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Templates

Downloadable financial procedures manual templates for charities and voluntary organisations.

Trustees' Week webinar series

New to trusteeship or looking to hone your skills? Sign in to access our Trustees' Week webinar series

Involving volunteers

Practical and step by step guidance to help you manage volunteers and the process of volunteering well

  • Involving volunteers

Understanding volunteering

Learn what volunteering is, why it's important, and how to develop a volunteering strategy for your organisation

  • Involving volunteers

What is volunteering?

Find out what volunteering is and how to get started

  • Involving volunteers

Why involve volunteers?

How volunteers can benefit your organisation and play an important role in your work

  • Involving volunteers

Writing a volunteering strategy

A volunteer strategy helps secure the support to help your volunteering do more

  • Involving volunteers

Equity, diversity and inclusion in volunteering

Understand how equity, diversity and inclusion affects volunteers and those they support

  • Involving volunteers

Planning for volunteers

How to set your organisation up to involve volunteers

  • Involving volunteers

Writing volunteer role descriptions

How to write volunteer role descriptions that show your volunteers' roles and responsibilities

  • Involving volunteers

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Introduction

Guidance for using NCVO's financial procedures manual templates

  • Governance

Delegation of authority

Guidance for using NCVO's financial procedures manual templates

  • Governance

Reserves policy

Guidance on reserves policies for your charity

  • Governance

Conflicts of interest

Incorporating conflicts of interest into your financial procedures manual

  • Governance

Segregation of duties

A basic building block of internal control

  • Governance

Exercising budgetary control and monitoring

Putting together a properly costed plan, and then using it to monitor progress

  • Governance

Controls on income

The Charity Commission expects organisations to know that their money is coming from somewhere reputable. This guidance explains what you can take.

  • Governance

Controls on expenditure

Guidance for using NCVO's control on expenditure manual templates

  • Governance

Investment and borrowing

Guidance for using NCVO's financial procedures manual templates - investment and borrowing section

  • Governance

Controls on financial assets and record keeping

Guidance for using NCVO's financial procedures manual templates - controls on financial assets

  • Governance

Recruiting volunteers (0.5 day)

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

Developing a volunteer strategy (1 day)

Get an overview of the key tasks and considerations when creating a volunteer strategy. Learn how to develop a strategy that compliments your business plan and create a framework for building success

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

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

Managing conflict and ending volunteering well (0.5 day)

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

Safeguarding essentials for trustees (0.5 day)

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

Strategic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

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.

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

Small Charity Week Assembly

Join us for an afternoon of spotlight stories, discussion and connection, showcasing the importance of small charities.