11 Key Steps for Trustees, 1 Giant Leap for Your Charity – Month to Month Guide to Better Governance

Not for Profit

The Not for Profit sector is dealing with continued challenges from numerous directions. Changing legislation is placing a cost burden onto organisations that are already struggling with funding issues. Governance continues to be key in maintaining and developing a successful organization and has never been more important in the third sector. Being alive to taxation changes has become imperative and the charity regulators are adopting a more rigorous approach.

We have created a tool that can help you improve your organisation’s governance in a stepped and measured way. However, there are many tools, guides and websites you can use to help you on your journey and we have referenced some in our document. We can also help you with bespoke training, assistance with strategy, implementation, controls and so on. This guide has been put together to offer guidance and support to finance teams, trustees and the senior management teams in Not for Profit organisations. We hope you find this report useful.

The report covers the following topics:

  • Month 1 - Finding New Trustees
  • Month 2 – Internal Financial Controls
  • Month 3 - Collaborative Working and Mergers
  • Month 4 - Investments
  • Month 5 - Trustees Meetings and Decision-Making
  • Month 6 - Trading and Tax
  • Month 7 - Campaigning, Lobbying and Political Activity
  • Month 8 - Risk Management
  • Month 9 – Expenses
  • Month 10 - Fundraising
  • Month 11 - Conflicts of Interest
  • Month 12 - Month to Month Checklist

Use the 'Month to Month Checklist' at the start to assess where you are now in each of the areas. Once you have read a section, fill in the 'Where do you want to be and how will you get there?' part of the checklist. Set yourself some timescales and then at the end of your period, assess whether you achieved your goals or not.

Read the full report: 11 Key Steps for Trustees, 1 Giant Leap for Your Charity 

Don't worry if you don't quite get to where you want to be. If there is something that you are struggling with or would like some advice on, our specialist advisors to the Not for Profit sector are able to draw on a vast wealth of experience and expertise encompassing the full range of Not for Profit organisations, including education institutes, grant making bodies, religious organisations and a wide array of charitable focuses.

Contact us

If you have any questions about the issues raised in this report or would like to discuss your accounting and business advisory needs with one of our sector specialists, please contact Sudhir Singh, Partner and Head of Not for Profit,  or send us an online enquiry.

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