Templates

OTR 3.2 - Template: Accrual accounting spreadsheet (including guidance notes)

This resource is part of our OTR Part 3 guidance: Keeping records, producing accounts and making a claim.

It includes two downloadable documents:

  • OTR 3.2 Template: Accrual accounts (Excel spreadsheet)
  • OTR 3.2(a) Guidance: Notes on using the accrual accounts template (PDF)

Please note:

Unincorporated association governing document templates

We have developed two new template governing documents for music groups. They are both for non-charitable unincorporated associations:

  • Non-charitable unincorporated association - with a wider membership
  • Non-charitable unincorporated association - without a wider membership

Each document is available below as a PDF with notes and guidance on how to use it, and as a Word doc without notes to make it easy for you to use and insert your group’s details.

Before you use the document we suggest you read:

Health and safety policy template

This is a template Health and Safety Policy for use by Making Music members. It is based on the template provided by the Health and Safety Executive and is designed to be a starting point for your policy:

Equal Opportunities policy template

An equal opportunities policy plays an important role in the character and culture of your group. It shows your members, potential members and the world in general that you are an open, inclusive and welcoming group.

Safeguarding Policy template

We have developed a template Safeguarding policy for use by our member groups, consisting of the policy itself and some guidance notes to help you adapt it appropriately.

It is designed to be a starting point for you policy and can be adapted to suit your group’s circumstances. As well as the accompanying notes, we recommend you read our general Safeguarding guidance

Conflict of Interest Policy template

This is a template Conflict of Interest Policy for use by Making Music members. It includes a Conflict of Interest declaration form and a Conflict of interest register. It is designed to be a starting point for your policy and can be adapted to suit your group’s circumstances.

The template comes with brief notes and some examples and you should also read our general Conflict of Interest guidance before using the policy. 

Data Protection Policy template

We have developed a template Data Protection policy for use by our member groups. It has been designed as a starting point so that you can simply add your specific details (e.g. group name) in the relevant places, or use it as a structural guide for tailoring it more substantially.

OTR Toolkit: setting up a production company

This toolkit is part of our 'OTR, Part 2' guidance and explains how to set up and run a production company.

If you have not read our guidance (on what OTR is and how to claim), we suggest you read it before using this toolkit:

OTR Toolkit: running a production company

This toolkit is part of our 'OTR, Part 2' guidance and explains how to set up and run a production company.

If you have not read our guidance (on what OTR is and how to claim) we suggest you read it before using this toolkit:

Press Release template

A good press release should be able to condense all the important information into one page of A4 in size 11 font. We've put together this template to help you get started alongside our top tips guidance.

Press Release template

Download the template