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Managing Relationships and Board Dynamics

Welcome to our resources which will support you in working with your charity to develop the strategy, resources and processes to succeed.   Below are resources that will help you:

  • Understand what will help you get the best from your trustees
  • Have tools to work effectively with your Chief Executive (CEO) and or senior team
  • Have ideas for identifying , recruiting and effectively working with new trustees
  • Gain insights and top tips from other Chairs of smaller organisations

We have listed relevant Beacon and AoC resources as well as external resources, produced by other organisations that we think you may find useful. We are currently developing more Beacon resources so watch this space. 

To access all the programme’s resources, please join the programme first.

If you have already registered for the Beacon programme you need to login to get full acccess the following resources.

Types of resources

Don’t have much time? Beacon's Top Tips will provide you with some practical tips for effectively fulfilling your chairing role

Need help with the doing? Beacon's Tools will provide you with useful frameworks and suggestions based on good practice

Want to explore a topic further? Beacon's Quick Guides will get you thinking; outlining best practice, key issues for Chairs of smaller charities and topics for further discussion

Is there other information available? We have also listed external resources, produced by other organiations that we think you may find useful.

Please give us feedback on our resources by clicking on this icon.  Let us know what you found particularly useful or not so useful.

Beacon and AoC resources

Question of Balance (PDF)
This guide will help Chairs to explore and strengthen the relationship they have with their CEO

Appraising your Chief Executive (PDF)
Getting the best from your CEO is a key responsibility for Chairs. This briefing explores the role of appraisal in doing so

Managing difficult board dynamics (PDF)
Understanding and managing relationships around the board table is essential to effective chairs. This briefing explores the issues for Chairs

Finding the right balance – the Chair CEO relationship (PDF)
The relationship between the Chair and CEO is pivotal to the functioning of a charity. The key is to find the right balance in your relationship which enables both parties to give their best. Here are some top tips on how to do this

External resources

Below are some guides and resources developed by other organisations that we think you may find useful.  Some of these resources are referred to in our events

Leading the CEO and Chair to Effective Governance (ACEVO) 
This resource provides an update on developments in third sector governance as well as best practice in other sectors

Charity trustee welcome pack (Charity Commission)
If you are a new trustee this guide will help you settle into your new role. If you are an existing trustee, this guide will help you refresh your knowledge and skills

Recruiting and retaining trustees (Reach Volunteering)
This guide will take you through a step by step process for recruiting and retaining trustees

Codes of Conduct for Trustees: Developing and using trustee codes of conduct (Charity Trustee Networks)
This guide offers practical guidance to support good governance, specifically offering support in developing a trustee code of conduct