1. Trust Volunteer and Wooler U3A Trust Volunteer and Newcastle U3A
Succession Planning
Kelvin Rushworth
Trust Volunteer and Wooler U3A
Mo Brown
Trust Volunteer and Newcastle U3A

3. Workshop Objective To identify those ‘first impressions’
which really ‘count’
You will share an activity
about welcoming members

4. Workshop Objective To apply the vitally important
U3A ‘guiding principles’
You will receive a handout,
as a reminder

5. Workshop Objective To discuss how ‘learners are teachers
and teachers are learners’,
‘members are volunteers
and volunteers are members’

6. Workshop Objective To network and discuss ideas
about a positive environment
which celebrates, recruits, inducts, supports and retains Trustees
You will share an activity
about succession planning ideas

7. FOUNDER Eric Midwinter
“Whether it is the House of Commons or the local tennis club, some will rise to take leadership responsibilities.
But we must not, in a movement dedicated to co-operativeness, have situations where a few do everything and many do nothing.”
Third Age Matters, Summer 2019

8. CURRENT CHAIR Ian McCannah
“Just as members share their expertise when giving a talk to a U3A monthly meeting, other members are providing their time and knowledge when they lead interest groups, take on committee roles and organise social events, cultural visits and study days.”
Third Age Matters, Summer 2019

9. “Let’s start at the very beginning, a very good place to start”

10. Activity
On the sheet provided … list ‘welcome ideas’ from, and activities used by, your own U3A and share those ideas with a person on your table Hand in your completed sheet to the workshop facilitators who will collate all responses into a ‘welcome ideas’ information sheet In due course, some time after the Conference, the resulting information sheet will be circulated to all workshop delegates

11. do you welcome new members to your U3A?
Anytown U3A
When
Where
How
do you welcome new members to your U3A?

12. The third age principle The self-help learning principle
The three Guiding Principles outlined by our Founders nearly forty years ago
The third age principle
The self-help learning principle
The mutual aid principle

13. Activity Why do people volunteer?
For a moment, focus on volunteering and think about your own experiences and those of your U3A members
With another person on your table,
discuss your experiences about
how, when and why people volunteer

14. Attachment to a cause Make a difference Contribute to my community Build social contacts and networks Use existing skills and knowledge To improve my local neighbourhood Learn new skills and knowledge ‘Somebody’ asked me Had spare time and wanted to use it constructively To help people

15. Health Check (Investing in Volunteers)
If you want to assess the quality of your volunteer management and involvement, prove and improve the effectiveness of your work with volunteers, and enhance your organisation's reputation, Investing in Volunteers provides the ideal framework.
Achieving the standard shows your volunteers – and potential volunteers – how much they are valued and gives them confidence in your ability to provide an outstanding volunteer experience

16. Health Check (U3A) 10 key questions
The questionnaire is intended as a self-help tool only.
It is for local U3A Trustees to use as a checklist to help them to monitor the health of their own U3A.
The results will not be seen by anyone else and it is entirely up to each U3A to make use of it or not as they wish.
(available from the Advice/Downloads page
of the National U3A website)

17. Volunteers’ Week (volunteersweek.org)
Volunteers’ Week is about celebrating the huge range of people who give their time in so many ways.
During the week, hundreds of events and celebrations take place across the country, saying thank you to volunteers and recognising their invaluable and diverse contribution to the UK
When thanking your volunteers, take a moment to remember each and every one of them. From Trustees and Group Leaders to Tea-makers and Chair- stackers. Volunteers’ Week is a great time to think about the fantastic contribution all your volunteers make.

18. Local U3A Monthly Meetings
Organising a U3A Monthly Meeting can be a huge task
Hypothesis:
The Role Description of a ‘Monthly Meeting Co-ordinator’
could be divided to involve up to 120 members

19. Activity
Thinking about the way in which Trustee roles can be divided to involve a number of members …
Imagine that your U3A has a Speakers’ Panel Organiser
List the tasks necessary
for having speakers at Monthly Meetings,
in order to devise a suitable Role Description

20. Local U3A Trustees Officers
Chair, Vice Chair, (Business) Secretary and Treasurer
Other roles
Membership Secretary, Groups Co-ordinator,
Website Manager, Newsletter Editor, Publicity Officer,
(Minutes) Secretary, Visits Organiser

21. Some skills and talents needed by Trustees
Work as part of a team
Be collaborative
Work with integrity
Be proactive
Be open to change and learning
Maintain confidentiality
Be transparent and accountable
Plan for succession to different roles

22. Five things to remember
U3A Trustees
Five things to remember

23. Remind members: a crucial and rewarding role
Celebrate
Remind members: a crucial and rewarding role

24. and from out in the community
Recruit
From inside the U3A
and from out in the community

25. the U3A PowerPoint presentation
Induct
Remember
the U3A PowerPoint presentation

26. Support
By whom, from where,
when and how?

27. Retain
By whom and how?

28. Trustees Week 4–8 November 2019 (trusteesweek.org)
Trustees are the people ‘in charge’ of a charity. 
They play a vital role, volunteering their time and working together to make important decisions about the work of the charity.
Trustees’ Week is an annual event to showcase the great work that trustees do and highlight opportunities for people from all walks of life to get involved and make a difference.

30. If something occurs to you later …
Feel free to …
Kelvin Rushworth
Mo Brown