Think Trustee’ workshop

How to make a REAL DIFFERENCE for your organisation.


Whether you’re a new or existing trustee, this ‘Think Trustee’ workshop will allow you to be clearer on your role, duties and provide clarity on how you can make the most impact. We’ll discuss what you give and what you get from being a trustee. We’ll address the frustrations and the fears. And by the end of the Workshop, you’ll have your own roadmap to making a real difference in your organisation.


Let’s say that you want to make an impact for your organisation, but you are not sure where to start or how to make changes. Trustees are not expected to be perfect but they are expected to do their best to comply with their duties.

There are a few great reasons why this would be right for you and your organisation:

  • you will understand the protocols for developing relationships with the people who are involved in the organisation, both employees and beneficiaries.
  • you will understand the strategic vs operational responsibilities of a trustee
  • you will understand the governance and strategic functions of the Board
  • you will quickly gain a clear understanding of what’s expected of you in your role as a trustee
  • you will be far more educated about your role

Over the course of the year we’ll be holding a number of  ‘Think Trustee’ Workshops that are open to new, aspiring or veteran trustee’s.

Contact Caroline to find out more 

The most common questions I get asked about being a Trustee are:


  • What is my role, what is expected of me?
  • How can I help the organisation make a REAL difference?
  • Why do I need to know about governance and compliance?
  • What are the key duties of a trustee and how do I start implementing them?
  • How can I make sure that the whole team is communicating about the work of the organisation effectively
  • How can I make the biggest impact to the organisation to change lives

Here’s what you’ll learn

  • What’s the role of a Trustee?
  • Making sense of the terminology
  • Your key duties as a trustee
  • Compliance and Governance
  • Communicating your message
  • Impact and how you can change the way your organisation communicates forever
  • How ‘thinking like a trustee’ will set the groundwork for future success

What have previous attendees said about this workshop?

John Cleisham

“Firstly this was a great opportunity to network with other Trustees and to hear and share common issues. Several of the attendees could point to real experiences where the session content was relevant or knowledge of which could have prompted alternative approaches/course of action. There is massive potential for the sector to ‘operate more smartly’ and sessions like this workshop are exactly the thing that organisations will benefit from. Highly recommend this workshop.”

John Cleisham- Director and Charity Founder


“As a representative of the Northwood Charitable Trust I found this workshop interesting, informative and enjoyable! I enjoyed the section on the reading of accounts. I really appreciated the opportunity to meet others working within the 3rd Sector, including Trustees, Managers and Marketeers.”

Blair Thomson- NorthWood Charitable Trust


“I want to make as big a difference as I can to Tayside Cancer Support and I knew I couldn’t do that on my own. Thanks to Caroline’s support and coaching, I now feel fully equipped and motivated to contribute in a more meaningful way to the Charity.”

Kev Anderson- Writing Coach and Charity Trustee


“As a first time trustee, the workshop was an invaluable resource to help me more fully understand the wide range of responsibilities associated with the role. The practical examples and experiences of other attendees helped bring issues to life. The workshop was presented in a very relaxed and engaging way.”

Keith Milne- Consultant and Charity Trustee

Julia Brown

“I have recently become a Trustee on two Charitable Boards which has been a personal ambition. I am really keen to get involved however I found that I had no idea what I was responsible for, or what I was supposed to be doing. This workshop has really clarified everything for me. I now know what I need to do to really contribute to these worthwhile organisations. Essential facts, lateral thinking, open discussion and meeting others like me has been so beneficial. I would thoroughly recommend this workshop for all new and existing Trustees who want to make a difference”

Julia Brown- HR Director and Charity Trustee


“I found the session very useful around my ‘why’ and this being an important aspect of being a trustee. We worked together in a range of ways individually and as a group, Each of the sessions were equally informative and useful. I would absolutely recommend this workshop to other professional colleagues”

Mariam Okhai- Student and Charity Trustee 

How much does the workshop cost?

A half-day workshop ((9am to 1pm)

Individual Trustee: An investment of just £97 per person including refreshments.

Team of Trustees: An investment of just £497 per team plus travel expenses

Where does the workshop take place?

The locations vary each month.

August 2016- Dundee

October 2016- Edinburgh

December 2016- Aberdeen

What should I bring with me on the day?

Just yourself, casually dressed, a note-pad, pen and an open mind:-)

Do I need to prepare beforehand?

Once you book your space I will email to ask you what your top 3 challenges are as these will be covered in the workshop.

Our organisation is paying for my ticket, can you send me an invoice?

I certainly can, just let me know that you need one and I can email this for payment prior to the workshop.

What happens if I have to cancel on the day?

Tickets are non-refundable however I understand that things can happen beyond your control and you may need to cancel your booking. I am happy to transfer you to a different date. Please do contact me with as much notice as possible and I will do everything I can to accommodate.

I have been a Trustee for a while, is this workshop still suitable for me?

I believe it will be hugely beneficial. If you have knowledge of the roles & responsibilities this is great and you may just be looking for a refresher. You may wish to understand how you can make more of an impact in your role as a Trustee and these would be great reasons to attend.  If however, you feel you are very comfortable in your role and everything is going well then this may not be the right workshop for you. Please contact me if you need more info.

Caroline M: 07970 188 121

I am a new Trustee, is this workshop suitable for me?

Absolutely. All you need is a willingness to learn .

How do I book a space?

The easiest way is to contact me.


Prefer 1-1 Coaching?

Many people make enquires about 1:1 coaching sessions with me and I love working with people on this basis as we can talk more specifically about their own organisation and agree a tailored session and action plan for your specific needs.

These 1-2-1 coaching sessions usually cost £197 for two hours.

If you would like to find out more or book your space please contact Caroline on

Prefer a Private Workshop?

Private tailored Workshops

It’s great working with teams in a collaborative environment. If you have a number of trustees within your organisation I can deliver a private workshop tailored to your needs.

Team workshops are facilitated over a half day and the investment for this workshop starts at £397.  To book your session please contact Caroline on

‘Be the change you want to see in this world’