Governance

Board basics

A collection of some of the most important sample documents, templates and tools for trustee boards.

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Sample documents and templates

These are some of the most important documents that an organisation needs if it wants to have a healthy, well-run trustee board. NCVO's governance experts have written or signposted to model versions of each one.

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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

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Individual trustee performance reviews

Guidance on conducting individual trustee performance reviews

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Financial procedures manual

Templates and guidance for creating a financial procedures manual that will provide a framework for managing your organisation's finances.

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Before you start

How to use NCVO's financial procedures manual template

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Introduction

Guidance for using NCVO's financial procedures manual templates

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Financial responsibilities

Guidance for using NCVO's financial procedures manual templates

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Delegation of authority

Guidance for using NCVO's financial procedures manual templates

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Reserves policy

Guidance on reserves policies for your charity

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Governance round-up: August 2023

A round-up of the latest guidance from the Charity Commission, recent governance news and upcoming training and events

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Governance round-up: September 2023

The latest guidance from the Charity Commission, new governance resources and upcoming training

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Governance round-up: October 2023

The latest guidance, resources and training for governance professionals

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Practical support bulletin: November 2023

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

  • Funding and income
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  • Cost of living

Celebrating Trustees’ Week 2023

Our chief executive Sarah Vibert celebrates the start of Trustees' Week and shares our plans

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The importance of diversity in your trustee board

Explore why diversity is a key area of reflection for your trustee board and what needs to happen to make a board truly diverse

  • Equity, diversity and inclusion
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Governance round-up: November 2023

Lessons from Trustees’ Week 2023 and upcoming dates for your diary

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Governance round-up: December 2023

New inclusion and campaigning resources, a chance to help shape investment principles, and dates for your diary

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Governance round-up: January 2024

A round-up of the latest governance news, resources and dates for your diary

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Governance round-up: February 2024

A round-up of the latest governance news, resources and dates for your diary

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Managing conflicts of interests

Learn about what conflicts of interest are and how to work through them

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Delegating decisions

Learn which decisions stay with the board, what you can delegate and to who.

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Considering strategic and operational problems as a board

Learn about how to navigate strategic and operational problems and where the responsibility is located

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Helping your board meet their responsibilities

Learn more about the key areas boards and trustees are responsible for

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Introduction to trustee responsibilities

All trustees must take responsibility for decisions that benefit their charity

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Equity, diversity and inclusion at board level

All trustees are responsible for shaping the culture of their board and charity

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Finance

Trustees must make sure their charity’s money is safe and used properly

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Funding and fundraising

Trustees should think carefully about how to secure income for their charity

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How to manage risk

Seven steps to help trustees manage risk in their charity

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  • Risk

Managing people

Trustees need to make sure their charity follows employment law and has clear volunteer management processes

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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

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

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