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Lynette Lucas

Lynette works on our internal and external people and workforce strategies

Consultants

Our team of skilled and experienced consultants are experts in their fields. Find out more about them and how they can help your organisation

Sarah Menzies

Sarah specialises in equitable evaluation for charities and funders

Sally Stephens

Sally can help with decision making processes and change management

Aggie Taylor

Aggie can help you further your organisational purpose through governance tools and training

Mo Wiltshire

Mo can help with governance reviews, board performance support, and trustee training

Sam Carey

Sam can help you develop or strengthen your strategy

Governance round-up: February 2022

  • Governance
  • Law and regulation

Government policy and funding round-up: February 2022

  • Government and politics
  • Funding and income
  • Governance

What can charities learn from the Charity Commission's Kids Company report?

  • Governance
  • Law and regulation

How we delivered a programme evaluation with partners Rocket Science

  • Impact and evaluation
  • Collaboration

The UK Shared Prosperity Fund: What needs to happen next

  • Government and politics
  • Funding and income

Charities must do more than survive, they must change too

  • Business planning and strategy

Levelling up White Paper: What it means for charities and volunteering

  • Government and politics
  • Funding and income
  • Involving volunteers

Volunteering round-up: January 2022

  • Involving volunteers
  • Funding and income
  • Safeguarding

Governance round-up: January 2022

  • Governance

The Road Ahead 2022: Finding a new practicality through uncertain times

  • Law and regulation
  • Government and politics
  • Coronavirus

Code of conduct

A sample code of conduct for trustees.

Declaration of interests

Sample declaration of interests form for trustees

Expenses claim form

Sample trustee expenses claim form

Organisational management calendar

A sample management calendar for users to adapt for their own organisations

Risk register

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Role descriptions for trustees

Sample role descriptions for a range of trustee roles

Role description for a chief executive

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

Sub-committee terms of reference

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

CEO report template

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

Sample schemes of delegation

A resource pack to help you write a scheme of delegation.

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

Safeguarding essentials in charities (1 day)

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice.

Successful funding applications (0.5 day)

Learn practical tips to ensure you are successful in your funding bid applications.

Theory of change for strategic planning and evaluation (1 day)

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why.

Supporting good governance (4 x 0.5 days)

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

Designated safeguarding leads in charities (1 day)

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England.

Boost your personal influence and impact (0.5 day)

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

Safeguarding essentials for trustees (0.5 day)

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission.

Building a sustainable and resilient fundraising strategy (1 day)

Through a blend of theoretical frameworks and practical application, you'll learn how to strengthen your current fundraising strategy so that is not only effective today but sustainable and resilient for years to come.

Charity finance skills (1 day)

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance