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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

Role description for a chief executive

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

Sub-committee terms of reference

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

Saskia Konynenburg appointed Interim Chief Executive of NCVO

  • Governance
  • Leadership

Civil Society Covenant launched to reset partnership with government

  • Campaigning
  • Government and politics

Managing safeguarding concerns

Making a safeguarding referral

Storing and sharing safeguarding information

How to keep records of any safeguarding concerns and when to share them

  • Safeguarding

Self care tips for working in safeguarding

Five tips for looking after your mental health, so you can effectively support others

  • Safeguarding

Creating a safer organisation as a CEO

How to embed safeguarding at every level of your organisation

  • Safeguarding

Working with your trustees

Getting the support of your trustees and establishing good governing principles

  • Safeguarding

Working with your designated safeguarding lead

How the roles of CEOs and designated safeguarding leads can support each other

  • Safeguarding

Dealing with safeguarding concerns as a CEO

The steps you should take after concerns have been raised

  • 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