Secretary
Here is a brief list of secretariat tasks for a volunteer charity secretary in UK English:
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Meeting Coordination:
- Organise and schedule board meetings, committee meetings, and annual general meetings (AGMs).
- Prepare and distribute meeting agendas in advance.
- Ensure meeting spaces or virtual platforms are set up.
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Minutes and Documentation:
- Take and prepare accurate minutes during meetings.
- Distribute meeting minutes to attendees and relevant stakeholders.
- Maintain and archive meeting minutes and important documents.
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Correspondence:
- Handle incoming and outgoing correspondence (emails, letters, etc.).
- Draft and send formal communications on behalf of the charity.
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Membership Records:
- Maintain up-to-date records of members, including contact details.
- Track membership renewals and notify members as needed.
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Governance and Compliance:
- Ensure compliance with legal and regulatory requirements (e.g., charity registration, filings).
- Keep the charity's governing documents (e.g., constitution, bylaws) updated.
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Fundraising and Events Support:
- Assist with the planning and coordination of fundraising events and activities.
- Record and track donations, ensuring accurate records for financial reports.
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Communication with Stakeholders:
- Serve as a point of contact for volunteers, donors, and other stakeholders.
- Keep stakeholders informed of important charity updates and initiatives.
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File and Document Management:
- Organise and manage files, both physical and digital, ensuring that all documents are easily accessible and well-maintained.
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Support the Chairperson/President:
- Assist the chairperson or president in preparing for meetings and events.
- Help with the implementation of decisions made by the board or leadership team.