This workshop explores the roles and responsibilities of board members. It covers the important fiduciary duties, and takes a dive into the Acts, Regulations, Codes and Policies that apply to organisations governed by a board or committee.

The workshop is a great refresher for the more experienced and a useful induction for new board members. We’ll cover the following, as well as answering all your questions:

• Responsibilities of board members

• Fiduciary duties

• Governance versus management

• Acts, Regulations, Constitutions and Policies

• Codes of Conduct

• Conflicts of interest

• Risk management and insurance

• Where to find the information and policies required to fulfil your role

This workshop introduces the need for and advice on strategic planning for the board as well as frameworks for managing change in the organisation. We will cover:

• Strategic story – the role of narrative (where have we been, where are we now, where are we going) in shaping the future

• Analysing the internal and external factors that could impact on the organisation's planning

• Establishing strategic objectives

• Implementing and monitoring your plan

• Evaluating strategic performance

• Recognising and understanding the various types of change

• Using frameworks and models to achieve successful change

• Evaluating change projects

Succession planning is about much more than just replacing board members when they leave. It is about planning recruitment, induction and retention so that you can deal with changes in personnel without destabilising the overall governance of your organisation. Indeed, in a healthy, effective organisation, succession planning is part of a continual process of reviewing, renewing and revitalising the organisation. In this respect, good succession planning is about the healthy maintenance and handover of collective wisdom, and it thereby ensures the continuity and evolution of organisational knowledge and purpose.

In this workshop we will explore:

• Developing a strategic succession plan – how?

• Who and where are our future board members?

• Building a diverse, complimentary board

• Creating a healthy induction process

• Retaining board members

• Evaluating the effectiveness of the board

Overseeing the finances is probably one of the most important tasks of a board member, and organisations with financially literate boards are best placed to promote and fulfil their missions, regardless of the external environment. This workshop covers the questions boards should be asking about the finances and assists board members in reading and understanding the organisation’s financial reports. The workshop covers:

• The role of boards in financial responsibility and accountability

• Establishing a financial management structure

• Establishing financial management processes and systems

• Key financial reports: balance sheet, profit and loss statement, statement of cash flow, budgets

• Revenue and spending risks

• Trading insolvent

• Meeting reporting requirements of relevant corporate authorities and funding bodies

• Advising the community of the financial situation of the organisation

Getting the message out about your group or organisation – its aims, activities and attitudes – is crucial in ensuring the public know what your group does, what it believes in and what it is working towards. Join us at this workshop for top tips for good communication and building your plan for communicating with your users, the media and other stakeholders.

• Understanding your audience and your message

• How to develop a communications plan – what, who, why and how

• How to get your message out there – media, social media, networking

• Dealing with the media

• Social media platforms – pros and cons

• The role of networking and volunteers

• Simple ways to improve any copy

• Communication resources, policies and procedures

Project management is like steering the ship for your charity mission. It's the art of planning, organising, and guiding your projects to success. Think of it as your trusty roadmap. You'll set clear goals, figure out who's doing what (and when!), and keep a close eye on the budget.

This workshop will cover:

• What is project management?

• Scope , timeline , quality , cost

• Human resources

• Risk management

• Information management and communications

• Procurement

• Stakeholder engagement

• Governance

• Three models of project management

Not For Profit and Community Organisations need their funding to come from as many sources as possible to ensure they can survive if any of the funding streams run dry. This workshop is an in-depth look at the many funding streams you could have at your disposal, and how to make the most of your chances of success.

Workshops can be tailored to cover in-depth strategies for sourcing funding from grants, donations, crowdfunding, membership, events, sales or sponsorship.

• The 7 pillars of funding

• How to find funding

• Creating your funding plan

• Preparing and promoting a case for funding

• Writing winning project plans: linking needs with solutions

• Using data and evidence to support your project proposal

• Creating realistic budgets

• Managing relationships and acknowledging funders

• Acquittals and appeals