Best Practice

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Guides icon image  Guides

The Charity Commission logo

Big Board Talk - 15 Questions Trustees Should Ask 

This 15-question checklist reflects a good practice approach for charities to use when reviewing the way they operate. It can be used as a template to help structure discussions at AGMs, trustee meetings, away days or a planning meetings.
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Board Leadership: A practical guide for the social sector

Written for trustees, Chief Executives and those working within the sector, the guide combines practical insights with a range of tools and downloadable resources. It aims to improve understanding of strategic and supportive leadership.
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PB3: Public Benefit Reporting

This guidance explains why and how charity trustees must report on how they have carried out their charity’s purposes for the public benefit. It provides details of what to include in trustees’ annual reports and examples of how to report on public benefit.
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A Question of Balance

This guide from the Association of Chairs explores how to strengthen the key relationship between Chair and CEO. Aimed at Chairs, it is also useful for CEOs. A Question of Balance can be downloaded free of charge from the link above.
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On Board logo

Governing with Intent

This inquiry from On Board looks into trustee board effectiveness, examining performance, relationships, technology, and improved governance. 
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Buzzacott’s Retention of Accounting Records Guide

Buzzacott have created a simple guide showing how long accounting and other corporate records need to be kept, from purchase invoices and supplier documentation to pension records.
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The Charity Commission logo

Hallmarks of an Effective Charity 

These Hallmarks set out the standards that the Charity Commission believes an effective charity and its trustees should try to uphold, and that the regulatory framework supports.
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The Charity Commission logo

RS6: Milestones: Managing Key Events in the Life of a Charity 

This report aims to support new and developing charities by exploring some of the issues charities encounter. It disseminates the information gained from charities experience and illustrates some best practices in addressing them. 
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Charity Governance Code

The Charity Governance Code outlines the standards that all charities in England and Wales should aspire to and is a practical tool designed to help charities and their trustees to develop high standards of governance.
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New Philanthropy Capital

Ensuring effective partnerships between trustees and senior management 

Guidance on how to ensure an effective relationship is built and maintained between trustees and senior management, touching on roles and responsibilities, boundaries and expectations and communication.
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Foundation of Social Improvement logo

Getting the Best out of Trustee Boards 

This governance toolkit was produced by the Foundation for Social Improvement (FSI) for the Small Charities Week 2013.
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Wales Council for Voluntary Action logo

It’s an Idea, But is it Business? A Guide to Third Sector Trading

This is a guide to trading for charities, community groups and social enterprises. It considers business planning, governance, funding and resourcing, monitoring, managing growth and sources of support.
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Wales Council for Voluntary Action logo

Faith and Hope Don't Run Charities (Trustees Do)

This handbook aims to help trustees deal with their responsibilities including strategic planning, being accountable for the development of the charity, managing people and finances, and making decisions in the interest of the charity. 
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A Chair's Compass

This guide by Association of Chairs aims to help Chairs and Vice Chairs develop their skills and sets out four essential compass points for Chairs: clarity of purpose; cohesive board; constructive relationships; and considered decision-making.
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Plan for the future - Strategic Planning Guide

A guide from ICSA on effective strategic planning for charities and how to drive an organisation forward .
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Templates image Templates

Gloucestershire rural community council logo

Policy Template

This website provides a useful selection of templates of policy on data protection, recruitment, safeguarding, whistle blowing and many more . 
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Sample Skills Audits

This resource contains six templates for skills audit forms. Each of the templates can be useful in assessing the skills of the employees and trustees of your organisation. 
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Toolkit for Good Governance 

This toolkit aims to help the board of trustees meet best governance practice by setting out six key benchmarks for good governance. It also includes practical templates on various board matters .
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Management Committee Self-Assessment Survey

This resource is a template of a management committee self-assessment survey. It provides a list of sample questions that your organisation may find useful and also explains what the survey must include.
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Cranfield Trust

Free Management Consultancy

Cranfield Trust provides a free management consultancy service focused on financial management, strategic development, marketing and HR advice. The support is well-structured and generally lasts 3-5 months.
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Charity Training Courses and Publications 

DSC offers a range of training courses and publications designed specifically for charity governance. Topics include models of best practice; duties and liabilities of being a trustee; and implementing good management in your organisation. 
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Tools for Success

Tools for Success is intended for use by any small voluntary and community organisation wishing to invest in its long-term sustainability.
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