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Useful Templates

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Resource Date: 
Thursday, 12 April, 2018

Health and Safety Policy & Risk Assessment Template (2)

This document provides a further sample Health and Safety Policy & Risk Assessment.

 

The templates available have been taken from a wide range of sources and can be used to create your own policy.  Please be sure that the wording, any financial details, any links to other websites are appropriate for your own organisation.  These templates are to give you a guide on how to write your own policy.  We will be updating this resource section as appropriate, especially in light of the GDPR regulations.

 

 

Category: 
Resource Date: 
Thursday, 12 April, 2018

Small Charity's Financial Controls Policy Template

This policy provides guidance on the keeping of financial records and accounts, banking, income, payments (expenditure), payment (documentation) and cheque signatures.

 

The templates available have been taken from a wide range of sources and can be used to create your own policy.  Please be sure that the wording, any financial details, any links to other websites are appropriate for your own organisation.  These templates are to give you a guide on how to write your own policy.  We will be updating this resource section as appropriate, especially in light of the GDPR regulations.

 

 

 

Category: 
Resource Date: 
Thursday, 12 April, 2018

Equality and Diversity Policy Template

This policy provides guidance around preparing to create your policy, as well as a sample policy.

 

The templates available have been taken from a wide range of sources and can be used to create your own policy.  Please be sure that the wording, any financial details, any links to other websites are appropriate for your own organisation.  These templates are to give you a guide on how to write your own policy.  We will be updating this resource section as appropriate, especially in light of the GDPR regulations.

 

Category: 
Resource Date: 
Thursday, 12 April, 2018

Model Financial Policy and Procedures Template

This policy aims to provide guidance on financial policy and procedures, bank accounts and signatories, annual budget and financial reporting, authorisation and payment, payroll and insurance.

 

The templates available have been taken from a wide range of sources and can be used to create your own policy.  Please be sure that the wording, any financial details, any links to other websites are appropriate for your own organisation.  These templates are to give you a guide on how to write your own policy.  We will be updating this resource section as appropriate, especially in light of the GDPR regulations.

 

 

Category: 
Resource Date: 
Thursday, 12 April, 2018

Data Protection Policy Template

This policy arims to provide a concise and practical document that can be used by trustees of small charities as the foundation for a working Data Protection Policy. 

 

The templates available have been taken from a wide range of sources and can be used to create your own policy.  Please be sure that the wording, any financial details, any links to other websites are appropriate for your own organisation.  These templates are to give you a guide on how to write your own policy.  We will be updating this resource section as appropriate, especially in light of the GDPR regulations.

 

Resource File: 
Category: 
Resource Date: 
Thursday, 12 April, 2018

Risk Policy Template

This policy provides guidance on the role of the Trustee Board, CEO, Management Team and other staff on risk management within an organisation.

 

The templates available have been taken from a wide range of sources and can be used to create your own policy.  Please be sure that the wording, any financial details, any links to other websites are appropriate for your own organisation.  These templates are to give you a guide on how to write your own policy.  We will be updating this resource section as appropriate, especially in light of the GDPR regulations.

Category: 
Resource Date: 
Thursday, 12 April, 2018

Reserves Policy Guide for Charities Template

This guidance is to assist Board members of charities and IPCs to develop and disclose a reserves policy as recommended by the Code of Governance.

 

The templates available have been taken from a wide range of sources and can be used to create your own policy.  Please be sure that the wording, any financial details, any links to other websites are appropriate for your own organisation.  These templates are to give you a guide on how to write your own policy.  We will be updating this resource section as appropriate, especially in light of the GDPR regulations​.

Category: 
Resource Date: 
Thursday, 12 April, 2018

Health & Safety Policy for Small Group Without Paid Staff Template

This policy provides guidelines on management committee and volunteer responsibilities, risk assessments, training and resolving health and safety problems. 

 

The templates available have been taken from a wide range of sources and can be used to create your own policy.  Please be sure that the wording, any financial details, any links to other websites are appropriate for your own organisation.  These templates are to give you a guide on how to write your own policy.  We will be updating this resource section as appropriate, especially in light of the GDPR regulations.

Category: 
Resource Date: 
Thursday, 12 April, 2018

Expenses Policy Template

The purpose of an Expenses Policy is to provide guidelines to organisations to maintain control when it comes to employee, volunteer and trustee expenses.

 

The templates available have been taken from a wide range of sources and can be used to create your own policy.  Please be sure that the wording, any financial details, any links to other websites are appropriate for your own organisation.  These templates are to give you a guide on how to write your own policy.  We will be updating this resource section as appropriate, especially in light of the GDPR regulations.

Category: 
Resource Date: 
Thursday, 12 April, 2018

Conflict of Interest Policy Template

The purposes of this policy is to protect the integrity of the Organisation's decision-making process, to enable our stakeholders to have confidence in our integrity, and to protect the integrity and reputation of volunteers, staff and committee members.

 

The templates available have been taken from a wide range of sources and can be used to create your own policy.  Please be sure that the wording, any financial details, any links to other websites are appropriate for your own organisation.  These templates are to give you a guide on how to write your own policy.  We will be updating this resource section as appropriate, especially in light of the GDPR regulations.

 

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