Links to Policies, Procedures & Guides

Collated by the Change Management Service

One of the results of the work has been the acquisition of a collection of policies, procedures and guides gathered from a wide range of organisations in the sector. All the documents are available for new and developing organisations, they can be downloaded from this site by visiting our Policies & Guides page, and the Useful Documents on other sites page.

Links to sites providing similar services are shown on our Links page, which also has links to other useful organisations.

All documents are offered as sample policies or guides, careful consideration to suitability;
and editing to suit your organisation is strongly recommended.

Some of the links below lead to external sites, Nottingham CVS accept no liability for the content of external sites.

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Some documents are in PDF format. To view them you will require Adobe Reader™ or a similar program. If you do not have a PDF reader, you can download one free from Adobe.com.

If your organisation has policies to share with the sector as models or sample resources, please contact us.


Child Protection     Child Protection

Child Protection Policy

Child Protection Policy - Sample

Child Protection Policy (With "flow/action charts")

Guidance on Developing a Policy for Safeguarding Children and Vulnerable Adults

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Environment     Environmental Policies

Environmental Policy Manual

Environmental Policy (shorter)

Environmental Policy (courtesy of Voluntary Action Westminster)

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Equal Opportunities      Equal Opportunities

Equal Opportunities - Volunteering - Good Practice Guide

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Accounts/Finance     Accounts & Finance

A Brief Guide to Accounts and Bookkeeping

Cash flow Forecasts and Budgets

Expenses - Good Practice Q & A

Financial Procedures from Community Accounting Plus

Financial Procedures and Controls

Financial Procedures and Controls - June 2006

SORP 2005 - What has changed

Business Planning

Developing a Business Plan

Business Plan Template

Business Planning Workbook

Business Plan Framework (from Social Enterprise Berkshire)

Business Plan Structure (from Social Enterprise Berkshire)

Registering as a Company Limited by Guarantee

Charities and VAT (H.M. Revenue & Customs)

How to Change Your Charity Name

Pro's and Con's of Incorporation (including as a charity) and the steps an organisation needs to take

Choosing and Using a Bank for Voluntary Organisations Courtesy of Newcastle CVS

Pensions

The Additional State Pension and You

Reserves

Reserves - A Guide

Reserves Policy

Funding

Funding Matrix

Sustainable Funding Pathfinder

Compact funding and procurement, code of good practice

How to Calculate your Project Budget

How to Get to Grips with Match Funding

How to Understand Funding Jargon

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Information     Information

Data Protection Guidance

Confidentiality & Data Protection Policy

Confidentiality Policy Courtesy of CVS North Wiltshire

A sample Data Protection Policy

I.T. Policy

Introduction to the Data Protection Act

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Management & Misc.     Management

Annual Reports - Guiding Standards for Voluntary Organisations Receiving Social Services Grant Aid

Develop an Organisational Year Plan

Board/Trustees

Board Effectiveness Quiz

Board Self Assessment

Board Skills Audit Form

Trustees Responsibilities

Trustee Manual

Sample Trustee Pack

Trustee Skills Audit/Board Survey

Finding Trustees - (updated 2006)

Are You Sitting Comfortably? A Code of Practice for Local Authority Members and Officers Serving on the Boards of Voluntary Organisations

Trustees Appointed by Outside Organisations

Companies House - Directors & Secretaries Guide

Charity Membership Form

Miscellaneous

Health & Safety Policy

Access Audit

Confidentiality Policy - Statement of General Principles

Insurance - Good Practice

Insuring Your Organisations (PDF)

Joint Working - Working in Partnership

Performance Management

The Disability Discrimination Act and your Business

Standards of Business Conduct

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Media     Media Related

Design for Better Communication

Promoting yourself through the media - a PR guide (local copy of the above)

Writing an Advert for Volunteers

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Personnel     Personnel

Absence Policy

Alcohol, Drug and other Substance Misuse or Abuse - Policy

Job Security & Redundancy Policy

Lone Working Policy Statement

Probationary Period

Redundancy Policy

Sickness Absence Policy

Management of Periods of Sickness and Injury

Statement of Particulars and Terms and Conditions of Employment

Criteria For Home Visits To Service Users

Stress Management Policy

Vulnerable Adult Protection Policy and Procedures

Whistleblowing Policy and Procedure

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Quality Standards     PQASSO

PQASSO - Practical Quality Assurance System for Small Organisations

Investors in People

EMQC - East Midlands Quality Assessment Centre

European Quality Standards Organisations

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Risk Assessment     Risk Assessment

Risk Assessment - Guide

Risk Assessment - Blank Form

Risk Assessment Form - Completed Example

Event specific Risk Assessment Checklist - Guidance Document

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Training     Training

Training Policy (VODA)

Training and Personal Development Policy

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Volunteers     Volunteers

Accrediting your volunteering programme

Disciplinary Procedure for Volunteers

Grievance Procedure for Volunteers

Health and Safety of Volunteers

Rehabilitation of Offenders - Volunteering Good Practice

Safe and Effective Volunteering Opportunities

Confidentiality Statement for Volunteers

Complaints Procedure Courtesy of CVS North Wiltshire

Service User Complaints Procedure

Volunteer Handbook (Template)

Volunteer Recruitment Strategies

Investing in Volunteers - The 10 Indicators

Terms of Reference for a Voluntary Sector Forum

Volunteer Investment and Value Audit - helps groups find the actual monetary value of the volunteers they have involved in their organisations; Useful for funding applications and to assess how much is being saved/how much vols are worth.

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