Information to help your organisation run smoothly

group of people stading behind computer at desk

What do you need in place to have an efficient and effective organisation?

There are many legal and practical aspects to running an organisation. You may need to write policies on Health & Safety, GDPR or Safeguarding, or someone in your organisation may need some practical training.

Here you can find guides, processes and example policies to keep your organisation running smoothly.

Have a question or can’t find what you are looking for? Contact us at or 01904 704177.

Community First Yorkshire resources

Environmental policies template for charities – this sample policy is a word document so you can adapt, copy and paste, and complete to create a policy relevant to your organisation.

GDPR – many organisations keep personal data and need to know the legal requirements for storage and use.

Employment Advice Service podcast: Episode 1 – Redundancy

Employment Advice Service podcast transcript on Redundancy.

Hybrid working

Hybrid Working Hub – here you will find a collection of HAYS best hints, tips and guides to help you excel in a hybrid working world.

Planning for hybrid working – advice from the Chartered Institute of Personnel and Development (CIPD) on how organisations can begin to prepare for a return to the workplace and a longer-term move to hybrid working.

Hybrid working – advice from Acas for employers on how to consider, discuss and introduce hybrid working.

The Future of Work – this report by Nationwide looks at how the pandemic has impacted different generations and demographics and how people might want to work in future. It also shines a light on how Nationwide, and others, are responding to the opportunities presented by Covid-19 on how many of us might do our jobs going forward.

Digital development

NCVO’s new digital and technology hub for charities – use digital tools and ways of working to help your charity, organisation or community group.

Catalyst: how to move digital teams from service to strategy  – this article looks at digital transformation.

Charity Digital – How to make Zoom training sessions more interesting – Zoom training sessions can be highly effective, but they can become a bit boring. These tips will help ensure your participants stay engaged.

Reboot platform –  a step-by-step interactive guide for charities, local voluntary networks and schools to combat digital exclusion in their neighbourhood.

The Charity Learning Consortium – online little books – these bite-sized books are designed for learning professionals working within charities to provide an all in one resource.

Trillium – Digital Culture for Charities e-book – Trillium has published a free ebook that helps charities create a digital culture and addresses concerns at every level of your organisation.

Make It Click – working from home resources including video tools for online meetings, apps for managing projects, and tips on how to adapt to remote working.

Lincs Digital – How-To Guides useful for voluntary and community sector (VCS) organisations who are supporting people to get online.

Charity Digital – podcasts for charities adapting to going digital – The Charity Digital podcast looks to inspire, educate and connect charity pro’s to the latest trends in the (sometimes) scary world of ‘digital’.

Local Trust – A guide to staying connected –  this guide to staying connected will help people in different locations access and take part in community meetings, even when a venue isn’t available.

Charity Digital – People first, how to manage a successful charity digital transformation – charities can learn first-hand how they built the skills and confidence of staff while ensuring the change made a positive impact on the organisation’s 500 employees and 4,000 volunteers.

NAVCA – 13 Free Digital Tools for Charities – NAVCA has created this guide to help charities access the free resources available to them.

Lloyds Bank Foundation – Designing and Delivering Online Sessions toolkit – this toolkit will support you to deliver sessions online that are engaging and designed with your audience in mind.

The Curve – Digital skills training for the third sector – The Curve is a series of free, 90-minute workshops for third sector organisations.

Health & Safety

North Yorkshire Education Services – HS09: Risk Assessment for Managers (RoSPA Approved) – having completed this course, the learner will feel competent and able to conduct risk assessments effectively and to appropriate standards.

North Yorkshire Education Services – HS01: An Introduction to Health and Safety at Work – this course helps the learner to recognise health and safety as a real workplace issue.

North Yorkshire Education Services – HS07: An Introduction to Managing Health and Safety – this course will enable the learner to do this by using a cyclical process of problem identification, solution provision and ongoing evaluation.

North Yorkshire Education Services – HSWG15: Introduction to Risk Assessment (RoSPA Approved) – completion of this course will ensure that such individuals possess the key skills and knowledge necessary to enable them to carry out an effective risk assessment.

Tyro Training – courses on food safety, fire marshals, health and safety, risk assessment, first aid.

ALSS – courses on adult social care, equality and diversity, safeguarding, health and safety.

Livius Training Centre – courses on health and safety, first aid, fire safety, food safety.

Safeguarding your organisation

Protect your charity from fraud and cybercrime – Fraud Advisory Panel and Charity Commission for England and Wales, Understand the risks and get the tools to better.

Cyber Security Essentials – Lloyds Bank Foundation have developed a series of free resources and videos to help protect you and your organisation from the growing threat of cybercrime.

NCSC training to prevent cyber attacks – this online training guides small organisations through all the actions needed to be taken to reduce the likelihood of becoming victims of the most common cyber-attacks.

The Met Police’s Little Big Book of Scams – this booklet highlights the most common frauds people are currently falling victim to and aims to protect yourself against fraud.

Fraud Advisory Pane Keeping your charity safe in the pandemic and beyond – this is a new help sheet on ‘Keeping your charity safe in the pandemic and beyond’.

Charity Digital – 10 Point Checklist to Help Secure Your Data – data security should be a priority for every charity. Make sure you have not missed out on any important security measures to keep your data out of the hands of hackers.

SCVO Digital – digital safeguarding podcast.

Catalyst – DigiSafe: a step-by-step guide to digital safeguarding.

Charity Digital – 5 steps every charity should take to improve their cyber security – The first webinar of this series focused on the threats charities face from cyber attacks and the effect this could have on their organisation.

Charity Digital & National Cyber Security Center – Cyber Security: setting up your charity’s risk management regime – NCSC (National Cyber Security Centre) host their series of exclusive cyber security webinars for charities.

Charity Digital & National Cyber Security Center – Prevention is better than the cure: is your charity doing enough to protect from cyber attacks? – 44% of charities aren’t protecting themselves from cyber attacks because they simply don’t see themselves at risk, leaving them vulnerable to costly security breaches (the average cost of a cyber breach to a charity in 2019 is nearly 10k).

Charity Digital & National Cyber Security Centre – keeping your charity cyber secure – A recent NetSquared London meetup outlined how to make your charity cyber secure.


Charity Digital – HR – the GDPR risks that could catch your charity out.

ICO – Guide to the General Data Protection Regulation (GDPR) – The Guide to the UK GDPR is part of our Guide to Data Protection. It is for DPOs and others who have day-to-day responsibility for data protection.

West and North Yorkshire Chamber of Commerce – The Essentials of GDPR – this training is ideal for anyone who handles personal information in their job.

University College London – Introduction to GDPR: General Data Protection Regulation – learn how to handle data in the digital economy safely, securely and respectfully.


Charity Aid Foundation (CAF) – free adaptability resources and tools are available to help charities build their resilience and adapt for the future.

Markel Guide to Charity Insurance – this guide will walk you through the different types of insurance your charity needs from the public, employers and trustee liability to professional indemnity insurance.

Survive & Thrive 2021 Charity Excellence Framework – a strategy toolkit assessing the 2021 outlook and detailing everything you need to mitigate risks and exploit opportunities.

NCVO How charities work – NCVO has created this site to answer some of the common questions people have about how charities work.

CharityJob Diversity in Charity Sector Recruitment: A Hiring Guide – are the recruitment practices at your charity inclusive enough? Read this diversity guide and find everything you need to audit your organisation, build better hiring practices and inspire collaboration and inclusivity in everything you do.

The King’s Fund – maintaining motivation in uncertain times.

NCVO – How to be a resilient organisation – learn how to assess your environment, define your markets and plan steps to increase your organisation’s impact and resilience.

CIPD – online modules and resources to support employers responding to the coronavirus.

Directory of Social Change – online training on Health and Safety at Work, HR Skills, Making People Welcome, Protecting Data (GDPR), Protecting your Charity.

Acas – experts run free regular webinars on employment law topics and employment relations.