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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

How to conduct recruitment practices safely

Safeguarding

How to conduct a safeguarding risk assessment when recruiting to a new role

Safeguarding

Guidance for advertising roles and processing applications

Safeguarding

Safeguarding considerations when shortlisting for roles

Safeguarding

How to conduct interviews

Safeguarding

How to carry out pre-employment checks

Safeguarding

Safeguarding for onboarding, training and support

Safeguarding

How to conduct exit interviews safely

Safeguarding

Safeguarding questions to use during interviews

Safeguarding

How you can support safeguarding for your organisation, internally and externally

Safeguarding

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

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

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

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

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission.

Through a blend of theoretical frameworks and practical application, you'll learn how to strengthen your current fundraising strategy so that is not only effective today but sustainable and resilient for years to come.

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

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

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

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Successful funding applications (0.5 day)

Supporting good governance (4 x 0.5 days)

Advanced data protection (2 x 0.5 days)

Designated safeguarding leads in charities (1 day)

Safeguarding essentials for trustees (0.5 day)

Building a sustainable and resilient fundraising strategy (1 day)

Charity finance skills (1 day)

Project management in the voluntary sector (2 days)

Data protection essentials (2 x 0.5 days)

Mentoring and coaching (0.5 day)

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