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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

Employment Rights Bill: what charities need to know

The Employment Rights Bill introduces the biggest changes to UK employment law in decades. Find out when these changes will happen and what you should be doing to get ready.

Updates to NCVO’s executive team

Membership body announces changes to its executive team following the arrival of new CEO, Kate Lee.

What the Autumn 2025 Budget means for your charity

Limited measures announced, but not enough to ease financial strain on charities.

  • Funding and income
  • Government and politics

Supporting volunteers

How to support, supervise and get feedback from volunteers to improve their experience

  • Involving volunteers

Keeping volunteers

How to keep volunteers engaged and retain them at your organisation

  • Involving volunteers

Solving volunteer problems

How to recognise and address problems or issues with your volunteers

  • Involving volunteers

Dismissing a volunteer

How to dismiss a volunteer with fairness when other ways to solve a problem haven’t worked

  • Involving volunteers

Engaging and supporting young people to volunteer

Find out how other organisations have developed ways to engage young people in their volunteer programmes.

Thanking volunteers

How to thank your volunteers and show you appreciate their efforts

  • Involving volunteers

Training and development for volunteers

Make sure you offer the right volunteer training to help your volunteers do their roles

  • Involving volunteers

Accrediting volunteer learning

Acknowledge volunteers' training and experience through a certificate, accreditation or qualification

  • Involving volunteers

Employer-supported volunteering

How to support your staff to take part in volunteering opportunities

  • Involving volunteers

Ending volunteering well

How to make sure volunteers have a positive end to their time with your organisation

  • Involving volunteers

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

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

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

Charity finance skills (1 day)

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

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

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