On this page you'll find links to advice, resources and training to help you carry out your role as a trustee.

Being a trustee

Click here to download PAVO's guide to being a trustee, prepared as part of our Third Sector Skills project.
This guide will give you an introduction to:

  • The role, duties and responsibilities of a trustee
  • Principles of good governance
  • Governing documents
  • Trustee liability, risk management and conflicts of interest
  • Types of involvement
  • Trustee skills
  • How to recruit and induct new trustees
  • Accountability
  • Where to go for further support

Training for trustees

PAVO offers training to new and experienced trustees through our Third Sector Skills project. Upcoming courses are publicised on our training pages.

You may like to watch these recordings of a webinar on 'Being a Trustee' presented by PAVO's staff:

Being a Trustee Part 1: Roles and Responsibilities
Being a Trustee Part 2: The Charity Lexicon
Being a Trustee Part 3: Conflicts of Interest

Essential reading and resources

The essential trustee: what you need to know, what you need to do

A comprehensive guide from the Charity Commission on the roles and responsibilities of charity trustees.

Charity Commission Eligibility Declaration

Trustees of charities in England and Wales should complete and sign this form to confirm their eligibility to be a trustee.

DBS Pack

A collection of guidance documents and information about DBS checks and processes.

The Charity Governance Code

The Charity Governance Code is a practical tool to help charities and their trustees develop high standards of governance.

The six duties of a trustee

A detailed description of a trustee's main duties, from the Charity Commission website.

15 Questions trustees should ask  

Use this checklist to review your charity's effectiveness at AGMs, trustee meetings, awayday discussions or planning meetings.

PAVO information sheets on trustees and governance

This series of information leaflets covers a range of topics such as principles of governance, trustee liability and insurance.

Powys Trustee Network

Join the Powys Trustee Network Facebook Group to ask questions, share information and hear about the latest trustee resources.

Recruiting new trustees

All boards will need to recruit new trustees at some point, whether to broaden the skills and perspectives on the board, or simply to replace retiring members.

Take some time to plan your recruitment process so that it is effective for both your organisation and your potential new trustees. It’s also important to give your new trustees a comprehensive induction into your organisation and their new role.

Here you can find resources to help boards of trustees to recruit and induct new members, drawing on the experience of PAVO’s Third Sector Skills project.

You can also contact PAVO for advice on trustee recruitment, by calling 01597 822191, or emailing info(at)pavo.org.uk

Finding New Trustees Checklist

Steps to consider in the process of finding new trustees.

Board Skills Audit

It is key for an organisation to know what skills and knowledge its board members have. A skills audit is a process used to identify the skill gaps in an organisation. Available in Word or pdf format.

Trustee Welcome Pack

A checklist of essential document and resources to give to your new trustees as part of their induction.

Trustee Recruitment Templates

Well designed recruitment packs, posters and advertisements will help you to spread the word about your trustee vacancies. Consider how best to reach the trustees you want to attract. This may mean putting up posters in your local area, advertising online, sending information directly to likely candidates, or all of the above. See the ‘Finding New Trustees Checklist’ above for more ideas.

Your material should be both eyecatching and clear, and include all the essential information that potential trustees need to decide whether to get in touch with you. We've put together some templates for you to use as a starting point in creating your own.

Trustee Recruitment Pack - Word

This template in Microsoft Word format is a perfect starting point if you are new to recruiting trustees or designing adverts using IT.

Trustee Recruitment Pack - Canva

This template uses the online graphic design tool Canva.

Social Media Template

Advertising your vacancy via social media will help you to reach a wider audience. You can use this Canva template to create a post for Facebook, Twitter or Instagram. 

Get in touch

Contact PAVO for support with any queries about your role and responsibilities as a trustee.
01597 822191

Where to find us

Llandrindod Wells Office

Unit 30
Ddole Road Industrial Estate
Llandrindod Wells
Powys
LD1 6DF

01597 822 191

Newtown Office

Plas Dolerw
Milford Road
Newtown
Powys
SY16 2EH

01686 626 220

Get in touch

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