Index of Contents

The following Index of Contents is provided as a reference guide to help identify which lesson(s) contain the information you are looking for, and hopefully to help you decide which Modules to work through.

For technical reasons we can not provide links from this Index to the relevant lesson.

BUSINESS PLANNING

Topic Module Lesson
Beginning the Process – SWOT and PEST Module 8 Business Planning 8.5
Business Planning for larger organisations Module 8 Business Planning 8.6
Celebrating success Module 8 Business Planning 8.10
Code of Governance - strategic / business planning Module 8 Business Planning 8.3
Contents of a Business Plan Module 8 Business Planning 8.6
Example of a Business Plan Module 8 Business Planning 8.6
Funding Plan Guidance Module 8 Business Planning 8.7
ICT Strategy / Business Plan Module 8 Business Planning 8.7
Justifying the need Module 8 Business Planning 8.6
Monitoring and evaluating the Business Plan Module 8 Business Planning 8.10
Operational Planning Module 8 Business Planning 8.9
Overview - strategic, business & operational planning Module 8 Business Planning 8.2
Project Business Plan guidance Module 8 Business Planning 8.7
Strategic Planning Module 8 Business Planning 8.3
Strategic Planning (Overview) Module 3 Leadership 3.9
Timetabling the business planning process Module 8 Business Planning 8.8
Trustee Standards - strategic / business planning Module 8 Business Planning 8.3
What a business plan is not Module 8 Business Planning 8.4
Why a business plan is needed Module 8 Business Planning 8.4
Writing / agreeing the business plan Module 8 Business Planning 8.8

CODE OF GOVERNANCE (Standard Version and Version for small organisations)

Topic Module Lesson
Clarity of Roles Module 7 Good Governance 7.4
Code of Governance Principles Module 7 Good Governance 7.3
Communication and Consultation Module 7 Good Governance 7.9
Development and Support Module 7 Good Governance 7.6
The Effective Board  Module 7 Good Governance 7.6
Effective Delegation  Module 7 Good Governance 7.7
Equality and Diversity Module 7 Good Governance 7.6
Internal Controls Module 7 Good Governance 7.7
Introduction to the Code of Governance Module 1 Trusteeship Introduction
Module 4 Roles and Responsibilities 		1.8
4.5
Managing Risk Module 7 Good Governance 7.7
On Business Planning Module 8 Business Planning 8.3
On Meetings Module 9 Effective Trustee Meetings 9.3
Openness and Accountability Module 7 Good Governance 7.9
Performance Appraisals Module 7 Good Governance 7.6
Principle 1: Understanding Your Role (Standard) Module 7 Good Governance 7.4
Principle 1: Understanding the Board’s Role (Small org) Module 7 Good Governance 7.4
Principle 2: Ensuring Delivery of Purpose (Standard) Module 7 Good Governance 7.5
Principle 2: Doing what the Organisation was set up to do (Small org) Module 7 Good Governance 7.5
Principle 3: Working Effectively (Standard) Module 7 Good Governance 7.6
Principle 3: Working Effectively (Small org) Module 7 Good Governance 7.6
Principle 4: Exercising Effective Control (Standard) Module 7 Good Governance 7.7
Principle 4: Control (Small org) Module 7 Good Governance 7.7
Principle 5: Behaving with Integrity (Standard) Module 7 Good Governance 7.8
Principle 5: Behaving with Integrity (Small org) Module 7 Good Governance 7.8
Principle 6: Being Open and Accountable (Standard) Module 7 Good Governance 7.9
Principle 6: Openness and Accountability (Small org) Module 7 Good Governance 7.9
Reviewing your Organisation Module 7 Good Governance 7.5
Skills and Experience of the Board Members Module 7 Good Governance 7.6
Stakeholder Involvement Module 7 Good Governance  7.9
Strategic Direction Module 7 Good Governance  7.5
Terms of Reference Module 7 Good Governance 7.7
Using the Code of Governance Module 7 Good Governance 7.3
What is Governance? Module 7 Good Governance 7.2

CRIMINAL RECORDS BUREAU (now called DISCLOSURE AND BARRING SERVICE)

Topic Module Lesson
Criminal Records Bureau Checks Module 6 Building an Effective Board
Module 11 Managing People		 6.5
11.7
Disclosure and Barring Service Module 11 Managing People 11.7

DIVERSITY AND EQUALITY

Topic Module Lesson
Bringing Users on to the Board Module 6 Building an Effective Board 6.6
Diversity and Equality Module 6 Building an Effective Board 6.6
Equal Opportunities Module 5 Complying with the Law 5.7
Equality Act 2010 – what do we need to know? Module 5 Complying with the Law
Module 6 Building an Effective Board		 5.7
6.6
Implementing an Equality and Diversity Policy  Module 5 Complying with the Law 5.7
Managing Diversity  Module 5 Complying with the Law 5.7

FINANCE

Topic Module Lesson
Annual Accounts Module 10 Financial Management 10.10
Annual Returns Module 10 Financial Management 10.10
Annual Report Module 10 Financial Management 10.11
Audit Preparation Module 10 Financial Management 10.10
Cash flow Module 10 Financial Management 10.7
Drawing up a Budget Module 10 Financial Management 10.5
Financial Procedures Module 10 Financial Management 10.9
Financial Regulations Module 10 Financial Management 10.9
Financial Risk Management Module 10 Financial Management 10.9
Full Cost Recovery Module 10 Financial Management 10.6
Internet Banking Module 10 Financial Management 10.9
Management Accounts Module 10 Financial Management 10.7
Pensions Module 10 Financial Management 10.9
Reserves Module 10 Financial Management 10.8
Solvency Module 10 Financial Management 10.3
SORP 2005 Module 10 Financial Management 10.11
Trustee Financial Roles & Responsibilities Module 10 Financial Management 10.3

FUND RAISING

Topic Module Lesson
Applying to Trusts Module 10 Financial Management 10.4
Charity Trading Module 2 All About Charities
Module 10 Financial Management 		2.2
10.4
Filling in Funding Application Forms Module 10 Financial Management 10.4
Fundraising in small charities Module 10 Financial Management 10.4
Fundraising Events Module 10 Financial Management 10.4
Principal sources of fund raising Module 10 Financial Management 10.4
Sources of Income Module 10 Financial Management 10.4
Trustee Roles and Responsibilities for Fundraising Module 10 Financial Management 10.4

GOVERNANCE

Topic Module Lesson
Boundaries of Governance and Management Module 1 Trusteeship Introduction 1.9
Governance vs. Management Module 4 Roles and Responsibilities 4.3
What is Governance? Module 1 Trusteeship Introduction
Module 4 Roles and Responsibilities		 1.7
4.2

GOVERNING DOCUMENT

Topic Module Lesson
Amending a Governing Document Module 2 All About Charities
Module 6 Building an Effective Board		 2.5
6.3
Governing Documents Module 2 All About Charities
Module 6 Building an Effective Board		 2.5
6.3
Rules relating to Trustees Module 6 Building an Effective Board 6.3
Who can vote at Trustee meetings Module 6 Building an Effective Board 6.3

HALLMARKS OF AN EFFECTIVE CHARITY

Topic Module Lesson
Introduction to Hallmarks of an Effective Charity Module 1 Trusteeship Introduction
Module 3 Leadership		 1.8
3.2
Hallmarks of an Effective Charity Module 6 Building an Effective Board 6.2

LEADERSHIP

Topic Module Lesson
Approaches to Leadership Module 3 Leadership 3.2
Crisis Management (in a crisis) Module 3 Leadership 3.10
Dealing with the Media Module 3 Leadership 3.10
Effective Leadership Module 3 Leadership 3.3
Trustees’ Leadership Roles and Responsibilities Module 3 Leadership 3.2
What is Leadership? Module 3 Leadership 3.2

LEGISLATION / LEGAL REQUIREMENTS

Topic Module Lesson
Annual Accounts Module 5 Complying with the Law 5.4
Annual Reports Module 5 Complying with the Law 5.4
Charitable Purposes Module 2 All About Charities 2.2
Charities Act 2011 Module 2 All About Charities
Module 5 Complying with the Law		 2.6
5.5
Companies Act 2006 Module 2 All About Charities 2.6
Complying with Legislation Module 5 Complying with the Law 5.5
Data Protection Module 5 Complying with the Law 5.9
Data Protection Act Module 5 Complying with the Law 5.9
Equal Opportunities Legislation Module 5 Complying with the Law 5.7
Employment Contracts Module 5 Complying with the Law 5.8
Employment Law Module 5 Complying with the Law 5.8
Employment Law Summary Module 11 Managing People 11.5
Equality Act 2010 - what do we need to know? Module 5 Complying with the Law
Module 6 Building an Effective Board		 5.7
6.6
Excepted Charities Module 2 All About Charities 2.2
Exempted Charities Module 2 All About Charities 2.2
Health and Safety at Work Act Module 5 Complying with the Law 5.6
Insurance Module 5 Complying with the Law 5.11
Insurance: Buildings Insurance Module 5 Complying with the Law 5.11
Insurance: Contents Insurance Module 5 Complying with the Law 5.11
Insurance: Professional Indemnity Insurance Module 5 Complying with the Law 5.11
Insurance: Public Liability Insurance Module 5 Complying with the Law 5.11
Insurance: Trustee Indemnity Insurance Module 5 Complying with the Law 5.11
Legal Accountability Requirements Module 5 Complying with the Law 5.4
Legal Responsibilities Module 5 Complying with the Law 5.2
Licensing Laws Module 5 Complying with the Law 5.10
Meeting Contractual Obligations Module 5 Complying with the Law 5.11
Mergers Module 6 Building an Effective Board 6.12
Political Activities Module 2 All About Charities 2.2
Public Benefit Module 2 All About Charities
Module 7 Good Governance		 2.2
7.5
Reporting Requirements Module 5 Complying with the Law 5.4
Trading Activities Module 2 All About Charities
Module 10 Financial Management		 2.2
10.4
Trustees’ Legal Responsibilities Module 5 Complying with the Law 5.2
Volunteers and Contracts Module 5 Complying with the Law 5.8
Volunteers and the Law Module 11 Managing People 11.5

MANAGING STAFF AND VOLUNTEERS

Topic Module Lesson
Appraisal and Supervision Module 11 Managing People 11.9
Appraising the Chief Executive / Senior Manager Module 11 Managing People 11.9
Delegating Work Module 11 Managing People 11.9
Developing Staff & Volunteer Handbooks Module 11 Managing People 11.6
Employment Contracts Module 5 Complying with the Law 5.8
Induction of Staff and Volunteers Module 11 Managing People 11.8
Recruitment Application Form Module 11 Managing People 11.7
Recruitment Interviews Module 11 Managing People 11.7
Recruiting the Chief Executive / Senior Manager Module 11 Managing People 11.7
Recruiting Volunteers Module 11 Managing People 11.7
Recruitment and Selection Processes Module 11 Managing People 11.7
Staff Handbook Template Module 11 Managing People 11.6
Statement of Terms and Conditions for Employees Module 11 Managing People 11.6
Stress Module 11 Managing People 11.9
Training and Development of Staff & Volunteers Module 11 Managing People 11.10

MEETINGS

Topic Module Lesson
Agenda Setting Module 9 Effective Trustee Meetings 9.6
Annual General and Extraordinary General Meetings Module 9 Effective Trustee Meetings 9.11
Annual plan of meetings Module 9 Effective Trustee Meetings 9.4
Appraising your meetings Module 9 Effective Trustee Meetings 9.13
Chair’s role in a meeting Module 9 Effective Trustee Meetings 9.8
Code of Conduct Module 9 Effective Trustee Meetings 9.8
Code of Governance relating to meetings Module 9 Effective Trustee Meetings 9.3
Common problems with trustee meetings Module 9 Effective Trustee Meetings 9.2
Cost of meetings Module 9 Effective Trustee Meetings 9.12
Dealing with difficult people in meetings Module 9 Effective Trustee Meetings 9.8
Factors affecting a meeting Module 9 Effective Trustee Meetings 9.7
Ground rules for meetings Module 9 Effective Trustee Meetings 9.5
Meetings preparation Module 9 Effective Trustee Meetings 9.7
Minute taking and writing Module 9 Effective Trustee Meetings 9.9
Minuting an AGM Module 9 Effective Trustee Meetings 9.9
Minute Taking Difficult Issues Module 9 Effective Trustee Meetings 9.9
Participants’ role in a meeting Module 9 Effective Trustee Meetings 9.8
Providing variety in your Board Meetings Module 9 Effective Trustee Meetings 9.8
Roles of sub committees – finance, personnel, fundraising & events Module 9 Effective Trustee Meetings 9.10
Standing orders Module 9 Effective Trustee Meetings 9.5
Sub committees, working parties & steering groups Module 9 Effective Trustee Meetings 9.10
Terms of Reference Module 9 Effective Trustee Meetings 9.5
Trustee Away days Module 6 Building an Effective Board 6.11
Who can vote at trustee meetings Module 6 Building an Effective Board 6.3

MONITORING & EVALUATION

Topic Module Lesson
Employee Exit Strategy Module 12 Evaluation & Quality 12.7
Equal Opportunities Monitoring Module 12 Evaluation & Quality 12.7
How to collect data Module 12 Evaluation & Quality 12.3
Implementing work practice changes Module 12 Evaluation & Quality 12.6
Monitoring personnel management Module 12 Evaluation & Quality 12.7
Monitoring your services Module 12 Evaluation & Quality 12.2
Self-Evaluation Cycle Module 12 Evaluation & Quality 12.5
Staff Survey Module 12 Evaluation & Quality 12.7
Trustees’ role in Evaluation Module 12 Evaluation & Quality 12.8
What to monitor and how to monitor Module 12 Evaluation & Quality 12.3
What is Monitoring and Evaluation? Module 12 Evaluation & Quality 12.2
Why undertake Self-Evaluation? Module 12 Evaluation & Quality 12.2

ORGANISATION

Topic Module Lesson
Aims and Objectives Module 3 Leadership 3.5
Charitable Trust Module 2 All About Charities 2.3
Charity Registration Module 2 All About Charities 2.2
Charitable Incorporated Organisation Module 2 All About Charities 2.3
Community Interest Company Module 2 All About Charities 2.3
Company Limited by Guarantee Module 2 All About Charities 2.3
Ethos and Values Module 3 Leadership 3.4
How to register as a Charity Module 2 All About Charities 2.3
Industrial and Provident Society Module 2 All About Charities 2.3
Mission Statement Module 3 Leadership 3.3
Types of Charities and Not for Profit Organisations Module 2 All About Charities 2.3
Unincorporated Association Module 2 All About Charities 2.3
What are Charities? Module 2 All About Charities 2.2

POLICIES AND PROCEDURES

Topic Module Lesson
Employee Exit Strategy Module 11 Managing Staff 11.6
Employment Contracts Module 5 Complying with the Law 5.8
Grievance and Disciplinary Procedures Module 5 Complying with the Law 5.8
Home Working Policy Module 11 Managing Staff 11.6
Implementing a Policy or Procedure Module 3 Leadership
Module 11 Managing Staff 		3.8
11.6
Policies and Procedures Module 5 Complying with the Law 5.12
Policies and Procedures Overview Module 3 Leadership
Module 11 Managing Staff		 3.8
11.6
Subsistence & Travel Expenses Module 11 Managing Staff 11.6
Trustee Expenses Module 5 Complying with the Law 5.2
Volunteer Agreement Module 11 Managing Staff 11.6
Volunteers and Contracts Module 5 Complying with the Law 5.8
Volunteer Policy Module 11 Managing Staff 11.6

QUALITY SYSTEMS

Topic Module Lesson
Community Legal Service Quality Mark Module 12 Evaluation & Quality 12.4
Customer Service Excellence Module 12 Evaluation & Quality 12.4
Excellence Model Module 12 Evaluation & Quality 12.4
Investors in Diversity Module 12 Evaluation & Quality 12.4
Investors in People Module 12 Evaluation & Quality 12.4
Investors in Volunteers Module 12 Evaluation & Quality 12.4
ISO 9001 Module 12 Evaluation & Quality 12.4
MATRIX Standard Module 12 Evaluation & Quality 12.4
PQASSO Module 12 Evaluation & Quality 12.2
12.4
Quality First Module 12 Evaluation & Quality 12.4
Volunteer Centre Quality Accreditation Module 12 Evaluation & Quality 12.4

RISK ASSESSMENT

Topic Module Lesson
Health and Safety Control Measures Module 3 Leadership 3.7
Health and Safety Five Step Approach Module 3 Leadership 3.7
Health and Safety Hazards and Risks Module 3 Leadership 3.7
Health and Safety Principles Module 3 Leadership 3.7
Implementing a Risk Review Module 3 Leadership 3.7
Managing Risks Module 3 Leadership
Module 11 Managing Staff		 3.7
11.3

TRUSTEES

Topic Module Lesson
Appraisal of Trustees Module 6 Building an Effective Board 6.9
Belbin Team Skills Questionnaire Module 6 Building an Effective Board
Module 9 Effective Trustee Meetings		 6.7
9.8
Board Review Module 6 Building an Effective Board 6.11
Chair / Senior Manager Relationship Module 11 Managing People 11.4
Checking Potential Trustees Module 6 Building an Effective Board 6.5
Composition of the Trustee Board Module 6 Building an Effective Board 6.3
Conflicts of Interest Module 2 All About Charities
Module 5 Complying with the Law
Module 6 Building an Effective Board		 2.8
5.3
6.4
Code of Conduct for Trustees Module 1 Trusteeship Introduction
Module 6 Building an Effective Board		 1.10
6.4
Induction of Trustees Module 6 Building an Effective Board 6.8
Learning the Trustee role Module 6 Building an Effective Board 6.10
Recruiting Trustees – Overview Module 6 Building an Effective Board 6.4
Recruiting Trustees Module 6 Building an Effective Board 6.4
Roles and Responsibilities Module 1 Trusteeship Introduction
Module 4 Roles and Responsibilities
Module 2 All About Charities 		1.7
4.4
2.7
Rules relating to Trustees in the Governing Document Module 6 Building an Effective Board 6.3
Social Aspects of Trusteeship Module 6 Building an Effective Board 6.11
Standards in Public Life Module 1 Trusteeship Introduction 1.10
Team work Module 6 Building an Effective Board 6.7
Trustee Eligibility and Disqualification Module 1 Trusteeship Introduction 1.6
Trustees’ Liabilities Module 2 All About Charities 2.4
Trustee Role Description / Person Specification (Incorporated organisation) Module 6 Building an Effective Board 6.4
Trustee Role Description / Person Specification (Unincorporated organisation) Module 6 Building an Effective Board 6.4
Trustees’ Relationship with Staff and Volunteers Module 11 Managing People 11.4
Trustee Self Assessment Questionnaire Module 1 Trusteeship Introduction 1.10
Trustee Skills Audit Module 1 Trusteeship Introduction 1.10
What is a Trustee? Module 1 Trusteeship Introduction 1.5
Why People become Trustees Module 1 Trusteeship Introduction 1.2
Would I make a good Trustee? Module 1 Trusteeship Introduction 1.10

TRUSTEE ROLES AND RESPONSIBILITIES

Topic Module Lesson
Contingency Planning Module 11 Managing People 11.11
Duty of Care Module 3 Leadership
Module 11 Managing People		 3.6
11.3
Implementing a Risk Review Module 3 Leadership
Module 11 Managing People		 3.7
11.3
Principles of Managing People Module 11 Managing People 11.2
Reviewing Role Descriptions Module 4 Roles and Responsibilities 4.11
Risk Management Module 3 Leadership
Module 11 Managing People		 3.7
11.3
Role Descriptions Module 4 Roles and Responsibilities 4.11
Role Description: Chairperson Module 4 Roles and Responsibilities 4.11
Role Description: Company Secretary Module 4 Roles and Responsibilities 4.11
Role Description: Secretary Module 4 Roles and Responsibilities 4.11
Role Description: Treasurer Module 4 Roles and Responsibilities 4.11
Trustee Roles Module 4 Roles and Responsibilities 4.11

TRUSTEE STANDARDS

Topic Module Lesson
Accountability  Module 4 Roles and Responsibilities 4.9
Business Planning Module 8 Business Planning 8.3
Introduction to the Trustee Standards Module 1 Trusteeship Introduction 1.8
Trustee Standards Module 4 Roles and Responsibilities 4.5
Trustee Standards Overview Module 4 Roles and Responsibilities 4.5
Trustee Standards Module 1: Safeguard & Promote the Values and Mission of the Organisation Module 4 Roles and Responsibilities 4.7
Trustee Standards Module 2: Determine the Strategy and Structure of the Organisation Module 4 Roles and Responsibilities 4.8
Trustee Standards Module 3: Ensure the Organisation functions in an effective, responsible & accountable manner Module 4 Roles and Responsibilities 4.9
Trustee Standards Module 4: Ensure the effective functions of the Organisation’s Board of Trustees Module 4 Roles and Responsibilities 4.10
Using the Trustee Standards Module 4 Roles and Responsibilities 4.6
Why use the Trustee Standards? Module 4 Roles and Responsibilities 4.5

VOLUNTARY AND COMMUNITY SECTOR

Topic Module Lesson
A Diverse Sector Module 1 Trusteeship Introduction 1.4
Infrastructure Organisations Module 1 Trusteeship Introduction 1.3
Introduction to the Voluntary and Community Sector Module 1 Trusteeship Introduction 1.3
Statistics on the VCS Module 1 Trusteeship Introduction 1.3

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