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Organisational Readiness

Build strong foundations through good governance, legal structure, and organisational capacity.

A well-governed community group is better positioned to achieve its goals, attract funding, and create lasting impact. Before investing in sustainability improvements, it's worth ensuring your community group has strong organisational foundations. Good governance isn't just about compliance – it helps you work more effectively, attract funding, and build trust with your community.

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Constitution & Governance

A constitution (or governing document) sets out your group's purpose, rules, and procedures. It's required for most grant applications and demonstrates good governance to funders and stakeholders.

  • A constitution sets out your purpose, membership rules, and decision-making processes
  • The Governance Code helps organisations demonstrate good governance
  • Regular review ensures your constitution stays relevant
  • Templates are available from The Wheel and Charities Regulator
3

Financial Management

Set up proper financial systems and controls to manage your group's money effectively and meet legal requirements.

  • Open a dedicated bank account in the group's name
  • Keep accurate records of all income and expenditure
  • Implement financial controls (dual signatures, approval processes)
  • Prepare annual accounts and have them reviewed/audited as required
4

Committee & Volunteers

Build an effective team to lead and deliver your work. Good volunteer management is essential for sustainability.

  • Recruit committee members with diverse skills and experience
  • Define clear roles and responsibilities
  • Provide induction and ongoing support for volunteers
  • Hold regular meetings with proper minutes and follow-up
5

Planning & Strategy

Set direction and measure progress through effective planning. A clear strategy helps focus effort and attract support.

  • Develop a strategic plan setting out your vision, mission, and objectives
  • Create annual work plans with specific, measurable goals
  • Review progress regularly and adapt as needed
  • Engage your community in planning processes
6

Communications & Engagement

Build relationships and share your story. Effective communication helps attract volunteers, funding, and community support.

  • Maintain an up-to-date website and social media presence
  • Communicate regularly with members and stakeholders
  • Document your activities with photos and stories
  • Build relationships with local media

Readiness Checklist

Use this checklist to assess your group's readiness. You don't need to tick every box – focus on addressing the most critical gaps first.

We have a formal legal structure (CLG, charity, co-op)
We have a constitution or governing document
We have a dedicated bank account
We have regular committee meetings with minutes
We have insurance appropriate to our activities
We have a strategic or development plan
We keep proper financial records
We have policies for key areas (safeguarding, data protection, etc.)