Trustees Governance Free template

Governance and Safeguarding Annual Return template

An annual internal return to the board on governance and safeguarding: training, policies, incidents and actions, so trustees can confirm the organisation is meeting its responsibilities.

Shared by test charity for ted 4 questions Narrative, Number, Chart Updated Oct 2026

What this report asks

  1. Are all key policies up to date?

    Guidance: List the safeguarding, data protection and other key policies with their last review date, and note any overdue.

    Narrative

  2. How many staff and volunteers completed safeguarding training this year?

    Guidance: Give the number and percentage of staff and volunteers who are up to date with safeguarding training.

    Number Chart

  3. How many safeguarding concerns were raised, and how were they handled?

    Guidance: Report the number of concerns by category and confirm whether each was handled in line with policy.

    Narrative Number

  4. What actions are needed in the year ahead?

    Guidance: List the governance and safeguarding improvements planned, with an owner and target date for each.

    Narrative

How it works

1

Link your projects

Pick the projects and albums the grant funded, the timeframe, and any contacts to focus on.

2

ReportMaker drafts each answer

It reads your stories and results, then writes to the guidance, and says when the data isn’t there.

3

Review and submit

Edit anything, track its status, and download as PDF or Word.

Trustees

Quarterly Trustee Impact Update

A short update for the board each quarter on delivery, outcomes and risks, so trustees can see whether the organisation is on course and where they need to act.

About this template

Is this the official funder form?

No. It mirrors the questions the funder asks so you can plan and draft your answers. Always submit through the funder’s own portal.

Can I edit the questions?

Yes. Add it to your library, then copy it to change the questions, guidance or nuance.

What does ReportMaker need to write it?

Stories and results recorded against your projects in Makerble. Where the data isn’t there, ReportMaker says so rather than guessing.