SANDY ADIRONDACK
Training and consultancy on governance and law
for the voluntary sector
DETAILS OF COURSES

This page summarises the content of training courses. All courses are adapted to the level of participants, and content can be changed to meet the requirements of the course organiser and/or participants. All courses can be delivered as open courses or in-house, and can be adapted for development workers, information workers, advisors etc in umbrella or infrastructure support organisations such as councils for voluntary service.


GOVERNANCE

LEGAL RESPONSIBILITIES OF CHARITY TRUSTEES [or MANAGEMENT COMMITTEES]
An introductory course summarising:

  • the main points of the law affecting voluntary organisations (constitutional compliance, charity law, company law, employment, volunteering, equal opportunities, health and safety, data protection etc)
  • responsibilities of the governing body (board/management committee)
  • how to protect the organisation and the members of its governing body.

BOARD [or TRUSTEE, or MANAGEMENT COMMITTEE] ROLES AND RESPONSIBILITIES
Similar to the above, but with less emphasis on legal responsibilities and more on governance and management responsibilities of individual board members.

RECRUITING AND KEEPING AN EFFECTIVE BOARD [or MANAGEMENT COMMITTEE]
A highly participative workshop for committee/board members and staff, covering:

  • key factors in an effective governing body
  • assessing your governing body's strengths and weaknesses
  • constitutional procedures for selecting governing body members, and how to comply with or change them
  • recruitment strategies
  • creating and maintaining an effective governing body.

GOOD GOVERNANCE: MAKING IT HAPPEN
or REVIEWING YOUR BOARD'S PERFORMANCE

Another participative workshop for board/management committee members and staff, covering:

  • the governing body's main responsibilities
  • ways to improve the governing body's performance in communication and decision-making, meetings, strategic and financial planning, monitoring performance, financial monitoring and control, good employment practice, legal compliance, risk assessment, and other key areas
  • creating and maintaining an effective governing body.

RISK ASSESSMENT AND MANAGEMENT
FOR SMALL ORGANISATIONS

  • Legal duties to carry out risk assessments: Duty of care, health & safety, charity law, other
  • Identifying the range of risks and specific risks
  • Clarifying your organisation's risk culture
  • A framework for risk assessment
  • Reducing risk and minimising the negative impact
  • What can and cannot be insured against
  • Other ways to protect the organisation and individuals

  • LEGAL RESPONSIBILITIES

    LEGAL RESPONSIBILITIES OF VOLUNTARY ORGANISATIONS
    As for Legal responsibilities of charity trustees/management committees (above).

    KEEPING UP TO DATE WITH THE LAW
    or LEGAL UPDATE FOR VOLUNTARY ORGANISATIONS

    A refresher outlining recent (within the past year or so) and proposed changes in employment law, charity law, company law and other areas of law, and what organisations need to do to keep up.

    CHARITY LAW AND DUTIES OF CHARITY TRUSTEES
    An overview of charity law and the legal duties of board/management committee members of charities, covering charitable status and charity registration; the Charities Acts and related regulations; Charity Commission expectations; and topical issues.

    DUTIES OF COMPANY DIRECTORS AND THE COMPANY SECRETARY
    A seminar on the responsibilities of the company secretary and how to carry them out, the company law duties of company directors, and the most significant changes introduced by the Companies Act 2006 and other recent legislation.


    CHOOSING A LEGAL STRUCTURE
    AND WHETHER TO BE CHARITABLE

    LEGAL STRUCTURES AND CHARITABLE STATUS
    The options for voluntary organisations, covering:

  • Unincorporated organisations
  • Advantages and disadvantages of incorporation, and types of incorporated organisation
  • Charitable status, restrictions on charities, the process of charity registration and the role of the Charity Commission
  • The community interest company (CIC) and the forthcoming charitable incorporated organisation (CIO)
  • Duties of charity trustees and company directors
  • How to draw up a suitable governing document.
  • LEGAL STRUCTURES FOR SOCIAL ENTERPRISES

  • What is meant by social enterprise, social business, social firms, community enterprise, charity trading etc
  • Charitable and non-charitable social enterprises
  • Charitable status, restrictions on charities, the process of charity registration and the role of the Charity Commission
  • Unincorporated and incorporated social enterprises
  • Advantages and disadvantages of incorporation, types of incorporated organisation, and how to register as a company limited by guarantee, company limited by shares, community interest company or industrial and provident society
  • A detailed look at the community interest company
  • LEGAL STRUCTURES FOR VOLUNTARY ORGANISATIONS AND SOCIAL ENTERPRISES
    Legal structures and charitable status and Legal structures for social enterprises can be combined as a two-day course, covering all the options for voluntary organisations and social enterprises.

    SETTING UP A VOLUNTARY ORGANISATION
    or SETTING UP A COMMUNITY GROUP

    Similar to Legal structures and charitable status, but with more about the setting up process, the range of registrations, employing for the first time etc.

    CONSIDERING INCORPORATION?
    or INCORPORATION: ISSUES AND OPTIONS

    Similar to Legal structures and charitable status for voluntary organisations, but concentrating on the decisions that need to be made before incorporating, the options available to voluntary organisations including the new charitable incorporated organisation, and a summary of the process of setting up a company limited by guarantee or CIO. This course mentions community interest companies (CICs), but for participants who might be interested in setting up a CIC, the appropriate course is Legal structures for social enterprises.

    CHARITABLE INCORPORATED ORGANISATIONS: CIO YES OR NO?
    Understanding charitable status, incorporation, and how they combine in the new charitable incorporated organisation (CIO). Includes a detailed look at the differences between CIOs and charitable companies, and factors to take into account when deciding whether CIO or charitable company is better for your organisation. Also includes the CIO registration process, and specific duties under CIO law. It is similar to Similar to
    Considering incorporation?, but with more emphasis on CIOs.

    There are three versions of the CIO Yes or No? course. One is specifically for advisors (CVS workers, voluntary sector consultants and similar) who will provide information and advice to other organisations. The second is an open course for organisations who need basic information about the CIO and whether it might be right for their organisation. The third is an in-house session for an individual organisation, to look at their specific situation and whether CIO is right for them.


    GOVERNING DOCUMENTS

    DRAWING UP A GOVERNING DOCUMENT

  • Types of governing document: constitution, trust deed, articles of association
  • The process of drawing up a governing document
  • The objects and powers clauses
  • Membership, governing body and other clauses
  • Amendment and dissolution clauses
  • Finding a suitable model governing document and adapting it.
  • REVIEWING YOUR GOVERNING DOCUMENT
    or UNDERSTANDING YOUR GOVERNING DOCUMENT

    A workshop looking at your governing document and whether it is still appropriate for the organisation, how to amend it, and specific constitutional issues arising from the Charities Act 2006 and Companies Act 2006.


    EMPLOYEES AND VOLUNTEERS

    INTRODUCTION TO EMPLOYMENT LAW
    A two-day overview of the main points in employment law, covering:

    • equal opportunities in employment
    • recruitment and selection
    • contracts of employment
    • statutory and contractual employment rights
    • TUPE
    • dealing with disciplinary and grievance matters
    • dismissal and redundancy.

    VOLUNTEERS AND THE LAW:
    PAYMENTS AND PERKS

    A seminar covering:

    • tax and national insurance implications of payments to volunteers
    • volunteers and employment rights
    • volunteers and the national minimum wage
    • volunteers who are charity trustees
    • volunteers on state benefits
    • volunteers from overseas
    • volunteer agreements.

    VOLUNTEERS AND THE LAW:
    SAFETY AND SECURITY

    A workshop covering:

    • health and safety
    • volunteer drivers
    • criminal record checks
    • volunteers working with children and vulnerable adults
    • volunteers working with money
    • protecting volunteers, clients and the organisation.

    VOLUNTEERS AND THE LAW
    Volunteers and the law: Payments and perks and Volunteers and the law: Safety and security can be combined as a two-day course.


     

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    1999-2012 Sandy Adirondack.

    SANDY ADIRONDACK
    Governance and legal training and consultancy
    for the voluntary sector

    39 Gabriel House, 10 Odessa Street, London SE16 7HQ
    Tel 020 7232 0726; fax 020 7237 8117
    Email:
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    Home page: www.sandy-a.co.uk