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in being a clerk
Welcome!
Whatever your role is called – Clerk, Co-Clerk, part of a Clerking Team, or Chair we hope that these courses and resources can make your job easier.
This is the clerks’ icon – a circular table with three people.
Clerk courses include:
- Charity organisation
- Corporate memory
- Charity Administration
- Clarity & Mission
- Data Storage
- and more!
Courses

- Clerk, HR, Marketing & PR, Trustee, Volunteer
Volunteer Recruitment
How do I go about recruiting volunteers for my organisation? What do I need to think about when recruiting? This Next Steps Volunteer recruitment course provides practical insights into recruiting your superstar volunteers.
£125.00

- Clerk, Governance, Governance and Compliance, Health and Safety, HR, Leadership and Management, Trustee, Volunteer
Volunteer Policy
This course aims to guide you while writing your Volunteer Policy. It is an important factor when thinking of onboarding volunteers to ensure that you have the correct policy in place. This Next Steps course will introduce you to where to start.
£125.00

- Administration, Better Meetings, Clerk, First 5, Governance, Governance and Compliance, Handling money, Health and Safety, IT and Digital, Managing Property, Property, Trustee
Creating Calendar Reminders and Scheduling
This First5 course explores how to utilise a calendar as a planning and scheduling tool. It provides an overview of how to create your entry, what to add and how to share information with the wider group.
£0.00

- Administration, Better Meetings, Clerk, Governance and Compliance, Handling money, IT and Digital, Managing Property, Property, Thinking About, Trustee
Thinking About: Creating Corporate Memory
This Thinking About course explores how to create ‘Corporate Memory’ for your organisation. We explore how your organisation can prevent memory loss and how to effectively implement processes and policies to deal with changing groups of volunteers and role-holders.
£75.00

- Clerk, Governance and Compliance, HR, Trustee, Volunteer
First5: Volunteer Recruitment
This First5 course takes you through an overview of how to recruit volunteers and know that they are right for your role. This overview provides five key points to consider in your recruitment.
£0.00

- Clerk, HR, Leadership and Management, Trustee, Volunteer
First5: Volunteer Motivation
Why do volunteers work for free, how can we motivate them to recruit others? This First5 course gives you five things to think about when motivating your volunteers.
£0.00

- Clerk, Governance and Compliance, Health and Safety, HR, Managing Property, Trustee, Volunteer
First5: Volunteer Policy
This First5 Volunteer Policy course gives you five points to think about when setting up a volunteer policy. What it does, why you need one and who it is for.
£0.00

- Administration, Clerk, HR, Leadership and Management, Trustee, Volunteer
First5: Volunteer Management
Working with volunteers is a cost-effective way to engage with the community to deliver and manage community projects and resources. This First5 course gets you thinking about what is a volunteer, and to manage and recruit them.
£0.00

- Clerk, Governance and Compliance, Handling money, Money, Trustee
Next Steps: Invoicing Creation & Basic Credit Control
This Next Steps course provides guidance, practical insights and resources to strengthen your subject knowledge in invoicing and credit control. This deeper dive training will allow you to develop plans and implement financial systems for your organisation.
£125.00

- Administration, Clerk, Governance and Compliance, Handling money, IT and Digital, Managing Property, Trustee
Thinking About: Creating a Remote Charity Office
This Thinking About course gives you the questions and references you need to ensure your organisation handles remote working efficiently and effectively. This can be because you have no physical building or if some of your people need to work remotely outside this space. The lessons provide guidance on preparation, processes and procedure through to strategic planning.
£75.00

- Administration, Clerk, Employee, HR, Leadership and Management, Managing Property, Trustee, Volunteer
First5: DIY Onboarding
The process of bringing someone new into your group or organisation is called onboarding. This First5 course is an introductory module providing insights and steps to think about when creating your organisation’s onboarding process.
£0.00

- Administration, Better Meetings, Clerk, Fundraising, HR, Leadership and Management, Managing Property, Quakers, Trustee, Volunteer
First5: Improving Relationships
This First5 course is an introduction to improving relationships & holding better meetings. It is primarily for those who work alongside others, in teams or manage other people. There are five questions to get you thinking.
£0.00
Explore free information
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Already overwhelmed? Start here...
Aready overwhelmed? Start here...
Here’s a brief video introducing MBS Clerking and Charity Admin training. Our courses range from First5 giving brief introductions to topics or a specific subject; to more in depth training and practical guides to develop your skills and provide the tools you need.