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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

Open letter to the chancellor on the impact of increased employer National Insurance Contributions for charities

We’ve written to the chancellor calling for urgent action on the planned increase to employer National Insurance Contributions (NICs) for the voluntary sector

  • Employing and managing staff
  • Funding and income

Trustees’ Week 2024: Celebrating trustees’ dedication and impact

This Trustees' Week we celebrated the role of trustees across the UK and explored the challenges and opportunities in trustee recruitment and retention

  • Involving volunteers
  • Governance

Can we Bank on the Banks? New Report Highlights Ongoing Challenges

  • Collaboration
  • Financial management

Why Investing in Volunteering is Money Well Spent

  • Funding and income
  • Involving volunteers

NCVO Strengthens Board with New Appointments

  • Leadership
  • Governance

Overcoming sticking points in strategy development: A conversation with Sini and Sam

  • Business planning and strategy
  • Impact and evaluation
  • Consultancy

Small Charity Week 2025: New match funding campaign to boost small charities

  • Funding and income
  • Campaigning

New members join Small Charities Advisory Panel to strengthen the voice of small charities

  • Campaigning
  • Governance

HRH The Duke of Edinburgh announced as NCVO’s new Royal Patron

  • Inside NCVO

Service Directory

Our Service Directory connect members with specialists who can save our members time and money. Each specialist has experience working with charities and voluntary organisations.

  • Finance
  • People, HR and recruitment
  • IT and data protection

What is divestment?

Learn about what divestment is and the aims and impacts of divesting from fossil fuels

  • Campaigning

Deciding to set up a new charitable organisation

Access our guidance to help you decide if you should set up a new charity, voluntary organisation or community group

  • Setting up

Choosing your legal structure

What you need to consider when choosing your legal structure and the main characteristics of different legal structures

  • Setting up

Understanding charity status and registration

Find out what charity status is and if you need to register as a charity

  • Setting up

Understanding social enterprise

Find out about social enterprises and their associated legal structures

  • Setting up

A charity's governing document: What it should include

Find out what information should be included in your charity's governing document

  • Setting up

Introduction to employment law

Understand your core legal responsibilities to your employees

  • Employing and managing staff

Understanding employment law

A short summary of your general legal obligations to paid members of staff

  • Employing and managing staff

Conditions of employment

A quick introduction to employment law on the conditions of employment

  • Employing and managing staff

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.

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.

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.