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2. Running your organisation

2.1 Developing a strategic plan

Strategic planning is about planning the long-term development of your organisation, usually three to five years ahead. It’s about anticipating and managing change.

Developing a strategic plan

Datblygu cynllun strategol

2.2 The business plan

The idea of ‘business planning’ is an import into the voluntary sector from the world of commercial enterprise. There are still some trustees who balk at the suggestion that what they are doing has any connection with business. If the term ‘business’ is offensive, call them ‘development plans’ instead. But don’t ignore the enormous benefits that producing a business plan can bring you. In many chases nowadays you won’t be awarded grant funding without one.

The business plan

Y cynllun busnes

2.3 Effective meetings

Having an effective agenda and a clear record of your meetings are key to the smooth running of your committee meetings and the active involvement of your committee members.

Effective meetings

Cyfarfodydd effeithiol

2.4 Effective annual general meetings

The Annual General Meeting (AGM) is for many organisations, a legal requirement and provides an opportunity to elect new members to the organisation and committee, as well as enabling members to have a say about running the organisation and helping its accountability.

Effective annual general meetings

Cyfarfodydd cyffredinol blynyddol effeithiol

2.5 Quality

Quality is about the degree to which a product, service or process meets or exceeds the requirements which have been agreed with stakeholders. Quality is about excellence in the way that an organisation is run, in service-delivery and about achieving the very best results.



2.6 Monitoring and evaluation

Monitoring and evaluation are a means of ensuring a group or organisation is accountable for its work. It is also a way of making sure it is achieving what is set out to achieve and provides an opportunity to review procedures and make improvements. Monitoring and evaluation are different but need to be considered alongside each other when planning how they are going to be done.

Monitoring and evaluation

Monitro a gwerthuso

2.7 Risk management

A risk is the chance, great or small, that the organisation will be damaged in some way as a result of a particular hazard. A partially effective risk management strategy is infinitely better than none and, by virtue of going through the process, you will have gained valuable insight into the environment in which your organisation operates.

Risk management

Rheoli risg

2.8 Health and safety

Under the Health and safety at Work Act, you have to ensure the health and safety of others who may be affected by what you do or fail to do. This includes people who work for you, including volunteers, trainers and sub-contractors and visitors to your premises. It is very important that appropriate training is provided and that procedures are in place to manage all health and safety risk that emanate from your organisation’s activities.

Health and safety

Iechyd a diogelwch

2.9 Equal opportunities

The Equality Act 2010 consolidates a number of discrimination statutes into a single statute. It is important for employers to have a clear understanding of discrimination law, as the damages that can be awarded to employees who have suffered discrimination are unlimited, and it is no defence for employers to show that they had no intention to discriminate. Equal opportunities and the possibility of discrimination are issues that need to be considered  in all areas of employment practice.

Equal opportunities

Cyfle cyfartal

2.10 Welsh language – legal context

The Welsh Language Act 1993 establishes that public bodies must develop a Welsh language scheme, setting out the Welsh language services that they will provide, how and when those services will be available and how they will ensure that the English and Welsh languages will be treated on an equal basis in public services.

While there is no legal requirement for third sector organisations to have a Welsh language scheme in place, the sector as a whole has recognised that providing a quality service in both English and Welsh is good practice.

Welsh language - legal context

Yr iaith Gymraeg – cyd-destun cyfreithiol

2.11 Insurance

The members of a governing body have a general duty to protect the organisation including adequately insuring it. The level and type of insurance your organisation needs will be determined by the law, the governing document and the range and type of activities undertaken by your organisation.



2.12 Data Protection and GDPR

What is the General Data Protection Regulation (GDPR)? It’s a European law that has been introduced to strengthen and unify data protection for individuals within the EU. Currently, the UK is required to comply with the Data Protection Act 1998 (and the 1995 EU Data Protection Directive), but from 25 May 2018 all EU member states will need to comply with the GDPR instead. The Information Commissioner’s Office (ICO) will regulate the implementation of the GDPR in the UK.

Data Protection and GDPR

Diogelu data a GDPR

2.13 Community action to tackle climate change

Climate change is an issue for all of us, but we often don't know where to start. Communities and community organisations play a vital role in engaging with people on the ground and developing grass roots action and awareness. This information sheet points to some ways we camn start the ball rolling.

Community action to tackle climate change

Gweithredu Cymunedol i taclo Newid Hinsawdd


2.13.1 Where to go for help on action in climate change

This information sheet is aimed at organisations and groups working in Wales who want to take a first step towards sustainable working practices and who want to find out more about climate change and how they can  make a positive contribution towards tackling it.

Where to go for help on action on climate change

Ble i gael cymorth ac arweiniad i weithredu ar newid yn yr hinsawdd

2.14 Using freelance trainers and consultants

Many voluntary sector organisations bring in specialist expertise of outside trainers and consultants for anything from improving the quality of their services or the effectiveness of their management committee to fundraising and developing new projects. Sometimes you may not know what you want but would like an objective outsider to help you work out where you are going.

Using freelance trainers and consultants

Defnyddio hyfforddwyr ac ymgynghorwyr ar eu liwt eu hunain

2.15 Environmental policy

An Environmental Policy (also known as a Green Policy or Sustainability Policy) is  a written statement, which acts as a ‘window’ into your organisation’s environmental intentions and principles in relation to managing the environmental impacts of its operations, it demonstrates a commitment and provides the starting point for all future environmental improvements.

Environmental policy

Polisi Amgylcheddol

2.16 Environmental sustainability management systems

Organisations are recognising that the environment is a management issue and not just a matter of compliance. An Environmental Management System (EMS) provides a practical proactive framework for understanding an organisation’s interaction with the environment.

Environmental sustainability management systems

Systemau Rheoli Amgylcheddol


2.17 Impact and impact measurement

One way of thinking about impact is to say "How would the world look if my organisation/project was not here?" Or, put more positively, "What difference does my organisation/project/ event/activity make?" There are usually some things which come to mind easily, usually related to your organisation’s mission or reason for being. There are probably other impacts which you may, or may not know about. What is important to realise is that impact can be positive and negative and may be planned or unplanned. Usually it is the result of years of work, of being in a situation, and it is hard to untangle who or which organisation is responsible for the change which is observed.

Impact and impact measurement

Effaith a mesur effaith


2.18 Social Value Policy

What is social value? Start by asking yourself this question; how would the people that are the focus of your work explain the most important results of your activities? Would it be your financial performance? Or is more likely that they would describe things such as having more confidence, being in better health, living in more appropriate housing, stopping harmful behaviours, or reducing their need for health and social care? If changes to people’s lives like these are the results of your work, you are creating social value! But, can you explain how important these changes are to people? By asking people what has changed in their lives, we can understand the results of our activities – and it is only by measuring these that we can really understand how much impact we are having on people’s lives.

Social Value Policy

Polisi Gwerth Cymdeithasol