Level 1: Getting started

What this might look like for you:

• You are looking to set up a new group to manage and safeguard your heritage
• You are new to governance and want to understand the role governance plays in the success of an organisation
• You want to review and refresh the key governance tasks your organisation is undertaking

Suggested activity:

• Decide what you want to do as an organisation and where your funding will come from
• Decide upon the best legal structure for you (informed by the above)
• Decide whether to incorporate or become a charitable organisation (including CIO or CIC) Write your governing document
• Write your terms of reference
• Hold you first meeting
• Plan your first year of activity
• Recruit for your governing body
• Find out what your legal compliance is over equalities, health & safety, insurance, safeguarding, copyright and data protection

You can either work through or dip in and out of the sections below to support you with these tasks.