Free resources for charitable bodies

Use these free resources to set your recruitment process up for success.

For additional guidance and information, join one of our free monthly webinars, led by expert trainers and packed with invaluable advice on how to openly recruit and diversify your board.

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How to use the resources bank

Use the checklist on page 14 of our free How to Recruit Trustees to your Charity guide to help guide you through the process or use this handy guide we developed with Reach Volunteering.

Process outline

  • Complete the recruitment process planner

  • Complete an skills audit

  • Write your advert

  • Publish your advert

  • Shortlist your candidates

  • Prepare interview questions

  • Conduct your interviews

  • Make your appointments

  • Create induction packs

  • Complete inductions

Advert template & examples

Use our trustee advert template to create a public notice. See other charities' successful ads.

Advertising for specific roles

Scroll down the page on Reach Volunteering website for a range of role specific trustee descriptions.


This template keeps track of each candidate's respective skills so you make informed, unbiased, objective decisions.


Our guide to the interview process and questions to ask is particularly useful to charities new to open recruitment.

Board operations

These essential documents should form part of the induction pack and be available in an easy to access location for future reference