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 aware that these are accessible to Committee members only and should not be circulated more widely.

The first section provides all the relevant CIfA core information.

Section 1 CIfA core documentation
1.1 CIfA Strategic Plan (summary) PDF
1.2 Regulations for groups
1.3 Communications plan PDF
1.4 Recruitment plan PDF

Section two of the groups toolkit provides the groundwork for each group profile, including guidance for your three-year plans and information about agreed running costs and events budget.

Section 2 General group management
2.1 Key contacts, including Group committee contact details PDF
2.2 Group three-year plan (guidance) DOC
2.3 Group budgets (agreed running costs for financial year) PDF
2.4 Groups Forum Webpage

Section three collates all general guidance, including overarching documents such as the Guidance notes for groups and more specific guidance (CIfA house style; website and social media guidance)

Section 3 Guidance documents
3.1 General guidance notes for groups | PDF
3.2 Guidance notes for committee members
3.3a Website and social media policy | PDF
3.3b Groups guide to Social Media
3.4 CIfA house style
3.5 Producing supplementary matrices (guidance for validation)
3.6 Smart CPD and National Occupation Standards | PDF

The finance section includes guidelines to do with the annual groups budget, as well as the expenses claim form.

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

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 5 Activities, events and projects
5.1 Event, activity & project proposal form DOC
5.2 Event budget spreadsheet [EXCEL] - Please request from CIfA staff.
5.3 Event checklist DOC

The final section of the toolkit are all the supporting templates which we hope will be helpful!

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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