Responsible archiving and record keeping for voluntary organisations in England and Wales

A small grant from Public Policy was provided to support this work by our UCL community to enhance policy engagement and impact.

4 February 2020

Project information

Grant: Engagement Award
Awarded amount: £4,000
Awardee: Dr Georgina Brewis and Dr Charlotte Clements, UCL Institute for Education

Problem: Voluntary organisations have a requirement to undertake robust archiving and responsible record keeping, but there is little understanding of how best to achieve this.

Project: A UCL/ Charity Finance Group policy output to offer voluntary organisations new and accessible guidance on responsible recording keeping according to regulatory and legal requirements that is tailored to the needs of a diverse sector.

Policy audience: Charity Finance Group, British Academy, The National Archives, British Library, charity archivists network (CHARM), Heritage Lottery and NCVO, ACEVO; Charity Commission, Information Commission, Fundraising Regulator, Department for Culture, Media & Sport, professional service organisations.

Impacts and Outputs

The project developed a toolkit for charities, which takes the form of a self-assessment tool and set of guidance to implement an improvement plan. Far from assuming that a perfect system for managing records and information can be implemented straight away, the toolkit recognises that continuous improvement of an organisation’s practices, policies and processes will be needed. The toolkit was launched at an event at the British Academy in June, which was reported in a UCL PP blog by Dr Brewis

Find out more about Engagement awards →

Contact us

If you have any questions please email public-policy@ucl.ac.uk.

See more case studies →