Self-Reporting & Evaluation Tools

In July 2018, the Cobseo Executive Committee issued a Governance Practices Aide Memoire and supporting Information Note (click here for more). The documents are designed to cover the governance topics found in the Charity Commission’s non-statutory Charity Governance Code for England & Wales and in similar codes in the other home nations.

Following the release of these documents, a self-reporting tool has been produced for Members to self-assess the consistency of their governance practices with the Aide Memoire.

Download the tool here:

The tool was developed by a Working Group of large and small Members, and is designed to be easy and quick to use. After conducting a pilot exercise with 15% of the Membership in late 2018, the Cobseo Executive Committee approved its use by all Full and Regimental Members once every two years of continuing Membership, starting in 2019.

The self-reporting tool assists Members to demonstrate that they are achieving a good level of governance and/or identify where they can improve their governance measures to achieve a good level of governance.

Please note, this is a living document that will be amended if or when the law or guidance changes. Any changes will be highlighted and explained in the Cobseo Weekly News.

Members are invited to discuss their completed tool with Cobseo to identify the support and assistance available. To do so, please complete the self-reporting tool and then forward the Excel file to

For 2019, the target date for current Full and Regimental Members to complete the tool on behalf of their organisations is Friday 28 June 2019.

You can download the tool along with other useful and practical guides below:

Our Executive Members

@Mr_PaulWatson @CloreSocial Hi Paul. The programme is for emerging leaders working for a charity or organisation wo……

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