Charity Governance Review Tool

Charity Governance Review Tool

The Charity Governance Review Tool is a unique way for a charity board to assess and improve corporate governance and enhance board effectiveness – it is online, fast and efficient.

It enables trustees to understand and embrace good governance so the charity is more likely to meet its objectives.

Using the online governance tool enables your charity board and senior management to work together collectively as a team. And you can benchmark your governance arrangements against the UK or Ireland Charity Governance Code Principles and best board practices.

Board Meeting Top Tips

The tool is online so you can generate your own instant, personalised Governance Report and SMART Action Plan that you can then implement at your own pace.

And importantly it avoids the need for time-consuming paper checklists or expensive governance consultants.

When to use the tool

Best practice recommends that charities should complete a governance review annually and larger charities should complete an external review every 3 years.

Our Charity Governance Review Tool enables trustees to complete a governance review at key times for your charity such as:

  1. To meet your charity’s annual review requirements
  2. To reassure your key stakeholders (funders/donors) that your governance meets high standards
  3. To provide comfort to new and potentially new trustees that your charity’s governance is important and meets key standards
  4. When a new Chair is elected and he/she wants to benchmark or enhance the charity’s governance at the start of their term
  5. When you appoint a new CEO or you’re re-organising the senior management team

Who should complete the tool

Ideally the full board should complete the Charity Governance Review Tool with the support of the CEO and/or Senior Management.

However a sub-committee can also complete it on behalf of the full board. This is because the Governance Report and SMART Action Plan that the tool generates includes all the questions from the review. So the full board has the opportunity to review and challenge responses or assumptions the sub-committee may have made.

How the tool works

After you register on behalf of your charity, you will gain access to the dashboard that includes the questionnaire and instructions on how to complete the Charity Governance Review Tool.

There are 7 sections covering all the key Charity Governance Code key principles:

1.  Board Roles and Responsibilities

2.  Board Composition and Development

3.  Strategic Leadership & Performance

4.  Operating The Board

5.  Audit, Risk & Financial Management

6.  Legal & Compliance

7.  External Relationships

When your board responds to all the questions you will instantly generate your own personalised Governance Report and SMART Action Plan.

With your own plan, your board can prioritise each of the actions (High/Medium/Low) and the timeframes so you control implementation to match the capacity and resources of your charity and board.

Once your board approves the final plan, you can review it at least quarterly to track the actions.

The benefits of using the tool

Here are just some of the benefits of using the Charity Governance Review Tool:

  • Meets key governance requirements – so you can satisfy your funders and other key stakeholders that your organisation adheres to the Charity Governance Code Principles
  • Easy for the board to understand and follow – the tool sections and questions are clearly written so there is no need to be a governance “expert"
  • Generates clear governance outputs – the SMART Governance Report and Action Plan is clearly laid out so that it is easy to implement and track
  • Improves the effectiveness of your board – better governance means more effective results and outcomes
  • Complete it remotely or in person – meet collectively either in person as a team or online by a Zoom or MS Teams video call
  • Saves your organisation money – a one-off fixed price (with no hidden subscription fees) means you can save £’000s on specialist consultants
  • Saves you time and resources – as the online tool is interactive, this means no cumbersome paper checklists and writing up reports and agreeing the actions with everyone

Read more about how your charity board can improve your governance and be more effective using our Charity Governance Reviews.

What other charities say

Feedback on 1-1 live demos

Here are just some of the positIve reactions from our recent 2024 live demos with charity trustees, Chairs and CEOs:

  1. “That is really simple to use”
  2. “It does exactly what it says on the tin”
  3. “That will save us so much time"
  4. “Every charity should have access to this tool”
  5. “We’ve been looking for something like this that provides practical structure to our governance framework"
  6. “The price is extremely good value compared to a recent quotation we received from a governance consultant"

Feedback from existing clients

Here are some positive testimonials from satisfied charity clients:

“We were very pleased to have the opportunity to use the online Charity Governance Review Tool to review our charity’s governance arrangements.

Working with my Chair I found the process simple and informative and the results were very helpful in assisting us examine and enhance our governance practices and performance. I would recommend the Charity Governance Tool to any CEO and Board interested in working together to renew and refresh your charity’s governance."

Charity CEO

“As a Board, we undertook the Charity Governance Tool with the guidance of Tony Haren. The tool proved to be comprehensive and searching, even challenging! Board members were surprised by the scope of the tool and found the process extremely useful. We were pleased to discover that many of our practices were good, however some fell short of best practice.  

We subsequently reviewed the outcomes of the governance assessment and Action Plan internally and committed to change in various areas. 

I would fully endorse the value of the Admor Charity Governance Review Tool for charitable organisations of any size and would recommend it as a key tool in achieving excellent governance standards."

Charity Chair

Our Charity Governance Review Tool combines achieving good governance and board effectiveness.

Read more about the importance of regular Charity Governance Reviews and operating an effective board here.

Free Preview

If you want a quick look at how the Charity Governance Review Tool works, try our Free Preview version. This provides access to one of 7 sections so you can see how the tool is relevant and easy to use.

You will have 3 months free unlimited access and there’s no need to commit any payment details.

The Free Preview will show you how the tool is very structured that makes it extremely easy to use.

When you want to access the full version, that’s easy to do from the Free Preview version when you’re ready.

Free Live Demo

To see exactly how it will benefit your charity, then avail of your own personalised live demo at no cost. And it will only take 15 minutes as your time is valuable.

Use this link to set up your own 1-1 live demo at a day and time to suit you on Calendly.

Charity Governance Tool - Free Live Demo

Only 15 minutes online with MS Teams or Zoom

Our short explainer video shows how our Charity Governance Review Tool enables your board to improve its effectiveness quickly.

Another not-for profit organisation?

If you’re a board member of another not-for-profit organisation such as a credit union or sporting body, you too should operate high standards of governance and board effectiveness. Your regulator or governing body and your stakeholders absolutely expect it.

Contact us for more details about how our Charity Governance Revew Tool will enable your board to improve its governance and effectiveness.

What is the cost of investing in your governance?

We like to think of it more as an investment in your charity’s governance for a one-off £695.00 + VAT.

You just pay this fixed price for 12 months unlimited access with no annual subscriptions or hidden fees.

And you can pay in different ways to suit your budget:

Securely with PayPal or your card

Watch our short explainer video about the Charity Governance Review Tool

Board meeting on governance

Check out the Free Preview here

The full Board or a sub-committee can complete the tool

A sample extract of the Governance SMART Action Plan

Governance SMART Action Plan

Governance Tip 4: Manage your Charity's Risks

Managing risks is a key part of a trustee's responsibilities

Read our latest Finance and Governance Blogs here

Top Tips and guidance for businesses and charities

Try our Free Preview version here

Our Free Preview version will give your board an insight into how the Charity Governance Tool works