Free resources

Templates, guides and tools for charity trustees

Everything here is free, written for UK charities, and kept in step with Charity Commission guidance. Use it with or without The Committee Room.

Templates Word & Google Docs

Download, adapt, and use forever. No sign-up wall β€” we ask for an email, you can say no.

πŸ“„ Template

Charity board minutes template

A Charity Commission–friendly minutes layout with decision and action logs built in β€” plus a one-page guide to what minutes must (and needn't) record.

5-min read Β· .docxGet the template β†’
πŸ“„ Template

Trustee meeting agenda template

The 90-minute agenda that ends on time: consent items grouped, decisions upfront, AOB tamed. With chairing notes in the margins.

4-min read Β· .docxComing soon
πŸ“„ Template

Policy review schedule

Which policies your charity actually needs, which are optional, and how often to review each β€” as a ready-made three-year rolling schedule.

6-min read Β· .xlsxComing soon
πŸ“„ Template

Charity compliance calendar

Every recurring deadline a charity board faces β€” annual return, policy reviews, trustee terms β€” pre-loaded with a days-until-due countdown and a year-end deadline calculator.

Ready to use Β· .xlsxDownload free β†’
πŸ“„ Template

Minutes & action tracker

A rolling decision log and action log with owners, due dates and an automatic overdue counter β€” the follow-up system that makes minutes actually happen.

Ready to use Β· .xlsxDownload free β†’
πŸ“„ Template

New trustee induction pack

A welcome letter, first-90-days checklist and reading list β€” because 30% of charities give new trustees no induction at all.

7-min read Β· .docxComing soon

Guides Plain English

The questions every board asks, answered without legalese. Reviewed against current Charity Commission guidance.

πŸ“˜ Guide

Governance FAQ β€” quick answers to board questions

Annual returns, quorum, conflicts, trustee pay, AGMs, reserves β€” the questions every board asks, answered in plain English and checked against Commission guidance.

Live now Β· 15 answersRead the FAQ β†’
πŸ“˜ Guide

The six trustee duties, explained like a human

CC3 without the fog: what each duty means on an ordinary Tuesday, with examples of getting it right and wrong.

10-min readComing soon
πŸ“˜ Guide

Your annual return, step by step

What the Charity Commission asks, what changes at Β£10k, Β£25k and Β£250k income, and the dates that actually matter for your year end.

8-min readComing soon
πŸ“˜ Guide

How long should we keep minutes and papers?

Retention rules for minutes, accounts, safeguarding records and HR papers β€” with a one-page retention schedule to adopt.

6-min readComing soon
πŸ“˜ Guide

Recruiting trustees when nobody replies

79% of boards have a vacancy. What works beyond word of mouth: role descriptions people answer, and where to post them free.

9-min readComing soon

Tools Free to use

Small, useful, and honest about what they are: a taste of what The Committee Room does automatically.

βš™οΈ Tool

Deadline checker

Enter your charity number and get your annual return and accounts deadlines from the public register β€” with optional email reminders.

30 secondsComing soon
βš™οΈ Tool

Board health check

Ten questions scored against the Charity Governance Code, with a personalised report emailed to you. Coming soon.

5 minutesComing soon

The Quorum β€” one email a month

Upcoming sector deadlines, one practical governance tip, and nothing else. Read by chairs, secretaries and treasurers across the UK. Unsubscribe anytime.

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