Updated 10-Jan-2025-RP
In order to help group leaders to run their groups and to organise outings and events we have developed some guidelines and documents which we hope you will find useful.
All of the forms and documents listed below have direct links on which you can click.
Most of them also appear in the corresponding sections on the submenus attached to this main menu 'Guidance'.
The Guidance for Group Leaders in particular contains a lot of crucial information.
Trip Organisers
Please refer to the Trips Guidance Notes (updated August 2016)
For brief advice on filling in the forms aa, bb, cc, jj, kk, ll below please click here
Form aa: Trips Planning Sheet Example (Pdf)
Form aa: Trips Planning Sheet (Word)
Form bb: Trip List (Word)
Form cc: Trips Refund Sheet (Pdf) Trips Refund Sheet (Word)
Form dd: Bank Deposit Sheet (Word)
Form jj: Trip Contact & EM contact details (Pdf) Trip Contact & EM contact details (Word)
Form kk: Drivers tip receipt (Word)
Form ll: Trip Booking form (Pdf) Trip Booking Form (Word)
Form ll(2): Trip Booking form (Pdf, A5) Trip Booking form A5 (Word, A5)
Form gg: Claim form (Word)
Some elements of the submenu webpage 'Guidance: Group Expenditure' are relevant to trip organisers too.
To view this webpage, please click here.
Trippers
Information on Hints & Tips for Trippers (Word, updated December 2024), also on a separate submenu page
Group Leaders General
List of u3a equipment that can be used by groups and individuals
Form hh: Incident Report Form (Word, updated December 2024), also on a separate submenu page
Group Leaders Handbook (Word, updated December 2024)
Group Leaders on Expenditure
A written 'Guidance for Group Leaders on Group Expenditure' is available as a separate submenu web page
'Guidance: Group Expenditure', which can be viewed by clicking here.
Alternatively it can be downloaded as a word document (best for printing).
For quick access, below are the financial forms that are referred to in the guidance:
Form dd: Bank Deposit Form (Word, updated June 2023)
Form ee: Group Balance Sheet (Pdf, updated June 2023)
Form ee: Group Balance Sheet (Excel, updated June 2023)
Form ff: Group attendance register (Excel, updated June 2023)
Form ff: Group attendance register (Word, updated June 2023)
Form gg: Expenses Claim (Word, updated June 2023)
Form kk: Coach Drivers Tip (Word, updated June 2023)
Welcomers
A guidance to Welcomers is available as a separate submenu page, which can be viewed by clicking here.
All Members
Nomination Form for Committee Members
Gift Aid for Subscriptions (Word) Gift Aid for Subscriptions (Pdf)
Risk Assessments (Word, Samples)
In order to help group leaders to run their groups and to organise outings and events we have developed some guidelines and documents which we hope you will find useful.
All of the forms and documents listed below have direct links on which you can click.
Most of them also appear in the corresponding sections on the submenus attached to this main menu 'Guidance'.
The Guidance for Group Leaders in particular contains a lot of crucial information.
Trip Organisers
Please refer to the Trips Guidance Notes (updated August 2016)
For brief advice on filling in the forms aa, bb, cc, jj, kk, ll below please click here
Form aa: Trips Planning Sheet Example (Pdf)
Form aa: Trips Planning Sheet (Word)
Form bb: Trip List (Word)
Form cc: Trips Refund Sheet (Pdf) Trips Refund Sheet (Word)
Form dd: Bank Deposit Sheet (Word)
Form jj: Trip Contact & EM contact details (Pdf) Trip Contact & EM contact details (Word)
Form kk: Drivers tip receipt (Word)
Form ll: Trip Booking form (Pdf) Trip Booking Form (Word)
Form ll(2): Trip Booking form (Pdf, A5) Trip Booking form A5 (Word, A5)
Form gg: Claim form (Word)
Some elements of the submenu webpage 'Guidance: Group Expenditure' are relevant to trip organisers too.
To view this webpage, please click here.
Trippers
Information on Hints & Tips for Trippers (Word, updated December 2024), also on a separate submenu page
Group Leaders General
List of u3a equipment that can be used by groups and individuals
Form hh: Incident Report Form (Word, updated December 2024), also on a separate submenu page
Group Leaders Handbook (Word, updated December 2024)
Group Leaders on Expenditure
A written 'Guidance for Group Leaders on Group Expenditure' is available as a separate submenu web page
'Guidance: Group Expenditure', which can be viewed by clicking here.
Alternatively it can be downloaded as a word document (best for printing).
For quick access, below are the financial forms that are referred to in the guidance:
Form dd: Bank Deposit Form (Word, updated June 2023)
Form ee: Group Balance Sheet (Pdf, updated June 2023)
Form ee: Group Balance Sheet (Excel, updated June 2023)
Form ff: Group attendance register (Excel, updated June 2023)
Form ff: Group attendance register (Word, updated June 2023)
Form gg: Expenses Claim (Word, updated June 2023)
Form kk: Coach Drivers Tip (Word, updated June 2023)
Welcomers
A guidance to Welcomers is available as a separate submenu page, which can be viewed by clicking here.
All Members
Nomination Form for Committee Members
Gift Aid for Subscriptions (Word) Gift Aid for Subscriptions (Pdf)
Risk Assessments (Word, Samples)
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