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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 management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

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 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.

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.

This advanced course is specifically for data protection leads or officers in charitable organisations.

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

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.

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.

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

We know numbers can be daunting. Whether you are a staff member managing daily operations or a trustee overseeing governance, understanding your charity financial health is key to sustainable impact.

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Good practice in volunteer management (1 day)

Safeguarding essentials in charities (1 day)

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

Advanced data protection (2 x 0.5 days)

Successful funding applications (0.5 day)

Designated safeguarding leads in charities (1 day)

Project management in the voluntary sector (2 days)

Charity finance strategy (1 day)

Data protection essentials (2 x 0.5 days)

Charity finance skills (1 day)

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