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Volunteer checks, trustee forms and grant papers, from one link.

Volunteers forget references, trustees forget declarations and grant reports arrive late, so the office keeps chasing. Docsroom asks once, sends each person their own link and shows you who has not replied.

8 templates80 requestsWritten for charities

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Eight templates for charities

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Volunteer starter checklistfor new volunteers · before their first shift11 requests11 requests
Volunteer starter checklistEmma Clarke · charity shop9 of 11 back
  • About you
  • FormVolunteer details7 questionsAssigned to ECEmma Clarke, volunteerFrom Juliein 2 daysComplete
  • QuestionEmergency contactname and numberAssigned to ECEmma Clarke, volunteerFrom Juliein 2 daysComplete
  • TableDays you can helpdays and hoursAssigned to ECEmma Clarke, volunteerFrom Juliein 3 daysReady to check
  • DecisionThe role you prefershop, driver or eventsAssigned to ECEmma Clarke, volunteerFrom Juliein 3 daysReady to check
  • Safe volunteering
  • TableTwo refereesname and contact detailsAssigned to ECEmma Clarke, volunteerFrom Juliein 4 daysComplete
  • UploadPhoto IDonly for a DBS checkAssigned to ECEmma Clarke, volunteerFrom Juliein 4 daysAwaiting reply
  • QuestionDBS certificate numberif the role needs oneAssigned to ECEmma Clarke, volunteerFrom Juliein 5 daysReminder sent
  • Before you start
  • ApprovalVolunteer agreementread and approveAssigned to ECEmma Clarke, volunteerFrom Juliein 6 daysComplete
  • ApprovalConfidentiality and dataread and approveAssigned to ECEmma Clarke, volunteerFrom Juliein 6 daysReady to check
  • ApprovalSafeguarding coderead and approveAssigned to ECEmma Clarke, volunteerFrom Juliein 6 daysReady to check
  • ApprovalPhoto consentyes or noAssigned to ECEmma Clarke, volunteerFrom Juliein 7 daysComplete
Staff starter checklistfor new paid staff · after the offer, before day one12 requests12 requests
Staff starter checklistPriya Shah · support worker9 of 12 back
  • Right to work
  • QuestionRight to work share codenine charactersAssigned to PSPriya Shah, support workerFrom Juliein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to PSPriya Shah, support workerFrom Juliein 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to PSPriya Shah, support workerFrom Juliein 4 days1 file sent
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to PSPriya Shah, support workerFrom Juliein 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to PSPriya Shah, support workerFrom Juliein 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to PSPriya Shah, support workerFrom Juliein 5 daysAwaiting reply
  • ApprovalStaff handbookread and approveAssigned to PSPriya Shah, support workerFrom Juliein 6 daysReminder sent
  • Safe recruitment
  • TableTwo refereesname and contact detailsAssigned to PSPriya Shah, support workerFrom Juliein 5 daysComplete
  • QuestionEnhanced DBS checknumber and issue dateAssigned to PSPriya Shah, support workerFrom Juliein 6 daysReady to check
  • UploadSafeguarding certificateyour latest courseAssigned to PSPriya Shah, support workerFrom Juliein 7 days2 files sent
  • About you
  • QuestionEmergency contactname and numberAssigned to PSPriya Shah, support workerFrom Juliein 5 daysComplete
  • FormDeclaration of interests5 questionsAssigned to PSPriya Shah, support workerFrom Juliein 7 daysAwaiting reply
Trustee onboarding packfor new trustees · before their first board meeting10 requests10 requests
Trustee onboarding packAndrew Hughes · new trustee8 of 10 back
  • About you
  • FormTrustee details8 questionsAssigned to AHAndrew Hughes, new trusteeFrom Juliein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to AHAndrew Hughes, new trusteeFrom Juliein 3 daysComplete
  • QuestionSkills and experiencea few linesAssigned to AHAndrew Hughes, new trusteeFrom Juliein 4 daysReady to check
  • Declarations
  • ApprovalEligibility declarationread and approveAssigned to AHAndrew Hughes, new trusteeFrom Juliein 5 daysReady to check
  • FormRegister of interests5 questionsAssigned to AHAndrew Hughes, new trusteeFrom Juliein 5 daysComplete
  • QuestionCompanies House personal codeif we are a companyAssigned to AHAndrew Hughes, new trusteeFrom Juliein 6 daysAwaiting reply
  • Getting ready
  • ApprovalTrustee code of conductread and approveAssigned to AHAndrew Hughes, new trusteeFrom Juliein 7 daysReminder sent
  • ApprovalSafeguarding dutiesread and approveAssigned to AHAndrew Hughes, new trusteeFrom Juliein 7 daysComplete
  • ApprovalGoverning documentread and approveAssigned to AHAndrew Hughes, new trusteeFrom Juliein 7 daysReady to check
  • DecisionCommittee you would joinpick your first choiceAssigned to AHAndrew Hughes, new trusteeFrom Juliein 8 daysReady to check
Grant application packfor project leads · three weeks before the deadline12 requests12 requests
Grant application packMillbrook Trust · youth club grant9 of 12 back
  • The project
  • FormProject summary8 questionsAssigned to RERhys Evans, project leadFrom Juliein 3 daysComplete
  • QuestionWho will benefitpeople and numbersAssigned to RERhys Evans, project leadFrom Juliein 3 daysComplete
  • QuestionWhy it is neededwith local factsAssigned to RERhys Evans, project leadFrom Juliein 4 daysReady to check
  • TableOutcomes we will measureoutcome and targetAssigned to RERhys Evans, project leadFrom Juliein 4 daysReady to check
  • The money
  • TableProject budgeteach cost and amountAssigned to RERhys Evans, project leadFrom Juliein 5 daysComplete
  • UploadQuotes for the worktwo or three quotesAssigned to RERhys Evans, project leadFrom Juliein 6 daysAwaiting reply
  • QuestionOther fundingsecured or applied forAssigned to RERhys Evans, project leadFrom Juliein 6 daysReminder sent
  • Supporting papers
  • UploadGoverning documentconstitution or articlesAssigned to RERhys Evans, project leadFrom Juliein 7 daysComplete
  • UploadLatest annual accountsapproved by trusteesAssigned to RERhys Evans, project leadFrom Juliein 7 days1 file sent
  • UploadSafeguarding policyreviewed this yearAssigned to RERhys Evans, project leadFrom Juliein 7 days2 files sent
  • UploadBank statementshowing our nameAssigned to RERhys Evans, project leadFrom Juliein 8 daysComplete
  • ApprovalFinal applicationread and approveAssigned to RERhys Evans, project leadFrom Juliein 9 daysAwaiting reply
Grant report packfor project managers · two weeks before the report is due9 requests9 requests
Grant report packMillbrook Trust · youth club report7 of 9 back
  • The numbers
  • TableSpend against budgeteach line, actual costAssigned to NWNicola Ward, project managerFrom Juliein 3 daysComplete
  • TableOutcomes against targetstarget and resultAssigned to NWNicola Ward, project managerFrom Juliein 3 daysComplete
  • TablePeople we reachedby age groupAssigned to NWNicola Ward, project managerFrom Juliein 3 daysReady to check
  • QuestionUnderspend or changesand whyAssigned to NWNicola Ward, project managerFrom Juliein 4 daysReady to check
  • The story
  • QuestionWhat changed for peoplein a few linesAssigned to NWNicola Ward, project managerFrom Juliein 5 daysComplete
  • QuestionOne short case studyno real namesAssigned to NWNicola Ward, project managerFrom Juliein 5 daysAwaiting reply
  • UploadPhotosonly with consentAssigned to NWNicola Ward, project managerFrom Juliein 6 daysReminder sent
  • Evidence and final approval
  • UploadReceipts for big itemsphotos are fineAssigned to NWNicola Ward, project managerFrom Juliein 7 daysComplete
  • ApprovalReport to the funderread and approveAssigned to NWNicola Ward, project managerFrom Juliein 8 daysReady to check
Fundraising event permissionsfor supporter fundraisers · four weeks before the event9 requests9 requests
Fundraising event permissionsDean Marsh · village quiz night7 of 9 back
  • Your event
  • FormEvent details7 questionsAssigned to DMDean Marsh, fundraiserFrom Juliein 3 daysComplete
  • QuestionWho counts the cashtwo people, and who banksAssigned to DMDean Marsh, fundraiserFrom Juliein 4 daysComplete
  • DecisionHow you will send the moneytransfer, cheque or onlineAssigned to DMDean Marsh, fundraiserFrom Juliein 4 daysReady to check
  • Safety and permits
  • UploadRisk assessmentone page is fineAssigned to DMDean Marsh, fundraiserFrom Juliein 6 days2 files sent
  • UploadPublic liability insurancethe venue’s or yoursAssigned to DMDean Marsh, fundraiserFrom Juliein 6 daysComplete
  • UploadLicence or permitfor a raffle or collectionAssigned to DMDean Marsh, fundraiserFrom Juliein 7 daysAwaiting reply
  • QuestionFirst aid coverwho will be thereAssigned to DMDean Marsh, fundraiserFrom Juliein 7 daysReminder sent
  • Using our name
  • ApprovalOur fundraising guidelinesread and approveAssigned to DMDean Marsh, fundraiserFrom Juliein 8 daysComplete
  • ApprovalUse of our name and logoread and approveAssigned to DMDean Marsh, fundraiserFrom Juliein 8 daysReady to check
Safeguarding and policy reviewfor the safeguarding lead · each year, before the AGM9 requests9 requests
Safeguarding and policy reviewRiverside Family Trust · yearly review7 of 9 back
  • Policies
  • UploadSafeguarding policyreviewed this yearAssigned to FGFiona Grant, safeguarding leadFrom Juliein 5 daysComplete
  • UploadData protection policycurrent copyAssigned to FGFiona Grant, safeguarding leadFrom Juliein 5 daysComplete
  • UploadComplaints procedurecurrent copyAssigned to FGFiona Grant, safeguarding leadFrom Juliein 6 days1 file sent
  • People and training
  • TableSafeguarding trainingwho and whenAssigned to FGFiona Grant, safeguarding leadFrom Juliein 7 daysReady to check
  • TableDBS checks and renewalsname and renewal dateAssigned to FGFiona Grant, safeguarding leadFrom Juliein 7 daysComplete
  • Concerns and final approval
  • QuestionConcerns raised this yeara number, no namesAssigned to FGFiona Grant, safeguarding leadFrom Juliein 9 daysAwaiting reply
  • QuestionSerious incidentsyes or no, then detailsAssigned to FGFiona Grant, safeguarding leadFrom Juliein 9 daysReminder sent
  • UploadMinute approving policiesthe page from the minutesAssigned to FGFiona Grant, safeguarding leadFrom Juliein 12 daysComplete
  • ApprovalAnnual safeguarding statementread and approveAssigned to FGFiona Grant, safeguarding leadFrom Juliein 12 daysReady to check
Supplier setupfor new suppliers · before the first order8 requests8 requests
Supplier setupAshby Print and Signs · new supplier6 of 8 back
  • Their details
  • FormSupplier details6 questionsAssigned to MHMartin Hale, sales repFrom Juliein 3 daysComplete
  • QuestionVAT numberif registeredAssigned to MHMartin Hale, sales repFrom Juliein 3 daysComplete
  • FormBank detailswe check them by phoneAssigned to MHMartin Hale, sales repFrom Juliein 4 daysReady to check
  • Safety and terms
  • UploadPublic liability insurancecurrent certificateAssigned to MHMartin Hale, sales repFrom Juliein 5 days2 files sent
  • UploadHealth and safety policyif you employ peopleAssigned to MHMartin Hale, sales repFrom Juliein 6 daysComplete
  • QuestionLink to our trustees or staffyes or no, then whoAssigned to MHMartin Hale, sales repFrom Juliein 6 daysAwaiting reply
  • ApprovalOur supplier termsread and approveAssigned to MHMartin Hale, sales repFrom Juliein 7 daysReminder sent
  • ApprovalSafeguarding statementif you visit our sitesAssigned to MHMartin Hale, sales repFrom Juliein 7 daysComplete

Written for charities. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each volunteer and trustee

Each volunteer or trustee opens their own link, with no account or password, and sends ID, references and declarations from a phone.

Trustee and funder papers in one list

References, DBS details, trustee declarations and grant reports come back to one place, each with the date it arrived, ready when a funder asks.

Chasing stops once they reply

Docsroom reminds volunteers, trustees and project leads on the days you choose, and stops as soon as each person has replied.

Not quite you?

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More kits like this

Churches and faith groups8 templates · 80 requestsCommunity groups8 templates · 80 requestsHousing associations8 templates · 80 requests

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