Templates

Some templates that your organisation might find useful

Business Planning and Strategy

• Aims - objectives triangle
• Goals definition
• Vision and mission
• Business plans

Complaints

• Complaint acknowledgement form
• Complaint monitoring form
• How to make a complaint

Events

• Event checklist
• Reimbursement list (Excel)
• Travel expenses form

Financial management

• Expenses form (Excel)
• Purchase order (Excel)

Fundraising

• Fundraising form (Excel)
• Proposal template

Health and safety

• Accident investigation form
• Accident report form
• Bomb threat and nuisance telephone calls form
• Critical incident form
• Maternity risk assessment
• New starter helath and safety checklist
• Personal risk assessment
• Safety inspection

Human resources

• Self-appraisal form
• Flexible working (right to request) form
• Job evaluation request form (existing role)
• Management competency framework (pdf)
• Occupational health referral request form
• Overtime claim form
• Parental leave request
• Paternity leave request
• Probation completion form
• Puchasing additional leave
• Special leave request
• Supervision form
• Toil form (excel)

Marketing

• Case study consent
• Photo permission form - adult
• Photo permission form - child
• Procedures checklist
• Publishing guide checklist

Meetings

• Agenda template
• Minutes template

Recruitment

• Disability monitoring form
• Equal opportunities monitoring form

Risk assessment

• Risk assessment form

Training

• Evaluation form
• Feedback questionnaire
• Internal training course application
• Training certificate of attendance