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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

Guidance to help you lead or manage people who work remotely

Employing and managing staff

Understand different types of workplace conflict, why conflict happens, and how to resolve it

Employing and managing staff

Employing and managing staff

Why team working is especially important in voluntary organisations

Employing and managing staff

How to develop a set of clear objectives and plans for your team

Employing and managing staff

Tips to help you communicate effectively with your team

Employing and managing staff

Steps you can take to build a positive team culture

Employing and managing staff

Guidance to help you understand the balance of skills, abilities and aspirations in your team, so you can harness them effectively.

Employing and managing staff

Build your understanding of an employers' responsibilities for mental health and wellbeing

Employing and managing staff

Learn how to recognise whether stress is an issue for your organisation, and get tips on how to manage it

Employing and managing staff

Join sector leaders for an in‑person summit exploring how extremism, polarisation and social division are shaping charity risk and resilience. Hear emerging insights, take part in discussions, and contribute to NCVO’s upcoming Spring Briefing.

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

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

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice.

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why.

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

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

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

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Better impact reporting (0.5 day)

Successful funding applications (0.5 day)

Safeguarding essentials in charities (1 day)

Theory of change for strategic planning and evaluation (1 day)

Advanced data protection (2 x 0.5 days)

Supporting good governance (4 x 0.5 days)

Designated safeguarding leads in charities (1 day)

Building a sustainable and resilient fundraising strategy (1 day)

Safeguarding essentials for trustees (0.5 day)

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