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Trustee induction schedule and pack

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Suggested content for comprehensive trustee induction pack.

Induction is an opportunity for new trustees to learn about their role and the charity. A trustee induction programme will include a variety of activities and documents delivered over a period of time.


A pack or handbook is the basic part of any induction; a trustee should be given one to keep.
Your pack should be comprehensive, covering the following areas and include the resources listed.

Schedule Recruitment/election On boarding period First year
Suggested pack content Role description and recruitment pack making clear what it is to be a trustee Welcome message or meeting with chair and CEO as soon as appointed/elected welcoming them to the board and outlining the induction and sharing trustee handbook. Also discuss training needs. Meeting with the chair or vice chair 6 months into appointment to discuss how trustees are finding the role and any further training needs
Briefings, meeting or phone calls with prospective candidates before interview or election to help them understand the organisation led by CEO or chair.  Trustee training offered Annual individual skills audit and reflection exercise to inform training needs
Opportunity to attend a board meeting to see how they are run and adjust to environment before formally accepting role Offer to add trustee to charity commission updates and other governance mailing lists Board and individual trustee performance review (commentary in board effectiveness section) Feedback given to new trustees.
Visit to key sites to see the business and structured meetings with key staff  Offer external mentorship / support / advice 
Share meeting dates and cycle of business for the year ahead 

 

The charity

  • Vision, mission and values
  • Most recent annual report and accounts
  • Strategic and business plans
  • Key policies (eg health and safety, safeguarding, reserves, social media)
  • Report of annual risk audit

Legal status and regulatory guidance

Governance

  • Role descriptions for trustees, chair, treasurer and CEO
  • Code of conduct for trustees and other relevant policies (eg anti-bullying, confidentiality, conflicts of interest, grievance procedures and whistle-blowing)
  • Diagram of governance structure or list of board committees, together with membership details
  • Terms of reference for board committees
  • Document setting out levels of the board’s delegated authority, including financial delegation and controls
  • List of current trustees and contact details
  • List of important dates (eg board meetings, annual general meeting etc)
  • Details of travel and subsistence allowances for trustees with a copy of a claim form

Management

  • Contact details for the chief executive
  • Diagram of management structure
  • Role description for the chief executive and other senior staff
Page last edited Nov 23, 2018

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