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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

The steps you should take when shortlisting and interviewing applicants

Employing and managing staff

Guidance on making a provisional offer of employment and conducting checks

Employing and managing staff

How to set up a good induction and probation programme

Employing and managing staff

How to help your team maintain and improve their performance at work

Employing and managing staff

How to set effective objectives and behaviour standards for your team

Employing and managing staff

How to give your team effective feedback

Employing and managing staff

How to develop effective learning and development plans

Employing and managing staff

Guidance to help you motivate and engage your team

Employing and managing staff

Tips to help you plan and run effective one-to-one meetings and appraisals

Employing and managing staff

Guidance to help you address and manage poor performance in the people you manage

Employing and managing staff

This course will help you create a positive and inclusive experience for volunteers. The course will explore best practice in relation to safeguarding, data protection, health and safety, and equality

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.

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

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.

The voluntary sector operates in a fast-moving and uncertain environment. This one-day training focuses on leading change in a way that brings staff teams with you.

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

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

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

This training will teach you how to raise your profile and the profile of your charity. You’ll learn how to improve your external engagement through network-building, collaboration, partnership development and effective communication.

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

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Volunteers and the law (0.5 day)

Project management in the voluntary sector (2 days)

Designated safeguarding leads in charities (1 day)

Charity finance skills (1 day)

Leading change and transformation (1 day)

Managing people in the charity sector (2 days)

Charity trustee induction and refresher (2 x 0.5 days)

Outcomes and impact measurement (1 day)

Leading external engagement (1 day)

Good practice in volunteer management (1 day)

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