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Board of Trustees Skills Audit

Foundations Derbyshire

Foundation Derbyshire
Board of Trustees Skills Audit

This Skills Audit is being conducted, to:-

We would be grateful if you would complete the audit by considering each of the categories below and evaluating your knowledge/experience/expertise for each, using the following scoring system:

0 = No knowledge or experience
1 = Some experience or knowledge
2 = Significant experience or knowledge
3 = Qualification in this area

Individual results will be collated and a list distributed to the Board and appropriate Foundation staff.

 

Board of Trustees Skills Audit

PERSONAL DETAILS

SKILLS, KNOWLEDGE, EXPERIENCE

0 = No knowledge/experience    1 = Some    2 = Significant    3 = Qualification in this area

Governance and Leadership
Chairing
Experience in a leadership role
Legal duties of trustees and best practice in governance
Charity law and compliance
Strategic planning
Monitoring and evaluating organisational performance
Measuring outcomes and impact
Conflict resolution/mediation
Risk management
Change management
Safeguarding
Data protection
Project management
Negotiation and contract management
Policy development
Equity, diversity and inclusion

PEOPLE

0 = No knowledge/experience    1 = Some    2 = Significant    3 = Qualification in this area

HR management
Volunteer management
Developing organisational culture
Recruitment and Interviewing
Learning and development
Stakeholder engagement and relationship building

FINANCE

0 = No knowledge/experience    1 = Some    2 = Significant    3 = Qualification in this area

Business acumen
Accountancy
Financial planning/budgeting
Financial processing and systems
Auditing
Understanding accounts and scrutiny of financial information

LEGAL

0 = No knowledge/experience    1 = Some    2 = Significant    3 = Qualification in this area

Charities Act / Charity Law
Property Law / Conveyancing
Employment Law
Wills & Probate
Litigation
Equalities Act
Property Management/Surveying

OPERATIONS

0 = No knowledge/experience    1 = Some    2 = Significant    3 = Qualification in this area

Health and safety
HR / Recruitment
Facilities/property management
Regulatory and/or policy issues in the voluntary sector and/or grantmaking
Charity management
Experience working in the voluntary sector
In-depth experience of any of the sectors we support (e.g. mental health, education, sport, community cohesion etc.)
In-depth experience of grantmaking or philanthropy
Wider knowledge of the voluntary sector in which we operate
Experience of a service user of the charity
Lived experience of any of the issues that the Foundation funds/ supports or close connection to someone with lived experience (eg. carer)
Networks/connections with relevant stakeholders eg. voluntary sector organisations, professional advisers, High Net Worth Individuals, Local Authorities etc.

DIGITAL

0 = No knowledge/experience    1 = Some    2 = Significant    3 = Qualification in this area

Digital strategy and leadership
Cyber security
Service design
Data management/analysis

MARKETING

0 = No knowledge/experience    1 = Some    2 = Significant    3 = Qualification in this area

Branding and brand development
Marketing strategy and business development
Marketing and communications
Public relations
Digital marketing
Social media
Campaigning and advocacy

FUNDRAISING

0 = No knowledge/experience    1 = Some    2 = Significant    3 = Qualification in this area

Fundraising strategy
Community fundraising
Corporate fundraising
Events fundraising
Grants and Trusts fundraising
Social investment
Developing commercial/traded income streams
Code of fundraising and best practice in fundraising

OTHER

EQUAL OPPORTUNITIES MONITORING

Foundation Derbyshire is committed to encouraging equity of opportunity for all and to ensuring that no individual is discriminated against in the planning and delivery of any of our activities.

We therefore aim to ensure that the values of equity, diversity, inclusion and respect for all inform and are embedded into everything that we do.

The information that we are asking you to provide in the following section is informed by our duties under the Equality Act 2010, and includes information about your age, race, sex and sexual orientation.

You do not have to answer these questions and we understand that some of this information is personal and sensitive in nature. However, gathering this data helps us to:

  • monitor our selection and recruitment process
  • know if we are succeeding in involving different groups of people, and
  • change our approach if some groups are not represented.

Data protection

The information you provide in this section is anonymous and will not be stored with any identifying information about you. We may use anonymised statistics and data to inform discussions about improving the diversity of the organisation.

If you would like this information in an alternative format, or have any questions about the form please email edi@foundationderbyshire.org.

 

1. What age group do you belong to?

2. Are your day-to-day activities limited because of a health problem or disability which has lasted, or is expected to last, at least 12 months (include any problems related to old age)?

3. What is your ethnic group?
Choose one section from A to E, and then tick the appropriate box to indicate your ethnic group.
A: WHITE
B: MIXED
C: ASIAN OR ASIAN BRITISH
D: BLACK OR BLACK BRITISH
E: OTHER ETHNIC GROUP

4. What is your gender?

5. What is your legal marital or civil partnership status?

6. What is your religion?

7. Which of the following options best describes your sexual orientation?

 

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