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Trustee special - File sharing & collaboration tools for trustee boards and management committee members

Tuesday 24 March 2026
18:30 to 20:00

As a trustee or management committee member overseeing a small charity or local community group, you'll need to share key documents including minutes and policies and collaborate with others on e.g. agendas and funding bids.

Join this session for an introduction to a range of tools to help streamline your board or committee operations to improve effectiveness.

This session will cover

We will look at:
* File editing best practice in M365, Google or Dropbox
* Collaborative online whiteboard tools e.g. M365 whiteboard or Mural
* Planning & project management tools e.g. Trello & Planner

Is this course for me?
This course is for trustees and management committee members of small charities and community groups who want to collaborate efficiently and effectively as a board, using digital tools that work for your organisation.

Course format - Online interactive group training

This is an online interactive live training session. You'll take part in multiple interactive exercises. These may include breakout room discussions, use of collaborative tools and polls or quizzes. You'll be asked to complete individual tasks online or offline, which may include peer-group feedback. You may also be asked to complete a task before or after the session.

We're trying our best to give you a good classroom experience. Please join with video and bring your ideas, creativity, and challenges to share.

Trainer
Paul has been working with technology and websites for over 30 years. He has helped establish charitable CICs running local fund raising events (Kew Fete & Kew Village market) and worked with Charities in the Richmond/Kew area developing their websites and getting the most from the software available to them. Paul loves investigating new software products and helping organizations choose the most appropriate tools and get the most out of them to benefit their organisation.

Book tickets

 

Location
Online
Cost Free for small charities and community groups working in Kingston