Advice for Group Leaders

Handbook

As either a new or an established Group Leader, you will find a great deal of useful information, advice and help in our specially written "Group Leaders' Handbook".

There is also a List of Venues in the Southwell area currently used by groups, that should be extremely helpful to new leaders.

Group Finance

In addition to the Handbook there are financial notes and forms, intended to help Group Leaders manage the finance of their Group. Group Finance Management

Webpage and Beacon Checklist

If you're already running Group, there are a few things you need to be reviewing on a regular basis, Webpage and Beacon Checklist is intended to help you with this review.

Blank documents/forms are linked below:

Bank Deposit Form

Group Balance Sheet

Group Attendance Register

Expenses Form

Coach Drivers Tip

Risk Assessments

Information relating to Risk Assessments is found in :

Risk Assessment FAQs

Each Interest Group has been requested to complete risk assessments appropriate to their group. Once completed they are stored on the website on the Interest Group Page.

Example checklists are provided below:

Day Trip Risk Assessment

Sport (Outdoor/Indoor) Risk Assessment

Home Based Checklist

Venue Based Checklist

Walk Leader Risk Assessment

Workshop Risk Assessment

Holiday Travel Risk Assessment

Online Based Risk Assessment

Advice for Trip Organisers

This section contains information regarding the organisation of Social Events, Day Trips, Group Bookings and Overnight Trips.

Blank documents/forms are linked below:

Example Planning Sheet

Blank Planning Sheet

Attendance List

Trip Refund Sheet

Bank Deposit Sheet

Trip Contact and EM contact Details

Drivers Tip Receipt

Trip Booking Form (A4)

Trip Booking Form (A5)

Claim Form

Incident Reporting

If an accident occurs in a group meeting associated with Southwell u3a, then it is essential that details of the incident and action taken are recorded and passed on to the secretary. The form is available below.

Incident Report Form

For further details of incident reporting and investigation, please see the Incident Reporting Policy - Southwell u3a

Insurance

Details of the insurance and FAQs are available in the Insurance (Members) section.