Understanding Governance Stage 1: The Trustee Role - June 2022

14–15 June 2022

A course for new and experienced trustees

If you are new to the role of being a charity trustee, this course will provide the perfect introduction, while experienced trustees will also benefit from a refresher of their responsibilities and comprehensive updates on evolving elements of the trustee role.

Book onto Understanding Governance Stage 1 and save 30% on the Stage 2 course taking place on 22-23 June 2022.

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  • Dorothy Dalton


    Dorothy Dalton is a leading expert on governance. She has written several books on the subject. She was founding editor of Governance: essential information for effective trustees – a post she held from July 2005 to January 2016.

    With a ‘first’ in mathematics, Dorothy, a former Headteacher, was chief executive of ACEVO, the association of chief executives of voluntary organisation from 1992 to 2000. From 2000 to 2003 she was a non-executive director of the Inland Revenue.
    She is currently Chair of Governors of the Petchey Academy in Hackney. She has been a trustee of many charities including Marie Curie and has been chair of trustees of the Journey of a Lifetime Trust (JoLt) and chairman of governors of Orley Farm School Trust. She is a fellow of the Leadership Trust Foundation and of International Students House. She founded the Journey of a Lifetime Trust (JoLt), the Network of Women Chairs, and Groundbreakers: Voluntary sector women leaders. 


Understanding Governance Stage 1: The Trustee Role
PART A (Please note: We will start promptly so please join early to check all the IT is OK and you are connected.  All other times are approximate for guidance purposes only)
Log in to ensure prompt start at 10am
The changing environment in which trustees and charities have to operate
CC3 – Duties of trustees
  • collective authority and responsibility of trustees
  • acting solely in the interests of the charity
  • not benefiting
When trustees can be personally liable
Duties of Company Directors
What is governance?
  • The relationship between governance and management
  • Trustees’ role description
  • Success and failure of organisations and the link with governance
  • Three different models of governance and what each has to offer
12. 30pm
Information needs of trustees
  • When too much detail is dangerous – when detail could be important
  • What should be in a CEO’s report to the board
  • Basic rules for board papers
Planning the work of the board
  • Why planning of the board work programme is vital to help trustees fulfil their duties and responsibilities
  • One way to plan the work of the board
NOTE: There will be a short comfort break at about 11.30am
Please read the case study before you join PART B
Log in to ensure prompt start at 10am
Case study
Relationships with your chief executive and chair of trustees
  • holding the CEO to account without meddling in management;
  • getting the right balance between support and constructive challenge;
  • Julia Unwin’s 5S model for high performance boards
12. 30pm


Governance & Leadership subscribers can book onto Understanding Governance Stage 1 and save 30% on the Stage 2 course taking place on 22-23 June 2022.

Understanding Governance Stage 2: Governance in Practice

Log in to ensure prompt start at 10am
Brief reminder of the fundamentals of governance
Refreshing the board – identifying  new trustees
  • What is your role in identifying potential trustees?
  • What is good board practice?
  • Once elected/appointed, ensuring new trustees receive appropriate induction and support
Board behaviours and dealing with people problems
  • Trustees can behave badly too
  • Spotting the signs of a deteriorating relationship between the CEO and the board
  • Closed/private meetings/sessions of the board 
12. 15pm
Dealing with risk strategically and systematically
  • Much of governance is about identifying and managing strategic risk without getting risk averse
What role should you as trustee play in dealing strategically and systematically with risk
PART B - You will be provided with a case study to read before joining
Log in to ensure prompt start at 10am
Case study
Developing a learning organisation – Why reviewing performance is important for every trustee and the board:
  • Reviewing the CEO’s performance;
  • Reviewing the chair’s performance
  • Reviewing the effectiveness of the board
  • Reviewing the effectiveness of each board committee
  • Reviewing the performance of each trustee.
  • Open session – a chance to raise any other trustee issues
12. 30pm



Caroline Thomas

Trustee And Hon. General Secretary

Casualties Union

I now feel more confident that my charity is functioning well and have taken dozens of tips and ideas away for doing even better

Liz Gould



Every trustee should attend one of these courses if they are to do their job properly

Joe Curran

Resources Director


An extremely useful course with excellent materials



(prices exc VAT)

Understanding Governance Stage 1 only

Governance & Leadership subscriber - £195
Standard rate - £235
Non-charity Governance & Leadership subscriber- £300
Non-charity delegate- £400

Understanding Governance Stage 1 and Stage 2

Governance & Leadership subscriber - £331
Standard rate - £339

For group bookings email [email protected] 

Terms & Conditions

Substitution and cancellation policy: On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Up to and including 14 days prior to the event, a refund (less a 15% administration fee), or one complimentary transfer to another training date can be issued. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer.  Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event date. Confirmation of cancellations MUST be in writing and sent or faxed to Civil Society Media at 15 Prescott Place, London, SW4 6BS 020 7819 1200 (fax: 020 7819 1210).