Prepared by Integrity Nexus Ltd on 1 October 2026 Plan not yet saved
Save plan keeps your changes in this file, on your computer. Nothing is sent anywhere.Changes not saved
Your board already has a plan? Use Update this plan from another file and pick the plan file your board has been using. Your decisions are kept, the new documents are added, and anything redrafted comes back for re-adoption. It works whichever of the two files you open.
Policy landscape
Documents that belong together
Every document that applies to the charity, grouped by what it is for. In each group: the papers the board adopts, the records the charity keeps, and the dates that fall due. Select a document to see where it stands.
Reading this page. On the map: 4 adopted · 1 in place · 8 drafted · 24 not yet drafted · 6 actions. "Drafted" means a draft exists; it does not mean the board has adopted it.
Board plan
Schedule papers
Set your meeting dates here, then place each paper in a meeting. A topic moves together by default; any single paper can move on its own.
A proposed plan. Each topic starts in a suggested meeting, with the legal essentials first. The trustees set the meeting dates, the order and how many papers each meeting can take. A later meeting never postpones a due date.