Looking for a new trustee? Learn how to identify the skills gap your trustee needs to fill and carry out a successful recruitment with this four-part training course. It covers everything from planning the process, promoting your vacancy and making the selection, to evaluation and induction. It also comes with a host of downloadable templates, questionnaires and checklists to help you get the best people on your board.
- Trustee recruitment and induction (part 1) Video
- Trustee recruitment and induction (part 2) Video
- Trustee recruitment and induction (script for part 1) Microsoft Word Document (30 KB)
- Trustee recruitment and induction (script for part 2) Microsoft Word Document (30 KB)
- Trustee recruitment and induction (script for part 4) Microsoft Word Document (28 KB)
- Trustee recruitment and induction (script for part 3) Microsoft Word Document (29 KB)
- Trustee recruitment and induction (part 3) Video
- Trustee recruitment and induction (part 4) Video
- The milestone plan Microsoft Word Document (314 KB)
- Governing document checklist Microsoft Word Document (226 KB)
- Board assessment matrix Microsoft Word Document (234 KB)
- Identify and address obstacles to diversity Microsoft Word Document (231 KB)
- Review your board diversity Microsoft Word Document (235 KB)
- Sample trustee role description Microsoft Word Document (192 KB)
- What are you looking for in your new trustee? Microsoft Word Document (215 KB)
- Application pack checklist Microsoft Word Document (227 KB)
- Create a promotions strategy Microsoft Word Document (226 KB)
- Dos and don'ts for writing an ad Microsoft Word Document (227 KB)
- Sample trustee application form Microsoft Word Document (50 KB)
- Create a shortlisting scorecard Microsoft Word Document (232 KB)
- Interview questions and criteria Microsoft Word Document (229 KB)
- Tips for trustee selection methods Microsoft Word Document (195 KB)
- Formality and notification checklist Microsoft Word Document (236 KB)
- Sample eligibility form Microsoft Word Document (193 KB)
- Induction pack checklist Microsoft Word Document (234 KB)
- Induction programme planner Microsoft Word Document (241 KB)
- Induction effectiveness questionnaire Microsoft Word Document (194 KB)
Course structure
- Preparing the recruitment
- Undertaking the recruitment
- The selection process
- Induction and evaluation
Learning outcomes
By the end of the course you'll be able to:
- undertake a board skills assessment
- create a trustee role description
- undertake a selection process
- create an induction program
- evaluate the recruitment process.
Still not sure? Watch a preview!
- Read a transcript of this preview video (Word, 24kb).
- This preview video is 2mins 42s (the full course is over 30 minutes long).
Downloadable resources
Here are some of the resources you can download upon purchase of this course:
- The trustee recruitment milestone plan
- Governing document checklist
- Board assessment matrix
- Board diversity review
- Sample trustee role description
- Application pack checklist
- Sample trustee application form
- Interview questions and criteria
- Formality and notification checklist
- Induction pack checklist
- Induction programme planner
Find out about your trainer
Myles Kunzli works at NCVO and provides consultancy and training with a focus on trustees, governance processes and leadership. He has over 15 years’ experience in the UK and Australian voluntary and community sectors in policy, management, governance and organisational development roles. This has been in both frontline organisations and membership bodies in the legal aid, human rights and health sub-sectors. An experienced trustee and chair of various social welfare organisations, Myles is currently a trustee of the LGBT Consortium of voluntary and community organisations.
Get help recruiting a trustee
- Trustees Unlimited offers voluntary organisations a professional and cost-effective service to recruit trustees from across the private, public and voluntary sectors. NCVO members can post trustee vacancies for free.
Need more courses on governance?
- The board appraisal toolkit: self-assessment for chairs and trustees
- Make your board effective: the role of chairs, trustees and CEOs
- Strategy made easy: simple steps to producing your strategic plan
- Organisational values: how to practise what we preach
Acknowledgments
Most of the content in this course has been adapted from the NCVO 'Good Practice in Trustee Recruitment' toolkit put together by Ruth Lesirge, Rosalind Oakley and Joanie Spears.
