Succession planning overview


Trustee recruitment and succession planning – in this video, OSCR’s Head of Engagement explores best practices on charity trustee recruitment and succession planning.

Recruit your trustees – an ‘how to guide’ from Charitysetup by the Small Charities Coalition.

How to recruit trustees for your charity – a practical guide – a free guidance from Getting on Board for charities looking to recruit trustee boards.

Trustee recruitment resources, templates and samples – resources from Getting on Board that can be downloaded from free from their website.

Seven tips for succession planning for the public sector and charities – Article on The Guardian.

Succession planning: a community development approach Supporting Communities discusses with four different community groups how they approached succession planning, the challenges encountered and how these were faced effectively.


Useful Organisations/Websites

Getting on board – a charity helping individuals, employers and members of professional networks join board-level volunteering roles.


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We know the very best people to help Visionary members are other Visionary members.  Organisations who share a similar vision and mission, and experience similar problems and predicaments but who may have found some nimble solutions and resolutions. Please do consider sharing your guides, plans, templates to help others take their work forward. We can, if you wish, password protect your work so that anything you share will be seen exclusively by Visionary’s network. If you have great knowledge to share, please email your documents to Visionary



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