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SovEU
Policy Centre

Stop juggling policies in Word docs.

Build, check and maintain your policies in one place — mapped to guidance and backed by evidence in your Trustfile. So when a trustee, funder or auditor asks, you can show what you have and what is still to do.

Advisory support and evidence management — not legal advice, and never the decision-maker.

Safeguarding policy · draft
Coverage check

This draft appears to cover 6 of 8 sections a policy like this usually has.

Purpose and scope
Who this applies to
Roles and responsibilities
Reporting a concern
Record keeping
Review and approval
Data retention periodPlaceholder
Escalation contactConsider adding

Advisory · not a compliance verdict

How it works

From old Word files to a signed, exportable pack.

01

Upload what you have

Bring the Word and PDF policies you already have — each becomes a managed, versioned policy.

02

See what's missing

Your Policy Centre shows the policies a charity your size is expected to hold, and which are missing or overdue a review.

03

Generate the rest

Start missing policies from charity-ready templates, with your details filled in once.

04

Review with cited guidance

An advisory check shows what a policy of this kind usually covers and what to consider — with sources, never a verdict.

05

Collect sign-off

Trustees approve; staff and volunteers acknowledge by signing link — all of it recorded.

06

Export the pack

One download for trustees, funders or partners: your policies, approvals, signatures and open gaps.

Advisory, never legal advice — a person adopts every policy.

Policy library

The policies a small organisation actually needs.

Start from a guided template for any of these — each mapped to the guidance it draws on, so you build the right shape from the first draft.

Data protectionPrivacy noticeAI acceptable useSafeguardingComplaintsData retentionInformation securityFinancial controlsVolunteer policyWhistleblowingHealth & safetyCode of conduct
Recommended for you

We suggest the policies your kind of organisation usually has.

Tell us a little about your organisation and we point you at the policies similar teams tend to keep — a starting shortlist to consider, not a checklist you must complete.

If you are a…

Small charity with volunteers

SafeguardingVolunteer policyComplaintsData protection
If you are a…

SME using AI tools

AI acceptable useInformation securityPrivacy noticeData retention
If you are a…

Trust handling grant funding

Financial controlsWhistleblowingCode of conductData protection
Upload or build

Three ways in — whatever you start with.

Upload what you have

Bring in an existing Word or PDF policy. We read it in and turn it into a structured, editable record.

Start from a template

Begin with a guided template and answer plain-English prompts — the structure a policy like this usually has, ready to adapt.

Draft from your register

Build from what your Trustfile already knows — your tools, vendors and records — so the policy reflects how you actually work.

Coverage check

See what a policy like this usually covers.

When you save a draft, we compare it against the sections a policy of this kind tends to have. You get a plain summary — “your draft appears to cover 10 of 12 sections” — with the gaps to consider and any unfilled placeholders flagged for you.

It is there to help you spot what is missing — advisory, not a compliance verdict. The decision about what your policy should say stays with you.

Data retention policy
10 of 12 sections
Retention schedule
Lawful basis reference
Disposal methodConsider adding
Review ownerPlaceholder

Mapped to guidance · advisory only

Review workflow

A policy that stays alive, not one that gathers dust.

Every policy gets an owner, a review cadence and an approval trail — so it is clear who is responsible, when it was last signed off and when it is next due.

Review details

Marked reviewed
OwnerOperations lead
Review cadenceEvery 12 months
Approved byTrustee board · 14 Mar 2026
Next review due14 Mar 2027

Acknowledgements

Staff & volunteers

Ask the people it applies to to acknowledge they have read it — and see at a glance who has signed and who has not.

Volunteer rotaSigned
Office teamSigned
New startersNot signed
Governance pack

One ZIP for trustees, funders and auditors.

When someone asks to see your policies, export a single pack — your policies, their review dates, approvals, sign-off trail and the gaps still to address. No searching ten folders the night before a board meeting.

governance-pack.zip
Generated today
Current policies, as approved
Review dates and cadence
Approval and sign-off trail
Staff and volunteer acknowledgements
Gaps and placeholders still to address

A clear record of where you stand — including what is still outstanding. It organises your evidence; it does not certify it.

Spot the gaps. Organise the evidence.

SovEU helps you find what is missing and keep your evidence in order. It is guidance support and evidence management — not legal advice, and it never makes the decision for you.