Report
Trustee and committee circulation pack
A circulation-ready set: cover minute, exhibits, commentary, and a one-page list of decisions the meeting still owes itself.
Who it is for
Charity and pension trustee boards that want papers that look like the rest of their board pack, not like a dealing-room printout.
What you receive
A numbered pack with a contents page, exhibit list, and a chair’s one-pager.
Scope
Usually combined with the quarterly performance pack; can be commissioned on its own if you supply the figures.
Included
- Cover and contents
- Chair’s one-pager
- Exhibit numbering consistent with house style
Not included
- Minute-taking at the meeting
- Legal clerking
Who prepares it
Helena Croft with editorial pass from the second reader.
How the work runs
- Agree circulation date
- Lock figures
- Typeset
- Deliver 48 hours before papers go out if the file arrived on time
Timing
Aligned to your board calendar; we need the locked figures at least six working days before circulation.
Where the work is done
PDF plus a print-ready A4 set if you ask.
What to send
Board template (margins, headers) if you have one; otherwise we use the Craftline board layout.
Limits we will not paper over
Late files compress commentary; we will not invent a late exhibit.
Fees
From £720 when figures already exist; combined with the quarterly pack as a single quote.
Share the next circulation date and last quarter’s pack as a style reference.