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Covid-19 update: Government guidance changed on 19 July 2021 - we're currently updating our information in response to this. In the meantime, visit the government's guidance on lifting restrictions.

Tools and resources

Practical tools and resources for use in the voluntary sector

  • Board Basics

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

  • HR policies

    Example HR policies to help you produce a clear set of employment documents for your organisation.

  • Volunteers and the law

    Guidance to help you understand your legal rights and obligations when managing volunteers

  • Financial procedures manual

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

  • Business plan

    Business plan templates and guidance for charities and voluntary organisations.

  • Strategy and planning

    Tools to help your organistion plan for the future. Includes our Road Ahead report and a template PEST analysis

  • Campaign strategy template

    A tool to help you develop a campaign strategy

  • Risk management

    Risk management templates for charities.

  • Joint working agreement

    A detailed checklist of what to include in a joint working agreement

  • Measuring up!

    Assess and improve your impact practice with this straightforward, step-by-step self-assessment tool

  • Building a digital workforce

    Resources and templates to help you plan, design and deliver a comprehensive digital skills development programme for your organisation.

  • The digital maturity matrix

    The digital maturity matrix is a simple tool to assess your current strengths and weaknesses, and helps you see what you need to do next to improve.

  • Trusted Charity Essentials

    Trusted Charity essentials is a free online tool designed especially for charities as a way to do a basic health check on how your organisation is performing, identifying strengths and areas for development.

  • Investing in Volunteers (IiV) Essentials

    IiV Essentials is a free online tool designed especially for volunteer-involving groups and organisations as a way to do a basic health check on your volunteer practice.

  • Funding and income planner

    A planner to help you think about your funding and income plans. You can take a step by step approach and work through the tool or just use some parts of it.