Trustee Role Description and Induction Pack

A trustee role description, officer role summaries, a person specification and a complete induction programme built around the six trustee duties in CC3.

Editable Word document
10
10pages
Guidance notes included
aml consultancy solutions

Charities

Trustee Role Description and Induction Pack

About this document

What it’s for

Everything a charity needs to recruit and welcome a new trustee: a role description that explains the legal duties in plain English, officer roles, a person specification, a key facts sheet, an induction checklist and timeline, and a three-month review – all built around the Charity Commission’s guidance The essential trustee (CC3).

When to use it

  • When advertising for and recruiting new trustees
  • When a new trustee is appointed or elected
  • When an existing trustee takes on an officer role

What’s inside

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.

  • Part 1 – Trustee role description
  • Purpose of the role
  • Your six main duties
  • Main responsibilities
  • Person specification
  • Part 2 – Officer roles
  • Chair
  • Treasurer
  • Secretary
  • Lead trustee for safeguarding
  • Governance
  • Strategy and activities
  • Money and risk
  • People and safeguarding
  • Charity Commission guidance to read
  • Paperwork the new trustee must complete

How to complete it

  • Complete the role description and person specification and use them in your advert
  • Fill in the key facts sheet once and keep it up to date
  • Give the new trustee the documents in the induction checklist and tick them off
  • Hold the three-month review and keep the signed record

Key points to check

  • CC3 was updated on 16 September 2026 – check the current version on gov.uk
  • Do not let anyone act as a trustee until they have signed the declaration of eligibility

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

Charities

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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