Practical guide Board Meetings & Recruitment What is a good format for a board audit?

What is a good format for a board audit?

A board audit should show not only the skills that a board may or may not have, but also the diversity of a board in terms of, for example, its ethnicity, experience and age. It also should reflect whether it is representative of its sector and the constituency to whom it is aiming to appeal. The importance of lived experience is becoming more recognised.

It also helps with succession planning. Regular monitoring is needed when board retirements are approaching to see what skills/experience/knowledge need to be replaced.

Don’t forget to include digital experience: use of social media, the handling of databases and up-to-date technology are ever-growing fields where board knowledge is vital. The Covid crisis highlighted the necessity of arts organisations to be adept at technology and these skills continue to be built on.

For more information on what the implications are of digital technologies on the charity sector, see this government report: Making Digital Work: 12 Questions for Trustees to Consider.

Download Board Audit template here.


Related resources

Tool | Reach Volunteering

How to complete a skills audit

A skills audit is a useful tool for mapping out the skills and expertise of trustees to see if you have the right mix and identify gaps.

Website | Charity Digital Code

The Charity Digital Code of Practice

The Charity Digital Code of Practice is for charity professionals looking to get more strategic with digital. The Code can help you figure out the key actions that your charity needs to take to stay relevant and increase your impact, efficiency and sustainability.

Guidance | The Social Change Agency

GetWired: Increasing the Digital Capacity of Trustee Boards

A real understanding of Technology, Social Media, Campaigning and CoCreation is the in-demand skill needed to help create and support the charities of tomorrow, today. But organisations are struggling to find and retain trustees who can bring those skills to effective governance.

Website | The Charity Commission

Taken on Trust: awareness and effectiveness of charity trustees in England and Wales

Research into awareness and the effectiveness of charity trustees in England and Wales. Published 13 November 2017.


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