2022-04-20-accounts

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Charity Registration No.1190534

14, All Saints Place, Bury.

Lancashire BL8 1ND

07397089141 contact@wonderfullifeacademy.com www.wonderfullifeacademy.com

Trustee Annual Report 23[rd] July 2021- 22[nd] July 2022

Executive Summary...........................................................3 Legal and Charitable Status...............................................5 Objects and Area of Benefit...............................................5 Mission Statement ...........................................................5 Statement of Values..........................................................6 Summary of Achievements to Date.....................................7 Vision of Success...............................................................7 Aims.................................................................................8 Equality Statement............................................................9 Governance......................................................................9 Situation Analysis ...........................................................10 Business Strategy...........................................................12 Funding Strategy.............................................................13 Service Plan....................................................................14 Internal Policies and Procedures......................................17 Staffing...........................................................................18 Volunteers......................................................................19 Insurance........................................................................20 Budget & Strategic Risk Assessment................................21

Executive Summary

Wonderful Life Academy is a Charitable Incorporated Organisation registered with the Charity Commission and recognised as charitable by HMRC. The Objects as set out in Wonderful Life Academy’s governing document are:

To preserve and protect the health and wellbeing of, in particular but not exclusively, frontline workers in the United Kingdom by providing workshops and coaching sessions with Well-Being Coaches and providing access to on-line content designed to promote healthy lifestyle and well-being.

Our mission is " To help as many people as possible improve their lives through focussing on well-being. We provide coaching to help them to look after their Physical, Mental, Emotional and Spiritual well being and in doing so create their own Wonderful Life."

Since its foundation in 2020, Wonderful Life Academy has helped Frontline workers in the Fire Brigrade, the Greater Manchester Police, the NHS, Morrisons Supermarkets, Nationwide Building society, Social Workers and Nurseries to improve the WellBeing of their staff.

In 2022, Wonderful Life Academy operated throughout the United Kingdom with a team of 9 Well-Being coaches. We offered our service free to everyone, running wellbeing workshops in schools, community centers and social clubs. We continued to prioritise Key workers including care workers, teachers and postal workers.

Wonderful Life Academy's governance structure consists of three Trustees:Timothy Laycock, Rachael Taylor and Lucy Gale and its Chief Executive Officer Neil Gowing. Full Board meetings are held annualy. Trustee meetings are held quarterly with a minimum of two trustees in attendance.

The Charity has a number of key strengths. All our fully qualified Coaches are accredited by the largest coaching organisation in the world. All of our coaching content belongs to the Charity and is licence free. The CEO has over 30 years Leadership and business experience.

The Trustees have a plethora of experience inluding NHS, Mental Health First Aid, Management and Leadership, Logistics,Business Directors, Training and Development, Human Resources and CIPD.

The need for Well-Being coaching is highlighted in the department of Health's recent paper on well-Being as being at an all

time high thus creating a significant opportunity for our charity to flourish and benefit the maximum number of people.

Wonderful Life Academy has a two-stage business strategy,

Build membership of both Frontline and non-frontline workers including online and face to face group sessions and training.
Seek opportuities to work collaboratively with organisations to provide our service to and to recieve funding/fundraising support from.

The Charity's funding strategy follows three main workstreams; local fundraising, funding grants and our online and ‘pop-up’ Charity shops.

We have a clear set of objectives geared towards achievment of our business plan with reviews of all strategy, activiites and procedures planned within the financial year.

All Strategic risks have been asessed and measures put in place to mitigate those risks.

The business plan has been assessed and agreed by our Board of Trustees to ensure compliance with our obligations under our Charity Constitution.

Legal and Charitable Status

Wonderful Life Academy is:

A Charitable Incorporated Organisation
A registered charity recognised as charitable by HMRC

Objects and Area of Benefit

The Objects as set out in Wonderful Life Academy’s governing document are:

The Area of Benefit as set out in Wonderful Life Academy’s governing document and registered with the Charity Commission are:

To improve the health and Well-Being of Frontline workers n the united Kingdom. These workers are the key individuals who keep the country operational in times of crisis or public emergency. By improving the health and Well-Being of these workers they will in turn provide an improved service to the general public on a daily basis and also be more resilient in times of crisis thus maintaining a higher level of attendance and service in such times .

Mission Statement

Our mission is to help as many people as possible improve their lives through focussing on well-being. We provide coaching to help them to look after their Physical, Mental, Emotional and Spiritual well being and in doing so create their own Wonderful Life.

Statement of Values

Wonderful Life Academy believes strongly in:

The right of everyone to enjoy a life of their own.

The right of Frontline and Key workers to expect effective support in their valued role.

The importance of a safe environment where people can share personal experiences with honesty and acceptance.

Wonderful Life Academy sees itself as:

Caring and respecting people’s individuality.

Promoting the importance of well-being to overall health.

Enabling and empowering people to take action. Maintaining people’s confidentiality (subject to safeguarding issues). Valuing Frontline and Key workers and their contribution to society. Non-condemnatory, judging situations not people. Independent of statutory services.

Seeking and gaining the respect of professional colleagues. Working consultatively and collaboratively. Open and communicative.

Knowledgeable, with a “can-do” approach to improving well-being.

Summary of Achievements to Date

Since its foundation in 2020, Wonderful Life Academy has already:

Helped members of the Fire Brigrade to improve their WellBeing through group coaching sessions.
Helped members of the Greater Manchester Police improve their Well-Being through group coaching sessions.
Helped Frontline workers within the NHS improve their WellBeing through online content and activities.
Helped members of Royal Mail to improve their Well-being through providing access to their online content.
Worked with Nurseries to improve the Well-Being of their staff thrrough online group sessions.
Built an ongoing partnership with Accent Housing Association to improve the Well-Being of their entire team.
Worked in collaboration with Morrisons Supermarkets to run Well-Being groups for their Key workers.
Held online well-being sessions for the Morrisons head office team as part of their corporate Mental Health Awareness week.
Worked in Partnership with Nationwife Building Society to provide Well-Being coaching for their Frontline teams.
Held face to face well-being sessions with ‘Men’s Den’ in Burnley.
Held face to face sessions with The Prince’s Trust for groups of teenagers.
Provided wellbeing workshops for Healthier Heroes Veterans groups.
Provided whole school community workshops for parents, teachers, support staff etc.
Provided wellbeing workshops for staff at Care homes across Lancashire
Held community wellbeing workshops across Lancashire and Greater Manchester.
Organised wellbeing walks for local communities in Lancashire
Worked with Haven Holidays to provide support for their wellbeing champions.

Vision of Success

In 2021/22 Wonderful Life Academy:

Operated throughout the United Kingdom with 5 qualified
coaches.
Offered face to face coaching to all registered beneficiaries.
Made Wellbeing workshops available free to everyone.
Offered online group coaching sessions.
Offered online Coach Training.

Aims

The strategic aims of Wonderful life academy are:

To enable Frontline and Key Workers to manage their role more easily and more effectively.

To enable Frontline and Key Workers to manage their well-being and own lives more easily and more effectively, and to pursue their own goals and aspirations.

To enable Frontline and Key workers to identify with and support each other.

To empower all members of our communities to take control of their own wellbeing and mental health.

Equality Statement

Wonderful Life Academy is committed to equal opportunities principles in:

designing and delivering its services;
recruiting and developing its paid staff and volunteers;
recruiting and developing its Board membership.

This commitment is set out in full in our Equal Opportunities Policy.

Governance

Wonderful Life Academy's governance structure is as follows:

3 Trustees -

Timothy Laycock - Director at Smiths of Bury Specialist Haulier.

Rachael Taylor - Senior Manager at NHS Ombudsnman. Lucy Gale- Crime Recording officer -Greater Manchester Police..

Chief Executive Officer- Neil Gowing

Full Board meetings are held annually. Trustee meetings are held quarterly with a minimum of two trustees in attendance.

Situation Analysis

Strengths:

Led by fully qualified Coaches accredited by The largest Coaching Organisation in the world.

All content belongs to the Charity and is licence free.

Website is functioning and fit for purpose.

Network of qualified coaches already in place.

CEO has 30 years Leadership and business experience.

Trustees bring a plethora of experience inluding NHS, Mental Health First Aid, Management and Leadership, Logistics,Bbusiness Directors, Training and Development, Human Resources and CIPD.

Well-Being is topical in the current climate.

Frontline and key workers are front of mind in the public eye in the current climate.

Content and format are tried and tested with excellent reviews and feedback.

No other Charity or Coaching organisation has the same content.

We are able to operate both online and in person allowing us to be flexible in the current environment.

Weaknesses:

More than half of our fully trained Well-Being Coaches are based in the North West of England thus limiting our reach.

The website has limitations due to lack of expert knowledge within the Charity.

The adminsitration and day to day function of the charity is reliant soley on the CEO at present.

Our Brand awareness is low outside of home towns.

Opportunities

We are eligible to apply for funding from National Lottery, People's Postcode lottery and numerous other funding bodies.

Partnership with Nationwide Building society can bring publicity, credibility and fundraising opportunities.

Partnership with Morrisons Supermarket can bring publicity, credibility and fundraising opportunities.

Partnership with Greater Manchester Police can bring publicity, credibility and fundraising opportunities.

Tap into Retail contacts including Team members as source of volunteers and fundraisers.

Development of website to create a more accessible online coaching service.

Grow online membership and online sessions.

Threats

The Current climate has made funding and fundraising more difficult with many charities finding it difficult to survive.

People don't see the value of coaching so not seen as essential.

Loss of coaches due to other commitments

Not able to pay CEO and coaches.

Business Strategy

Wonderful Life Academy has a two-stage business strategy.

Build membership of both Frontline and non-frontline workers including online and face to face group sessions and training.
Seek opportuities to work collaboratively with organisations to provide our service to and to recieve funding/fundraising support from.

Key priority areas are:

Expansion of the online service

Promote the Wonderful Life Academy Brand more widely through Social Media and through the Charity Website.
Improve the website to create a user friendly membership service
Explore creation of an App to make the service more accessible by phone.

Expand our reach to more Beneficeries

Utilise exisiting contacts to build relationships with Morrisons, Wilko, NHS, Nationwide Building society, Greater Manchester Police and Bury College.
Build on relationships with schools, councils, NHs trusts and community centers to reach new beneficiewries.

Team Development and knowledge

Recruit and train another 3-5 Well-Being Coaches
Upskill exisitng Coaches with ongoing developemnt programme.
Recruit and develop operational roles as required to expand the Charity capabilities.

Funding Strategy

The Charity's funding strategy follows three main workstreams.

1. local fundraising.

Annual Sponsored event - The Don't Run...Marathon.
Raffles with donated prizes.
Requests for 'helping hands' donations from local businesses.

2. Funding grants.

Applications to National Lottery
Applications to People's Postcode Lottery.
Applications to other funding organisations when available.

3. Providing 'Paid for' coaching/speaking .

Key note speaking at events to publise Well-Being.
Selling Coaching book 'It's a wonderful life'.

4, Online and ‘pop-up’ Charity shops.

Donations from local communities via social media posts.
Pop up charity shops at local community hubs and local markets
Online charity shop on Ebay
Online charity shop on Vinted
Online charity shop on Facebook Marketplace

Service Plan

The main services offered by Wonderful Life Academy will be as follows:

Face to face group Well-Being Coaching.
Online group Well-Being Coaching.
Online Academy with resources to help improve Well-Being.

1.Face to face group Well-Being Coaching

Activities

Group coaching sessions held in workplaces, schools and communities on a weekly/fortnightly or Monthly basis.
Structured sessions to improve each individuals Well-Being
Takeaway exercises given to continue work between sessions
Daily Journal utilised to track progress and share successes.
Well-Being toolkit issued to help continue progress outside of group session.

Outcomes

Improved Physical Well-Being through focussed activity
Improved Mental Well-Being through focussed activity
Improved Emotional Well-Being through focussed activity
Improved Spiritual Well-Being through focussed activity
Improved Social Well-Being through group activity and membership.
Better work/life balance through improved Well-Being activities.
More productive Individuals and teams due to better balance and more energy.
Reduced absenteeism and sickness due to improved WellBeing.

Resources

5-10 Qualified Well-Being Coaches
Members journal for each individual
Charity Banner and Pull Up Banner
Wonderful LIfe Members Pack including Dice, wheel of life, Journal
Website with Coach resources and administration functions

2. Online group Well-Being Coaching

Activities

Group coaching sessions held online on a weekly/fortnightly or Monthly basis.
Structured sessions to improve each individuals Well-Being
Takeaway exercises given to continue work between sessions
Daily Journal utilised to track progress and share successes.
Well-Being toolkit issued to help continue progress outside of group session.

Outcomes

Improved Physical Well-Being through focussed activity
Improved Mental Well-Being through focussed activity
Improved Emotional Well-Being through focussed activity
Improved Spiritual Well-Being through focussed activity
Improved Social Well-Being through group membership.
Better work/life balance through improved Well-Being activities.
More productive Individuals and teams due to better balance and more energy.
Reduced absenteeism and sickness due to improved WellBeing.

Resources

5-10 Qualified Well-Being Coaches
Website with Members area including Well-Being toolkit and all group materials.
Website with Coach resources and administration functions

Online Academy with resources to help improve Well-Being Activities
Provide online portal to all members.
Provide workplace specific online portal to each workplace.
Provide Well-Being activities for download or use online.
Provide group activities for download or use online
Produce and distribute a regular newsletter with additional tools and activities to improve Well-Being.

Outcomes

Improved Physical Well-Being through focussed activity
Improved Mental Well-Being through focussed activity
Improved Emotional Well-Being through focussed activity
Improved Spiritual Well-Being through focussed activity
Better work/life balance through improved Well-Being activities.
More productive Individuals and teams due to better balance and more energy.
Reduced absenteeism and sickness due to improved WellBeing.

Resources

Website Domain and hosting
Ongoing Website updates and maintenance
Well-Being content and activities
Website Administrator
Website content writer

Internal Policies and Procedures

Wonderful Life Academy will keep policies updated covering the following areas:

----- Start of picture text -----
POLICY AREA Adopte Action / Review
d
Safeguarding Sep Review Sep 2022
2020
Confidentiality Sep Review Sep 2022
2020
Conflict of interests Sep Review Sep 2022
2020
Health & Safety Sep Review Sep 2022
2020
Equal Opportunities Sep Review Sep 2023
2020
Complaints Oct Review Oct 2023
2020
Corporate Social Oct Review Oct 2023
Responsibility 2020
Recruitment Oct Review Oct2023
2020
Volunteering Oct Review Oct 2023
2020
Financial Oct Review Oct 2023
Administration 2020
Code of Conduct Sep Review Sep 2022
2020
----- End of picture text -----

Staffing

The Charity currently employs the following roles: Job Title: Chief Executive Officer (unpaid) Supervised by: The Trustees Contract : Indefinate

Job Description:

To oversee the day to day running of the charity.
To report all activity to the board of trustees on a monthly basis
To enure all Coaching content is relevant and up to date.
To train and develop all new coaches working for or on behalf of the charity.
To ensure all legal requirements are met on behalf of the Trustees.
To build and develop relationships with beneficieries, funding bodies, fundraisers and volunteers.

To ensure all activity is to achieve the object of the charity on behalf of the Trustees.

Job Title: Well-Being Coach Supervised by: The Chief Executive Officer Contract: Self Employed

Job Description:

To provide Well-Being Coaching to groups and individuals
To maintain the standard of coaching outlined in Wonderful Life Academy Methodology.
To provide on line coaching vis approprite methods.
To support fundraising activities as required.

The Charity plans to recruit the following roles within year 3 of the business plan:

Job Title: Company Secretary Supervised by: The Chief Executive Officer Contract: Indefinate

Job Description:

To oversee all administration within the charity.
To oversee all financial and legal documentation and reporting.
To maintain accurate records of all funding and all work undertaken by the charity.
To support fundraising activities as required.

Volunteers

The Charity has the following volunteer roles:

Fundraisers

10 people working an average of 10 hours per month.

Social Media influencers

5 people working an average of 5 hours per month.

Insurance

----- Start of picture text -----
TYPE LEVEL Renewal date
Product liability £5m 03/02/2023
Public liability £5m 03/02/2023
Professional indemnity £5m 03/02/2023
----- End of picture text -----

Yearly Accounts & Strategic Risk Assessment 22

CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a To 22ffj712022 Section A Receipts and payments fu rth TJW fvn A1 Rec0 1.72 iom 10.¢ 12B Otheryrt4 ARI i 19.936 Is¢e tsNel. 19.936 PtrO CoachE R•uuilmenlaM T 14 SWweryoréew¥wi 331 331 10D Sub total 141YI 11.197 A4 Aswt4Thd hases $4ètab Printers Sub total 18.197 16.197 P4etolr¥c•ipWpaymentsl A5 Trnnsf•ts b•tw4n funth A6 Cash funds t)Ar •nd Cash fvnds this yeend 1.73 1.739 CCXX R1 amrtsl$81 23

Section B Statement of assets and liabilities at the end of the period R•stnGt•¢ nds funds B1 Ch tund8 D113 nw•stÉ Details B3 Imf•SknOnt a•ts Cwryrtv¥luy tjetails B4 A880ts 1Otain8d fwtho charity's owm use Detail$ BS LiabiloS Oak of roval 02h)WW22 CCXX l&%) 24

Strategic Risk Lock of For¥¥0 pignning or$lr•teoi¢ dlrèction 2 mli0r Fin•n¢i81 plan and owr•tlon81 perfoTrnance DI Tru51ee Meelin9S. 3 Crèate a alraile buSine$$ plan 8nd ieview al TTu8lee Meelin None BoBrd Apr-23 Plans lo bg dra%¥n up and 9ro8d v•lh Board Retention and reGruilmenl ol Tru51005 1 Oraw up Trustee Recruilmenl wlicy 2 Dr•w up Tru6t¢e Tr•ining progr¥mm0 CEO Ocl-22 1 Agree protocol lor disclosure ol wtenlial 2 Agree pTocedures for 8tsfiding down on Certain eonflKI of Inleioal None BDard Apr-23 Agree noliGe piocedures. a robust èuCCèAAlcn pl•n Policies 10 be diawn up 8nd a9reed wlh BD3rd Losg of K•y $tlTIBoard m•mb•rs 3 Draw CEO O¢i-22 Complainls ptyli¢y dr8vm up and agieed wlh Bo•rd Poor S•ryic• prov161on-Cu•iom•F pio¢edur•6 service &landard8 Ind benchmark. oichèck coachin 1 Maintain bespdte eonient delivery 2 Monitor pjblic aw•ronoJs and proliltr ol Chanty. 2.Agr ceo Ckt-22 Comwiiion trom MIlar &ThIs•ll0n6 Non• Bo•id requlrnd leviw marketin 1 review and ¥gree role. cornpe1enci5 reviow and 09r vethng piocedures 3 revi•w8nd agree Ir•lning and &up•rvision procedure& 4 sgr d•v•lopm•nl •nd motlvallon Volunt••r• Dr•w up r•l•van pl•nB CEO Oct.22 1 oomply wlh law aDd regulion 2 Iiain staff CDmpliane4 01¢ 3 pul In placa moniiorino and repoflin rottdures Impbmeni Health & Satsly Policy eallh and Safety 8oHid 2.Dra4V up robust training plall¥ lor W¢ll-eoing Coaches. iobusl ¥uw9¥8iQn an 4 Buikl neiwork of Coaches who %*ill fill In a& uirea Recruilrnenl Retention ol Well-Beirp Draw up relevan polorvas and agree wlh boord CEO t-22

Lock of fundraisiry reluma or9anisalroThs 2 Reviewaclivrty and ieturns l Trustee Meeting8 3 Agree Fundr8rJinp th Board Bogrd R84UITod 1n8pyopri81¢ Fundr•i$i 2 Implement aulhori98iion woceg$ for Fundraisers. 1 Revw Iin8n¢lJl ¢onird pr¢¢edur& 2 8&9Fegale dul Draw up releva CEO 0¢1-22 Fraud or error Draw up relevan CEO Oct-22 ree vthislle-blDwin 1 ¢ommunicale with svpporteTS and bèneliciari 2 Efj¥ure quality reporhno Of th• PublK wruptkjn Drft Publ¢ EO OGt-22 roGedur&B 1 Implernenl complalnls proc4duiei (both 2 Aslee propel r•viewprocedure8 for ¢mpl•lni• J Agrqe 4 Gri8is m•nagernenl ili•tepy for Dr4ft Crhii M8n8gem•ni Slr41egy CEO O¢t-22 messa es and p nominaled s kes erBoD 1 Monitor propo•d i•ll•I and roouiaiory han9e& 2 Consider m&mbei8hip of 8ppropri•ie Governmqnl PDIicy 804rd On9n9 1 Comply Yth law and iegulaiion 2 Traln $lalf and ¢ompll8nc offi¢•r 3 Pul In place tronitorifig aDd reporting rocedure8 H•th. iifety 4nd •n¥irDrrn•nl Imlem?nl Health & Safèty CEO Oct-22 1 Identity key legal and regulatory reguirBmenl¥ ?. AIIoGale responsibilty lor key GompliHnce pro¢edvre8 3 Pul in pl¢é ¢omplit• monitorin9 and reporting Compliance with legislatrn and regulation8 opproprlaw to the 8¢IIvitie$. SI a1 &lrurlure Df the chaiity No Board Oct-22 1 Reviow¥nd ¥groo wnpliwnrfj proGedure3 and Il¢¢aiion of $18ff 8 Reguknry repDrbng requirements.. Board Apr-22 26

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Name: Neil Gowing Signature: Neil Gowing Position: Chief Executive Officer Date: 01/08/2022

Charity Name Wonderful Life Academy

No (if any) 1190534

Receipts and payments accounts

Period start date Period end date To 4/21/2021 4/20/2022

For the period from

Section A Receipts and payments

Unrestricted Restricted Endowment funds funds funds

Total funds

to the nearest £

to the nearest £ to the nearest £

A1 Receipts

----- Start of picture text -----
Fundrtaising 1,384 - - 1,384
National Lottery Grant 10,000 - - 10,000
Sale of merchandise - - -
Other grants 1,984 - - 1,984
- - - -
- - - -
- - - -
- - - -
13,368 - - 13,368
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 13,368 - - 13,368
A3 Payments
Payment to Coaches 6,800 - - 6,800
Recruitment and Training 2,000 - - 2,000
Website and workshop content 1,895 - - 1,895
Stationery and equipment 502 - - 502
Insurance and fees 331 - - 331
Postage 24 - - 24
Event costs 235 - - 235
- - - -
- - - -
Sub total [ 11,787 ] - - 11,787
A4 Asset and investment
purchases, (see table)
Printers 498 - - 498
- - - -
Sub total [ 498 ] - - 498
Total payments 12,285 - - 12,285
Net of receipts/(payments) 1,083 - - 1,083
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 1,083 - - 1,083
----- End of picture text -----

Section B Statement of assets and liabilities at the end of the period

			Unrestricted		Restricted
Categories	Details		funds		funds
B1 Cash funds	Funds remaining at end of period *Total cash*	*funds*	to nearest £ 1,083 - - 1,083		to nearest £ - - - -
	(agree balances with receipts and payments account(s))		OK	OK
			Unrestricted		Restricted
			funds		funds
B2 Other monetary assets	Details		to nearest £ - - - - - -		to nearest £ - - - - - -
B3 Investment assets	Details		Fund to which asset belongs	Cost (optional) - - - - -
B4 Assets retained for the	Details Computer equipment		Unrestricted funds Fund to which asset belongs	Cost (optional) 1,673
charity’s own use					- - - - - - - -
B5 Liabilities	Details		Fund to which liability relates		- - - - - Amount due (optional)
Signed by CEO on behalf of all the trustees	Signature		Print	Name
	N.Gowing		Neil Gowing

----- Start of picture text -----
CC16a
----- End of picture text -----

Last year

to the nearest £

Endowment funds to nearest £ - - - -

Endowment funds

to nearest £

Current value (optional) - - - - -

Current value (optional) 1,000 - - - - - - - -

When due (optional)

Date of approval

----- Start of picture text -----
6/22/2022
----- End of picture text -----

14, All Saints Place, Bury.

Contents

Executive Summary

Our mission is " To help as many people as possible improve their lives through focussing on well-being. We provide coaching to help them to look after their Physical, Mental, Emotional and Spiritual well being and in doing so create their own Wonderful Life."

The business plan has been assessed and agreed by our Board of Trustees to ensure compliance with our obligations under our Charity Constitution.

Legal and Charitable Status

Objects and Area of Benefit

Mission Statement

Statement of Values

Summary of Achievements to Date

Vision of Success

Aims

Equality Statement

Governance

3 Trustees -

Situation Analysis

Strengths:

Opportunities

Business Strategy

Team Development and knowledge

Funding Strategy

1. local fundraising.

2. Funding grants.

3. Providing 'Paid for' coaching/speaking .

4, Online and ‘pop-up’ Charity shops.

Service Plan

Activities

Outcomes

2. Online group Well-Being Coaching

Activities

Outcomes

Resources

Outcomes

Resources

Internal Policies and Procedures

Staffing

Volunteers

Insurance

The trustees declare that they have approved the trustees’ report above.

Receipts and payments accounts

Section A Receipts and payments

A1 Receipts

Section B Statement of assets and liabilities at the end of the period

Last year

Endowment funds