Federation Trustee Resources

Following our announcement on 3 December regarding changes to our membership policy from April 2026 (LINK to update), we are in the process of updating our EDI Policy and other materials. Therefore, please bear in mind that information on these pages is not up to date and does not yet reflect these changes. We will be in touch with members with additional updates and guidance in the coming months, but in the meantime please contact us at [email protected] with any queries.

Template Strategic Plan:

Resources – Template Strategic Plan – 2024 PDF

NFWI Strategic Vision statements (My WI):

https://mywi.thewi.org.uk/essential-information/nfwi-vision-for-the-future

CC26 (Charity Commission):

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/589944/CC26.pdf

Video on Conflicts of Interest (Charity Commission):

https://www.youtube.com/watch?v=kEg9sFWT78w

Video on Conflict of Interest created by Birketts Lawfirm (WI Learning Hub):

https://denman.bookinglive.com/book/add/p/4895

CC27 (Charity Commission):

https://www.gov.uk/government/publications/its-your-decision-charity-trustees-and-decision-making

‘Making decisions at a charity’ (Charity Commission):

https://www.gov.uk/guidance/making-decisions-at-a-charity

Video on Making Decisions at a Charity (Charity Commission):

https://www.youtube.com/watch?v=25FyxbTI2Uw

Video on ‘Dealing with problems and disputes between trustees’ (NCVO):

https://www.ncvo.org.uk/help-and-guidance/governance/managing-board-relationships/approaching-board-relationship-challenges/dealing-with-problems-and-disputes-between-trustees/#steps-to-dealing-with-trustees-causing-problems

Video on ‘Guidance on how to deal with challenging conservations with trustees’ (NCVO):

https://www.ncvo.org.uk/help-and-guidance/governance/managing-board-relationships/approaching-board-relationship-challenges/having-challenging-conversations/

Advise about disagreements (Charity Commission):

https://www.gov.uk/guidance/disagreements-and-disputes-in-charities

WI Policy and Guidance:

https://mywi.thewi.org.uk/essential-information/wi-policy-and-guidance

Data Protection Guidance:

https://mywi.thewi.org.uk/running-your-wi/data-protection

Trademark Guidelines:

https://mywi.thewi.org.uk/__data/assets/pdf_file/0004/270823/Trademark-guidelines-2022.pdf

Fundraising Guidelines:

https://mywi.thewi.org.uk/running-your-wi/wi-finances/fundraising-guidelines

NFWI Social Media Code of Conduct:

https://mywi.thewi.org.uk/communications-and-pr/social-media-guides

Code of conduct:

https://mywi.thewi.org.uk/essential-information/wi-policy-and-guidance/NFWI-Code-of-Conduct.pdf

NFWI Charter:

https://mywi.thewi.org.uk/essential-information/wi-policy-and-guidance/NFWI-Charter.pdf

Theory of Change:

https://www.thewi.org.uk/about-us/wi-key-messages

Financial Management

Federation Treasurer Handbook:

PRESS HERE TO VIEW HANDBOOK

PRESS HERE TO VIEW HANDBOOK APPENDIX

More about trustee liability insurance:

https://www.ncvo.org.uk/help-and-guidance/running-a-charity/insurance/

NCVO website:

https://www.ncvo.org.uk/help-and-guidance/safeguarding/specialist-guides/certain-roles/director-operations/budget-insurance-security/#/

CC8 (Charity Commission):

https://www.gov.uk/government/publications/internal-financial-controls-for-charities-cc8

Gift Aid and Subscriptions (My WI):

https://mywi.thewi.org.uk/running-your-wi/wi-finances/gift-aid/WI-Gift-Aid-Guidance-2023.pdf

NFWI guide for Gift Aid (My WI):

https://mywi.thewi.org.uk/running-your-wi/wi-finances/gift-aid

CC35 ‘What is trading?’ (Charity Commission):

https://www.gov.uk/government/publications/trustees-trading-and-tax-how-charities-may-lawfully-trade-cc35/trustees-trading-and-tax-how-charities-may-lawfully-trade#trading-by-charities

CC11 ‘Trustee Expenses and Payments’ (Charity Commission):

https://www.gov.uk/government/publications/trustee-expenses-and-payments-cc11/trustee-expenses-and-payments

CC8 (Charity Commission): https://www.gov.uk/government/publications/internal-financial-controls-for-charities-cc8/internal-financial-controls-for-charities

CC14 ‘Charities and investment matters’ (Charity Commission):

https://www.gov.uk/government/publications/charities-and-investment-matters-a-guide-for-trustees-cc14

CC31 ‘Independent examination of charity accounts: guidance for trustees’ (Charity Commission):

https://www.gov.uk/government/publications/independent-examination-of-charity-accounts-trustees-cc31/independent-examination-of-charity-accounts-trustees

The Association of Charity Independent Examiners is also a great resource on this subject:

https://www.acie.org.uk/

CC14d ‘Charity Reporting and Accounting’ (November 2016) (Charity Commission):

https://www.gov.uk/government/publications/charity-reporting-and-accounting-the-essentials-november-2016-cc15d

CC26 ‘Risk management’ (Charity Commission):

https://www.gov.uk/government/publications/charities-and-risk-management-cc26/charities-and-risk-management-cc26

Contracts and Procurement’ (Charity Commission):

https://assets.publishing.service.gov.uk/media/5a7e302ae5274a2e87db020c/contracts-and-procurement.pdf

CC49 ‘Charities and insurance’ (Charity Commission):

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/613184/CC49.pdf

Reputation Management

NFWI PR Guide (My WI):

https://mywi.thewi.org.uk/communications-and-pr/nfwi-communications-guide

Hold the front Page Website:

www.holdthefrontpage.co.uk

NFWI Social Media Guide (My WI):

https://mywi.thewi.org.uk/communications-and-pr/social-media-guides

Advice on sharing images and videos (My WI):

https://mywi.thewi.org.uk/communications-and-pr/publicising-your-wi/sharing-photos-and-videos

Photo library (My WI):

https://mywi.thewi.org.uk/communications-and-pr/photo-library

NFWI Equality, Diversity, & Inclusion Policy (My WI):

https://mywi.thewi.org.uk/essential-information/equality-diversity-inclusion

Branding guidelines for WI logo (My WI):

https://mywi.thewi.org.uk/communications-and-pr/using-the-wi-logo

How to publicise you WI (My WI):

https://mywi.thewi.org.uk/communications-and-pr/publicising-your-wi

NFWI PR Guide (My WI):

https://mywi.thewi.org.uk/communications-and-pr/nfwi-communications-guide

Skills Development

Further Training Courses Available on the WI Learning Hub:

Federation Role Area press here to enter this area which has been created for anyone operating within a federation role. This area includes listings of upcoming live training and relevant E-Learning resources which could support you further within your role.

ICAEW Trustee Training:

https://learninghub.thewi.org.uk/wp-content/uploads/2024/03/ICAEW-Trustee-Training-How-To-Guide.pdf

Active Listening:

https://www.youtube.com/watch?v=t2z9mdX1j4A&t=1s

Being Empathetic & Encouraging:

https://www.youtube.com/watch?v=lO1gpzakbik&t=1s

Communication & Tone of Voice:

https://www.youtube.com/watch?v=QRfTylX46pU

https://management.org/blogs/personal-and-professional-coaching/2012/01/26/useful-communications-skills-how-to-paraphrase-and-summarize/

https://coachingandthejourney.wordpress.com/2012/10/22/the-art-of-building-rapport-part-i-mirroring-matching/

https://www.youtube.com/watch?v=pH287zxVXE0

Body Language: