Prepare the trustee board pack

Agenda, papers, finance and risk register, sent a week before the meeting.

1. Agree the agenda with the chair (Chair of trustees signs off)
2. Collect reports from each team
3. Prepare the management accounts
4. Update the risk register
5. Note any serious incidents to report. Most people forget this: Serious incidents must be reported to the Charity Commission, and boards miss this
6. Send the pack seven days before
7. Write and circulate the minutes

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