Worksheets / Tools

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Starting an Organisation

Startup pack
A worksheet to help you with establishing your mission and vision, plus demonstrating evidence of the need for the service.
UnLtd social enterpreneurship toolkit
A complete online guide to starting a social enterprise, with information and tools to help you through each stage.
How to develop a volunteer or staff role description
Use this template to create a role description for a volunteer or staff role.
Identifying the need for your organisation
A series of questions to ask in order to research and identify the gap in services that you intend to meet.

Funding and financial stability

Cost Benefit Analysis Toolkit
More exciting than it sounds - a tool to help your organisation demonstrate the potential value of your work
Decommissioning checklist
This checklist is for VCS organisations that are experiencing reduction or ending of funding.
Funding planning template
A guide for project planning and development.
Making mergers work: helping you succeed
Tips for successful mergers from the Charity Commission.

Providing Better Services

Monitoring and evaluation process assessment
This self assessment exercise can be used to identify what your group is doing well and any areas for improvement…
Outcomes Planning Triangle Examples
Examples where the outcomes planning triangle is used to identify aims, objectives and outcomes.
Collaboration agreement template
Collaboration agreement - template for VCSE organisations upon which to base their collaborations and partnerships
List of Protected Characteristics - 2010 Equality Act
A tool to identify protected characteristcs of equalities groups.

Managing your organisation better

Make your board more effective - online tools for trustees, chairs and CEOs
Practical help and suggestions to making charity boards run more effectively.
Decommissioning checklist
This checklist is for VCS organisations that are experiencing reduction or ending of funding.
Due diligence report template
Where partners are preparing for a legally binding collaboration or a merger, they must undertake a “due diligence” exercise
Joint working agreement
This agreement is used to formalise a collaborative project where a special purpose vehicle is not going to be formed.

Improving how you manage people

HR toolkit provided by WorkPlace HR
Templates for general HR use provided by Cornhill HR
Staff Induction checklist
This checklist will help your organisation to think about what it should cover in induction.
Useful templates for HR letters, forms and checklists
A series of really useful Human Resources template documents from ACAS
Trustee Recruitment Toolkit
A toolkit is providing information and advice to support your organisation to recruit, select, appoint and induct new trustees

Developing your skills

Make your board more effective - online tools for trustees, chairs and CEOs
Practical help and suggestions to making charity boards run more effectively.
DIY Committee Guide’s skills audit
Use the DIY Committee Guide’s skills audit to identify areas of knowledge or skill that need to be developed.
Management committee skills audit
A skills audit to identify areas of knowledge or skill that need to be developed in the organisation's management committee.
Funding skills audit
The Skills Audit is designed to identify any skills gaps and training needs of individuals and groups who engage in fund raising activiti…

Physical Resources and environmental impact

Accessible venues checklist
This checklist will help you when you are considering hiring a venue for an event.
Village hall health and safety checklist
This is an Health and Safety Executive guide to Health and Safety for Village Halls.
Fire safety checklist
This is a checklist for fire safety in a building.
Greener events guide checklist
This checklist will help you consider how to make your event green.

Increasing your influence

How to write clearly using plain English 
KnowHow Non Profit has put together some tips to help you use plain English in your writing and keep your communications accessible.
Action planning - collecting evidence for your project
A worksheet of key questions to identify evidence of need for your project.
Communications and audience mapping
Useful to help groups communicate, campaign & promote themselves effectively, telling the right people the right things in the right way.