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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

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

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

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

Three samples formats of schemes of delegation for boards. A one stop document for all your delegated duties and ways to monitor them

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

Familiarise yourself with the early signs of mental health problems and learn how to create a supportive working environment

Employing and managing staff

How to support your own mental health and wellbeing at work or while volunteering

Employing and managing staff

Learn how to recognise if you’re experiencing a mental health problem and where to go for help

Employing and managing staff

Understand your responsibilities around flexible working and learn how to build a flexible working culture

Employing and managing staff

Learn about your responsibilities when handling matters of misconduct

Employing and managing staff

How to handle grievances in your organisation

Employing and managing staff

What to do in the event of whistleblowing at your organisation

Employing and managing staff

Guidance on your responsibilities when you end an employee’s contract, or when staff resign or retire

Employing and managing staff

A guide to help your charity or voluntary organisation navigate and implement change

Employing and managing staff

Guidance to help you develop change management plans

Employing and managing staff

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

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

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

Learn how to build a more intentional approach to your fundraising for a more financially sustainable future.

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

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

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

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

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

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Project management in the voluntary sector (2 days)

Boost your personal influence and impact (0.5 day)

Safeguarding essentials for trustees (0.5 day)

Developing a Fundraising Strategy (0.5 day)

Designated safeguarding leads in charities (1 day)

Outcomes and impact measurement (1 day)

Mentoring and coaching skills (0.5 days)

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

Charity finance skills (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

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