The Role of the Trustee, Understanding & Strengthening Governance

Governance, Advice, Information

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Public Leaders Appointments executive search consultancy works with charities, social enterprises and housing associations, advising on and leading board and executive appointments.

Working for a charity offers unique opportunities and rewards, but there can also be challenges. In particular the responsibility for good governance and compliance, which can feel overwhelming. Public Leaders Appointments is committed to ensuring that, Chairs and Trustees - both new and experienced - have the tools, knowledge and confidence needed to make an effective contribution.

We are delighted to announce that Dorothy Dalton, leading expert on governance is collaborating with Public Leaders Appointments for the fifth series of online Trustee training.

What you will learn

The sessions will cover:

Day 1

The changing environment in which trustees and charities have to operate:

  • CC3 – Duties of trustees. Including:
    • collective authority and responsibility of trustees
    • acting solely in the interests of the charity
    • not benefiting
  • When trustees can be personally liable
  • Duties of Company Directors

What is Governance:

  • The relationship between governance and management
  • Trustees’ role description
  • Success and failure of organisations and the link with governance
  • Three different models of governance and what each has to offer

Information needs of trustees:

  • When too much detail is dangerous – when detail could be important
  • What should be in a CEO’s report to the board
  • Basic rules for board papers

Planning the work of the board:

  • Why planning of the board work programme is vital to help trustees fulfil their duties and responsibilities
  • One way to plan the work of the board

Day 2

Relationships with your Chief Executive and Chair of trustees

  • Holding the CEO to account without meddling in management
  • Getting the right balance between support and constructive challenge
  • Julia Unwin’s 5S model for high performance boards

What you require


  • Wednesday 14th September - 10 am - 2.15pm
  • Wednesday 21st September - 10am - 12.30pm

(the course takes place over both dates)

Please note that this course takes place over 2 weekly sessions, starting on Wednesday, September 14th from 10 - 14.15. The second session will take place the following Wednesday from 10 - 12.30. Please ensure that both of these dates are booked in your diary.