Governance

Board basics

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

  • Governance

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

  • Governance

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

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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

  • Governance

Governance round-up: August 2023

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

  • Governance

Governance round-up: September 2023

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

  • Governance

Governance round-up: October 2023

The latest guidance, resources and training for governance professionals

  • Governance

Practical support bulletin: November 2023

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

  • Funding and income
  • Governance
  • Cost of living

Celebrating Trustees’ Week 2023

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

  • Governance

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
  • Governance

Governance round-up: November 2023

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

  • Governance

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

  • Governance

Governance round-up: February 2024

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

  • Governance

Introduction

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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Conflicts of interest

Incorporating conflicts of interest into your financial procedures manual

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Segregation of duties

A basic building block of internal control

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Exercising budgetary control and monitoring

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

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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.

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Controls on expenditure

Guidance for using NCVO's control on expenditure manual templates

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Investment and borrowing

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

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Controls on financial assets and record keeping

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

  • Governance

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