Guidance
Charity governance, finance and resilience: 15 questions trustees should ask
Use this checklist to review your charity's effectiveness at AGMs, trustee meetings, awayday discussions or planning meetings.
Applies to England and Wales
Documents
Details
This 15 question checklist is suitable for all charities, although some questions might not be relevant to your charity’s size and how it operates.
As trustees, you can use it whenever you review the way your charity operates, especially in changing or uncertain economic climates. This may be informal discussions or items on the agenda at trustee meetings, AGMs, awaydays or planning meetings.
The checklist can help you:
- structure discussions about what your charity does and how it does it
- make sure your charity is financially secure, even in tougher economic times
- develop plans and timetables for action
- demonstrate you are responding appropriately to change
The checklist includes links to Charity Commission guidance and covers:
- strategy - opportunities and risks
- financial health
- governance, including safeguarding
- making best use of resources
Updates to this page
Published 19 December 2012Last updated 16 March 2017 + show all updates
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Some small changes to improve clarity
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First published.