Understanding Governance Stage 1: The Trustee Role

29 February – 1 March 2024

Governance fundamentals 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.

This course will take place online via Zoom.

A £40 discount is available to Governance & Leadership subscribers.


  • Meg Wright

    Consultant and interim CEO

    Meg Wright is a consultant and interim CEO specialising in voluntary sector business, leadership and governance. With over 20 years’ experience working in the voluntary sector, Meg has led both local and national organisations as well as working across the borders of the UK.  Leading change in times of uncertainty has been a key feature of Meg's career. Meg graduated in July 2023 with a Doctorate of Business Administration from Edinburgh Napier University and her thesis entitled 'Who is Responsible: An exploration of the recruitment and support of charity trustees', researches the world of trustees and makes recommendations for improving the support they receive in the role.


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
Please note, this programme is subject to change.


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)

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

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).