Tasks for trustees

Resource hubs

Academy accounts: a quick guide for trustees Your trust must submit its annual accounts to the ESFA by 31 January. Get up to speed on the process so you know what to expect.
Appraisal of the CEO You're free to determine your own performance management processes, but trustees will lead on appraisal for your CEO. Learn about how to approach it, the evidence you'll rely on and get tips for setting objectives moving forwards.
Audit and risk committee: choosing the best approach to internal scrutiny Your trust has 4 main options for who carries out your internal scrutiny. Assess the options and choose the best one for your trust, and learn how to review the effectiveness of your approach.
Audit and risk committee: requirements You must have an audit and risk committee with oversight of your trust's finances and internal scrutiny. Be clear on what the requirements are so your committee is compliant.
Audit and risk committee: setting a programme of work for internal scrutiny A key responsibility of the audit and risk committee is to set a programme of work for those carrying out internal scrutiny in your trust. Find out what you need to consider when setting the programme of work, and the process for doing so.

CEO report to the board: template and guidance Use our template and guidance to help you make sure your report covers the right level of detail for your trustees. If you're a trustee, use this article to help you steer your CEO so that the report works for you.
Trustee code of conduct: model and examples Use and adapt our code of conduct to set out what you expect from trustees on your board. It covers the expectations of trustees, relationships to others in the school, social media and data protection.
Trustee skills audit Evaluate your strengths and weaknesses against the competency framework for governance with our downloadable skills audit. You can use your answers to identify your future development and training needs.
Trustee year planner for 2020/21 Get ahead with our year planner. Keep on top of important deadlines and the tasks you should carry out each term.