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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

Employing and managing staff
Equity, diversity and inclusion

Coronavirus
Responding to crises
Government and politics

Government and politics
Involving volunteers

Government and politics
Involving volunteers

Government and politics

Equity, diversity and inclusion
Governance

Employing and managing staff
Collaboration

Employing and managing staff
Collaboration

Funding and income
Coronavirus
Responding to crises

Equity, diversity and inclusion
Involving volunteers

A sample redundancy policy, designed for small charities and voluntary organisations

A sample retirement policy, designed for small charities and voluntary organisations

A sample shared parental leave policy, designed for small charities and voluntary organisations

A guide to help you develop a sickness absence policy and procedure for your organisation

A sample stress policy, designed for small charities and voluntary organisations

A sample whistleblowing policy and procedure, designed for small charities and voluntary organisations

Guidance on the steps you should take when recruiting and inducting paid members of staff

Employing and managing staff

Guidance on designing a new role within your organisation

Employing and managing staff

Guidance to help you decide how and where to advertise a role

Employing and managing staff

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

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

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

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 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

A practical, high impact course that focuses on building an effective finance strategy and equips you to strengthen your charity’s financial stability and long term confidence.

Join us for an afternoon of spotlight stories, discussion and connection, showcasing the importance of small charities.

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

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

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Managing conflict and ending volunteering well (0.5 day)

Managing people in the charity sector (2 days)

Safeguarding essentials for trustees (0.5 day)

Strategic leadership (1 day)

Safeguarding essentials in charities (1 day)

Authentic leadership (1 day)

Charity finance strategy (1 day)

Developing a fundraising strategy (0.5 day)

Data protection essentials (2 x 0.5 days)

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