Toolkit Resources
ULF projects vary tremendously in their complexity and scope. However all projects have some things in common: setting up a team, and setting up a Steering Group and running regular meetings to name but two.
Here are a range of templates and sample documents to help you to set up and manage your project. They are arranged into section headings to help you find what you need.
Budgeting
Need help completing the budget sheet on your application form, or when revising your budget? These documents should help:
Setting up and managing your team
Looking for job descriptions or organisation charts? Do you need ideas as to what to cover in an induction?
Job descriptions
includes job descriptions for a Project Manager, Project Worker and Project Co-ordinator
Organisation charts
covers a lay structure as well as a chart for paid staff
Steering groups
Setting up your Steering Group and looking for ideas and sample templates/reports?
Sample steering group progress report
Action planning
All ULF projects need an action plan showing how you will deliver the outcomes. Here are a few samples, plus a project description template to set out what you will, and will not cover:
Project description statement
Project management
Looking for templates to help you check that your project is on track? capture issues as they arise and what you’ve learnt during the course of your project.
Sample memorandum understanding
Key Policy Documents
Below are the key policy templates from AHL.
Example Conflict of Interests Policy
Example Risk Management Policy
Templates
Provider Questionnaire Template

