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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

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.

Involving volunteers

Involving volunteers

Employing and managing staff
Business planning and strategy
Impact and evaluation

Government and politics
Law and regulation

Involving volunteers

Governance

Funding and income
Government and politics
Governance

Government and politics
Law and regulation

Governance

Involving volunteers

Our Service Directory connect members with specialists who can save our members time and money. Each specialist has experience working with charities and voluntary organisations.

Finance
People, HR and recruitment
IT and data protection

Learn about what divestment is and the aims and impacts of divesting from fossil fuels

Campaigning

Access our guidance to help you decide if you should set up a new charity, voluntary organisation or community group

Setting up

What you need to consider when choosing your legal structure and the main characteristics of different legal structures

Setting up

Find out what charity status is and if you need to register as a charity

Setting up

Find out about social enterprises and their associated legal structures

Setting up

Find out what information should be included in your charity's governing document

Setting up

Understand your core legal responsibilities to your employees

Employing and managing staff

A short summary of your general legal obligations to paid members of staff

Employing and managing staff

A quick introduction to employment law on the conditions of employment

Employing and managing staff

Explore charity trading and when to consider a trading subsidiary.

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

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

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 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

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

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

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

Get an overview of the key tasks and considerations when creating a volunteer strategy. Learn how to develop a strategy that compliments your business plan and create a framework for building success

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

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Tools and methods for measuring outcomes (1 day)

Recruiting volunteers (0.5 day)

Supporting good governance (4 x 0.5 days)

Authentic leadership (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

Charity finance skills (1 day)

Safeguarding essentials for trustees (0.5 day)

Developing a volunteer strategy (1 day)

Mentoring and coaching skills (0.5 days)

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