Your governance landscape
Takes about 5 minutes.
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1
Organisation type
Charity ▶
CLG on the Charities Register
Most common charity structure
Trust or unincorporated charity
School or education body ▶
Board of Management
ETB or community school
Company or CLG ▶
CLG (non-charitable)
Community organisations, industry bodies
DAC or limited company
Sports club or NGB
Social enterprise
Unincorporated / voluntary group
I manage multiple organisations
Something else
2
Who do you work with?
Children or young people (under 18)Children First Act, Garda vetting
Vulnerable adultsSafeguarding, HIQA
3
Size and staffing
Paid employees
Volunteers
4 — Board & meetings
How does your board operate?
Board size
3–5
6–9
10–15
15+
Meeting frequency
Monthly
Bi-monthly
Quarterly
Ad hoc
Tick what you currently have in place
Board packs assembled and distributed with tracked read-confirmation
Full minutes lifecycle — draft, chair sign-off, circulation, board adoption — with version control
Audit-trailed document vault with scheduled reviews and board approval workflows
Attendance tracking for quorum, reporting, and engagement analysis
5 — Donations & tax relief
Fundraising and donor management
Receive donations or fundraise
6 — Governance practices
What do you have in place?
Risk mapping with likelihood/impact scoring and board-level risk appetite tracking
Conflicts of interest register with annual declarations and per-meeting prompts
Insurance register with renewal alerts and coverage tracking
Scheduled policy reviews with version history and board sign-off
Board effectiveness review with benchmarked self-assessment
7 — Key controls
Critical governance controls
These are fundamental controls that regulators and auditors look for.
Public liability insuranceRequired for most organisations
Written constitution or governing documentFoundation of your governance structure
Annual audit or independent financial reviewFinancial accountability
Dual bank signatoriesFinancial control requirement
Reserves policyFinancial planning and sustainability
Whistleblowing / protected disclosures policyRequired under Protected Disclosures Act
Your governance & management snapshot
What we'll set up for you
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