A month-by-month calendar of the jobs every group must not forget – AGM, accounts, insurance, bank mandates, policies, grants and returns – plus a key information sheet and a full handover checklist for when officers change.
Clubs, societies & community groups
Committee Annual Planner and Handover Checklist
About this document
In volunteer-run groups, important things are easily forgotten when people are busy or roles change hands – insurance lapses, bank mandates go out of date, or a grant report is missed. A shared annual planner and a proper handover protect the group and make life easier for whoever takes over.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
A complete, ready-to-use document with every section written, your details shown in [square brackets], and guidance notes explaining how to complete it.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Clubs, societies & community groups
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
Download and keep
Need more than one category?
Documents All-Access gives you every category for 12 months for £295.
Compare options →Need it tailored?
We can adapt any template to your business, or write a document from scratch.
Talk to us →
