You will need to have policies in place to protect the organisation and the people that are involved and use your service. It ensures that you have procedures in place for dealing with situations that may arise, so you can resolve them in an efficient manner with a clear process for all involved.

NCVO gives an overview of policies you should consider having in your organisation and guidance and templates on writing them. Any template will need to be adapted for your organisation and proportionate to your size and scale.

We have several template policies relating to volunteering which can be adapted for your own use.

A reserves policy is important not only for running your organisation but also when you are making funding applications, as it may support the reasons why you need funding rather than being able to fund the project from your own resources. See the following for more detail:

If you need further help with your policies, then please complete the Support Request Form and one of our VCSE officers will get back to you.

Have a look at FAQs on Policies:


Policies should be scheduled for review on a regular basis. The latest versions should be dated to show the last review even if no changes have been made.

When new legislation, guidance, or best practise dictates, policies should be reviewed to reflect any changes.

Our checklist of policies and review schedule will help you keep track of and review your policies.


Keeping people safe is of the utmost importance. All organisations have a duty of care and a legal responsibility for safeguarding their employees, volunteers, clients, visitors – in fact anyone that the group or charity comes into contact with.

Make sure everyone in your group knows about how to keep people safe. You could require everyone to watch this short video to ensure they understand the basics of safeguarding people.

YouTube video

If you need support with your safeguarding processes, we have a number of safeguarding services that can help.


The new General Data Protection Regulations (GDPR) come into effect on 25 May 2018 and apply to all organisations, including charities and voluntary organisations, that process personal data.

Find out more on our GDPR page.

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