Guides and templates

Practical, trustee-safe resources.

This launch page holds the route for reusable materials without pretending the library is already larger than it is.

Planned public materials

Trustee digital baseline checklist

A plain-English view of the minimum digital foundations trustees should be able to see.

What if your main volunteer leaves?

A continuity checklist for access, files, handover, domains, devices and calendars.

Shared inbox and file ownership guide

A starter route away from personal-account chaos and mystery folders.

Google Workspace for Nonprofits setup checklist

Practical steps for small teams using discounted or no-cost charity tooling.

Community calendar implementation guide

How to scope ownership, submissions, moderation and handover for shared local calendars.

Simple data protection evidence log

A lightweight way to record owners, decisions, risks, retention notes and follow-up actions.

Incident and complaint first-response sheet

A calm first-page route for preserving evidence, naming escalation and avoiding improvisation under pressure.

Accessibility communication template

A starter format for requests, explanations and reasonable-adjustment conversations.

Grant-funded IT project worksheet

A scoping aid for funders and organisations trying to avoid digital waste, vague outputs and unsupported supplier assumptions.

Digital Communities discovery worksheet

A route for local groups to test need, suitable applicant, champion, first visible win, risks and sustainability before calling a pilot active.

Funder evidence checklist

A prompt sheet for outcomes, outputs, monitoring, budget assumptions, match caveats and handover evidence.

Do we need an MSP?

A plain-English decision guide for when a managed service provider helps, and when a smaller scoped intervention is enough.