Sample Trustee Skills and Experience Audit

Transcription

1 Sample Trustee Skills and Experience Audit Summary Overview of findings. Corporate Management Financial Management People Technical and specialist knowledge Sector knowledge Comments and suggestions Greenhill Consulting Limited /6

2 Corporate Management Governance Strategic Man. & Bus. Planning Change Management Good practice in corporate and trustee governance and volunteering, legal obligations, other board experience Organisational development, business planning, monitoring and evaluation, policy development, implementation and review Aligning practice with mission/vision Business skills & trading Quality systems Particularly charities and social enterprises such as CICs e.g. IIP, IIV, PAD, PQASSO. No Experience. Some experience and understanding. Good understanding of many of the issues. Practical understanding and competence beyond YE. Substantial part of current or previous role(s) Greenhill Consulting Limited /6

3 Financial Management Finance Risk management & insurance Funding methods Budgets and forecasts, cash flow and liquidity, final accounts, charity accounting Risk analysis, public liability, employers liability, trustee indemnity, property Sponsorship, grants, commissioning, contracts, donations People Human Resources Equality Relationship Management Recruitment, retention, staff development, appraisal, legal, compliance, training, Health & Safety Equal opportunities, faith, disability, BME, sexual orientation Partnership working with private and public sector bodies and individuals. No Experience. Some experience and understanding. Good understanding of many of the issues. Practical understanding and competence beyond YE. Substantial part of current or previous role(s) Greenhill Consulting Limited /6

4 Technical/specialist knowledge Legal Taxation ICT Charity, company, employment, contract, property, investment Corporate, income, CGT, VAT Office programmes, web design, databases, systems development Marketing Planning Marketing Research & Consultation Public Relations Strategic marketing, marcomms, messaging, advertising Primary and secondary research, focus groups Profile raising, audience targeting, press liaison. No Experience. Some experience and understanding. Good understanding of many of the issues. Practical understanding and competence beyond YE. Substantial part of current or previous role(s) Greenhill Consulting Limited /6

5 Sector knowledge STEM Support Government Policy Agenda Engineering Industry STEM Other STEM support organisations Public sector reform, widening participation, social inclusion, public/voluntary/private partnerships etc Relevant roles in medium or large organisations relating to STEM enrichment e.g. CSR, community relations, sponsorship, education programmes Engineering Industry Leadership Education Teaching Education Advisory and Admin Leadership and management roles in medium or large engineering organisations e.g. senior management, operations, HR, finance, external affairs Primary or secondary teaching relating to D&T, science, mathematics Advisory, policy-making or administrative roles relating to D&T, science, mathematics in schools Institutions Partnership working with private and public sector bodies and individuals. No Experience. Some experience and understanding. Good understanding of many of the issues. Practical understanding and competence beyond YE. Substantial part of current or previous role(s) Greenhill Consulting Limited 5/6

6 Suggestions for addressing gaps Connections and access to resources Other comments Greenhill Consulting Limited 6/6