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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

Role descriptions for trustees

Sample role descriptions for a range of trustee roles

Saskia Konynenburg appointed Interim Chief Executive of NCVO

  • Governance
  • Leadership

Civil Society Covenant launched to reset partnership with government

  • Campaigning
  • Government and politics

Protection for whistleblowers

Legal protections for people who raise concerns

  • Safeguarding

Protection under PIDA

How the Public Interest Disclosure Act protects any whistleblowing worker

  • Safeguarding

Key duties of organisations

What organisations are expected or obliged to do when concerns are raised

  • Safeguarding

Non-recent and historic abuse

Find out about 'limitation periods' regarding certain types of claim

  • Safeguarding

Getting started with DBS checks

Information about DBS checks and tools to help you understand the law as it applies to the roles in your organisation

  • Safeguarding

Overview

Information about getting DBS checks for staff and volunteers

  • Safeguarding

Plan for specific roles

How to identify potential risks when creating a new staff or volunteering role

  • Safeguarding

Asking about someone's criminal history

How and when to ask about a staff member or volunteer's criminal history

  • Safeguarding

Types of DBS check

A comprehensive guide to different types of DBS checks

  • Safeguarding

Deciding which checks to carry out

Different roles will require different checks. This page explores what checks you might need to run

  • Safeguarding

Designated safeguarding leads in charities (1 day)

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

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

How to keep your event safe from a terrorist incident (1 hour)

In this free webinar, you'll learn the simple steps your charity can take to protect against and prepare for a terrorist incident when hosting events at venues and public spaces. This webinar is hosted in partnership with the National Counter Terrorism Security Office (NaCTSO).

Strategic leadership (1 day)

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.

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

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

Charity trustee induction and refresher (2 x 0.5 days)

This course will give trustees an overview and understanding of charity governance, regulation and best practice

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

Recruiting volunteers (0.5 day)

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