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Tools and guidance

Tools and guidance for trustee boards

Charity governance code

This guide explores how to implement a good appraisal process that supports and motivates your CEO to do even better.

Charity governance code guide for micro charities

A guide to applying the principles of the Charity Governance Code, specially adapted for the smallest organisations.

Governance wheel

The governance wheel is a simple tool that helps boards of voluntary organisations quickly get a sense of how well they’re functioning and fulfilling their roles.

Legal compliance checklist

This document contains a list of legal aspects that need to be covered by most voluntary organisations.

Strategic planning

Information and tools on strategic planning.

Trustee induction schedule and pack

Induction is an opportunity for new trustees to learn about their role and the charity. A trustee induction programme will include a variety of activities and documents delivered over a period of time

Trustee recruitment pack for small organisations

10 editable member-only documents to be used to assist in the recruitment of trustees.

Trustee skills audit

A skills audit is a useful way of identifying what trustees bring, and the gaps in skills and knowledge on your board. It can be useful when you’re looking to recruit new trustees.

Individual trustee self reflection

Self reflection is an important part of your professional development and will help you to do your role effectively.

Individual trustee performance reviews

Guidance on conducting individual trustee performance reviews

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