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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

State of the Sector 2024: Reaction and reflections

Our chief executive Sarah Vibert shares her thoughts on key findings from NPC’s new charity sector report

  • Government and politics
  • Equity, diversity and inclusion
  • Responding to crises

The True Cost of Delivering Public Services

A survey of UK charities

  • Government and politics
  • Funding and income

Government policy and funding round-up: March 2024

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

  • Government and politics

Update on our work to tackle public services delivery crisis

An update on our work to address the chronic underfunding of public services delivered by charities.

  • Funding and income

Spring budget 2024: What it means for charities

Key points from the budget and analysis of how it will impact the voluntary sector

  • Government and politics
  • Funding and income

Practical support bulletin: March 2024

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

  • Business planning and strategy
  • Involving volunteers

Impact round-up: March 2024

Our latest impact and evaluation support, guidance and training

  • Impact and evaluation

Volunteering round-up: March 2024

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

The inside track: March 2024

Our latest update on what’s happening in Westminster and how it might impact charities

  • Government and politics

Governance round-up: March 2024

The latest governance news, resources and dates for your diary

  • Governance

Handling money

Guidance on handling money while fundraising

  • Safeguarding

Digital skills in your organisation or charity

Use this series of pages to take control of the digital skills within your organisation

What digital skills do charities need?

This page covers the range of digital skills, when they are useful, and how to check for basic and essential skills.

  • Digital and technology

Understanding the digital skills you have

Use this page to understand which digital skills your organisation needs to work on first. And how to find out about digital skills among staff, volunteers and other colleagues.

  • Digital and technology

Closing your charity’s digital skills gap

There are plenty of resources out there to help grow digital skills, whatever your budget.

  • Digital and technology

10 tips for running a digital skills programme

Use these 10 tips to make running a digital skills programme feel manageable. It will help you create a programme that’s engaging and inclusive.

  • Digital and technology

How to carry out a digital skills survey

Run a survey to measure your charity, organisation or community group's level of digital skill

  • Digital and technology

Convincing senior leaders and trustees to get involved in digital change

Convince your charity, organisation or community group's leaders to support digital change

Tackling barriers to digital change for staff and volunteers

Help your organisation's staff and volunteers to engage with digital change

  • Digital and technology

Finding software discounts safely

Find out about charity software discounts to help your organisation use technology

  • Digital and technology

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.

Leading external engagement ( 1 day)

This training will teach you how to raise your profile and the profile of your charity. You’ll learn how to improve your external engagement through network-building, collaboration, partnership development and effective communication.

Tools and methods for measuring outcomes (1 day)

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

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

Recruiting volunteers (0.5 day)

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

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