Groups toolkit

The Groups toolkit is a collection of documents (including guidance, templates and forms) which will help support Group Committees in the running of group activities. Follow the links to either a PDF or DOC format document. If you require the documents in any other format, or have any problem downloading them, please contact your Groups coordinator.

Where documents are followed by (confidential), please be aware that these are accessible to Committee members only and should not be circulated more widely.

Section 1 CIfA core documentation
1.1 Strategic-plan 2010-2020 (PDF)
1.2 Strategic-plan-summary (PDF)
1.3 Regulations for groups (PDF)

Section 2 General group management
2.1 Key contacts, including Group Coordinator, Chair and Secretary contact details [PDF]
2.2 Group profile [PDF]
2.3 Group three year plan [DOC]
2.4 Group budgets (agreed running costs for financial year) [PDF]
2.5 Groups Forum webpage

Section 3 Guidance documents
3.1 Guidance notes for groups [PDF]
3.2 Guidance notes for new committee members
3.3a Website and social media policy [PDF]
3.3b Groups guide to Social Media [PDF]
3.4 CIfA House style
3.5 How to create a specialist competence matrix [PDF]
3.6 Smart CPD and National Occupation Standards [PDF]

Section 4 Finances
4.1 Budget guidelines [PDF]
4.2 Annual group budget request form [DOC]
4.3 Expenses claim form [PDF]

Section 5 Activities, events and projects
5.1 Proposal form for events and workshops [DOC]
5.2 Event budget spreadsheet [EXCEL]
5.3 Event checklist [DOC]

Events and other activities are financed on a case by case basis, and Group committees should provide a proposal form for each event they plan to run. Once the event had been agree in principle, the group will be asked to complete a more detailed budget outline and provide a checklist for events management.

Section 6 Other pro forma and templates
6.1 Committee Agenda and minutes template [DOC]
6.2 AGM agenda and minutes template [DOC]
6.3 Group newsletter template [DOC]

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