Trustee e-Learning was originally produced by the Suffolk Association of Voluntary Organisations, but since 2013 has been further developed by the Suffolk Academy of Voluntary Organisations (SAVO) CIC team to provide Trustees with an up-to-date, easy to access, self-paced training system. In addition to providing training, we hope that you will find this website a useful source of reference information.
We recommend that you start with Module 0, which not only provides HELP on how the e-Learning system works but also includes a MOT (Monitoring of Trusteeship) download which you can use as a Self-Evaluation Tool for your Trustee Board.
- E-Induction (FREE OF CHARGE)
- All About Trusteeship (FREE OF CHARGE)
- All About Charities
- Leadership
- Roles & Responsibilities
- Complying With The Law
- Building an Effective Board
- Good Governance
- Business Planning
- Effective Trustee Meetings
- Financial Management
- Managing People
- Evaluation & Quality
Once your account has been setup to access these modules, to LOGIN:
- click on ‘Learner Login‘ on the Top Menu
- then from your Profile page click on ‘SAVO CIC‘ at the top left of the page
- then click on ‘Trustee e-Learning Course‘ on the Top Menu
- then click on ‘Curriculum‘ under the large green box
- then click on the Module / Lesson you want to access.
Trustee e-Learning
Curriculum
- 13 Sections
- 116 Lessons
- 26 Weeks
Expand all sectionsCollapse all sections
- Trustee e-Learning - Module 0 - InductionWelcome to the E-induction for Trustee e-Learning, an e-learning programme for trustees.1
- Trustee e-Learning - Module 1 - All About Trusteeship11
- 3.1Trustee e-Learning – Module 1 – All About Trusteeship1 Minute
- 3.21.1 Why People Become Trustees5 Minutes
- 3.31.2 The Voluntary and Community Sector10 Minutes
- 3.41.3 A Diverse Sector10 Minutes
- 3.51.4 What is a Trustee?10 Minutes
- 3.61.5 Can I Be a Trustee?10 Minutes
- 3.71.6 What is Governance?10 Minutes
- 3.81.7 Charity Governance Code and Trustee Standards15 Minutes
- 3.91.8 Governance and Management10 Minutes
- 3.101.9 Good Trustee Material10 Minutes
- 3.11Quiz – Trustee e-Learning – Module 1 – All About Trusteeship15 Minutes11 Questions
- Trustee e-Learning - Module 2 - All About Charities9
- 4.1Trustee e-Learning – Module 2 – All About Charities1 Minute
- 4.22.1 What are Charities?15 Minutes
- 4.32.2 Legal Structures30 Minutes
- 4.42.3 Trustees Liabilities5 Minutes
- 4.52.4 Your Governing Document10 Minutes
- 4.62.5 Essentials of Charities Law10 Minutes
- 4.72.6 What does a Trustee Board do?10 Minutes
- 4.82.7 Avoiding Conflicts of Interest5 Minutes
- 4.9Quiz – Trustee e-Learning – Module 2 – All About Charities15 Minutes12 Questions
- Trustee e-Learning - Module 3 - Leadership9
- 5.13.1 What is Leadership?15 Minutes
- 5.23.2 Effective Leadership5 Minutes
- 5.33.3 Ethos and Values5 Minutes
- 5.43.4 Aims and Objectives10 Minutes
- 5.53.5 Duty of Care10 Minutes
- 5.63.6 Managing Risks25 Minutes
- 5.73.7 Policies and Procedures15 Minutes
- 5.83.8 Strategic Planning5 Minutes
- 5.9Quiz – Trustee e-Learning – Module 3 – Leadership15 Minutes12 Questions
- Trustee e-Learning - Module 4 - Roles & Responsibilities11
- 6.14.1 What is Governance?5 Minutes
- 6.24.2 Governance vs. Management15 Minutes
- 6.34.3 Trustee R&R5 Minutes
- 6.44.4 The Trustee Standards20 Minutes
- 6.54.5 Using the Trustee Standards10 Minutes
- 6.64.6 TS Unit 115 Minutes
- 6.74.7 TS Unit 215 Minutes
- 6.84.8 TS Unit 315 Minutes
- 6.94.9 TS Unit 410 Minutes
- 6.104.10 Trustee Roles30 Minutes
- 6.11Quiz – TrusteeLearning – Module 4 – Roles & Responsibilities15 Minutes12 Questions
- Trustee e-Learning - Module 5 - Complying With The Law12
- 7.15.1 Trustees Legal Responsibilities15 Minutes
- 7.25.2 Act in the Interests of the Charity10 Minutes
- 7.35.3 Legal Accountability Requirements10 Minutes
- 7.45.4 Complying with Legislation10 Minutes
- 7.55.5 Health and Safety25 Minutes
- 7.65.6 Equal Opportunities30 Minutes
- 7.75.7 Employment Law15 Minutes
- 7.85.8 Data Protection30 Minutes
- 7.95.9 Licensing Laws5 Minutes
- 7.105.10 Insurance15 Minutes
- 7.115.11 Policies and Procedures10 Minutes
- 7.12Quiz – Trustee eLearning- Module 5 – Complying With The Law15 Minutes12 Questions
- Trustee e-Learning - Module 6 - Building an Effective Board12
- 8.16.1 The Hallmarks of an Effective Charity15 Minutes
- 8.26.2 Your Governing Document10 Minutes
- 8.36.3 Recruiting Trustees15 Minutes
- 8.46.4 Checking Potential Trustees10 Minutes
- 8.56.5 Promoting Diversity20 Minutes
- 8.66.6 A Balanced Board?10 Minutes
- 8.76.7 Inducting Your Trustees10 Minutes
- 8.86.8 Trustee Appraisals10 Minutes
- 8.96.9 Development and Learning5 Minutes
- 8.106.10 Review and Renew5 Minutes
- 8.116.11 Mergers10 Minutes
- 8.12Quiz – Trustee eLearning – Module 6 – Building an Effective Board15 Minutes12 Questions
- Trustee e-Learning - Module 7 - Good Governance10
- 9.17.1 What is Governance?10 Minutes
- 9.27.2 The Charity Governance Code15 Minutes
- 9.37.3 Principle 1 – Organisational Purpose10 Minutes
- 9.47.4 Principle 2 – Leadership10 Minutes
- 9.57.5 Principle 3 – Integrity10 Minutes
- 9.67.6 Principle 4 – Decision Making, Risk and Control15 Minutes
- 9.77.7 Principle 5 – Board Effectiveness15 Minutes
- 9.87.8 Principle 6 – Equality, Diversity and Inclusion15 Minutes
- 9.97.9 Principle 7 – Openness and Accountability10 Minutes
- 9.10Quiz – Trustee e-Learning – Module 7 – Good Governance15 Minutes12 Questions
- Trustee e-Learning - Module 8 - Business Planning10
- 10.18.1 Planning Types5 Minutes
- 10.28.2 Strategy and Planning10 Minutes
- 10.38.3 Business Plan10 Minutes
- 10.48.4 Beginning the Process10 Minutes
- 10.58.5 What a Business Plan should cover15 Minutes
- 10.68.6 Specific Plans5 Minutes
- 10.78.7 Writing / Agreeing a Business Plan5 Minutes
- 10.88.8 Operational Planning5 Minutes
- 10.98.9 Monitoring and Evaluation5 Minutes
- 10.10Quiz – Trustee e-Learning – Module 8 – Business Planning15 Minutes12 Questions
- Trustee e-Learning - Module 9 - Effective Trustee Meetings13
- 11.19.1 Purposes, Functions and Potential Problems10 Minutes
- 11.29.2 Good Governance10 Minutes
- 11.39.3 Annual Plan15 Minutes
- 11.49.4 Meeting Rules5 Minutes
- 11.59.5 Setting an Agenda15 Minutes
- 11.69.6 Preparing for a Meeting10 Minutes
- 11.79.7 Roles in Meetings15 Minutes
- 11.89.8 Drawing up Minutes10 Minutes
- 11.99.9 Committees5 Minutes
- 11.109.10 Annual General Meetings10 Minutes
- 11.119.11 The Cost of Meetings5 Minutes
- 11.129.12 Appraising your Meetings5 Minutes
- 11.13Quiz – Trustee e-Learning – Module 9 – Effective Trustee Meetings15 Minutes12 Questions
- Trustee e-Learning - Module 10 - Financial Management11
- 12.110.1 What Trustees Need to Know10 Minutes
- 12.210.2 Financial R&R10 Minutes
- 12.310.3 Charities and Fundraising30 Minutes
- 12.410.4 Drawing up a Budget10 Minutes
- 12.510.5 Full Cost Recovery10 Minutes
- 12.610.6 Management Accounts10 Minutes
- 12.710.7 Charities Reserves10 Minutes
- 12.810.8 Financial Procedures20 Minutes
- 12.910.9 Preparing for an Audit10 Minutes
- 12.1010.10 The Annual Report15 Minutes
- 12.11Quiz – Trustee e-Learning – Module 10 – Financial Management15 Minutes12 Questions
- Trustee e-Learning - Module 11 - Managing People11
- 13.111.1 Introduction to Managing People10 Minutes
- 13.211.2 Duty of Care15 Minutes
- 13.311.3 Relationships / Delegated Powers10 Minutes
- 13.411.4 Employment Law5 Minutes
- 13.511.5 Policies and Procedures10 Minutes
- 13.611.6 Recruitment and Selection15 Minutes
- 13.711.7 Induction10 Minutes
- 13.811.8 Supervision and Delegation20 Minutes
- 13.911.9 Staff / Volunteer Development10 Minutes
- 13.1011.10 Contingency Planning5 Minutes
- 13.11Quiz – Trustee e-Learning – Module 11 – Managing People15 Minutes12 Questions
- Trustee e-Learning - Module 12 - Evaluation & Quality8
- 14.112.1 Monitoring and Evaluation10 Minutes
- 14.212.2 What/How to Monitor/Evaluate15 Minutes
- 14.312.3 Quality Systems20 Minutes
- 14.412.4 The Self-Evaluation Cycle20 Minutes
- 14.512.5 Work Practice Changes15 Minutes
- 14.612.6 Personnel Management15 Minutes
- 14.712.7 The Trustee Roles in Evaluation10 Minutes
- 14.8Quiz – Trustee e-Learning – Module 12 – Evaluation & Quality15 Minutes12 Questions
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