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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

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

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

Strategic planning: tools for decision making (1 day)

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

eLearning: Roles and duties of trustees

Trustees play an important role in making sure charities are well-managed and can achieve their aims. This accessible, interactive trustee eLearning course lets you study in your own time and at your own pace so you can fit around your schedule and priorities.