1. Introduction to trusted charity
Trish Kiss
Head of Excellence

2. AIMS OF THE SESSION
Better understanding of Trusted Charity: what it is and how it works
Know the benefits of using Trusted Charity
Understand the Trusted Charity Mark assessment process

3. Pqasso to trusted charity
Name changed to Trusted Charity & Trusted Charity Mark December 2018
NCVO aim of promoting excellence in the charity sector
Charities assuring they are trusted, safe, sustainable organisations
Only for charities; Essentials for non-charities
No change to content of Edition 4

4. Trusted charity is…
A self-assessment tool to identify what you are doing well and what could be improved
A quality standard specifically for charities
A holistic tool
Used by charities of any size
A tool to enable continuous improvement

5. the Quality AREAS 11. Assessing outcomes and impact 1. Governance
2.Planning
10. Working with others
3. Leadership & Management
9. External communications
4. User-centred service
8. Managing resources
5. Managing people
6. Learning and development
7. Managing money

6. BENEFITs Improved governance Defining the organisation’s purpose
More effective organisational systems and procedures
Better quality of services
Better communication and motivation
Continuous improvement over time
Greater recognition and credibility

7. Self-assessment process
Undertaken by the organisation itself
People make a judgement about the organisation’s performance against the indicators
Identify what is being done well and decide what needs to be improved
Develop an action plan to address the areas for improvement
Needs to reflect the views of the different stakeholders within the organisation
It is not a ‘one-off’ process

8. IMPLEMENTING trusted charity
Purpose and strategy for implementing Trusted Charity
Trusted Charity Champion
Working group
Initial self-assessment
Trusted Charity mentor

9. The implementation cycle
Overall planning
Trusted Charity Mark
Prioritise quality areas
Detailed self-assessment
Collect information
Develop action plans
Implement agreed action
Review action
The implementation cycle

10. evidence Shows how you are meeting the standard.
‘Sources of evidence’ are just suggestions for places where you may find evidence.
Only use ‘sources of evidence’ for ideas – think about what is appropriate evidence for your organisation.
Does not always have to be written down or brought together in a portfolio.
Evidence should be CARD Consistent, Accessible, Recent, Dated

11. LEVELS OF TRUSTED CHARITY
Sets minimum requirements an organisation should meet
Helps organisations meet their legal requirements as an employer and service provider
Lays the foundation for effective planning and targeting of activities to help meet organisational objectives
Supports longer term vision and development of the organisation.
Builds on achievement of level 1
Assumes there is greater capacity to plan and monitor work, and develop internal processes, than there is at level 1
Requires a more strategic approach to achieving aims and objectives
Requires a systematic approach to planning and to monitoring results, with a stronger focus on outcomes

12. exercise UNDERSTANDING INDICATORS QUALITY AREA 1 – GOVERNANCE
LOOK AT THE LEVEL 1 INDICATOR
WHAT DOES IT LOOK LIKE IN YOUR ORGANISATION?
CAN YOU MEET THE INDICATOR?

13. trusted charity MARK
Implement Trusted Charity
Application
Assessor appointed
Desktop review
Site visit
Reporting
Concluding the assessment

14. It has been useful in terms of highlighting developmental gaps i. e
It has been useful in terms of highlighting developmental gaps i.e. business plan, which has helped develop the organisation and put us in better stead for tenders and funding bids.
Trusted Charity is a good opportunity to reflect, review and change where necessary. Created awareness for trustees – protecting their interests.
Very positive – Trusted Charity has helped the organisation work through a comprehensive review of the organisation in a structured and logical way as well as provide a framework for changes needed.
The Trusted Charity process has been positive and beneficial to establish the organisation’s governance structures during a time of change.
The Trusted Charity process has been beneficial to start the process of improving the organisation’s systems and processes. It had given staff the opportunity to question ways of working and to look for improvements.
Welsh feedback
It has been positive for gaining a better understanding of and improving fundamental aspects of the organisation (e.g. models of service and operational plan), which may not have happened otherwise

17. costs Online tool prices start from £150, based on FTE staff
The cost of a Trusted Charity Mark assessment depends on the size of your organisation and level of Trusted Charity you are applying at
Prices start from £1800+VAT for a small, single-sited organisation, plus assessor expenses
NCVO & WCVA members receive 10% discount off the cost of their Trusted Charity Mark fee

18. next steps
Visit the Trusted Charity web site to purchase the Online tool:
standards/trusted-charity/buy-trusted-charity-self- assessment
Attend the one-day ‘Implementing Trusted Charity’ training course
Start self-assessment

19. UKAS ACCREDITATION
NCVO has been accredited by the United Kingdom Accreditation Service (UKAS) for meeting the ISO standard for conformity assessment
UKAS are the sole agency authorised by Government to assess the ability and competence of organisations that provide certification, testing, inspection and calibration services
Accrediting the Trusted Charity Mark demonstrates its legitimacy and strengthens the confidence in the validity of the award

20. Thank you for attending
CONTACT DETAILS
Telephone:
Website:
Twitter: @trustedcharity
Thank you for attending