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Tools and guidance

Tools and good-practice guidance to help you review, run and improve your board, compiled by NCVO's governance experts

  • Governance

Charity governance code

This guide explores how to implement a good appraisal process that supports and motivates your CEO to do even better.

Charity governance code guide for micro charities

A guide to applying the principles of the Charity Governance Code, specially adapted for the smallest organisations.

Governance wheel

The governance wheel is a simple tool that helps boards of voluntary organisations quickly get a sense of how well they’re functioning and fulfilling their roles.

Strategic planning

Information and tools on strategic planning.

Trustee recruitment pack for small organisations

Six steps to follow when recruiting trustees and nine editable documents to aid your recruitment

Trustee skills audit

A skills audit is a useful way of identifying what trustees bring, and the gaps in skills and knowledge on your board. It can be useful when you’re looking to recruit new trustees.

Individual trustee self reflection

Self reflection is an important part of your professional development and will help you to do your role effectively.

Individual trustee performance reviews

Guidance on conducting individual trustee performance reviews

  • Governance

Financial procedures manual

Templates and guidance for creating a financial procedures manual that will provide a framework for managing your organisation's finances.

  • Governance

Volunteering in England in 2032

  • Involving volunteers

Mobilising the public response to war in Ukraine through partnership and collaboration

  • Responding to crises
  • Collaboration
  • Involving volunteers

12 things I've learnt about culture change over the last 12 months

  • Governance
  • Equity, diversity and inclusion
  • Inside NCVO

Volunteering round-up: March 2022

  • Involving volunteers

Governance round-up: March 2022

  • Governance
  • Law and regulation

Respond, recover, reset: What the voluntary sector can learn from the past two years

  • Funding and income
  • Impact and evaluation
  • Responding to crises

Sarah Vibert: My vision for NCVO and our membership community

  • Inside NCVO
  • Collaboration
  • Involving volunteers

The inside track: March 2022

  • Law and regulation
  • Government and politics

How charities and civil society can support Ukraine

  • Responding to crises

Volunteering round-up: February 2022

  • Involving volunteers

Shortlisting and interviewing for the role

The steps you should take when shortlisting and interviewing applicants

  • Employing and managing staff

Offering the job

Guidance on making a provisional offer of employment and conducting checks

  • Employing and managing staff

Induction and probation

How to set up a good induction and probation programme

  • Employing and managing staff

Managing performance

How to help your team maintain and improve their performance at work

  • Employing and managing staff

Setting objectives and behaviour standards

How to set effective objectives and behaviour standards for your team

  • Employing and managing staff

Giving effective feedback

How to give your team effective feedback

  • Employing and managing staff

Supporting learning and development

How to develop effective learning and development plans

  • Employing and managing staff

Motivating and engaging staff

Guidance to help you motivate and engage your team

  • Employing and managing staff

One-to-ones and appraisals

Tips to help you plan and run effective one-to-one meetings and appraisals

  • Employing and managing staff

Managing underperformance

Guidance to help you address and manage poor performance in the people you manage

  • Employing and managing staff

Advanced project management (1 day)

Are you confident in your general project management skills but looking to strengthen your expertise? This course moves beyond the basics of project management to better understand techniques, activities and principles within a charity context.

Leading change and transformation (2 days)

This practical two-day course for aspiring and existing charity leaders will teach you how to adapt to an ever-changing environment. Learn how to successfully deliver meaningful change to improve your team or organisation

Advanced data protection (2 x 0.5 days)

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

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

Good practice in volunteer management (1 day)

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

Governance Forum

Our Governance Forum is a space for charity governance professionals and those who support good governance to come together, learn and network

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

Charity finance strategy (1 day)

This course will give you an overview of how to build a simple finance strategy. We’ll introduce tools to help you build the financial resilience of your charity

Data protection essentials (2 x 0.5 days)

This essentials course is suitable for anyone within an organisation that handles the personal data of staff, service users, beneficiaries, volunteers, customers, members or supporters, and needs to know the basics of data protection for voluntary organisations.

Safeguarding essentials for trustees (0.5 day)

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