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: November 2022

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Governance round-up: December 2022

NCVO's senior consultancy and training manager Dan Francis reflects on how the events of 2022 have shaped charity governance

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Governance round-up: January 2023

As we begin a new year, governance consultant Sally Stephens looks ahead to the big stories for 2023

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The Road Ahead 2023: Supporting staff, trustees and volunteers

As part of our Road Ahead series, we explore the issues affecting the people at the heart of our organisations

  • Employing and managing staff
  • Governance
  • Involving volunteers

Governance round-up: February 2023

Our round-up for trustees and governance professionals, with useful sector updates, training courses and guidance

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Governance round-up: March 2023

With many of us approaching the end of our financial year, senior governance consultant Sally Stephens shares guidance for completing your annual return

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Governance round-up: April 2023

Senior governance consultant Sally Stephens explains the upcoming changes in the Charities Act 2022

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Governance round-up: May 2023

This month we share reflections from our Governance Forum and introduce our new governance consultant

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Governance round-up: June 2023

Reflections on the recent Charity Commission board appointments along with updates and upcoming events

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Governance round-up: July 2023

Recent governance news, resources, research, events and more

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Reporting

Guidance on Charity Commission, Companies House and serious incident reporting

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Strategy

Trustees should help oversee and develop their charity’s strategy

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Recruiting and inducting trustees

Guidance on how to find and welcome new charity trustees

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Removing trustees

Learn about the reasons to remove a trustee and the process to go through

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The legal duties of trustees

Learn about what your boards legal duties are and the considerations for each of them

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The rules on trustee disqualification

The rules on the automatic disqualification of trustees and senior managers.

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Updated conditions in the Charities Act 2016

Learn what's included on trustee disqualification in the Charities Act 2016.

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Applying to stop disqualification

What the board, trustees and senior manages can do in the event of trustee disqualification.

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Developing your trustees skills

Learn about how you can develop trustee skills

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Making changes to governing documents

Learn about the types of changes you can make to your governing document and the related rules

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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