Maintaining and updating upholding good governance is vital. As specialists in the sector we have created a hub of downloadable templates which will help you in your role as a trustee.

There is no doubt that strong effective governance and leadership is the major contributor to the success of a charity.

This section contains helpsheets and Checklists. The hub is evolving and we will be adding further documents but please do comment below if there is something specific you are looking for.


A self-assessment to help charities establish how the Board performs its key functions.
A self-assessment to help charities establish how the Board performs its key functions.
Guidance from SORP for preparing statutory financial statements and year-end processes, post-Covid-19.
Guidance from SORP for preparing statutory financial statements and year-end processes, post-Covid-19.
Effective engagement by trustees in finance makes a tangible difference to a charity’s impact.
Effective engagement by trustees in finance makes a tangible difference to a charity’s impact.
This questionnaire will help assess if the Board is compliant with the Code of Governance.
An annual performance checklist to help charities assess auditor performance, using key criteria.
An annual performance checklist to help charities assess auditor performance, using key criteria.
This checklist will assist those Trustees that compile the Trustees Annual Report.
This checklist will assist those Trustees that compile the Trustees Annual Report.

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