Developing an effective strategy: An introduction for trustees

Trustees have a key role to play in developing a charity’s strategy. But doing so can be a challenge for trustees who are unsure of how to balance their input with that of the management executive. Similarly, some trustees may not have had much prior experience of developing a strategy.

This briefing provides guidance for trustees on how to shape a strategy effectively, while avoiding many of the common pitfalls that some boards encounter. It also offers advice on how to work alongside the executive to form a strategy that:

  • is tailored to your charity’s mission;
  • suits the needs of your beneficiaries; and
  • enables your charity to maximise its impact.