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.
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.

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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.

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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

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CEO Job Description
June 2022
A Job Description and Person Specification for the CEO of One Walsall

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.

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.

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.

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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.

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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.

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HVOSS Strategy 2022 - 27
June 2024
LIO Strategy - Plan on a page summary by NAVCA member hvoss (Herefordshire Voluntary Organisations Support Service).

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Ex-Offenders Volunteering Policy
October 2018
This policy, from NAVCA member Community Links Bromley, gives information on involvement of ex-offenders as volunteers.

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.

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.

Conflict of Interest Policy - MVDA
n/a
June 2022
Middlesbrough Voluntary Development Agency (MVDA) Conflict of Interest Policy.

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Trustee Removal Clause - National Churches Trust
June 2024
A document by National Churches Trust on the removal of trustees.

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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.

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.

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Appraisal Form Example
August 2024
Example of an appraisal and staff development form.

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Staff Appraisal Policy
August 2024
Staff Appraisal Form from NAVCA member Teignbridge CVS.

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.

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.

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.

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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.

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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.

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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.

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).

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.

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.

Understanding cyber insurance
June 2025
A short guide to common cyber risks, charity vulnerabilities, the associated recovery costs and what cyber insurance covers.

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.

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!

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.

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.

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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.

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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.

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.

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.
