Clubs, societies & community groups templates

Constitutions, committee roles, AGM papers, membership forms, treasurer records and safeguarding for clubs, societies and community groups.

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19 documents

Clubs, societies & community groups templates

Constitutions, committee roles, AGM papers, membership forms, treasurer records and safeguarding for clubs, societies and community groups.

One price for the whole category

All 19 club, society & community group documents for £29

Buy the pack once and get every document below as an editable Word file, with guidance notes to help you adapt each one.

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All 19

Agreements 3

Policies 7

Letters 1

Forms & records 8

Agreements

Signed by everyone involved

Constitution for a Club, Society or Community GroupA complete constitution for an unincorporated club, society, residents’ association or community group – aims, membership, committee and officers, meetings and voting, money, conflicts of interest, complaints, changes and winding up.7 pagesRead more ›Volunteer Policy, Role Description and Volunteer AgreementA volunteer policy for a club or community group – recruitment, induction, support, expenses, health and safety, problem-solving and leaving – with a role description template and a volunteer agreement that avoids creating an employment contract.6 pagesRead more ›Community Hall Hire Agreement and Conditions of HireA booking form and conditions of hire for a village hall, community centre or club room – bookings, fees and deposits, cancellations, the hirer’s responsibilities for safety, licensing, safeguarding and noise, damage, insurance and the hall’s rights.5 pagesRead more ›

Policies

Your house rules

Treasurer’s Handbook and Financial Controls PolicySimple, robust money rules for a volunteer-run group – bank accounts and signatories, online banking, cash handling and counting, petty cash, payments and approvals, budgets, reserves, reporting, year-end and handover – with forms.6 pagesRead more ›Equality, Diversity and Inclusion Policy (Clubs and Community Groups)A practical equality and inclusion policy for a volunteer-run group – commitment, protected characteristics, membership and activities, accessibility and reasonable adjustments, harassment, complaints, monitoring and an inclusion action plan.4 pagesRead more ›Complaints, Disputes and Member Discipline ProcedureA fair, step-by-step procedure for dealing with complaints from members and the public, disputes between members, and disciplinary action against members – with a complaint form, hearing letter, outcome letter and appeal process.7 pagesRead more ›Data Protection Policy and Privacy Notice for Small GroupsA short, practical data protection policy and member privacy notice for a club, society or community group – what personal data you hold, lawful bases, security, sharing, retention, members’ rights, breaches and the ICO fee.5 pagesRead more ›Safeguarding Policy and Procedures for Community GroupsA proportionate safeguarding policy for clubs, societies and community groups whose activities may involve children or adults at risk – responsibilities, safer recruitment, good practice, responding to concerns, allegations, record-keeping and key contacts – with a concern form.5 pagesRead more ›Health and Safety Policy and Activity Risk Assessment for Community GroupsA proportionate health and safety policy for a volunteer-run group, with a pre-filled activity risk assessment for meetings, events and outings, a first aid and accident record, and a venue safety checklist.5 pagesRead more ›Raffle, Lottery and Prize Draw Guide and RulesA plain-English guide to running raffles and lotteries lawfully under the Gambling Act 2005 – incidental, private society and small society lotteries, and free prize draws – with ticket wording, rules, a draw record and a small society lottery return checklist.5 pagesRead more ›

Letters

Ready-worded and ready to send

Bank Account Resolution and Signatory Change LettersCommittee resolutions and covering letters for opening a bank account, adding and removing signatories, changing online banking users and authorising payment limits – with a minute extract certificate banks commonly ask for.5 pagesRead more ›

Forms & records

Collect and record information

Committee Roles and Responsibilities PackRole descriptions for the chair, vice-chair, secretary, treasurer, membership secretary and ordinary committee members, a committee code of conduct, a declaration of interests and a new committee member welcome checklist.7 pagesRead more ›Annual General Meeting Pack (Notice, Agenda, Nomination Form and Minutes)Everything to run an AGM properly – timetable, notice and agenda, nomination form, proxy or postal vote form, chair’s script, voting record and a complete minutes template.7 pagesRead more ›Committee Meeting Agenda, Minutes and Action LogA standard agenda, a minutes template that records decisions, conflicts and votes clearly, a decision-by-email record and a rolling action log for committee meetings.5 pagesRead more ›Membership Application Form, Renewal Form and Register of MembersA membership application and annual renewal form with consents, a welcome letter and a register of members that records joining, subscriptions, voting rights and leaving dates.5 pagesRead more ›Annual Receipts and Payments Accounts and Independent Check ReportA simple year-end accounts template for a small group – receipts and payments by category, statement of balances, restricted funds and notes – with an independent checker’s report and a treasurer’s report to members.5 pagesRead more ›Grant Funding Application Planner and Bid TemplateA step-by-step planner for finding and applying for grants, a bid template covering need, project plan, outcomes, budget and sustainability, a supporting documents checklist and a grant monitoring and reporting tracker.6 pagesRead more ›Committee Annual Planner and Handover ChecklistA month-by-month calendar of the jobs every group must not forget – AGM, accounts, insurance, bank mandates, policies, grants and returns – plus a key information sheet and a full handover checklist for when officers change.6 pagesRead more ›Winding Up a Club or Community Group – Checklist and ResolutionHow to close an unincorporated club, society or community group properly – calling the meeting, the dissolution resolution, settling debts, returning restricted grants, transferring remaining assets, closing accounts and keeping records – with notices and letters.6 pagesRead more ›

Clubs, societies & community groups pack

£29

for all 19 documents

Editable Word files
Guidance notes in every document
Written for UK businesses
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Credit control policy

Set your payment terms, credit limits and collection process.

Word document

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First payment reminder letter

A friendly reminder when an invoice becomes overdue.

Word document

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Final demand letter

A firm final request before taking further action.

Word document

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Late payment interest and compensation letter

Claim statutory interest and compensation on late commercial payments.

Word document

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Payment plan agreement

Agree instalments with a customer who is behind on payments.

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Customer credit application form

Collect the details you need before offering credit.

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Expenses policy

Explain what staff can claim and how to claim it.

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Financial procedures manual

Document how money is handled, approved and recorded in your business.

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All 19 documents in this category come together as one pack for £29. Templates are a starting point – for anything complex or high-value, we recommend having your final document checked by a solicitor.

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Contracts & terms Company secretarial People & HR Health, safety & compliance Landlord & property Charities & not-for-profit

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Clubs, societies & community groups templates

Clubs, societies & community groups templates

All 19 club, society & community group documents for £29

Agreements

Policies

Letters

Forms & records

Credit control policy

First payment reminder letter

Final demand letter

Late payment interest and compensation letter

Payment plan agreement

Customer credit application form

Expenses policy

Financial procedures manual

Your documents in three steps

Need a document written for you?

Need an accountant too?

Get everything for one yearly price

Documents All-Access

Complete Bundle

Need an accountant too?

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