Our Downloads

HELPING YOUR BUSINESS THRIVE

Practical Templates and Resources to Support Your Organisation

Free Administration Documents Library

Welcome to my Downloads Library, where you’ll find a growing collection of free administration documents designed to help charities, small businesses, and nonprofit leaders streamline their operations. These resources are completely free to download and easy to customise for your organisation.

I regularly update this library with new tools, templates, and guides, so be sure to follow me on LinkedIn to stay informed about the latest additions. Whether you’re looking to improve your governance, streamline your admin processes, or simply save time on paperwork, my free administration documents are here to help.

Available Downloads

To receive any (or all) of these free administration documents, simply complete the form below. Your chosen downloads will be sent directly to your inbox, ready for you to customise and use straight away.

Looking for a specific template or resource? I’m always happy to hear ideas for new downloads, drop me a message to let me know what would help your organisation most.

Policy Template

Perfect for: Organisations setting up or reviewing governance frameworks and needing a solid policy foundation.

This editable free administration document provides you with:

  • Standard, easy-to-follow formatting

  • Recommended section headers to cover essential policy requirements

  • Full customisation with your logo and organisation name

  • An amendments tracker for a clear audit trail, showing updates and changes

  • A clickable contents page that updates automatically as your document grows

  • Referencing guidance to ensure clarity and compliance

Risk Assessment Template

Ideal for: Small businesses and charities seeking a structured, reusable risk assessment format.

This downloadable template is designed to make risk evaluations simple and thorough. It includes:

  • Standard formatting for ease of use

  • All necessary fields for detailed risk assessments

  • Customisation options for your logo and organisation name

E-Book: Behind the Scenes with a Board Secretary

Great for: New charity trustees, business owners, or anyone keen to understand the full scope of board secretarial duties.

Ever wondered what a Board Secretary really does beyond just minute-taking? This insightful free administration document breaks down the key responsibilities in an easy-to-digest format:

  • Trustee administration essentials

  • Pre-meeting preparation tasks

  • What happens during the board meeting

  • After-meeting duties and follow-up actions

  • A governance checklist covering all the must-dos for effective board support

Download Your Free Administration Documents

Ready to download your chosen documents? Simply enter your details into the form, select the resources you’d like to receive, and they’ll be delivered straight to your inbox. It’s quick, easy, and completely free, giving you instant access to practical templates and tools to support your organisation.