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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

The inside track: January 2022

  • Government and politics

Volunteers' Week 2022: a time to say thanks!

  • Involving volunteers

Time well spent: impact of covid-19 on the volunteer experience

  • Coronavirus
  • Involving volunteers
  • Responding to crises

Volunteering round-up: July 2022

  • Involving volunteers

NCVO appoints Sarah Vibert as Director of Policy and Volunteering

  • Inside NCVO

Public sector volunteers less satisfied

  • Involving volunteers

Charities may find more political space to effect change in 2020, says NCVO

  • Government and politics

NCVO begins search for new chair of trustees

  • Inside NCVO

Charities' 'competitive behaviours' in contracting negatively impacting sector

  • Impact and evaluation

Two new trustees appointed to NCVO board

  • Inside NCVO

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

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

NCVO/Zurich webinar: Developing and embedding effective risk assessments for volunteers

Join us for an essential webinar on creating and embedding effective risk assessments to protect your volunteers and those they support

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

Strategic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

Tools and methods for measuring outcomes (1 day)

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

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

Recruiting volunteers (0.5 day)

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

Better impact reporting (0.5 day)

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

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 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.