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Declaration of interests

Sample declaration of interests form for trustees

Expenses claim form

Sample trustee expenses claim form

Organisational management calendar

A sample management calendar for users to adapt for their own organisations

Risk register

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Role descriptions for trustees

Sample role descriptions for a range of trustee roles

Role description for a chief executive

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

Sub-committee terms of reference

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

CEO report template

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.

Sample schemes of delegation

A resource pack to help you write a scheme of delegation.

Trustee disputes process

Find out how our example code of conduct can ensure your complaints are handled fairly and consistently.

A bigger role in building our future

  • Involving volunteers

The links between family and volunteering: A review of the evidence

  • Involving volunteers

Planning for tomorrow's workforce

  • Employing and managing staff
  • Business planning and strategy
  • Impact and evaluation

The inside track: July 2022

  • Government and politics
  • Law and regulation

Volunteering round-up: June 2022

  • Involving volunteers

Governance round-up: June 2022

  • Governance

Government policy and funding round-up: June 2022

  • Funding and income
  • Government and politics
  • Governance

The procurement bill: what does it mean for charities?

  • Government and politics
  • Law and regulation

Governance round-up: May 2022

  • Governance

Volunteering round-up: May 2022

  • Involving volunteers

SWOT

A guide to help your organisation with your SWOT (strengths, weaknesses, opportunities, threats) analysis

PESTLE

A guide to help organisations consider how the world is changing

Other players

A guide for your organisation to look at the priorities and impact of other organisations in your area of work

Deciding what you will do and how

Find out about how to select the right tools to help you make good decisions

  • Business planning and strategy

Dual bottom line analysis

A guide to help your organisation explore it's activities to assess the extent to which each contributes to value and surplus

Forcefield analysis

Use this tool to help you identify the forces working for and against a particular option

Even over statements

Use this tool to help your organisation explore tradeoffs

What is business planning?

Learn about what business planning is in your organisation's context

  • Business planning and strategy

Writing your business plan

Find out about how to write your business plan for your organisation

  • Business planning and strategy

Title page

Writing the title page section of your business plan

  • Business planning and strategy

Authentic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work

Recruiting volunteers (0.5 day)

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

Boost your personal influence and impact (0.5 day)

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

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

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

Financial governance for trustees (0.5 day)

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

Charity trustee induction and refresher (2 x 0.5 days)

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

Safeguarding essentials in charities (1 day)

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

Managing people in the charity sector (2 days)

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

Safeguarding essentials for trustees (0.5 day)

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