Trustee Training

This one-day course is designed for those thinking about becoming a trustee and for new or existing trustees who could benefit from some formal training around their roles, particularly identifying trustee responsibilities and liabilities. 

Course Aims

  • Define the legal status of Trustees
  • Recognise ways to reduce associated risks and potential legal challenges
  • Develop good practice specific to your organisation

Course Objectives

  • Establish who can and who can't be a trustee
  • Summarise trustee roles, responsibilities and liabilities
  • Identify the 3 strands of governance
  • Review your role and responsibility for good financial management

Course Programme

  • Welcomes and Housekeeping
  • Participant Introductions
  • What is a trustee?
  • Who can be a trustee?
  • Roles, responsibilities and liabilities
  • Governance
            Governing without managing
            Corporate / fiduciary
  • Relationship with chair and chief executive
  • Understanding finance

Course Duration

Up to 6.25 hours (i.e. 10am to 4:15 pm) 
Including breaks and 45 minutes for lunch

This course is suitable for

  • In-house 'face to face' training
  • Online training 'Live' (using Zoom)
  • Webinar sessions

Online training 'Live' (using Zoom)

Our Online training is adjusted to reflect distance working and includes an online etiquette to ensure a smoother learning experience for all participants.   Day courses can also be run as two half days if you prefer.  For details, see our Service Delivery page.   

Webinar (online seminar)*

Taking the main topics from our training day, allowing participants to focus on a specific area only.  Each session is delivered ‘live’ online using Zoom for approx 60 mins (plus Q&A).   For details, see our Service Delivery page.   

Webinar Topic

Being an effective Trustee

Ineffective Trustees are all too common place and tolerated out of fear of the Board not being quorate. This webinar reviews what a trustee is, what they do, who can and can't be a trustee and what makes an effective Trustee team.   

Trustee roles, responsibilities and liabilities

This webinar reinforces the need for Trustees to have clearly defined roles, responsibilities and channels for communicating as the 'lead' person for another specific area i.e. Safeguarding, HR, Volunteering etc allowing the Board to be more effective and streamlined.

Role of the Chair, Secretary and Treasurer

This Webinar will clarify the role and relationship of Chair, Secretary and Treasurer above the normal role of a Trustee, to the charity and CEO / Senior Manager.  These 3 roles are critical to the smooth running of the charity.


Good Governance is essential for the viability and success of any charitable organisation.  This webinar explains the 3 strands of Governance showing participants how it can support them in their legal obligations as a trustee.

*Minimum number required for Webinar:   6 Participants
VOL 9a
VOL 9b

Course Fees


full DAY
per place 
Training costs include:  
Course delivery, training materials, handouts, evaluations and certificates up to 14 participants
Webinar costs include:  Attendance of the Webinar session only
Travel & Overnight costs
Travel costs may apply for any booking over 80 miles charged at 45p per mile or actual costs of alternative methods of travel.  Overnight costs are based on individual hotel bookings and reasonable subsistence costs dependent on location conditions, applicable at the time.
Your training programme has changed the way we work with volunteers throughout our organisation and it's really working for us 

 - Chief Executive (Hospice)

Interesting and valuable approach, great tone to ensure importance is received and understood with clear and concise language plus good energy

          - Area Manager

It makes such a difference being trained by someone who is knowledgeable, interesting and enthusiastic

- Volunteer Manager

I thought Matthew was a brilliant trainer with full and informative knowledge of the course he was teaching.  Fab day and I learnt a lot about myself 

            - Course Participant

Able to bring knowledge and experience to discussions encouraging group engagement.  Covered lots of content.
 - Volunteer Mananger
Found it very useful and thought provoking.  Good to consider a range of challenges and demands on volunteer managers across the sector.

           - Volunteer Manager

Our trainers come from a variety of backgrounds, therefore we can facilitate courses beyond our current prospectus.

For all enquiries, do please call us on:  01483 564099 or 07866 284781

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