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Trustee induction pack

Suggested content for comprehensive trustee induction pack.

Induction is an opportunity for new trustees to learn about their role and the charity. A pack or handbook is the basic part of any induction; a trustee should be given one to keep.

Your pack should be comprehensive – cover the following areas and include the documents listed.

The charity

  • Vision, mission and values
  • Most recent annual report and accounts
  • Strategic and business plans
  • Key policies (eg health and safety, safeguarding, reserves, social media)
  • Report of annual risk audit

Legal status and regulatory guidance

Governance

  • Role descriptions for trustees, chair, treasurer and CEO
  • Code of conduct for trustees and other relevant policies (eg anti-bullying, confidentiality, conflicts of interest, grievance procedures and whistle-blowing)
  • Diagram of governance structure or list of board committees, together with membership details
  • Terms of reference for board committees
  • Document setting out levels of the board’s delegated authority, including financial delegation and controls
  • List of current trustees and contact details
  • List of important dates (eg board meetings, annual general meeting etc)
  • Details of travel and subsistence allowances for trustees with a copy of a claim form

Management

  • Contact details for the chief executive
  • Diagram of management structure
  • Role description for the chief executive and other senior staff
Page last edited Jul 18, 2017

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