Practical guide Roles & Responsibilities How are tasks divided between the board and management?

How are tasks divided between the board and management?

Management Board
Draft, develop and review the mission and vision Develop and approve the mission and vision

In a charity, this mission will be determined by its charitable purposes (or objects)

Prepare and manage the business model and annual budget Understand, develop and approve the business model and annual budget and ensure the effectiveness of their delivery

Remain clear which matters are reserved to the board to decide

Draft and manage strategy, planning process and risk Develop, agree and monitor the strategy, planning process and risk register
Devise and implement programmes

Provides data and reports to the board

Oversee and support programming policy, checking that the actual programme matches the policy and in a charity, its charitable purposes
Manage legal and financial obligations Ensure legal and financial obligations are adhered to and take 3rd party professional advice wherever necessary
Appoint and appraise other staff and be mindful of good work best practice including their development and well-being Appoint and appraise the chief executive/director/artistic director and be mindful of their development and well-being
Manage organisational change Oversee organisational change
Manage Health and Safety, Safeguarding matters and ensure  all the organisations other policies are understood and conformed to Have overall responsibility for Health and Safety, Safeguarding, Risk Management and other polices relevant to the organisation
Prepare for board meetings (where included); ensure appropriate staff prepare for committees Attend board meetings and events, including committees when appropriate
Manage fundraising processes Assist with fundraising and external contacts
Lead the organisation Advocate for the organisation and play an ambassadorial role where required

Where there are no managerial staff, consider taking on certain responsibilities (such as Treasurer, Secretary, Communications) whilst keeping these distinct from the role of board member


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