Index of Downloads

Downloads appear throughout the course. These are policy templates, template forms, exercises etc that you can download, save and print off. In some cases Downloads may appear more than once in different modules. Some Downloads can be found in 'More Details' sections of a module.

Module 0 INTRODUCTION

Download Description Where
MOT Test Exercise 0.8

Module 1 TRUSTEESHIP INTRODUCTION

Download Description Where
Do you have the bigger picture?
statistics about the Voluntary and Community sector
Exercise 1.3
Trustee Agreement and Code of Conduct Template Agreement 1.10
Trustee Declaration of Eligibility Template Form 1.6 (also 2.8 & 6.5)
Trustee Roles and Responsibilities Information Sheet 1.7 (also 2.7 & 4.4)
Trustee Self-Assessment Questionnaire Template Questionnaire 1.10
Trustee Skills Audit Template Questionnaire 1.10 (also 6.7 & 7.6)

Module 2 ALL ABOUT CHARITIES

Download Description Where
Public Benefit Questionnaire Questionnaire Exercise 2.2
Review your Legal Structure Exercise 2.3
Review your Trustee Roles and Responsibilities Worksheet 2.7
Trustee Declaration of Eligibility Template Form 2.8 (also 1.6 & 6.5)
Trustee Roles and Responsibilities Information Sheet 2.7 (also 1.7 & 4.4)

Module 3 LEADERSHIP

Download Description Where
Aims and Objectives Work Sheet 3.5 (also 12.5)
Example of a Completed Risk Assessment Form (Health and Safety) Template Form filled in 3.7
How effectively do you lead? Questionnaire Exercise 3.2
Personal Safety Policy Template Policy 3.6 (also 5.6 & 11.3)
Policies and Procedures Audit Form Template Form 3.8 (also 5.12, 7.5 & 11.6)
Risk Assessment Checklist (Health and Safety) Template Checklist 3.7
Risk Assessment Form (Health and Safety) Template Form 3.7
Risk Management Report Template Form 3.7 (also 7.7)

Module 4 ROLES AND RESPONSIBILITIES

Download Description Where
Governance vs. Management Exercise 4.3
Role Description: Chairperson Template Role Description 4.11
Role Description: Chairperson (Small Org.) Template Role Description 4.11
Role Description: Company Secretary Template Role Description 4.11
Role Description: Membership Secretary Template Role Description 4.11
Role Description: Secretary Template Role Description 4.11
Role Description: Secretary (Small Org.) Template Role Description 4.11
Role Description: Treasurer Template Role Description 4.11
Role Description: Treasurer (Small Org.) Template Role Description 4.11
Role Description: Trustee (Incorporated Charity) Template Role Description 4.11 (also 6.4)
Role Description: Trustee (Unincorporated Charity) Template Role Description 4.11 (also 6.4)
Role Description: Trustee Vice-Chairperson Template Role Description 4.11
Trustees Roles and Responsibilities Information Sheet 4.4 (also 1.7 & 2.7)
Trustee Standards Information Sheet 4.5
Trustee Standards Module 1: Self Assessment Form Template Form 4.7
Trustee Standards Module 2: Self Assessment Form Template Form 4.8
Trustee Standards Module 3: Self Assessment Form Template Form 4.9
Trustee Standards Module 4: Self Assessment Form Template Form 4.10

Module 5 COMPLYING WITH THE LAW

Download Description Where
Data Protection Policy Template Policy 5.9
Disciplinary Policy and Procedures Template Policy 5.8 (also 11.9)
Employment Contract Template Template Contract 5.8 (also 11.6)
Equality and Diversity Policy Template Policy 5.7 (also 6.6)
Equal Opportunities Monitoring Form Template Form 5.7 (also 12.7)
Grievance Policy and Procedures Template Policy 5.8 (also 11.9)
Health and Safety Audit - Large Groups Template Form 5.6
Health and Safety Audit - Small Groups Template Form 5.6
Health and Safety Policy Template Policy 5.6
Personal Safety Policy Template Policy 5.6 (also 3.6 & 11.3)
Policies and Procedures Audit Form Template Form 5.12 (also 3.8, 7.7 & 11.6)
Volunteer Policy Template Policy 5.8 (also 11.6)
Volunteer Agreement Template Form 5.8 (11.6)

Module 6 BUILDING AN EFFECTIVE BOARD

Download Description Where
Diversity Statement Template Policy 6.6 (also 7.6)
Diversity Perception Questionnaire Exercise 6.6
Equality and Diversity Policy Template Policy 6.6 (also 5.7)
Hallmarks of an Effective Charity Worksheets 6.11
Individual Learning Plan Template Template Form 6.10
Learning Plan Template for Organisations Template Form 6.10 (also 11.10)
Learning Policy Template Policy 6.10 (also 11.10)
Team Skills Management Questionnaire Exercise 6.7 (also 9.8)
Trustee Appraisal Form Template Form 6.9
Trustee Code of Conduct Template Policy 6.4 (also 9.8)
Trustee Declaration of Eligibility Template Form 6.5 (also 1.6 & 2.8)
Trustee Induction Checklist Template Form 6.8
Trustee Role Description and Person Specification (Incorporated organisation) Template Form 6.4 (also 4.11)
Trustee Role Description and Person Specification (Unincorporated organisation) Template Form 6.4 (also 4.11)
Trustee Skills Audit Form Template Form 6.7 (also 1.10 & 7.6)

Module 7 GOOD GOVERNANCE

Download Description Where
Code of Governance Understanding Your Role Chart Form 7.4
Code of Governance Understanding the Board’s Role Chart (small org) Form 7.4
Code of Governance Delivery of Org. Purpose Chart Form 7.5
Code of Governance Doing what the Organisation was set up to do Chart (small org) Form 7.5
Code of Governance Working Effectively Chart Form 7.6
Code of Governance Working Effectively Chart (small org) Form 7.6
Code of Governance Effective Control Chart Form 7.7
Code of Governance Control Chart (small org) Form 7.7
Code of Governance Behaving with Integrity Chart Form 7.8
Code of Governance Behaving with Integrity Chart (small org) Form 7.8
Code of Governance Open and Accountable Chart Form 7.9
Code of Governance Openness and Accountability Chart (small org) Form 7.9
Code of Governance Chart Form 7.9
Code of Governance Chart (small org) Form 7.9
Comments, Complaints & Compliments Policy Template Policy 7.9
Diversity Statement Template Policy 7.6 (also 6.6)
Governance Exercise Exercise 7.2
Financial Regulations Template Procedures 7.7 (also 10.9)
Meetings Analysis Form Template questionnaire 7.6 (also 9.13)
Policies and Procedures Checklist Template form 7.7 (also 3.8, 5.12 & 11.6)
Risk Management Report Template Template Form 7.7 (also 3.7)
Terms of Reference for a Sub-Group Template Form 7.7 (& 9.5)
Trustee Skills Audit Form  Template Form 7.6 (also 1.10 & 6.7)
Whistleblowing Policy Template Policy 7.8

Module 8 BUSINESS PLANNING

Download Description Where
Business Plan (large organisation) Example 8.6
Business Plan (small organisation) Example 8.6
How successful is your organisation? Questionnaire exercise 8.5
Operation Plan Blank Template Form Template Form 8.9
PEST Blank Template Form Template Form 8.5
SWOT Blank Template Form Template Form 8.5

Module 9 EFFECTIVE TRUSTEE MEETINGS

Download Description Where
Action Plan Sheet  Template Form 9.10
Action Points Sheet Template Form 9.9
AGM Notice Example 9.11
Analysing your Board meetings Work sheet 9.2
Code of Governance Exercise Assessment Form Exercise 9.3
Code of Governance Exercise Assessment Form (small org) Exercise 9.3
How to disrupt meetings and waste time Fun handout 9.8
Meetings Analysis Form Template questionnaire 9.13 (also 7.6)
Minutes Example Example 9.9
Minutes Template Template Form 9.9
Specimen Agenda and Points to Note Example 9.6
Team Skills Management Questionnaire Useful exercise 9.8 (also 6.7)
Terms of Reference for a Sub-Group Template Form 9.5 (& 7.7)
Trustee Code of Conduct Template Policy 9.8 (also 6.4)
Trustee Meetings Annual Plan Template Form 9.4
Voting by Proxy Form Example/Template 9.11
Year’s Plan of Meetings Example Example 9.4

Module 10 FINANCIAL MANAGEMENT

Download Description Where
Annual Plan for charities with income over 25k Template Form 10.10
Annual Report Example Example 10.11
Budgeting Exercise Exercise 10.5
Cash Flow Exercise Exercise 10.7
Management Accounts Example Example 10.7
Reserves Policy Template Policy 10.8
Financial Regulations Template Template Procedures 10.9 (also 7.5)

Module 11 MANAGING PEOPLE

Download Description Where
Disciplinary Policy and Procedures Template Policy 11.9 (also 5.8)
Employee Induction Checklist Template Form 11.8
Employee Exit Policy & Interview Form Template Policy 11.6 (also 12.7)
Grievance Policy and Procedures Template Policy 11.9 (also 5.8)
Interview Comment Sheet Template Form 11.7
Learning Feedback Form Template Form 11.10
Learning Plan Template for Organisations Template Form 11.10 (also 6.10)
Learning Policy Template Policy 11.10 (also 6.10)
Paid Staff Application Form Template Form 11.7
Personal Safety Policy Template Policy 11.3 (also 3.6 & 5.6)
Policies and Procedures Audit Template Form 11.6 (3.8, 5.12 & 7.7)
Reference Request Letter Template Letters 11.7
Selection Scoring Sheet Template Form 11.7
Staff Appraisal Form Template Form 11.9 (also 12.7)
Staff Handbook Template Procedures/Handbook 11.6
Staff Manual Contents Template Contents Page 11.8
Staff Supervision Record Template Form 11.9
Statement of Terms and Conditions for Employment Template Procedure/Form 11.6 (also 5.8)
Subsistence and Travel Expenses Policy Template Policy/Procedure 11.6
Volunteer Agreement Template Policy 11.6 (also 5.8)
Volunteer Induction Checklist Template Form 11.8
Volunteer Induction Pack Contents Page Template Contents Page 11.8
Volunteer Interview Record Template Form 11.7
Volunteer Policy Template Policy 11.6 (also 5.8)
Volunteer Application Form Template Forms 11.7
Working from Home Policy Template Policy 11.6

Module 12 EVALUATION AND QUALITY STANDARDS

Download Description Where
Activities and Methods Work Sheet Work Sheet 12.5 (also 3.5)
Aims and Objectives Work Sheet Work Sheet 12.5
Employee Exit Policy and Interview Form Template Policy 12.7 (also 11.6)
Equal Opportunities Monitoring Form Template Form 12.7 (also 5.7)
Outcomes and Outputs Work Sheet Work Sheet 12.5
Personnel Situations Answers Sheet Example 12.6
PQASSO Section 2 Governance Chart Example and Work Sheet 12.4
Report on Recruitment Monitoring Example 12.7
Staff Appraisal Form Template Form 12.7 (also 11.9)
Staff Management Questionnaire (larger groups) Questionnaire 12.7
Staff Management Questionnaire (smaller groups) Questionnaire 12.7
Staff Survey Template Form / Questionnaire 12.7
Training Course Feedback Form Template Form 12.3
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2012 SAVO