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Consultancy, facilitation & board evaluation

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I've worked at charity board/executive level for 25 years, including numerous chair and CEO roles, start-ups and turnarounds, and am an experienced facilitator and leadership coach.

I provide charity registration services, trustee support and governance evaluation, consultancy, facilitation and training, that's built around your needs, pragmatic and very cost effective. The income generated helps fund the free Charity Excellence Framework.

'Ian has provided powerful support to the League's management team in a number of key areas.  His report clearly and skilfully set out key opportunities and challenges, and presented well thought-out and achievable recommendations'.  CEO, LACS

SKILLS & EXPERIENCE

Charity Excellence Framework
Ian McLintock

'Ian Mclintock'

I've been involved in the sector for 40 years and worked with dozens of charities, often during times of change.  I have broad based experience, with particular expertise in governance, strategy, addressing financial challenges and rebuilding organisational systems. 

I've been a Windsor Leadership facilitator since 2011 and was a founding member of the Chairs and Facilitators Executive.  I've supported Teach First's leadership coaching since 2006, am a board mentor and FSI advisor.  I hold an MSc (Corporate Management), and professional qualifications in finance (ACCA) and fundraising (IoF). 

Full details of my experience, endorsements and recommendations are in my LinkedIn profile.and, if you'd like to know more about me and what I do, listen to this podcast commissioned by Humentum.  Contact me for a no obligation chat or advice on 07595 371 444, or e mail me at charityexcellence@gmail.com.  

"Ian is supportive, innovative and always there for any help needed for the charity sector!  I am grateful for his support and guidance."

Lenna Lou, Mentee 

CHARITY REGISTRATION

Charity Excellence Framework

Free advice and support - I'm a very experienced CEO and chair (25 years), and have founded a number of charities myself, so you get help from an expert, not a salesperson. Call me on 07595 371 444 for a free initial advice call on how to set up a charity, without any sales pressure.  You can find full details of my experience here.  Often, charity registration is neither the best, nor cheapest option.  I'll help you decide if you need to and, if you do, whether the best choice would be a charitable company, Charity Incorporated Organisation (CIO) or a charitable trust. I'll then send you my free online guide on how to register a charity, which leads you through the process, with links to the forms and guidance, so you can register your charity, if you wish to.  I can also provide my free guides on HMRC charity registration, charitable tax reliefs and how to claim Gift Aid.   

Ian’s guidance and support throughout the application process has been phenomenal. He has gone above and beyond his line of duty and is there to hold your hand and explain what the Charity Commissioners are looking for when setting up a charity. His experience is second to none, and his calm and helpful manner keeps you motivated and engaged. He made the process so simple and it wasn’t long before we received our registration". Sirwa Sabir, Founder, Hommie

How I help you - for me to register your charity, all you do is complete 5 easy-to-use templates, in your own words. I'll also guide you through all aspects of getting your charity successfully up-and-running.  I'm available by phone and e mail, and you'll also have access to an online resource base with policies, tools and guides, including setting up a bank account, insurance, tax relief, recruiting and managing your trustees, and extensive resources to enable you to make your fundraising a success.  This includes links to free funding finders and fundraising platforms, researched lists of funders you can approach and guidance on how to make your bids successful.       

‘Ian very kindly responded with extremely useful information on setting up a charity.  Ian’s help and guidance has made me even more enthused and I cannot thank him enough for his time and assistance. His breadth of knowledge is extensive and to share this with others is proof of his generosity’  Emmerson Wood, Founder

How much it costs - register a charity £599, HMRC £199, or both £699.  Charity Commission registration takes months and they usually come back with queries before registering a charity so, apart from a £100 non-refundable deposit, you pay nothing until this process is complete.  The money I make helps to fund my free online toolkit.  

GOVERNANCE SUPPORT

Charity Excellence Framework

I'm both a chair and trustee myself, with 25 years of charity board experience, including various chair roles and board mentoring.  I provide governance support and training, including trustee self-assessment and board evaluation. My daily fee rate is £500.   

The balance of nitty-gritty charity governance issues, anecdotal evidence and opportunity to explore current issues meant that every Trustee found the training session valuable, regardless of their level of experience. Not only that, but the warmth, humour and insight with which it was delivered meant that the session flew by (not something I would say about every governance training session I have attended!). Alix Lewer, Drector Include

The Charity Governance Code recommends an external evaluation every 3 years.  Using my online toolkit and board self-assessment, I evaluate your board, not only in-depth, but also more quickly than a traditional consultant, so it costs you a lot less. And, with my online resource base, you're provided with any tools, policies and resources you'll need, at no additional cost.  I can provide this service either face-to-face, or online.   

"This questionnaire gives greater insight into all aspects of governance surrounding our charity -

highlighting strong and weaker points where work is required"

Transforming Autism Project  

CHARITY HEALTH CHECK

Charity Excellence Framework

Fast and highly cost effective, it provides you with assurance everything is working well and identifies opportunities to improve performance.  The health check brings together the speed of using digital technology, with my 25 years of senior management/board experience.  Using the CEF digital tools, I carry out an in-depth assessment of each area, either face-to-face, or online.  I provide a verbal debrief, links to tools/resources and a completed CEF framework for you to monitor your progress.  This normally takes 2 days.  Additionally, the health check will qualify you for the CEF Quality Mark.  

The 8 areas assessed are strategy, governance, people, finance & resources, income generation, risk, communications and operations. The assessment includes issues, such as maximising impact, legal & compliance, sustainability, the efficient use of resources and the extent to which people are kept safe from harm.    

 

 

CONSULTANCY, FACILITATION & TRAINING

Charity Excellence Framework

From substantive pieces of work, to quick turnarounds, and facilitation of meetings to training workshops, in subjects such as strategy, risk and governance. 

The CEF knowledge base has 3000+ resource links and its own resource base of 100 tools, including many that are unique. This enables me to develop solutions quickly and at low cost to you.

These tools have been designed with usability in mind, so I'm equally happy to help you to identify your needs, then provide the tools to allow you to develop your own solutions.     

 

The questions are phrased brilliantly - challenging how we prioritise our management time." Ecosystems Knowledge Network

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