s voluntary sector.

Charity finance strategy (1 day)

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

Project management in the voluntary sector (2 days)

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

Data protection essentials (2 x 0.5 days)

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

Successful funding applications (0.5 day)

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

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work

Authentic leadership (1 day)

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

Recruiting volunteers (0.5 day)

This course will develop your skills and help you use a marketing approach to recruit volunteers

Boost your personal influence and impact (0.5 day)

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