A collection of some of the most important sample documents, templates and tools for trustee boards.
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.
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
How to request and process DBS checks
Guidance on what checks you need to complete for people working overseas
Guidance on additional information you need to consider when carrying out DBS checks for trustees
Steps you need to take to keep data safe once DBS checks have been carried out
Guidance on what to do if a staff member or volunteer has a criminal record
Find out about whistleblowing, and the policies your organisation should have in place.
Questions you might ask yourself if you're thinking of raising a concern.
Find out about different types of concerns and ways they can be reported.
Find out why it's useful to stay up to date with safeguarding terminology
Find definitions of some of the most common safeguarding terminology