Articles and guides for charity teams

The financial literacy trustees genuinely need, the questions they must answer, and the patterns that signal a charity board out of its depth on the numbers.

Complete trustee onboarding: governance documents, 5-day induction schedule, financial overview, key people introductions, and first board meeting preparation.

The plain one-page theory of change that charity staff and trustees actually use throughout the year to make decisions about programmes, funding and risk.

How UK charities run a compliant AGM members look forward to, with agenda choices, hybrid setup options and chair discipline that make the meeting work.

Most board packs are too long, too late, and too kind. Here is a tighter template - six sections, twelve pages - that earns trustees' attention and makes board

A practical succession planning guide for UK charity chief executives, chairs, trustees and specialists. Proportionate, written down, refreshed annually.

A practical strategy method for small charity teams: set focus, choose trade-offs, and keep execution moving without long workshops or heavyweight frameworks.

Methods that produce defensible UK charity benchmarks, the data sources that actually apply, and the trustee oversight that keeps the pay framework fair.

A working risk register that fits on two pages and actually changes decisions - the practical fields, the maintenance rhythm, and the traps that turn most