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Information for trustees

Some useful information and links for Trustees

If you would like to be on our OCVA mailing list for trustees please sign up here Trustee Mailing List .  We will send you any information relevant to Trustees with regard to training, events, governance and will also circulate information or requests for help from other trustees.

A good general article from the NCVO (National Council for Voluntary Organisations) about the role of Trustees.

Useful governance organisations and websites

1. Charity Commissionhttps://www.gov.uk/government/organisations/charity-commission

2. NCVO –   a national VCS membership organisation which champions the voluntary sector and volunteering nationally by connecting, representing and supporting voluntary organisations – https://www.ncvo.org.uk

3. Association of Chairs – a national membership organisation supporting Chairs and Vice Chairs of charities and social enterprises in England and Wales, helping people to lead good governance and run an effective trustee board – https://www.associationofchairs.org.uk

4. Centre for Charity Effectiveness based at Bayes Business School, City University – https://www.bayes.city.ac.uk/faculties-and-research/centres/cce

Understanding governance and the trustee role 

  1. Charity Commission – CC3 – The Essential Trustee
  2. Charity Commission- 6 main duties of trustees
  3. NCVO Know How – What is a Trustee?
  4. NCVO Know How – What is a Board?
  5. Centre for Charity Effectiveness – CCE Tools for Success Governance
  6. Charity Governance Code – The Charity Governance Code is a practical tool that sets out the principles and recommended practice of good governance. One version is for larger charities, with income in excess of £1m pa and the 2nd for smaller charities.

Useful  best practice checklists

  1. Charity Commission – 15 questions trustees should ask
  2. Charity Commission – CC8_Checklist financial controls
  3. 10 questions every trustee should consider
  4. What Makes a Good Charity? NPC_What-makes-a-good-charity
  5. BayesCCE-Board-Trustee-Performance-Review-March2019 – Centre for Charity Effectiveness
  6. Board self assessment tool

Effective meetings and reporting

  1. Effective Board Meetings – Centre for Charity Effectiveness
  2. Reports that add value – Centre for Charity Effectiveness
  3. How does your Board get the right information

Other useful resources:

  1. Board Involvement in Strategy Development and Planning – Centre for Charity Effectiveness
  2.  Charity Commission – Five Minute Guides for Trustees
  3. Small Charity Trustees – How to overcome key challenges – NPC
  4. Centre for Charity Effectiveness – Tools for Success– doing the right things and doing them right ( all 13 guides)

Charity Chairs Checklist  and Charity Action Plan 

Neil Morrick is a past chair of the now Oxford Spires Academy, Oxfordshire Family Mediation and Oxfordshire Youth. He initiated and co-wrote the Charity Chairs Checklist and has launched and delivered chairs’ forums and networks. His business career focused on acquisitions, start-ups and turnarounds in the automotive industry and he has lived for nearly thirty years in Oxfordshire.

The Charity Chairs Checklist is based on input from experienced chairs; Refined by day to day development; Used by all sizes of organisation. It is available here: Charity Chairs Checklist

The Charity Action Plan “A new approach for a greater impact!”
is an accessible workbook from Neil Morrick and is a
companion to the Charity Chairs Checklist. It is available here: Charity Action Plan


Trustees week
2nd – 6th November 2020

Events being run by OCVA: 


Information from Getting on Board 

Free guide: How to Become a Charity Trustee

Our new, free guide covers everything you need to know about how to become a charity trustee, including:

  • What a trustee is
  • The transformative impact of being a trustee
  • Responsibilities of a trustee
  • Finding the right role
  • Crafting a winning application

Packed full of information, tips and stories from real trustees, it’s a must-read for anyone who is curious about becoming a charity trustee.

Sign up to receive a copy when it launches, on Monday 2 November!

Festival of Trusteeship

To celebrate Trustees Week (2 to 6 November 2020), Getting on Board is delighted to bring you our first ever Festival of Trusteeship.

It’s for people who want to become trustees, trustees who want to keep learning and developing, and for charity leaders who want to understand best practice in trustee recruitment and diversity.

Getting on Board will run an action-packed week of events, with workshops, Ted-style talks, networking events, Q&A clinics, and more.

If you want to learn about: youth leadership, anti-racism in the boardroom, anti-ageism, charity finances, ableism, how to recruit amazing candidates, anti-sexism, how to manage volunteers, diversity & inclusion, safeguarding for trustees, how to be a strategic force for change, what charitable impact is and how to drive it forwards as a trustee, and even more… join us at the Festival of Trusteeship!

We’re delighted to share with you an exclusive discount code:

Use code GONB50 to receive 50% off all tickets!

Generously sponsored by Ecclesiastical.

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