Welcome to the CVS Falkirk resource library for Organisation Support.
Below is a list which links to useful documents and guides detailing important information when setting up or running a third sector organisation.
These have been created by our Organisation Support team (or adapted from external organisations, who have been credited) and are review marked and referenced in accordance with our quality management system. If you would like to use one as a starting point for your own organisation, please feel free to do so. However, we cannot guarantee that every document is at all times fully legally compliant – for example, it could be that a revision is currently going through our internal staff consultation process. Not all documents will be relevant or appropriate for your own organisation’s needs.
The templates below have been developed for you to adapt and use in your organisation.
Templates and information to assist in the smooth running of your organisation.
RL201 Template Membership Form
RL202 Template Membership Form – Charities
RL203 Annual General Meetings (AGM) – An Overview
RL204 Preparing for an Annual General Meeting (AGM)
RL205 Running an Annual General Meeting (AGM) – Checklist
RL206 Preparing an Annual Review
RL207 Sample Agenda
Guidance and information to support management committees.
RL210 Making the Most of a Committee
RL211 Committee Member Code of Conduct
RL212 Who Cannot Be a Committee Member
RL213 Payment of Committee Members
RL214 Relationships Between Committee and Staff
Guidance documentation to assist trustees in fulfilling their role.
RL215 Trustee Recruitment – Advertising the Role
RL216 Trustee Recruitment – Checking the Legalities
RL217 Trustee Recruitment Toolkit (NCVO)
RL218 Young Trustees Guide (CAF)
RL219 Skills Assessment Matrix
Guidance and template documentation regarding employing staff.
RL223 Interview Guide
RL224 Alternate Interview Guide
RL225 Second Interview Guide
RL226 Sample Application Form
RL227 Covering Letter Template
RL228 Sample Equal Opportunities Monitoring Form
RL229 ACAS Guide for New Employers
RL230 ACAS Employing People Handbook for Small Firms
RL231 ACAS Guide Recruiting Staff
RL232 ACAS Guide – Starting Staff: Induction
Information to assist organisations to evaluate their work.
RL280 Evaluation Planning Template
RL282 Evidence from Elsewhere Infographic
Template documentation in relation to financial management.
Guidance and support information on grant funding.
RL244 Top Tips For Funding
RL245 Are You Ready to Apply for Funding?
RL246 Why Funding Applications Fail
Documents and guidance to help a new voluntary group or charity to set up.
RL250 Steps to Becoming a Charity
RL251 OSCR Guide to Becoming a Charity
RL252 Simple Steps to Setting Up a Community Group
Good governance guidance documentation and sample template constitution.
RL260 Sample Constitution
RL261 Good Governance Guide (BIG Lottery Fund)
RL263 Guidance on Constitutions
RL264 Creating a Governance Handbook
A range of worksheets and planning tools.
RL270 Action Plan Template
RL271 Template Development Plan
RL273 Strategic Planning Questionnaire
RL275 Conducting a SWOT Analysis
RL276 SWOT Analysis Worksheet
Template planning documentation.
