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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

Writing the financial procedures manual

Read through all our detailed guidance before completing your financial procedures manual.

Introduction

Guidance for using NCVO's financial procedures manual templates

  • Governance

Financial responsibilities

Guidance for using NCVO's financial procedures manual templates

  • Governance

The inside track: January 2022

  • Government and politics

Volunteers' Week 2022: a time to say thanks!

  • Involving volunteers

Time well spent: impact of covid-19 on the volunteer experience

  • Coronavirus
  • Involving volunteers
  • Responding to crises

Volunteering round-up: July 2022

  • Involving volunteers

NCVO appoints Sarah Vibert as Director of Policy and Volunteering

  • Inside NCVO

Public sector volunteers less satisfied

  • Involving volunteers

Charities may find more political space to effect change in 2020, says NCVO

  • Government and politics

NCVO begins search for new chair of trustees

  • Inside NCVO

Charities' 'competitive behaviours' in contracting negatively impacting sector

  • Impact and evaluation

Two new trustees appointed to NCVO board

  • Inside NCVO

You have intellectual property

You have waste

Your organisation has insurance

You have contractual liabilities

You employ staff

You involve volunteers

You deliver services to people at risk of harm

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Safeguarding essentials for trustees (0.5 day)

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission

Member listening forum: challenges facing charities in divided times

Share your experiences, connect with peers and help shape NCVO’s support to strengthen safety and solidarity across the sector.

Member listening forum: challenges facing charities in divided times

Share your experiences, connect with peers and help shape NCVO’s support to strengthen safety and solidarity across the sector.

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.

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

Successful funding applications (0.5 day)

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

Registering a charity in England and Wales

Learn the steps to take to set up and register a charity with the Charity Commission in this free webinar.

Mentoring and coaching skills (0.5 days)

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

Theory of change for strategic planning and evaluation (1 day)

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why

Governance trends 2025: what’s changing and why it matters

Discover what’s shaping charity governance in 2025, benchmark best practice and gain practical ideas to strengthen inclusion, leadership and alignment.