Job 8 of 10 · Outline

Turn your board's scheme of delegation into a one-page who-decides-what table, quoting the document's own words

The problem

The handbook says the scheme of delegation is the document a clerk uses most, because it decides what goes on the agendas of the board and its committees, and a clerk is asked procedural questions such as who can vote. A one-page table that lists each decision, who the document says takes it, and where in the document that is said, saves reading a long document at each agenda. AI can extract and tabulate the wording you paste. It must not interpret the document, answer a procedural question or fill a gap: where the document is unclear, the table says so and you ask the Chair, local-authority governor services, the trust's governance lead or a solicitor.

What AI does

AI turns your board's scheme of delegation into a one-page table of who decides what, quoting the document's own words and its section numbers, and lists the points that are unclear. It interprets nothing; unclear points go to the Chair or an adviser.

Time

Time: About 45 minutes once, then 10 minutes per updateTools: ChatGPT, Gemini

The steps, in short

  1. Get the current scheme and terms of reference as text, noting the version date.
  2. Remove names and keep roles only.
  3. Have AI build the table and list unclear points.
  4. Compare each row with the source document, and take unclear points to the Chair, governor services or a solicitor.

A short sample prompt

From my board's scheme of delegation below, build a one-page table showing each decision and who makes it, quoting the document's words and section numbers. List anything unclear separately. Do not interpret. Text: [paste]

In the full playbook

  • 6 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (5 points)
  • UK notes with official sources
The full playbook

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