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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.