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Sarah Menzies

Sarah specialises in equitable evaluation for charities and funders

Sini Rinne-Kerridge

Sini can help you strengthen your strategy, evaluate your impact and make a bigger difference

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

Lucy Lernelius

Lucy is a consultant, facilitator and trainer. She specialises in evaluation

Jenny Potkins

Jenny specialises in strategic planning, theory of change, and organisation effectiveness

Georgina Anstey

Georgina can help you with impact and outcomes planning, evaluation, and reporting

Jean Barclay

Jean specialises in bringing people and data together. She can help you plan and innovate for greater impact

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

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

Three samples formats of schemes of delegation for boards. A one stop document for all your delegated duties and ways to monitor them

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.

Safeguarding essentials for trustees (0.5 day)

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

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

Developing a Fundraising Strategy (0.5 day)

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

Successful funding applications (0.5 day)

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

Registering a charity in England and Wales

Learn the steps to take to set up and register a charity with the Charity Commission in this free webinar.

Mentoring and coaching skills (0.5 days)

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

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

Building a sustainable and resilient fundraising strategy (1 day)

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

Introduction to EDI in charities (2 x 0.5 days)

This course introduces the key principles of equity, diversity and inclusion (EDI) and how to apply them to your organisation