POLICIES, PROCEDURES AND PLANS

... That everyone needs. 

We have produced best practice, high quality documents, templates and guidance for your instant access. No more pulling your hair out. Order them today and receive them via email. 

Operational 3 Year Plan

£180 inc. VAT

Plan your next 12 months. Then plan 3 years. This will enable you to bring your organisational strategy to life!
 

You will be able to break your objectives and goals down into tasks. Not only that, know which tasks needs to be delivered by when and by whom. 

You can also track how much each task will cost, where the funding will come from and whether your income is on track! 

You will received: 
Easy to use Microsoft Excel Spreadsheet template
FREE PDF guidance notes
FREE 30 minute one to one with a chartered standard manager to make your plan a reality. 

Trustee Policies

£480 inc. VAT

Any charity needs an effective Board of Trustees. Ensure your Trustees have the correct Policy to hand. Will will provide you with customised policy and procedures for your charity. 

You will received: 

Trustee Terms of Reference

Trustee Code of Conduct

Conflict of Interest Policy

Declaration of Conflict-of-Interest Form

Trustee Expenses Policy

Trustee Expenses Claim Form

 

Remember, we are on hand to answer your questions about what your Trustees need within your charity!

Grant Making Policy

£120 inc. VAT

Does your charity provide grants or are you looking to register a charity that awards grants? Either way you will require a grant making policy to set out your area of focus and the amounts of funding that can awarded as well as who the funding can be awarded too. 

You will received: 

A customised grant making policy

 

We will speak to you to understand how your charity operates.