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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

Understand how your organisation can use these approaches and where to learn more

Key highlights from the Charity Commission's guidance on social media for charities.

Digital and technology

How to better include the people you work with and for in your organisation's digital work

Digital and technology

Find out if you're doing everything you should be to make sure your websites and digital services are accessible

Digital and technology

Digital and technology

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

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

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

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

Get an overview of the key tasks and considerations when creating a volunteer strategy. Learn how to develop a strategy that compliments your business plan and create a framework for building success

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 help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

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

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Charity trustee induction and refresher (2 x 0.5 days)

Financial governance for trustees (0.5 day)

Strategic planning: tools for decision making (1 day)

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

Recruiting volunteers (0.5 day)

Good practice in volunteer management (1 day)

Developing a volunteer strategy (1 day)

Managing people in the charity sector (2 days)

Managing conflict and ending volunteering well (0.5 day)

Safeguarding essentials for trustees (0.5 day)

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