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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

Governance round-up: July 2023

Recent governance news, resources, research, events and more

  • Governance

Applications open for £76m Community Organisations Cost of Living Fund

Find out if your organisation is eligible for new funding up to £75,000

  • Funding and income
  • Responding to crises

Consumer Duty: What is it and how will charities benefit?

Learn how new banking rules will affect your charity or voluntary organisation

  • Financial management

Volunteering round-up: August 2023

The latest news, events and opportunities for people managing or supporting volunteers

  • Involving volunteers

Governance round-up: August 2023

A round-up of the latest guidance from the Charity Commission, recent governance news and upcoming training and events

  • Governance

Impact round-up: Summer 2023

Senior consultant, Sandy Chidley, runs through some recent work on ethical evaluation and shares useful evaluation events and training opportunities

  • Impact and evaluation

The inside track: September 2023

A round-up of what’s happening in Westminster that might impact charities. This month sees a Labour reshuffle, an update on new APPG rules, and a look ahead to party conferences

  • Government and politics

Volunteering round-up: September 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Practical support bulletin: September 2023

Resources, free events, support and guidance on the big issues affecting small charities

  • Financial management
  • Funding and income
  • Responding to crises

Government policy and funding round-up: September 2023

An update on our influencing work, government policy and funding announcements

  • Government and politics
  • Funding and income

Charity Essentials (English version)

An English version of the Charity Essentials tool, which can help you do a basic health check on how your organisation is performing

Charity Essentials (Welsh version)

A Welsh version of the Charity Essentials tool, which can help you do a basic health check on how your organisation is performing

Get started with equity, diversity and inclusion

This page helps you get started in improving your organisations’ approach to equity, diversity and inclusion.

  • Equity, diversity and inclusion

The Equality Act: Your legal duties

Using the Equality Act to understand your legal duties

  • Equity, diversity and inclusion

Respond to discrimination

This page is about how to respond to discrimination occurring in your organisation.

  • Equity, diversity and inclusion

Insurance

Risk management is a vital (and legal) responsibility for charity trustees. This page covers an introduction to the risk management process and the role insurance plays in protecting your organisation.

  • Law and regulation

Charity ethical principles

Principles that support charities to recognise and resolve ethical issues and conflicts, and make charities safer

  • Governance

Explaining governance

Learn about what governance is and how it applies to charities

  • Governance

What is a board?

Learn about what a board is and how it works

  • Governance

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

Advanced data protection (2 x 0.5 days)

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

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

NCVO member welcome and refresher session

Join this session to explore your NCVO member benefits and learn more about our supportive community.

Project management in the voluntary sector (2 days)

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

Developing a Fundraising Strategy (0.5 day)

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

Successful funding applications (0.5 day)

Learn Practical tips to ensure you are successful in your funding bid applications.

Webinar: charity trading essentials

Explore charity trading and when to consider a trading subsidiary.

Tools and methods for measuring outcomes (1 day)

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