Entry-level system
Trustee governance survival kit
Everything a first-time trustee needs to run governance properly, from day one.
📄
Reference PDF📝
Fillable PDF📊
Excel workbook💻
HTML dashboardR700 once-off — launch price
All 14 governance areas, covered
✓Role allocation
✓Notice of meeting
✓Agenda template
✓Minutes template
✓Resolution register
✓Monthly checklist
✓Spending approval
✓Compliance checklist
✓Document register
✓Risk scorecard
✓Conflict of interest
✓Maintenance tracker
✓AGM system
✓Monthly planner
Everything included
Reference PDF
The full governance guide, formatted to print or read on screen. 38 pages covering all 14 areas.
Fillable PDF
221 fillable fields — type directly into the templates and save your own copy.
Excel workbook
Six sheets of editable trackers and registers for budgets, resolutions and maintenance.
HTML dashboard
A live risk scorecard and monthly planner — open it any time to see where your scheme stands.
Need an annual compliance rhythm too? The compliance operating system builds directly on this kit.
See the compliance OSCommon questions
Is this legal advice?
No. It's a practical governance reference aligned to the STSMA and CSOS frameworks, not a substitute for legal counsel.
How is it delivered?
Instantly by digital download after purchase, plus dashboard access on this site.
What if regulations change?
We update the content where reasonably possible — see our Terms for how this works.