Getting in shape

a
Do you have a constitution or memorandum?
A constitution or governing document that is signed and dated defines how the organisation will operate. A governing document can be a formal constitution, a memorandum or articles of association
Yes, we have a governing document
No, how can we write these or are there any other options?

To do
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You need to set out a constitution or become a not for profit company.

Find out more about Getting your group started
b
Do you have a Bank Account with a minimum of 2 signatories?
You will need a bank account to receive funds
We already have a bank account
We don't have a bank account, what advice is available?

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You will need to speak to a bank about setting up an account, and have at least two signatories.

Find out more about banking on Getting your group started
c
Do you have a committee with a minimum of three officers?
A group or organisation needs a committee (for example Chair, Treasurer and Secretary). Its role is to manage activities and help the organisations realise its aims.

We have a committee with at least three officers.
We don't have a committee, what is involved?
To do
Continue to next issue

You might need to set up a committee.

If this is not appropriate for your group you can investigate grant funding for individuals.

Find out more about the role of committee members
d
Do you have necessary policies and procedures for your group?
Many funding organisations require that you have policies and procedures in place (e.g. equal opportunities policy and dealing with vulnerable adults)
We have these in place
What are these? Can I still get funding?

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You may still be able to find sources of funding but this will be limited restricted to a few trust funds.

Find support for developing policies and procedures
e
Are your previous year's Accounts and Annual Report available?
Many funding organisations require Accounts and an Annual Report so they can see that your group is well run and how much money you have available.
These have been produced
We don't have these / we are a new group.
To do
Continue to next issue

If your group or organisation has been running for more than a year it is likely you will need these before you submit a funding application.

If you are a new group, most funders will accept your application without accounts, as long as you have a bank account and a system in place for keeping track of your money.

You may be able to do these yourself, with training, or be eligible for one-to-one support or an independent examination of accounts. Our Managing Money section has more information.
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1Getting in shape