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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

Read the new Code, which sets out principles of good governance for charities.

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

Before you start

How to use NCVO's financial procedures manual template

  • Governance

National volunteering forum: Vision for Volunteering

  • Involving volunteers
  • Collaboration

Charities have a vital role in supporting those arriving from Ukraine

  • Responding to crises
  • Government and politics

The inside track: May 2022

  • Government and politics
  • Law and regulation

Join our powerful journey: Power & integrity launch

  • Equity, diversity and inclusion
  • Safeguarding
  • Governance

Impact round-up: May 2022

  • Impact and evaluation

Queen's speech: What it means for the voluntary sector

  • Government and politics

Why age friendly inclusive volunteering?

  • Involving volunteers

Volunteering round-up: April 2022

  • Involving volunteers

Governance round-up: April 2022

  • Governance
  • Law and regulation

Government policy and funding round-up: April 2022

  • Funding and income
  • Government and politics
  • Governance

The stages of consortium development

Step-by-step guidance to help voluntary organisations develop a consortium

  • Collaboration

Pre-start-up scoping and planning

Guidance on scoping and planning before you set up a voluntary-sector consortium

  • Collaboration

Formation of working group

How to form the initial working group that will help partners set up a consortium

  • Collaboration

Development funding

An outline of how much funding is required to establish a voluntary sector consortium, and some of the potential funding sources

  • Collaboration

Stakeholder engagement

Why you need to engage stakeholders such as commissioners and local organisations in your consortium development, and how to involve them

  • Collaboration

Operational development and consortium documents

An overview of the key policies and procedures that will support the operational running of a consortium

  • Collaboration

Incorporation and establishment of interim board

A guide to becoming an incorporated company

  • Collaboration

Membership recruitment and due diligence

How to formally launch your consortium and invite organisations to join

  • Collaboration

Set up central management hub

How to set up the central hub that will run the consortium business, scope for contracts, network with commissioners and bring in contracts

  • Collaboration

Bid for and win contracts

How consortium members can work together to bid for, and hopefully win, contracts

  • Collaboration

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

Recruiting volunteers (0.5 day)

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

Tools and methods for measuring outcomes (1 day)

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

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

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

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