Succession Planning Toolkit

Welcome to the resources page, please feel free to download these template documents and apply them to your organisation.


Useful Links

Small Charities Governance – Does advise around effectiveness, trustee recruitment and role. Also, diversity equality and inclusion.

Getting on Board – Aimed at recruitment of trustees, effectiveness of boards and diversity. How to reach trustees including useful resources – skills analysis and diversity audit.

Trustees Unlimited – purely about finding trustees – advertise roles. UK wide.

Association of Chairs – A membership organisation supporting Chairs and Vice Chairs of charities and social enterprises in England and Wales

SOAR analysis template

How to complete a skills audit

Free guides for charitable organisations

Bradford Partnerships Manager

For charitable bodies

Recruiting and inducting trustees

Excellent guidance is also available via the Small Charities Governance Code:

The standard induction plan can be adjusted to ensure that it is suitable for the specific trustee role and organisation. There is an absence of guidance for annual Chair reviews although the Association of Chairs does provide some input in their ‘working with trustees’ series.

For staff appointments, there are many sources of information to assist in the staff induction and appraisal process. For example:

Checklist for induction of new staff

Staff behavioural framework

VBR Behaviour framework

VCSE Strength Checker

Useful links to ‘How to Guides’ are produced by the Arts Council to improve Diversity across organisations and instigate culture change and can be found at:

Useful insight is also provided by the Sports England Action Plan for Diversity improvement:


The Transform programme also offers useful training and guidance for boards looking to embrace greater diversity. Details can be found via ‘Getting on Board’

For resources relating to Volunteers, please visit the Volunteer Toolkit page.

Access the Volunteer Toolkit

For resources relating to your organisations governance, please visit the Policy Toolkit page.

Access the Policy Toolkit

For resources relating to funding please visit the Funding Toolkit page.

Access the Funding Toolkit