Free resources for charitable bodies

Use these free resources to set your recruitment process up for success. For additional guidance and information, you can join one of our affordable monthly webinars, led by expert trainers and packed with invaluable advice on how to openly recruit and diversify your board.

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. 

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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

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Working out what you need on your board

Use these resources to identify the mix of skills and experience your board needs to lead your charity.

Recruitment process planner

This crucial first step helps formalise the process and keeps all existing trustees and other stakeholders on track.

How to create an audit

Read up on how to complete a successful skills audit on the Reach Volunteering website.

Audit template

Create an audit of your board's existing skills, knowledge and experience to help you identify gaps.

Advert template & examples

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

Advertise for specific skills

Sometimes you will need to advertise for specific skills. Use these examples as a guide.

Where to target your advertising

Find diverse candidates by targeting these special interest groups, professional bodies and specific communities.

Advertising for specific roles

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

Advertising to specific demographics

Use these templates and examples as a guide to best practice in matching trustees to your skills audit.

Candidate information packs

These templates and examples give applicants a clear idea of what you need and what the role involves.

Shortlisting

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

Interviewing

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

Appointment

Make sure you dot the ‘i’s and cross ‘t’s with a formal letter and reference request

Induction

Successful recruitment of diverse trustees is only the first step. A successful induction is key to retaining your newly appointed trustees.

Board operations

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