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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: February 2022

  • Governance
  • Law and regulation

Government policy and funding round-up: February 2022

  • Government and politics
  • Funding and income
  • Governance

What can charities learn from the Charity Commission's Kids Company report?

  • Governance
  • Law and regulation

How we delivered a programme evaluation with partners Rocket Science

  • Impact and evaluation
  • Collaboration

The UK Shared Prosperity Fund: What needs to happen next

  • Government and politics
  • Funding and income

Charities must do more than survive, they must change too

  • Business planning and strategy

Levelling up White Paper: What it means for charities and volunteering

  • Government and politics
  • Funding and income
  • Involving volunteers

Volunteering round-up: January 2022

  • Involving volunteers
  • Funding and income
  • Safeguarding

Governance round-up: January 2022

  • Governance

The Road Ahead 2022: Finding a new practicality through uncertain times

  • Law and regulation
  • Government and politics
  • Coronavirus

Payroll giving

Learn more about payroll giving in the voluntary sector

  • Funding and income

Telephone fundraising

Learn more about telephone fundraising for voluntary organisations

  • Funding and income

Fundraising myths

Learn about what fundraising myths exist

  • Funding and income

Choosing crowdfunding

Decide if crowdfunding is right for you

  • Funding and income

How to run a crowdfunding campaign

Learn about how to run a crowdfunding campaign

  • Funding and income

Funding and income planning

Guidance to help you think about your funding and income planning

  • Funding and income

Delivering public services

Find out what delivering public services means and if you can get funding from public sector organisations

  • Funding and income

The commissioning cycle

Learn more about the commissioning cycle

  • Funding and income

Social investment

  • Funding and income

Fundraising methods

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

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

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

Designated safeguarding leads in charities (1 day)

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

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

APPG on Charities and Volunteering: local partnership working

Join us for a discussion on the future of partnership working between local government and civil society.

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

Supporting good governance (4 x 0.5 days)

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

Outcomes and impact measurement (1 day)

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

Strategic planning: tools for decision making (1 day)

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation