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 |
|