Tasks for trustees

Resource hubs

Academy accounts: a quick guide for trustees You must submit their annual accounts to the ESFA by the 31st December every year. Read our guidance on this process, and have a look at examples from other trusts.
Appraisal of the CEO You're free to determine your own performance management processes, but trustees will lead on performance management for your CEO. Learn about how you and your board can appraise your CEO.
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 From September, 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 MAT board: template and guidance Our template can be used by trustees to shape what they want to know, and by CEOs to give you a steer on how to write it. Follow our guidance to keep your report to the right length and detail to help everyone involved.
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.