Downloads

Contains documents designed to save you time - sample policies and procedures to adapt; guidance notes; and template forms to use straight away.

Browse all the downloads or use the controls below to select downloads based on the type of help you require.

Factsheets
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Factsheet 1 - Starting a New Group

Information about how to start a new community group or organisation

Factsheet 2 - Constitutions

Find out about creating a constitution.

Factsheet 4 - Effective Meetings

Find out how to run an effective meeting.

Factsheet 5 - Equal Opportunities

Information about equal opportunities and help  to develop an equal opportunities policy.

Factsheet 6 - Funding Overview

The purpose of this factsheet is to give an overview of the whole process of fundraising.

This factsheet is part of a series of three. The other factsheets are Factsheet 7: Funding Sources and Factsheet 8: Funding: making applications.

Factsheet 7 - Funding Sources

This factsheet is part of a series of three. The other factsheets are Factsheet 6: Funding Overview and Factsheet 8: Funding Applications.

The aim of this factsheet is to describe the types of funding available to voluntary and community groups, and how to go about finding the right funders for you.

Factsheet 8 - Funding Sources

This factsheet is part of a series of three. The other factsheets are Factsheet 7: Funding Sources and Factsheet 6: Funding: Overview.

Before making applications there are steps to go through in preparation. They are described in Factsheet 6: Funding: Overview.

Factsheet 13 - Volunteer Policies

This factsheet is one of two in this series on working with volunteers and should be read in conjunction with Factsheet 14: Managing volunteers. The involvement of volunteers in any organisation can be a fruitful and rewarding experience for both the volunteers and for the organisation.

Factsheet 14 - Managing Volunteers

This factsheet is one of two in this series on working with volunteers and should be read in conjunction with Factsheet 13: Volunteer Policies. This factsheet covers volunteer management, a topic often overlooked by many organisation once they have managed to involve some volunteers in their work.

Factsheet 15 - Recruiting Staff

It is worth dedicating some time to setting up a thorough recruitment procedure and making sure that everyone who takes part in recruitment is familiar with it – ensuring that you get the right person for the job, that you don’t discriminate and that you safeguard any children and vulnerable adults with whom you work.

Factsheet 16 - Being a Good Employer

This factsheet should be read in conjunction with Factsheet 15: Recruiting staff.

Factsheet 17 - Health & Safety

It is your responsibility to ensure that all appropriate and relevant Health and Safety rules and regulations are followed so as to meet the legal requirements of keeping your staff, volunteers and members of the public safe from harm or injury.

Factsheet 18 - Insurance

Finding out which type of insurance you may need for your organisation can be something of a minefield as there are so many different kinds of insurances available.

Factsheet 20 - Business Planning

A business plan helps you to:

  • Think through aspects of your organisation and plan for the future;
  • Get an overview of your organisation;
  • Present yourself to funders and supporters.
Factsheet 21 - Cashflow and Budgets

A cashflow forecast looks at the future and predicts how money will come in to and go out of your organisation.

Factsheet 22 - Accounts and Book-keeping

For a voluntary organisation a set of accounts normally consists of the following:

  • An income and expenditure account;
  • A balance sheet;
  • Notes to the accounts.
Factsheet 23 - VAT and Voluntary Organisations

Value Added Tax (VAT) is governed by very complicated legislation. It is presently administered by HM Revenue and Customs. They have long defended their right to view each organisation on its own merits. As such it is difficult to give specific advice to the voluntary sector.

Factsheet 25 - Full Cost Recovery

Full cost recovery means recovering or funding the full costs of a project or service. In addition to the costs directly associated with the project, such as staff and equipment, projects will also draw on the rest of the organisation.

Factsheet 27 - Child and Vulnerable Adult Protection

This factsheet gives guidance about the law on child and vulnerable adult protection, good practice and employers duties.

Factsheet 28 - Monitoring and Evaluation

Monitoring means that we are looking at, keeping an eye on, and recording what is happening.Some examples of monitoring are:

  • Counting the number of people who use your services;
  • Noting what ethnic groups are accessing the service;
  • Asking users how they heard about the service;
  • Recording what is spent on stationery supplies;
  • Asking people’s opinion of the service.
Models & Templates
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Model Constitution

Model constitution from the Charity Commision.

Budget Template

A budget template in Microsoft Excel format.

Budget Authorisation

Template for a budget authorisation form.

Income Sheet

Template income sheet.

Petty Cash Voucher

Sample petty cash voucher.

Model Agenda

A sample agenda template.

Model Minutes

Templates for minutes of meetings.

Absence Record

Absence record form template.

Annual Leave Authorisation

Annual leave authorisation form template

Mileage Claim

Mileage Claim form template

Example Timesheet

Timesheet template form.

Self Certification Form

Self certification form template.

Volunteers Agreement Form

Volunteers agreement form template.

Injury Report

Sample injury report.

Trips Out Consent

Trips out consent form template.

Guides
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Good Governance

The Governance Hub's Good Governance Guide for trustees of charities and voluntary organisations.

A guide to choosing a Quality System

A very brief guide produced as part of BVSC's quality support programme. A summary of the most popular quality systems and where to find further information about them.

Sample Policies
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Data Protection Policy

Sample data protection policy.

Communication Policy

Sample communcation policy.

Environment Policy

Sample environment policy.

Smoking Policy

Sample smoking policy.

Staff & Volunteers Equal Opportunity Policy

Staff & volunteers equal opportunity sample policy

Volunteer Policy

Volunteer policy sample.

Staff & Volunteers Grievance Policy

Staff & volunteers grievance policy sample.

Staff & Volunteers Disability Policy

Staff & volunteers disability policy sample.

Use of Organisational Resources Policy

Use of organisational resources policy sample.

Equal Opportunities Statement

Equal opportunities statement sample.

Staff & Volunteers Grievance Procedure

Staff & volunteers grievance procedure sample.

Child Protection Policy

Child protection sample policy.

Guidence Notes
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Writing an Agenda for a Meeting

Guidence notes on agenda preparation.

Writing Minutes of Meetings

Guidence notes on writing minutes of meetings.

Checklists
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Volunteer Induction Pack Checklist

Volunteer induction pack checklist.