Let’s talk about trustees, board diversity and succession planning

During Trustees’ Week two years ago, I shared some data and thoughts about the diversity of trustee boards. Back then, the picture revealed that trustee boards didn’t reflect society in all of its diversity; just 0.5% of trustees were aged between 18 and 24 and two-thirds were over 50.

My feelings then were that charities could do more to make trusteeship appealing and accessible, by thinking about the barriers to becoming trustees and actively trying to reduce them, by being clear on what the role involved and what the charity is all about, by considering what gaps are on the board of trustees, by offering training, induction and mentoring.

And now? Having spent two more years supporting charities, my feelings are much the same, something which may be borne out by updated research findings released yesterday. The research commissioned by the Office for Civil Society and the Charity Commission makes these key findings:

  • Men outnumber women trustees on boards by two to one
  • The vast majority (92%) of trustees are white, older and above average income and education
  • 71% of charity chairs are men and 68% of charity treasurers are men
  • The average age of trustees is 55-64 years; over half (51%) are retired
  • 75% of trustees have household incomes above the national median
  • 60% of trustees have a professional qualification; 30% have post-graduate qualifications
  • 71% of trustees are recruited through an informal process
  • In 80% of charities trustees play both a governance role and an executive role – they have no staff or volunteers from whom they can seek support
  • 70% of trustees are involved in charities with an income of less than £100k a year
  • Trustees report lacking relevant legal, digital, fundraising, marketing and campaigning skills at board level
  • Trustees are concerned about their skills in dealing with fraud and external cyber-attack
  • Trustees seek support and advice from one another – 80% of all respondents regard this as their most important internal source of advice and support, with only 6% seeking guidance or training from an external provider
  • On average, trustees donate almost 5 hours a week to their trustee roles

It should be said that according to the Charity Commission, “researchers surveyed a sample of 19,064 trustees, via a national survey in January 2017. Around 3,500 trustees responded to the survey.”

I’d like to know more about what the research findings mean by ‘an informal process’ that accounts for 71% of trustees recruited. I don’t think there’s anything wrong with making a process more informal to reduce barriers (as long as constitutional requirements are followed), but if by ‘an informal process’ the research means ‘word of mouth’ or ‘asking around networks’ then that might account for a lack of diversity on trustee boards. In my experience (and in the experience of others), the majority of trustee recruitment is done by asking people personally. It’s understandable; trustees get a sense of someone’s skills and quickly see how they could add great value to their board. But this can have its drawbacks and make boards less diverse than they can be. Charities risk casting their net too narrowly, in a pool in which people are already in demand or already giving time to other charities; trustees may only ask people like them to become trustees. The risk here is that no-one asks the obvious questions, no-one brings different perspectives, no-one asks more difficult questions. Diverse boards make the best decisions.

Diverse boards make the best decisions and it isn’t surprising that the updated Code of Governance makes diversity a principal in its own right. On top of that, board composition, recruitment and skills are integral to principal 5 of the Code of Governance, ‘Board effectiveness‘. I’ve worked with many charities on trustee recruitment and the most successful ones are those that recruit through a planned process. Many have approached us desperate for trustees because a current trustee (or, more often than not, a whole group of trustees) will retire. Sometimes, it feels that the need to recruit trustees has been identified too late (and that’s when a planned process goes out of the window and people ask anyone who might be willing out of sheer desperation). Think about how unappealing it would be to be asked to become a trustee because the current trustees want to resign! This doesn’t give time to help new trustees to understand their roles and settle in and it could be very destabilising.

What I’m talking about is succession planning, an important though sometimes overlooked task of a board. It’s about striking a balance between continuity and fresh ideas and perspectives, . Here are some steps I’m currently taking some charities through:

1. Consider what barriers there are to people becoming trustees 

Knowing the barriers mean you can then work to reduce them!

 

2.  Follow your governing document and the law

Who is eligible to be a trustee? What is the minimum and maximum number of trustees you should have? How are trustees appointed?

 

3. Make sure your trustees are ready for new trustees

Understand what skills you currently have and think about what skills you need. Think about how you will welcome, train and induct a new trustee. Make sure current trustees are open to new ideas and input (the charity doesn’t belong to any one person)

 

4. Draw up role descriptions and person specifications

You should have a clear picture of what you want from a trustee and people should know what’s expected of them

 

5. Develop a way people can apply to become a trustee

What information should they receive? What processes will you use? Application? Interview? Invitation to a meeting? Who should they contact? How will they be welcomed? How will you train them? How will they be appointed?

 

6.  Target people and promote your vacancy 

If you’re looking for people with specific skills, think about: Where they might work;  What publications / websites they might read; How you will target them. Promote your vacancy as widely as possible, not just in your own networks.

 

7. Consider how you will welcome and induct new trustees 

Think about how to make any new trustees feel welcome. For instance, introduce them to trustees and staff, consider buddying, provide documents, plans and ongoing training and support.

And for Trustees’ Week, I wanted to share some useful resources and stories that others have shared which might be helpful for you:

Finally, I’m happy to support any Dudley borough charity that wants to think about succession planning, board diversity and recruitment and to work with trustees to improve their skills. Equally, if anyone is interested in becoming a trustee, I’d love to have a chat and link you up with charities that do wonderful work. As well as running regular drop ins with Eileen on the first Wednesday of each month, I’d like to know from you whether there is any appetite for specific events and activities around aspects of trusteeship. This might be a regular network of trustees, training and other support I might not have thought of! Feel free to let me know what might work for you and your trustees.

Nurturing caring, vibrant and caring communities – A snapshot of our story over the last year

We are really pleased to share the work that our Dudley CVS team have been doing over the past year in our most recent annual review. The 2016-17 review is a snapshot of the work we’ve done between April 2016 and March 2017 to support individuals, communities and organisations across Dudley borough.

Take a look at our annual review website and read about how we’ve been connecting and inspiring people and organisations to achieve positive change and championing their work.

Visit www.dudleycvsreview.org

Or, if you would like to read a short snapshot of our story, you can download our pdf version by clicking on the image below:

I hope you enjoy learning about the work we’ve been doing over the past year. If you’ve any feedback please feel free to leave a comment!

Be part of our collective story and share how you’ve been involved in our work or how you would like to get more involved! #dcvstory

Feelgood Choir has plenty to sing about: Grant funding success!

The Feelgood Choir really does have something to sing about, after being awarded a grant from Awards for All!

I’m really pleased to have been able to help the Feelgood Choir to get established and to access some funding to give it a great kick start!

The Feelgood Choir originally started as Dudley Mind Feelgood Choir, with the idea that group singing could be a wonderful aid to mental health. The choir regularly sang at shows and events, including at two Dudley Volunteer Awards where they really revved up our attendees.

Late last year, two choir members contacted me to explore the idea of setting the choir up as an independent group that might be able to manage itself and make it more sustainable. Due to cuts to the voluntary sector, Dudley Mind could offer the choir limited support and a free venue for rehearsals, but could no longer cover all the costs involved with running the choir.

I got together with Jan and Val and talked them through setting up as a voluntary group. I helped the group get set up on a firm footing by explaining the role of the committee and helping to develop the constitution.

The next step was to think about planning the group’s work so that we could identify what difference the group wanted to make to people’s lives and how it would do that. This also involved thinking about what costs were involved so that any funding application we worked on would be as detailed and specific as possible. We came out with a simple plan and I recommended Awards for All as an appropriate funder to approach.

Jan worked incredibly hard on the funding application, putting in research, stories from members and learning from running the choir with help from Dudley Mind. I was on hand to review the application and make some suggestions for improving it so that it was completely clear. It was a great application; you can always spot a good application but these days the competition is so tough that there’s never any guarantee.

feelgoodAfter a few months of waiting and nailbiting, we finally heard the great news! Jan popped into our July DY1 drop in, with a beautiful orchid and a beaming smile to say thank you for the support. It really was a pleasure to help them and Jan should get great credit for all of the commitment she’s put into making it happen.

While working on the bid, Dudley Mind had to close Dove House where the Feelgood Choir rehearse because of further cuts to its funding. Thankfully, the Feelgood Choir was able to secure another venue – DY1 itself! – to continue rehearsing and now it has room for many more members. So if you’d like to join a fun, welcoming group, you can go along at 6.15pm on Wednesday evenings (except in August). It’s £4 per week and no experience is necessary. They don’t do auditions either; everyone is welcome.

The Feelgood Choir is also holding a summer fundraiser on Friday 21 July, 6.30-9pm at the Carlisle Centre in Stourbridge. Admission is £5 and you’ll enjoy homemade cakes, a quiz and of course performances from the choir itself. For more information on this event and to learn more about the Feelgood Choir, visit its lovely website: feelgoodchoir.co.uk

Hints and tips on creating a charity

You might have seen that at the tail end of last year, I shared some lovely news about three organisations I’ve been supporting that successfully became registered charities. I thought it might be good to give some insight into the processes these organisations went through and share some hints and tips for making a successful application. Continue reading

A snapshot of our work supporting people, communities and organisations over the last year

1

I’m really pleased to share the work that my colleagues and I have been doing over the past year in a our most recent annual report. So new, it’s not yet hot off the press, the 2015-16 annual report is a snapshot of the work we’ve done between April 2015 and March 2016 to support individuals, communities and organisations across Dudley borough.

Continue reading

Bayer Street Allotments flushed with success!

Bayer Street blog‘Flush and grow’ is a great title for a project. This is what Bayer Street Allotments Association have called their new project, which will help people in Coseley grow more green-fingered thanks to a grant of £10,000 from Awards for All. It’s been both fun and fascinating to support this group of volunteers who’ve given so much of their time to the community in recent months.

Continue reading

Dudley groups that got involved in Small Charity Week

Small Charity Week 2016I just wanted to say a big ‘THANK YOU!’ to everyone who got involved in Small Charity Week in Dudley borough and to highlight the organisations that joined in our conversations.

We had quite a few conversations online and some busy activities that I really hope were useful and stimulating for everyone that joined in.

 

 

Continue reading

DY1-stop shop: Open door for anyone involved or wanting to be involved in community initiatives, charities or enterprises

DY1-stop shop poster for socmed

On Wednesday 2nd March, Eileen and I are launching DY1-stop shop! We’ll be throwing open DY1’s doors to anyone who wants to chat through anything to do with:

  • Setting up a project or group – information and guidance on how to get started, what routes you could take, how to get support
  • Running a charity or voluntary organisation – you might want information on leading an organisation, responsibilities of being a trustee, compliance, help with rules and paperwork, finance, planning
  • Recruiting and supporting people to help run your group or activities – you might be looking for volunteers or helpers to make great things happen
  • Getting more active in your community – you might be interested in volunteering, joining local groups, clubs and organisations
  • Connecting with other organisations

Whether you’re from an existing voluntary group, charity or social enterprise, or you’d like to do more to support your community, come along to get your questions answered, generate ideas and feel supported all over a friendly cuppa!

Drop in on us anytime between 10am and 1pm in the coffee shop area of DY1, Stafford Street, Dudley, DY1 1RT. This will continue on the first Wednesday of every month.

We’re looking forward to meeting you there!