Trustees

Five habits of an effective trustee board

Simple practices that improve meetings, records and follow-through.

1. Prepare before meetings

Circulate decision-ready information in time for trustees to read it. Meetings should resolve matters, not become the first moment anyone sees the facts.

2. Record decisions clearly

Minutes should capture resolutions, responsible people and deadlines. Ambiguous notes create repeated discussions and weak accountability.

3. Declare conflicts

Trustees should disclose actual or potential conflicts and follow the scheme’s applicable process. Transparency protects both the individual and the board.

4. Focus on priorities

Separate strategic, financial and governance decisions from routine operational updates. A focused agenda makes better use of volunteer time.

5. Follow through

Review the action list consistently. A good decision only becomes useful once the agreed work is completed and documented.

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