Policies Charity Run Provisions

[AnonyMouse_71883]

Hello

 

Can I ask how many of you have adopted risk management policies for your charitable settings. (Not risk assessments)

 

I believe this policy is suggested as good practice from the charity commission along with some others such as vulnerable beneficiaries, conflict of interest etc (there is a tick box on the annual return asking if you have these in place).

 

I've been looking into putting one together for our setting but struggling as the manager is not sure how we should word it etc.

 

Thanks

 

C

[AnonyMouse_64]

Sorry you haven't had any replies. Have you tried a Google search, that was always my starting point if I needed to come up with a new policy.

[AnonyMouse_3139]

Hi C, we havent been told we need one and I tend to leave things well alone!

 

:rolleyes:

[AnonyMouse_23964]

Rea - I love that strategy!!! Think I may adopt it.

[AnonyMouse_3139]

Unless it lands on my doorstep or 'inbox' I figure its not important. Dont see why I should go looking for things to do :rolleyes: ::1a

[AnonyMouse_6721]

Hi

 

The PLA will have some info if you are a member. As a committee member I would imagine that its really important.

 

You can get extra insurance for this as well.

[AnonyMouse_71883]

Thanks all. Google doesn't get me very far.

It is recommended as good practice from the charity commission, so more for charity risk management than the actual pre school.

I'll do more research and try the pla also, thanks.

 

C

[AnonyMouse_51737]

We are looking into all our trustee things at present after a not very nice situation arose and no one knew who to turn to, who would lead the meetings and so forth.

The risk side of it would be for me I think bringing together our key points I.e two signatories are required and no two signatories are to be related, an open and transparent approach is adopted any meetings or conversations that go against this could result in immediate removal from the role of trustee, financial reports are shared at points X,Y,Z so everyone is up to date with the standing of the provision annually, what our risk money is ring fenced for and how much (i.e redundancies estimate £**.**) all meetings are minuted and shared with,them being signed off as a true account at the following meeting,

Financial transactions above £**.** are to be agreed by the board before purchase. All personal interests are to be recorded and available to all for example where a trustee has a relationship with another board member, staff member, where a trustee is involved in anyway with a company/supplier that our company uses.

The big bit is an open and transparent approach is a must and then follow into how that is achieved as this will create how you protect trustees and the company from risks be it financial or confidential matters

 

I may be way off what your thinking but this is something we are looking at and are coming up with so thought it may be of help

[AnonyMouse_55778]

I have a risk management policy - I will PM you

[AnonyMouse_71883]

I have a risk management policy - I will PM you

Thank you, that would be much appreciated

[AnonyMouse_71883]

We are looking into all our trustee things at present after a not very nice situation arose and no one knew who to turn to, who would lead the meetings and so forth.

The risk side of it would be for me I think bringing together our key points I.e two signatories are required and no two signatories are to be related, an open and transparent approach is adopted any meetings or conversations that go against this could result in immediate removal from the role of trustee, financial reports are shared at points X,Y,Z so everyone is up to date with the standing of the provision annually, what our risk money is ring fenced for and how much (i.e redundancies estimate £**.**) all meetings are minuted and shared with,them being signed off as a true account at the following meeting,

Financial transactions above £**.** are to be agreed by the board before purchase. All personal interests are to be recorded and available to all for example where a trustee has a relationship with another board member, staff member, where a trustee is involved in anyway with a company/supplier that our company uses.

The big bit is an open and transparent approach is a must and then follow into how that is achieved as this will create how you protect trustees and the company from risks be it financial or confidential matters

I may be way off what your thinking but this is something we are looking at and are coming up with so thought it may be of help

Thank you. Our policies generally cover these matters but I guess the charity commission would ideally like a policy just relating to risk management.

[AnonyMouse_71883]

Hello

 

Not getting very far with this.

 

GFCCCC if you have a template that would be MUCH appreciated. Thank you :-)

[FSFRebecca]

I have a risk management policy - I will PM you

Any chance we could have a copy to upload into our resources area for committee run provisions? It would be really helpful!

[AnonyMouse_55778]

Hello

 

Not getting very far with this.

 

GFCCCC if you have a template that would be MUCH appreciated. Thank you :-)

I have done this - can you confirm that you have received it - thanks

[AnonyMouse_55778]

Any chance we could have a copy to upload into our resources area for committee run provisions? It would be really helpful!

 

Will do

[AnonyMouse_71883]

I have done this - can you confirm that you have received it - thanks

Yes thank you. My email forward wasn't t working. Thanks again

[FSFRebecca]

This has been added to our resource library, thank you GFCCC

Risk Management