Essential Tools for Running Small Charities Effectively
Governance, strategy, and operational systems
Charity Growth Diagnostic
A structured self-assessment that walks you through seven common breakdown points in small and medium-sized UK charities. It helps you identify where time, money, or momentum is being lost - and what needs attention first. Built for founders, trustees, and CEOs.
Charity Income That Doesn't Depend on One Source
For founders, trustees, and CEOs stuck in reactive fundraising cycles. It explains why income stays fragile in small UK charities, what happens when you rely on too few sources, and how to start building income as a connected system rather than a set of disconnected activities.
Charity Risk Register Template
A structured Excel risk register for small and medium-sized UK charities. Built around Charity Commission CC26 (Charities and Risk Management) and aligned with the Charities SORP 2026 and the 2025 Governance Code. Identifies, assesses, and tracks the risks that matter most - without the complexity of corporate risk management systems that don't fit charity contexts.
Charity Strategy Toolkit
Everything a small UK charity needs to set its direction and write it down properly: a one-page strategy that guides day-to-day decisions, and a full strategic plan that funders, partners, and the Charity Commission can read. Built for charities under £500,000, new or established, with step-by-step guidance and worked examples for each.
Trustees Meeting Minutes Template
Word document + guidance notes · Instant download A structured Word template for recording trustee meetings at small UK charities. Built around Charity Commission CC48 guidance. Captures decisions, conflicts, and actions properly - so your minutes hold up when a funder, auditor, or the Commission asks to see them.
When Your Strategy Stops Guiding Decisions
For founders, trustees, and CEOs who can see that their strategy no longer fits where the organisation actually is. It helps you identify where alignment broke down, what still holds value, and how to rebuild direction that people will actually use to make decisions.
Why Charity Boards Fail
This guide helps trustees, founders, and CEOs recognise the patterns that quietly weaken boards - unclear roles, dominant voices, avoided conversations, and governance that looks right on paper but doesn't work in practice. Written with the 2025 Charity Governance Code in mind.
Your First 90 Days as a Trustee
A practical guide for new trustees covering what your role actually means, how to read board papers, what questions to ask, and how decisions really get made. Also useful for chairs and CEOs who want to give new board members a proper induction.