Resources

Download free resources below, including toolkits, templates, and guides.

Governance & Trustees

Board Meeting Agenda Minutes Template

Run more effective meetings with a structured, easy-to-follow agenda template. Includes a minutes template so your records are clear, consistent, and compliant.

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Board Skills Audit Template

Understand the strengths your board already has and identify where you might benefit from new perspectives. Use this simple audit to plan trustee recruitment and development.

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Charity Constitution Template

A clear, editable template to help you establish or review your charity’s governing document. Includes guidance notes throughout, so you know what each section means and how to tailor it to your organisation.

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Conflicts of Interest Policy Template

A ready-to-use policy to help trustees identify, record, and manage conflicts of interest is an essential part of transparent and accountable governance.

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Trustee Induction Pack Template

Give new trustees the welcome they deserve. This editable pack covers everything they need to get started, from your organisation’s mission and values to key contacts and governance responsibilities.

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Trustee Role Description Template

Set out clear expectations for your board members with this adaptable role description. Covers key responsibilities, time commitments, and skills, making recruitment and onboarding much easier.

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Volunteer Management

Equal Opportunities Policy Template

A policy template covering responsibilities, protected characteristics and the legal framework of the Equality Act. Designed to reflect best practice for VCSE organisations.

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Safer Recruitment Checklist

A step-by-step checklist covering the key stages of safer recruitment, including DBS checks, references, and application processes.

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Volunteer Agreement Template

A simple, clear agreement outlining mutual expectations between your organisation and your volunteer. Not a contract, but a shared commitment.

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Volunteer Exit Feedback Form

A short, friendly form to understand why volunteers move on and how you can improve the experience for future volunteers.

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Volunteer Induction Checklist

A practical checklist to make sure every new volunteer gets a warm welcome, a clear introduction to your organisation, and the information they need to get started.

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Volunteer Policy Template

A ready-to-adapt policy covering roles, responsibilities, conduct, confidentiality, and equality. Designed to reflect best practice for VCSE organisations.

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Volunteer Review Template

A two-way review form to celebrate contributions, explore development opportunities, and ensure your volunteers continue to feel motivated and included.

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Volunteer Role Description Template

A structured template to help you clearly define responsibilities, time commitment, skills needed, and the support your volunteer will receive.

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Volunteer Supervision and Support Log

A template to record regular check-ins, conversations, and any agreed actions. Helps you keep volunteers supported and feeling connected.

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Safeguarding

Code of Conduct Template

Set clear expectations for everyone in your organisation with this adaptable code of conduct. Covers behaviour, professional boundaries, use of social media, and reporting responsibilities.

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DBS Check Guidance

Not sure which level of DBS check your volunteers or staff need? This plain-language guide walks you through the different check types, eligibility criteria, and how to apply — so you can get it right first time.

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Governance Review Checklist

Not sure where to start with reviewing your governance? Work through this practical checklist to assess your current practice and identify next steps with confidence.

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Safeguarding Incident Report Form

A structured form to record concerns promptly and accurately. Consistent recording supports better outcomes and helps your organisation respond appropriately.

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Safeguarding Policy Template

A comprehensive, editable policy template setting out your organisation’s commitment to safeguarding adults and children. Includes guidance notes to help you adapt it to your specific context and service users.

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Safeguarding Procedures Template

Step-by-step procedures to help your staff and volunteers know exactly what to do if a safeguarding concern arises. Clear, accessible, and easy to tailor to your organisation.

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Safeguarding Self-Assessment Checklist

Use this practical checklist to review your current safeguarding arrangements, spot any gaps, and plan improvements. A great starting point for your annual governance review.

Download

Safer Recruitment Policy Template

Strengthen your recruitment process with a policy that prioritises safety from the start. Covers application, interview, reference checking, and DBS processes.

Download

Operations

GDPR Policy Template

A ready-to-adapt policy covering responsibilities, what data you collect, how you use that data, storing and sharing data, and subject access requests. Designed to reflect best practice for VCSE organisations.

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Health and Safety Policy Template

A policy template covering risk assessments, training and supervision, and incident reporting. Designed to reflect best practice for VCSE organisations.

Download

Not sure which resource is right for you? Our team is here to help. Get in touch, and we will point you in the right direction.

Email us at info@vase.org.uk

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