User Tools

Site Tools


partnerships:azp:sheets

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

partnerships:azp:sheets [2017/06/12 10:20] (current)
Line 1: Line 1:
 +Creating a Development Trust
 +============================
 +
 +Information sheets by David Wilcox
 +----------------------------------
 +
 +------------------------------------------------------------------------
 +
 +The information sheets in this section expand on [The Guide to
 +Development Trusts and Partnerships](../​pguide/​index) written in
 +1997. Earlier work is also here - a brief [Introduction to
 +Partnerships](part) and an [A-Z of Partnerships.](AZP)
 +
 +[The Guide to Effective Participation](../​guide/​index) deals with
 +the wider issues of community involvement.
 +
 +These sheets were written from my experience as a consultant, often in
 +situations where a local council or quango was supporting the start up
 +process. As such they are a mixture of top down and bottom up.
 +Inevitably they make the process look tidier than it is - but I hope
 +they help. Funding from [BT](http://​www.bt.com/​) and the [Department of
 +Trade and Industry](http://​www.dti.gov.uk) supported some of the work,
 +but neither body is responsible for the contents.
 +
 +------------------------------------------------------------------------
 +
 +Sheet summaries
 +===============
 +
 +[What is a development trust?​](what)
 +
 +A brief definition of what trusts are and what they do
 +
 +[Start up summary](start)
 +
 +An overview of the process to create a Community Development Trust
 +
 +[Agreement](agree)
 +
 +When a Development Trust is funded by a public body, each side may wish
 +to develop an agreement setting out formally the terms of the grant.
 +
 +[Bid document](bid)
 +
 +In order to secure core funding from funders, the steering group will
 +need to prepare a bid making the case for the Trust, setting out its
 +work programme, and providing some financial forecasts.
 +
 +[Board](board)
 +
 +Development Trusts are incorporated as companies limited by guarantee,
 +and so the governing body is a Board of directors. If the Trust is
 +registered as a charity, the Board members will also be trustees. In
 +either instance they are responsible for the direction of the Trust.
 +
 +[Business planning](bus)
 +
 +The business plan is the key document which sets out the strategy by
 +which the development trust will achieve its objectives - whether they
 +are social, economic or environmental - and also stay in business.
 +
 +[Case study](case)
 +
 +One way to clarify the initial vision of a Development Trust is for
 +those involved in the early stages to attempt to produce a case study of
 +the trust as they envisage it in five years time. The headings and notes
 +here provide a framework.
 +
 +[Communications](comms)
 +
 +One of the core competences for a development trust or partnership is
 +effective communications
 +
 +[Competence summary](comp)
 +
 +Case studies of Development Trusts and discussions with Trust directors
 +have identified key areas of good practice in running Trusts which can
 +be defined in terms of '​competence'​. These areas are Governance,
 +Management, Communications,​ Financial sustainability and Project
 +management. This sheet provides an overall set of checklists. Other
 +sheets deal with each area of competence.
 +
 +[Constitution](constit)
 +
 +Development Trusts need a legal and management structure which balances
 +the two elements of their work: on the one hand carrying out a range of
 +economically,​ socially or environmentally useful projects, on the other
 +generating income to sustain their operations.
 +
 +[Core costs](core)
 +
 +In making a bid to funders the steering group will need to draw up a
 +budget and estimate the core costs of running the Development Trust.
 +
 +[Development Officer](dev)
 +
 +The start up process for a Development Trust is likely to generate more
 +work than can easily be carried out by a steering group sharing tasks
 +among themselves. One solution is to appoint a development officer on a
 +short term basis.
 +
 +[Events](events)
 +
 +The way that a steering group or Trust run events and formal and
 +informal meetings will be fundamental to its success. Events can either
 +be important milestones in gaining commitment and making decisions, or
 +frustrating and counter-productive.
 +
 +[Feasibility study](feas)
 +
 +One way to plan the start up process and resolve many of the issues is
 +to carry out - or commissionn - aformal feasibility study. This may well
 +be appropriate when creation of a trust depends on making a bid to one
 +or more funders. This sheet consequently describes a 'top down' process.
 +
 +[Financial sustainability](fin)
 +
 +Another core competence, without which no Trust or partnership will
 +survive
 +
 +[Golden rules](gold)
 +
 +Some trusts are set up 'top down' with support from local authorities or
 +quangos, others by local people operating on a shoe-string. Trusts are
 +really small enterprises with charitable objectives, so the aim is to
 +end up with an effective independent organisation which can both serve
 +local needs and sustain its own operations. From my own experience,
 +talking to those involved, and from questionnaires completed for this
 +guide, here are some golden rules.
 +
 +[Governance](gov)
 +
 +The Board of Trust is responsible for its strategic direction and the
 +management of the executive director - the area of policy governance.
 +
 +[Guidelines and principles](princ)
 +
 +Early in the start up process for a Trust the initial champion and/or
 +the steering group should agree a set of policy guidelines and
 +principles of good practice. These will cover both the nature of the
 +Trust envisaged, and also the way the setting up process should be
 +conducted in order to achieve that.
 +
 +[Management](manage)
 +
 +Trusts should be seen as small non-profit businesses, with the same
 +requirement for effective management.
 +
 +[Materials](mat)
 +
 +In order to communicate effectively a Development Trust will need a
 +range of materials which explain its purpose, promote its activities and
 +seek to gain support and funding.
 +
 +[Project management](project)
 +
 +In order to deliver, a Trust must be competent at managing its various
 +projects.
 +
 +[Roles and resources](roles)
 +
 +One of the key factors for success in the start up process is being
 +clear on who does what, and why they are doing it. This sheet identifies
 +the main roles, and also summarises the funds and other resources likely
 +to be needed.
 +
 +[Start up budget](stbudg)
 +
 +During the start up process the steering group will require funds to
 +cover a range of items. Costs will depend on how much help they can
 +attract in kind
 +
 +[Steering group](steer)
 +
 +The role of the steering group is to manage the start up process,
 +assisted by a development officer. They will prepare any bid for funds,
 +and act as a '​shadow'​ for the final Board of the Trust.
 +
 +[Vision](vision)
 +
 +Early in the process, whoever is promoting the idea of a Trust or
 +partnership will have to develop a vision which can be communicated to
 +others in order to gain their commitment.
 +
 +[Workshops](work)
 +
 +Some of the most useful work in setting up a Trust is likely to be done
 +in small creative groups. This sheet gives some guidelines for running
 +workshops.
 +
 +© David Wilcox <​david@partnerships.org.uk>​. Tel +44 (0) 20 7600 0104.
 +These information sheets may be freely distributed with this
 +attribution,​ but not republished as a whole. [Partnerships
 +Online](../​index) : [Partnerships and
 +Participation](../​part/​index) : [The Guide to Development Trusts and
 +Partnerships](../​pguide/​index)
 +
  
partnerships/azp/sheets.txt · Last modified: 2017/06/12 10:20 (external edit)