Trustee Survey 2015

We are seeking to find out your views about being on a Charity Trustee Board/Voluntary Management Committee within the voluntary sector. Your individual responses will remain anonymous and confidential. The information will be collectively analysed within an overall research report providing information on governance within the voluntary and community sector and enabling some comparisons to be made with previous evidence gathered in 2003.

We would be grateful if you would complete this questionnaire using your own personal experience in your current role as a Charity Trustee/Voluntary Management Committee member. If you are a Charity Trustee/Voluntary Management Committee member on more than one organisation please choose just one organisation in relation to answering the questions. We estimate that the survey will take 15 minutes to complete. Your views are important to us, so please do take time to answer all the questions.

Definition: Voluntary Sector
For the purposes of this governance research the voluntary sector is defined as encompassing organisations, formal or informal, which meet the following criteria:

• informal or formal (ie with or without an adopted governing document)
• independent (not controlled by a for profit organisation or the state; voluntary organisations must have a majority of non-statutory bodies, appointees or representatives on its board of trustees and a majority of non statutory members)
• self governing
• non profit distributing
• benefits from a meaningful degree of philanthropy ie gifts in kind or of time (eg volunteers, non paid trustees)
• established for public benefit

This definition includes most charities (for exceptions see below); housing associations; community groups, informal and formal; self-help and mutual aid groups; sports groups with community benefit; religious groups with social benefit; campaigning non political groups; community businesses; credit unions.

Charities which are not included are: school trust funds, places of worship, promoting and supporting religion, statutory charities, statutory museums, independent further education colleges, professional associations, charitable independent schools, charitable quasi autonomous non-governmental organisations and voluntary aided schools.




‘GOVERNANCE is about leadership and ensuring that an organisation is effectively and properly run. It has been defined as ‘the systems and processes concerned with ensuring the overall direction, effectiveness, supervision and accountability of an organisation.’

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* 1. How long have you served on your current management committee?

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* 2. Please indicate from the list below which term is used for your current management committee.

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* 3. Are you a member of any other management committees?

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* 4. Do you currently hold any of the following office bearer’s roles?

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* 5. What is the legal classification of your organisation? Please tick all that apply.

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* 6. Which topic best describes the work of your organisation?

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* 7. Who are the main beneficiaries of the organisation’s activities? Please tick all that apply.

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* 8. What is the annual income of your organisation?

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* 9. Which of the following geographic areas does your organisation operate in?

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* 10. Please indicate from the list below the method by which you were appointed to the management committee.

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* 11. Please rank the relevance of the following statements in relation to your reasons for becoming a committee member with your current organisation(s).

  Very relevant Neither relevant or not relevant Not relevant Not relevant at all
Committed to the cause of the organisation
A sense of duty
Work in the particular field
Wanted to be more involved in my community
Knew a board member
Personally affected by the organisation’s work
Representing another organisation

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* 12. Please indicate how much time you give in undertaking your duties as a committee member.

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* 13. Please indicate the specific skills/tasks you are expected to bring/perform in relation to your current committee(s) please rank relevance.

  Very relevant Relevant Neither relevant or not relevant Not relevant Not relevant at all
Knowledge of relevant work
To take a particular post (ie Chair)
Enthusiasm/energy
Personnel
Knowledge of local community
Previous work in similar role
Managerial skills
Public relations skills
Fundraising skills
Political skills
Financial skills
Legal skills
Access to funding
IT skills
Property skills
Marketing skills
Governance skills
Planning/policy making skills

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* 14. What skills do you think are most important for committee members?

  Very important Important Neither important or unimportant Not important Not at all important Not sure / don't know
Knowledge of relevant work
To take a particular post (ie Chair)
Enthusiasm/energy
Personnel
Knowledge of local community
Previous work in similar role
Managerial skills
Public relations skills
Fundraising skills
Political skills
Financial skills
Legal skills
Access to funding
IT skills
Property skills
Marketing skills
Governance skills
Planning/policy making skills

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* 15. Were you provided with an induction when you were appointed/elected to the management committee?

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