Category Archives: trusteehour

Guest blog by @juliekhutchison – reflecting on #trusteehour 9: looking at charity sub-committees

With over 3,500 views, our July #trusteehour looked at charity sub-committees, and the ups and downs shared by followers online.  It looks like some of you really value the blog to bring together the contributions into one summary – thanks for getting in touch @JanineEEdwards

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Charity sub-committees can come in all sorts of shapes and sizes.  Whether it’s Finance, Fundraising, Nominations, HR or Audit, there are plenty of examples of boards delegating to smaller working groups.  Are these committees always effective?  @sallyld drew out a few examples of what can make a committee worthwhile:

@sallyld replying to @trusteehour

Ah sub committees. They can be brilliant with a tight remit, clear reporting structures and a clear review process. Otherwise steer well clear (in my opinion). 

Committees can be a necessary way to focus on delivery of the board’s strategy and objectives, as @ian_mcl points out – a board does not have time to get into the detail of everything, and needs to find mechanisms to support delivery and oversight:

@Ian_mcl replying to @TrusteeLeaders @trusteehour

4 board meetings pa for 3 hrs is 12 hours a year to do everything. Create work plan and delegate spadework to cttees to get coverage without having too many. Driven by board objectives. 

However, there were some examples of poor time management, which raises questions about how meetings are being chaired:

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And Ian wasn’t alone in that experience.

We returned to the theme of the importance of a tight remit, and the way things can become inefficient if not handled well:

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Another angle we drew attention to was the opportunity offered by a committee role, as a first experience of charity governance, or a means to share your expertise without the full commitment of a trustee role.  A number of charties do co-opt external members.  External members can share their expertise on whichever sub-committee they sit, although don’t attend board meetings and are usually not trustees.

We would like to encourage more charities to consider co-opting new members onto their sub-committees.  This could be a win-win.  A great way for someone new to charity governance to gain some first experience and volunteer in a way which is less onerous than a full board role.  It enables them to get to know a charity, where later they may consider a trustee role when a vacancy arises.  This ‘getting to know you’ process works both ways, and it could also prove particularly useful as a way to involve younger people in their first role:

@TraceyMcCillen replying to @trusteehour

Will certainly give it some thought and let you know. Keen to engage Young Trustees and see change in perception on how people with learning disability can engage at all levels of governance, Board, Committees etc.

If your charity could create a committee role to expand the pipeline of future trustees, there’s a place on twitter where vacancies can be shared:

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Finally, join us for our next #trusteehour on Tuesday 14th August, 7-8pm (note earlier time) where @TheYardScotland is hosting us as we look at top tips for charities embarking on a capital build project, a theme we’re supporting to help the Yard with their forthcoming new project.  We’re keen to continue to take #trusteehour on tour – if your charity has a specific area of interest for a future #trusteehour, get in touch with us @trusteehour!

Blog by Julie Hutchison @juliekhutchison
Founding Editor of @InformedTrustee

12 August 2018

Please note: some of the graphics were unable to load on this occasion, so they are placed as text. 

Guest blog by @juliekhutchison – reflecting on #trusteehour 7

With over 7,000 views, our topic for May’s #trusteehour clearly struck a chord – what research should you do before saying yes to a charity trustee role? Thanks to @RummleGumption for the theme idea.
Here are the top tips shared:
1. Basic due diligence online means checking out a charity’s website; googling for news stories involving the charity; look at their accounts online; look at their information on the charity regulator’s website. Thanks to @ian_mcl for his list of these.
2. Think people and culture, as @friend_natasha points out:

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3. Look carefully to find out about the exact legal structure of the charity. There are two main kinds. One is unincorporated (for example a trust or an unincorporated association). The other is incorporated (for example a company limited by guarantee, or a CIO in England and Wales, or SCIO in Scotland). This latter type offers a bit more liability protection for charity trustees and has other benefits, such as contracts can be in the name of the charity instead of individual trustees.
4. Find out if the charity has indemnity insurance in place. Some do, some don’t. For unincorporated charities, this was seen as being particularly important:

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5. Consider practical things, like location, which day of the week are board meetings held, and at what time. Those practical points could rule a potential trustee role in or out – also check out skype/video conference options, which might be specifically enabled in a charity’s governing document:

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6. Do you get any help from your employer? There was mixed experience with this one, with some employers actively offering paid leave to support employees who take on voluntary roes:

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7. If things get to the interview stage, ask for a copy of the governing document if it’s not otherwise available online – worth a read in advance:

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8. Understand what the time commitment is going to be. Will there be committee meetings as well as board meetings? Will you be expected to ‘represent’ the charity and be an ambassador at events, as @sallyld points out:

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9. To help make sure you are not ‘out of pocket’ in taking on a trustee role, what expenses does the charity offer to refund? It’s normal to find travel expenses can be refunded, for traveling to and from a board meeting. But there might be more help available. @ian_mcl shared an interesting idea for charity boards, which may help encourage younger candidates to consider a trustee role:

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10. If you’re in Scotland, check out @GoodHQ for reviews and comments on charities in Scotland – this can help you research a role:

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Two blogs were shared.  The first was a guest blog I wrote for OSCR’s website with top ten tips on due diligence.  The second blog was from @CT_charities, which made a good point about checking if induction support is available for new trustees.
And finally, news of our next #trusteehour on Tuesday 12th June 8-9pm – the topic is ‘When is it time for a trustee to step down?’ with thanks to @MairWCVA for the theme idea.

Blog by Julie Hutchison @juliekhutchison
Founding Editor of @InformedTrustee
5 June 2018