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It covers core governance and management cycles including board meeting schedules, strategy formulation and approval steps, management presentation tracking, CEO responsibilities, reporting milestones, and risk and policy review dates. 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It contains common events and activities in the governance and management of a charity or voluntary organisation. This is intended as a companion document to the board compliance checklist.  \n\n|  | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| 1. Meeting Schedule |  |  |  |  |  |  |  |  |  |  |  |  |\n| General board meeting |  |  |  |  |  |  |  |  |  |  |  |  |\n| Finance and Audit Committee meeting |  |  |  |  |  |  |  |  |  |  |  |  |\n| XYZ Committee meeting |  |  |  |  |  |  |  |  |  |  |  |  |\n| 2. Strategy Formulation |  |  |  |  |  |  |  |  |  |  |  |  |\n| Strategic planning workshop |  |  |  |  |  |  |  |  |  |  |  |  |\n| Approve/Review strategic plans |  |  |  |  |  |  |  |  |  |  |  |  |\n| Approve/Review business/operational plans |  |  |  |  |  |  |  |  |  |  |  |  |\n| Approve budgets |  |  |  |  |  |  |  |  |  |  |  |  |\n| •Draft |  |  |  |  |  |  |  |  |  |  |  |  |\n| •Final |  |  |  |  |  |  |  |  |  |  |  |  |\n| Generative discussion |  |  |  |  |  |  |  |  |  |  |  |  |\n\n\n|  | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| 3. Strategy Implementation (Management Presentations) |  |  |  |  |  |  |  |  |  |  |  |  |\n| Business unit, activity or function 1 |  |  |  |  |  |  |  |  |  |  |  |  |\n| Business unit, activity or function 2 |  |  |  |  |  |  |  |  |  |  |  |  |\n| Business unit, activity or function 3 |  |  |  |  |  |  |  |  |  |  |  |  |\n| Business unit, activity or function 4 etc |  |  |  |  |  |  |  |  |  |  |  |  |\n| 4. CEO |  |  |  |  |  |  |  |  |  |  |  |  |\n| Finalise/review contract |  |  |  |  |  |  |  |  |  |  |  |  |\n| Approve performance KPIs |  |  |  |  |  |  |  |  |  |  |  |  |\n| Assess performance |  |  |  |  |  |  |  |  |  |  |  |  |\n| Review remuneration |  |  |  |  |  |  |  |  |  |  |  |  |\n| Review senior management with CEO |  |  |  |  |  |  |  |  |  |  |  |  |\n| 5. Reporting |  |  |  |  |  |  |  |  |  |  |  |  |\n| Financial reports |  |  |  |  |  |  |  |  |  |  |  |  |\n| • full year-management |  |  |  |  |  |  |  |  |  |  |  |  |\n| • review audited full year |  |  |  |  |  |  |  |  |  |  |  |  |\n| • approve full year |  |  |  |  |  |  |  |  |  |  |  |  |\n| Annual report |  |  |  |  |  |  |  |  |  |  |  |  |\n| • drafts |  |  |  |  |  |  |  |  |  |  |  |  |\n| • approved |  |  |  |  |  |  |  |  |  |  |  |  |\n| Reports and/or accounts deadlines to: |  |  |  |  |  |  |  |  |  |  |  |  |\n| • Charity Commission / OSCR / CCNI |  |  |  |  |  |  |  |  |  |  |  |  |\n| • Companies House and other (if applicable) |  |  |  |  |  |  |  |  |  |  |  |  |\n\n\n|  | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| 6. Risk |  |  |  |  |  |  |  |  |  |  |  |  |\n| Whole of organisational risk review |  |  |  |  |  |  |  |  |  |  |  |  |\n| Insurances renewals (where required) |  |  |  |  |  |  |  |  |  |  |  |  |\n| • Employers’ liability |  |  |  |  |  |  |  |  |  |  |  |  |\n| • public liability |  |  |  |  |  |  |  |  |  |  |  |  |\n| • motor vehicle insurance |  |  |  |  |  |  |  |  |  |  |  |  |\n| • building and contents |  |  |  |  |  |  |  |  |  |  |  |  |\n| • trustees’ indemnity |  |  |  |  |  |  |  |  |  |  |  |  |\n| • professional indemnity |  |  |  |  |  |  |  |  |  |  |  |  |\n| Annual Health and Safety checks |  |  |  |  |  |  |  |  |  |  |  |  |\n| • PAT testing |  |  |  |  |  |  |  |  |  |  |  |  |\n| • premises check |  |  |  |  |  |  |  |  |  |  |  |  |\n| • fire equipment checks |  |  |  |  |  |  |  |  |  |  |  |  |\n| 7. Policy Making and Review |  |  |  |  |  |  |  |  |  |  |  |  |\n| Review remuneration policy |  |  |  |  |  |  |  |  |  |  |  |  |\n|","cbCaifLyDpphHbuj","https://ap.wps.com/l/cbCaifLyDpphHbuj","pdf",222728,"English","# Board and management cycle\n## Meeting schedule\n## Strategy formulation\n## Strategy implementation (management presentations)\n## CEO responsibilities\n## Reporting\n## Risk management\n## Policy making and review\n## Corporate governance\n## Stakeholder communication","[{\"question\":\"What activities does the management calendar template include?\",\"answer\":\"It includes board meeting schedules, strategy formulation and review, management presentations, CEO actions, reporting milestones, risk reviews, policy making and review dates, corporate governance tasks, and stakeholder communication items.\"},{\"question\":\"How is the calendar structured across the year?\",\"answer\":\"The template presents activities in a January-to-December grid, grouped by numbered sections such as meetings, strategy, CEO, reporting, risk, policies, governance, and stakeholder communications.\"},{\"question\":\"Who should adapt this template for their organisation?\",\"answer\":\"Users can adapt it for their own organisation, particularly charities or voluntary organisations, to plan common governance and management events.\"}]","Organisational Management Calendar Template - Blank - organisational governance and management | PDF",1790224342]