Trustees Governance Free template

Quarterly Trustee Impact Update template

A short update for the board each quarter on delivery, outcomes and risks, so trustees can see whether the organisation is on course and where they need to act.

Shared by test charity for ted 4 questions Narrative, Number, Chart Updated Oct 2026

What this report asks

  1. Headline: how did the quarter go?

    Guidance: Three or four sentences a trustee could repeat to someone else. Lead with the most important change since the last update.

    Narrative

  2. How many people did we support this quarter, and how does that compare with last quarter?

    Guidance: Give the total number of people supported and the change from the previous quarter.

    Number Chart

  3. Which outcomes are on track and which are at risk?

    Guidance: Go through the organisation's main outcomes and rate each as on track, at risk or off track, with one line of explanation.

    Narrative

  4. What risks or issues need the board's attention?

    Guidance: List the decisions or support needed from trustees, including any safeguarding, financial or staffing concerns.

    Narrative

How it works

1

Link your projects

Pick the projects and albums the grant funded, the timeframe, and any contacts to focus on.

2

ReportMaker drafts each answer

It reads your stories and results, then writes to the guidance, and says when the data isn’t there.

3

Review and submit

Edit anything, track its status, and download as PDF or Word.

Trustees

Governance and Safeguarding Annual Return

An annual internal return to the board on governance and safeguarding: training, policies, incidents and actions, so trustees can confirm the organisation is meeting its responsibilities.

About this template

Is this the official funder form?

No. It mirrors the questions the funder asks so you can plan and draft your answers. Always submit through the funder’s own portal.

Can I edit the questions?

Yes. Add it to your library, then copy it to change the questions, guidance or nuance.

What does ReportMaker need to write it?

Stories and results recorded against your projects in Makerble. Where the data isn’t there, ReportMaker says so rather than guessing.