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: March 2024

The latest governance news, resources and dates for your diary

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Governance round-up: April 2024

The latest charity governance news, resources and dates for your diary

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Governance round-up: May 2024

This month sees the launch of a consultation on the Charity Governance Code and new charity chair research

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Trustee confidence: Key research findings and actions for your board

NCVO's governance consultant Mo Wiltshire shares highlights from the Charity Commission’s recent research into trustee confidence

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NCVO welcomes new president and trustees at 2024 AGM

Baroness Delyth Morgan was confirmed as NCVO's new president. Two new trustees, Ruth Marvel and Louise Posocco, were also appointed

  • Inside NCVO
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Understanding Trustee Recruitment and Retention Challenges

A survey of the voluntary sector

  • Involving volunteers
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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
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NCVO Strengthens Board with New Appointments

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

  • Campaigning
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Saskia Konynenburg appointed Interim Chief Executive of NCVO

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  • Leadership

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