Governance

Governance Handbook

  • 1. Content
  • 2. Role of the Board
  • 3. Role of Trustees
  • 4. Duties of a Trustee
  • 5. Committee Arrangement
  • 6. Chair Role Profile
  • 7. Committee Chair Role Profile
  • 8. Clinical Governance Committee Terms of Reference
  • 9. Finance and Income Generation Committee Terms of Reference
  • 10. HR and Governance Committee Terms of Reference
  • 11. Risk Group Committee Terms of Reference
  • 12. Memorandum and Articles of Association
  • 13. Schedule of Matters Reserved of the Board
  • 14. Trustee Recruitment Process
  • 15. Skills Audit Template
  • Code of Governance 2020 – Compliance Checklist
  • President and Vice-Presidents
  • Scheme of Delegation

 

Safeguarding

Safeguarding

  1. Adult Safeguarding Policy
  2. Safeguarding Adults threshold tool
  3. Reporting a safeguarding concerns
  4. Cumbria Adults Safeguarding Board 7 Steps process

 

Health & Wellbeing

Health & Wellbeing

  • Health & Wellbeing Strategy
  • Health & Wellbeing Poster
  • Employee Assist programme Information

Appraisal Forms

Appraisal Forms and Home Nursing Appraisal Pack

  1. Blank Appraisal Form (May 2023)
  2. 6 Month Appraisal Review
  3. Content for Appraisal Pack
  4. Introduction to Personal Development
  5. Personal Development Review Form
  6. Reflective Practice Form
  7. Vision Mission Values

Training

Learning & Development Policy Jan 2024

Training Matrix Clinical Jan 2024

Training Matrix Non-Clinical Jan 2023

Blue Stream Instructions for staff and volunteers

 

HR Forms

HR Forms

  • Blank Application Form
  • Staff Termination Form
  • DESC Tool
  • DSE self-assessment and guidelines
  • End of Probationary Period Form
  • Exit Checklist for Leavers
  • Exit Interview Form
  • Framework for a Challenging Conversation
  • General expenses claim form
  • HMRC Self Cert Sickness Form
  • HMRC Starter Checklist
  • Improvement Plan
  • Interview Schedule
  • Interview Schedule Summary
  • JDPS
  • Job Description Template
  • Lieu Time record Sheet
  • Management Supervision record
  • Phased Return to Work Plan
  • Probationary Period Review Form
  • Return to Work Form Template
  • Shortlisting Record and Interview Details Form
  • Staff Amendment Form
  • Staff Appointment Form
  • Staff Mileage Claim Form
  • Staff Termination Forms

Volunteers

  1. Clinical volunteer expenses claim
  2. Emergency contact form for volunteers
  3. Induction Evaluation Form
  4.  Information security and confidentiality
  5. Management structure April 2023
  6. Non Clinical volunteer expenses claim form
  7. Privacy notice GPDR May
  8. Volunteer bank account and building society details
  9. Volunteer change of circumstances form
  10. Volunteer confidentiality agreement
  11. Volunteer induction checklist
  12. Volunteer induction handbook
  13. Volunteer Media Consent form
  14. Welcome letter
  15. Whos Who April 2023