Operational (Running an LIO)

resources

These resources are designed to help you with the day-to-day operations of running a local infrastructure organisation. The resources cover topics such as HR, finance, funding, policy templates and more. We're looking for more policy templates and job descriptions. Can you help? Go to the Resources homepage to submit your resource.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

PDF

Local Infrastructure Organisation Salaries: a snapshot

NAVCA

February 2022

A review by Kerrie Fletcher (Community Action Derby) in February 2022, which examines the salary structures of 14 LIOs and various job vacancies, comparing pay scales and rates for similar roles. The review gives data on range, mean and median of salaries, enables benchmarking and offers guidance when creating roles.

benchmarking, salary reviews, salary scales

Red text saying new with a yellow shooting star in the background

Word Doc

Trustee handbook from VAST

October 2022

This handbook, created by NAVCA member Voluntary Action Stoke-on-Trent (VAST) is an example of how information is set out to support trustees to deliver their role effectively.

trustees, governance

Red text saying new with a yellow shooting star in the background

Powerpoint

BHCW Strategic Plan 2022

August 2022

This short strategic plan from Brighton and Hove Community Works sets out the headline strategic aims and objectives of the organisation in 2022

Planning, strategy, strategic aims

Red text saying new with a yellow shooting star in the background

Word Doc

CEO Job Description

June 2022

A Job Description and Person Specification for the CEO of One Walsall

JD, CEO, Chief Exec, Person Specification

Red text saying new with a yellow shooting star in the background

PDF

The VS6 Partnership: supporting the voice of the VCFSE sector in Liverpool City Region

January 2022

VS6 is a partnership of 10 infrastructure organisations working with and representing the 8600 VCFSE organisation in the Liverpool City Region. The report outlines how VS6 works with the VCFSE sector using participatory models of engagement and representation.

local authority, council, VCSE, combined authority

Red text saying new with a yellow shooting star in the background

PDF

Infrastructure Design Lab: established programme learning and recommendations

January 2023

Funded by the National Lottery Community Fund the Infrastructure Design Lab worked with seven local and national infrastructure organisations to help them deliver on emerging priorities, address external pressures and overcome internal barriers to change. The report identifies the support needs the organisations need and identifies learning that can apply to other infrastructure organisations.

renewal, funding, core funding, barriers, organisational change

Red text saying new with a yellow shooting star in the background

PDF

The holy grail of funding: why and how foundations give unrestricted funding

January 2021

A report from the Institute for Voluntary Action Research describing how and why foundations decide to give unrestricted funding.

Red text saying new with a yellow shooting star in the background

Word Doc

VCSE Voices - Nova Wakefield

January 2024

A 4 page work plan outlining how Nova Wakefield will work with the local VCSE sector to secure representative representation on strategic boards and forums of local authority, health systems and other partners.

ICB, ICS, council, representation, advocate, partnership, leadership, reimbursement

Red text saying new with a yellow shooting star in the background

Word Doc

An introduction to VCSE Advocates and VCSE Voices

January 2024

VCSE Advocates handbook that contains, code of conduct, agreements, backfill arrangements, meeting feedback etc. for VCSE organisations representing the sector on strategic boards and forums.

ICB, ICS, council, local authority, representation, advocacy, partnership, leadership

Red text saying new with a yellow shooting star in the background

PDF

Conflict of Interest Policy - NAVCA

June 2024

NAVCA's conflict of interest policy.

Red text saying new with a yellow shooting star in the background

Word Doc

HVOSS Strategy 2022 - 27

June 2024

LIO Strategy - Plan on a page summary by NAVCA member hvoss (Herefordshire Voluntary Organisations Support Service).

Strategic Plan

Red text saying new with a yellow shooting star in the background

Word Doc

Ex-Offenders Volunteering Policy

October 2018

This policy, from NAVCA member Community Links Bromley, gives information on involvement of ex-offenders as volunteers.

safeguarding

Red text saying new with a yellow shooting star in the background

PDF

Payment for Involvement Playbook

June 2024

The Payment for Involvement Playbook has been published by The Social Change Agency. The Playbook is a comprehensive guide to everything organisations need to create a fair and equitable payment for involvement policy. Incorporating extensive research, best practice from a learning community of over 170+ organisations, and insights from leading experts including the National Institute for Health and Care Research, Citizens Advice and the Department for Work and Pensions.

Red text saying new with a yellow shooting star in the background

PDF

The power of local infrastructure: working in partnership for thriving communities

June 2024

This is our new document, published ahead of the 2024 general election, which sets out how an incoming government can work with local infrastructure organisations to achieve positive outcomes. This is a document by NAVCA that draws on member views gathered at the Annual Conference workshop. We encourage members to use this document locally to engage with prospective parliamentary candidates and their MP once elected.

general election, election, vote, campaigns, campaigning, communications

Red text saying new with a yellow shooting star in the background

PDF

Conflict of Interest Policy - MVDA

n/a

June 2022

Middlesbrough Voluntary Development Agency (MVDA) Conflict of Interest Policy.

Conflict

Red text saying new with a yellow shooting star in the background

Word Doc

Trustee Removal Clause - National Churches Trust

June 2024

A document by National Churches Trust on the removal of trustees.

governance, board, trustee, volunteer

Red text saying new with a yellow shooting star in the background

Image

Youth Provision Network Roadmap Presentation

July 2024

NAVCA member hvoss (Herefordshire Voluntary Organisations Support Service) coordinates a quarterly VCSE youth organisation/worker network. This roadmap sets out how they are developing. The project has helped to increase understanding of what the LIO role is.

youth, young people

Red text saying new with a yellow shooting star in the background

UK Finance - Voluntary Organisation Banking Guide

July 2024

Opening a bank account is an important step for any voluntary organisation. UK Finance's new digital guide simplifies the process, by giving you guidance on how to choose, open and manage a bank account. This guide has tailored advice for voluntary organisations, including charitable organisations, clubs, community groups, societies. Please share with your local networks.

banking, bank accounts, finance, economy, funding, charities, charity, small charity, community group

Red text saying new with a yellow shooting star in the background

Word Doc

Appraisal Form Example

August 2024

Example of an appraisal and staff development form.

appraisal, staff, hr

Red text saying new with a yellow shooting star in the background

Word Doc

Staff Appraisal Policy

August 2024

Staff Appraisal Form from NAVCA member Teignbridge CVS.

Appraisal

Red text saying new with a yellow shooting star in the background

PDF

Preparing for Winter - Advice from Ladbrook Insurance

December 2024

This guide has been produced by Ladbrook Insurance using information drawn from many insurer sources. Ladbrook are an independent insurance broker, specialising and only working with charities, community and voluntary groups and social enterprises. This guide contains a useful winter checklist, plus tips on building maintenance, vacant property advice and more.

Red text saying new with a yellow shooting star in the background

PDF

Getting on Board: How to become a charity trustee

February 2025

This helpful guide from 2019, one of the legacy documents from Getting on Board, is aimed at people considering being a trustee and seeks to demystify the role. It provides a helpful step by step guide that members could use in full or break up into smaller bite size chunks. It also provides sections to address key concerns that potential trustees might have; for instance around liability. There are lots of great quotes from trustees and statistics to help bring the guide and members’ support for potential trustees to life.

Red text saying new with a yellow shooting star in the background

PDF

Getting on Board: How to diversify your charity’s board

February 2025

This helpful guide one of the legacy documents from Getting on Board, provides an invaluable resource to support charities who wish to diversify their board. Supported by case studies, it sets out the case for focusing on board diversity and then sets out a stepped approach for charities to follow. Members will find the guide helpful in whole, or in smaller bite sized chunks to support activities (e.g training or small charities network meetings) that are aimed at supporting charities to strengthen and diversify their governance.

Red text saying new with a yellow shooting star in the background

Word Doc

Custodian Fund Holding Policy

November 2023

This policy is set out to guide decisions about whether and to what extent an LIO will hold funds on behalf of other organisations. This policy is from NAVCA member Support Staffordshire.

Red text saying new with a yellow shooting star in the background

Word Doc

Strategic Plan - Support Staffordshire

January 2025

This strategic plan (10 years) from NAVCA member Support Staffordshire covers the four functions of infrastructure, vision, mission, values, and finance.

Red text saying new with a yellow shooting star in the background

Word Doc

Business Plan - Four Functions of Infrastructure

January 2025

This 2025-29 business plan from NAVCA member Support Staffordshire details activities within each of the four functions of infrastructure.

Red text saying new with a yellow shooting star in the background

Quality Framework - Community Action Suffolk

March 2025

NAVCA member Community Action Suffol offer a Quality Framework for the sector consisting of a Healthcheck (free to sector, self-serve), Healthcheck + (as normal HC but with support and templates, small fee to sector orgs), and full Quality Standard endorsed by Suffolk County Council (again with cost).

Red text saying new with a yellow shooting star in the background

PDF

Preparing for an Uncertain Future: Notes

Cranfield Trust

April 2025

Notes from member meeting 31.03.2025 led by Cranfield Trust to explore organisational resilience in the face of lost funding. Included notes on input from Jules Sebelin, CEO of Nottingham CVS exploring how they recovered from a complete loss of large local authority grant in 2016. Lists pointers from discussion to accompany slides.

organisational resilience leadership planning forecasting income culture change

Red text saying new with a yellow shooting star in the background

PDF

Preparing for an Uncertain Future: Slides

Cranfield Trust

April 2025

Slides used by Amanda Tincknell of Cranfield Trust to help LIOs understand and develop organisational resilience in the face of changing or lost funding. Provides overview of strategic planning, mission, leadership, cashflow forecasting and fundraising pipeline and emphasises need for culture change.

building organisational resilience strategic planning leadership cashflow forecasting fundraising pipeline costs culture change

Red text saying new with a yellow shooting star in the background

PDF

Understanding cyber insurance

June 2025

A short guide to common cyber risks, charity vulnerabilities, the associated recovery costs and what cyber insurance covers.

Red text saying new with a yellow shooting star in the background

e-Learning Programmes

July 2025

Good Finance provides e-Learning programmes like Social Investment Unpicked – a cohort-led, CPD-accredited course designed to help you feel confident in talking about social investment to others. They also offer bitesize modules on Due Diligence and Legal Structures for anyone looking to dive deeper into those areas – and their implications for taking on social investment. In addition, Investment Committees of the Future is designed to help more people with lived experience feel more confident around applying for decision making positions within social investment.

e-learning, learning and development, social investment knowledge, online resources, free online learning

Red text saying new with a yellow shooting star in the background

The Outcomes Matrix

July 2025

A great starting point to plan, measure and communicate your social impact in terms of outcomes. The tool includes outcomes and measures for nine outcome areas and for lenses for considering the service users of your organisation or project. Work your way through four steps to then download your own unique Outcomes Matrix!

social impact, social impact measurement, measuring social impact, communicating social impact, social value, impact measurement, impact investing

Red text saying new with a yellow shooting star in the background

The Investor Directory

July 2025

Search more than 120+ social investors and funds in the UK and filter by social issue, amount, type and location to find the investor most aligned with your organisation (or an organisation your supporting). This directory enables quick, easy connections to the investors you can talk to about providing the finance you need to grow and scale your social impact.

social investment, social investors, finance, lenders, funding, online directory

Red text saying new with a yellow shooting star in the background

The ‘Is It Right For Us’ Tool

July 2025

Explore whether social investment is a viable option for your organisation – or a social enterprise or charity you’re supporting - via this quick and easy diagnostic tool. You’ll need to provide some basic information, including legal structure, location, annual income and how much finance you’d be looking to borrow to get the answers and next steps you need in a matter of minutes.

social investment, social impact, finance, funding, online tool, free tools

Red text saying new with a yellow shooting star in the background

Word Doc

MDCVS Held Funds Agreement

September 2025

Maldon and District CVS, as part of its infrastructure support for local charities and for community action, may from time to time agree to hold funds for groups that are unable to hold funds independently. To facilitate this and to outline the clear parameters for the management and spending of any funds held the trustees have created clear definitions and require a written agreement to be in place with the third party the funds are being held for.

Red text saying new with a yellow shooting star in the background

Word Doc

Community Action Bradford and District Banking Facility - Holding Agreement

September 2025

This service is designed for unincorporated small community groups where they receive a one-off small grant to deliver a time-limited UK based specific project eg Community Chest, Town Council grants. CAB&D operates a completely separate account for this purpose and your funds will not be held in the operational account of our organisation.

holding funds, holding, held, held funds

Red text saying new with a yellow shooting star in the background

PDF

Understanding contractual liability & insurance

September 2025

This guide by Access Insurance will help you protect your organisation from uninsurable risks hidden in everyday agreements. This paper sets out what contractual liability means, where the key risks lie, and what practical steps finance directors can take to protect their organisation.

insurance, safety

Red text saying new with a yellow shooting star in the background

PDF

Managing your charity's reputational risk - guide for NAVCA members

December 2025

This guide will help you manage your charity's reputation and the practical steps you can take to minimise the risks. It has been produced for NAVCA members by Access Insurance.

Red text saying new with a yellow shooting star in the background

Leave a review

Overall rating*
Name*
Email*
Review*
Provide name & email details above to comment as guest or
Comment as guest or login to test our membership feature
Thank you! Your review has been posted!
Oops! Something went wrong while submitting the form.