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Group Leaders Handbook

Page history last edited by Matthew Scott 1 yr ago

HANDBOOK

FOR

GROUP LEADERS

January 2008

Introduction

This is a master copy of ‘The Handbook for U3A Group Leaders’

can copy as many times as you need, and bind as you see fit. It can also be

downloaded from the website (www.@u3a.org.uk).

Those who are responsible for interest groups in U3As are called by many

different names. ‘Group leader’ is used in this handbook because it is the most

commonly used name and is readily understood.

The Learning Support Committee of the Third Age Trust 2007, who worked on

this project, started with the belief that group leaders are the lifeblood of a U3A

without whom there would be no U3As, and the aim was to support their work by

providing something of practical use. The notion of the handbook was taken to a

number of meetings throughout the UK and the response was encouraging. The

working group wanted something that all could use, but were aware that some

group leaders are experts in their subject, some have experience in working with

adults in learning situations, while some are new to both the subject and the task.

They also recognised that subjects vary in content, objectives and method. It

would be too cumbersome and costly to produce handbooks for each subject and

level of experience, so this handbook has been designed to be of use to all, a

template which can be adapted to all subjects and types of group.

, which you

How to use the handbook.

The handbook is not intended as a book to be read once and then filed away, but

is designed to be an everyday working tool. So that the group leader may

understand the full benefit of using the book, it is suggested that it is launched

within each U3A, at a meeting of group leaders. Before the launch, enough

copies will have to be made so that each group leader has their own handbook,

and local information should be inserted. Please do not keep back the handbook

if local information is not ready to hand, but issue the handbooks and circulate

new material as available. When choosing the binding, please bear in mind that it

will need to be loose leafed, and robust enough to be used frequently for a

number of years. The cost of this to a U3A is very small compared to the value of

the work that group leaders do for their U3A.

It is expected that the group leader begins by customising the handbook,

recording contacts and assembling material relevant to their particular subject.

Once the group leader has made the handbook their own, they should have all

the information they need, readily accessible and in one place. As the group

develops so will the handbook, being added to and amended regularly, and will

grow into both a reference tool and also a record of the group’s activity. It will be

a working document. This will be an invaluable resource when the group is

reviewing itself and also when a new group leader takes over.

Feedback

The Third Age Trust wish to know how useful this handbook is, so please let us

have your comments at any time, either your first reactions or after a trial period,

so that your suggestions might be incorporated in future editions.

The prime purpose of this handbook is to be of practical use to

U3A Group Leaders.

The handbook is in three parts.

Part 1 Shared Learning

This is about groups working in an environment where the focus is

on shared learning. It includes information about the support

services available from the Third Age Trust, and contact details.

Part 2 Local Matters

This is where Group Leaders will insert their own U3As Information

Pack/Handbook. There is guidance for those who have not yet

produced such a guide. Some associations of U3As offer support to

group leaders, and information about this should be inserted here.

Part 3 The Logbook

This is where the group leader can record the group’s activities and

keep the many bits of information that accumulate and often are

lost, such as contacts, programmes, plans, ideas gleaned from

other group leaders or other U3As, articles from ‘Sources’ etc. This

will grow into a useful resource, both for planning ahead and for the

handover to a new group leader.

Section 1

Shared Learning

‘And gladly wolde he lerne, and gladly teche’

Geoffrey Chaucer of the Clerk of Oxenforde in The Prologue to the Canterbury Tales

Starting a new group

2

Sustaining a group

5

Problems

6

Support Services from the Third Age Trust

Resource centre 7

‘Sources’ Educational Journal

Subject Networks

Learning Support

Online Courses 8

Research Collection

Shared Learning Projects

Summer Schools

Aims and Guiding Principles 9

Contacts 11

‘Sources’ registration form 13

Resource Centre registration form 14

ALWAYS REMEMBER THAT SHARING LEARNING MEANS THAT, AS A U3A

GROUP LEADER, YOU ARE NOT ALONE.

There are many sources of support available to you including the members of

your group; your Groups Coordinator, or person on the committee with

responsibility for groups; the extensive services of the Third Age Trust;

workshops and networks provided by local associations, to link you with group

leaders from other U3As and now this handbook.

This section of the handbook is addressed to those who nurture groups

is intended as a checklist for all, whether starting a new group, hoping to enliven

a group that has become stale, or working with a group that continues to thrive.

U3As are based on the belief that sharing learning is both effective and suitable

for those in the third stage of life, whose days are no longer given to full time

employment, and who wish to continue learning. A U3A provides the opportunity

to continue learning, by the sharing of knowledge and experience.

There is no common curriculum and no syllabus to follow, each U3A making its

own provision according to need and desire. Life in a U3A is therefore varied. It

may include formal occasions with lectures or speakers or activities, and there

will be social occasions which have grown out of the fellowship of people meeting

to pursue a common goal, but the heart of the universities beats in the groups

who meet to pursue specific interests. It is the responsibility of those who lead

these groups to provide the best possible environment for learning to take place.

The Aims and Guiding Principles are printed at the end of this section. It is useful

to read these from time to time to remind ourselves what we are about.

. It

WHAT’S IN A NAME?

Are you a tutor? Are you a facilitator? Are you a coordinator? Are you a

convenor? Are you a leader? These are the most often used titles in U3A and the

choice is only important in so far as they tend to indicate a function. A ‘tutor’ is

usually expected to teach, a ‘facilitator’ to provide, a ‘convenor’ may simply call

the group together, a ‘coordinator’ has expectations that the group members will

take an active role, and the group members expect a ‘leader’ to take the initiative.

Whatever you decide to call yourself, the important thing is that you and the

group arrive at a clear and shared understanding of how you intend to be and

what you intend to do, because the chances are that you will be all of these some

of the time.

1

STARTING A NEW GROUP

The practicalities of starting a new group, such as how it is advertised, how

venues are booked, how it is funded etc are matters for individual U3As though

guidance will be found in Section 2 of this handbook. This section is in response

to other questions that are often asked, and contains recommendations born out

of experience.

Groups start in a number of ways. Sometimes the group leader emerges first,

and the group forms around the enthusiasm and/or the expertise of an individual.

Sometimes the group starts with little more than a desire to learn about

something and there is no obvious leader at the beginning. Sometimes the

Groups’ Coordinator, or the person on the committee responsible for groups, has

been asked to form a group and convenes a meeting with no intention

themselves, of even being a group member, let alone becoming the leader. It

does not matter which way a group starts, but what does matter, is that it is made

clear what the group is going to do and what members of the group can

realistically expect of each other.

1. Prepare for the first meeting.

check-list. This focuses the group and encourages shared responsibility.

It is useful to have a handout for the first meeting in the form of a

you will realistically be able to offer and what you will expect of the group

members. Do not over-commit yourself because you will get tired and the

group will suffer.

As the potential group leader you should decide how much time/expertise

Coordinator. There may be study days planned and there may be

opportunities to meet with others to share experience.

1. Contact the National Subject Coordinator and register as an

emergent group with the subject network. It can be helpful to

have a selection of newsletters at the meeting.

2. Contact your local association of U3As. There may be a policy

and plan to support new group leaders which would be of

benefit.

3. Contact the Resource Centre and register as a borrower.

4. Register with ‘Sources’

Find out what help is available nationally and locally. Talk to your Groups’

2

2. At the first meeting :-

You will need to decide your purpose, find out the skills and resources at your

disposal, and then decide on a method. Agreement needs to be reached in the

area of content (what the group is going to do), the level at which the group will

work (beginners, improvers, advanced), the process (practical, theoretical), and

the delivery (discussion, instruction, presentation etc).

Find out and make clear what the members expect of the group

A successful group will be clear about and share expectations. If there is a

wide variety of expectation, then consider forming more than one group. If

this is not feasible, then plan a programme in such a way that as many

approaches as possible are included. It is a useful exercise at the first

meeting to get agreement to a short description of what the group hopes

to do and how they hope to do it. This will subsequently form a statement

of intent which will help to keep the group on track and will inform potential

new members. This is particularly important when there is more than one

group offered in the same subject area.

Discover the expertise in the group

In order to share learning it is important to find out what knowledge and

experience exists in the group. Once this is known, it must then be

decided how the group is going to use such expertise as there is. It must

also decide how it is going to gain expertise if little or none is present. You

may be fortunate enough to have many group members able and willing to

share their expertise, or you may start with just one enthusiast. You may

also start with little or no obvious expertise. Shared learning does not

mean that a group cannot seek to extend its learning base by inviting

others to join them either permanently or for specific purposes. Shared

learning does not mean pooling ignorance. The ethos of U3A is that its

members share their knowledge and experience freely, but there may be

times when a paid external speaker or even a paid external tutor is

desired by the group. This has both financial and legal implications.

Please refer to Section 2, Local Matters for the arrangements made within

your U3A to ensure compliance with both national and local policy.

Decide the method & approach

Many methods are used in U3A including –

1 Lectures which are dependent on someone with lecturing skills.

2 Taught sessions with participation, which are dependent on

someone with teaching skills

3 Shared presentations, which are dependent on the commitment of

the members

3

4 Discussions, which are dependent on facilitators

5 Skills teaching, which is dependent on demonstrators

6 Fieldwork or trips, which are dependent on guides and any

combination of these.

All methods are legitimate, as part of the shared learning experience,

providing they are suitable for the topic, use the skills available, and are

accepted by the group. It is not necessary to choose one method for all

time, as different formats will be suitable for different purposes.

Decide practicalities

Try to approach this with a fresh eye bearing in mind what would be best

for your subject and your members, even if this is different from the norm

in your U3A.

Checklist:

Time

Length of meeting, time of day, frequency of meetings. Be

flexible at this stage and look at different models – regular

meetings over the whole year; regular meetings in term

time; meetings arranged as and when; short courses;

residential.

Type of venue

You will need to take into account the size of the group and

what the group needs e.g. type of chairs, tables, screens,

equipment. Think also about the subject matter and

whether it needs a neutral rather than a domestic setting, a

formal or an informal ambience.

Size of group

The manageable size of the group will be dependent on

subject, treatment and accommodation. The ethos of U3A

is that it seeks to meet the needs of the membership and

long waiting lists should be avoided. It may be necessary

to have more than one group.

Refer to Section 2 - Local Matters, to find out the procedure for advertising

and convening interest group meetings, booking times and venues,

insurance and financial matters.

4

SUSTAINING A GROUP

U3A interest groups are self motivating, on-going groups which are the most

difficult type of group to maintain, as there is no external impetus, no external

regulator, and no external mandate. They come into being, continue, and cease

as directed by members. The flexibility and fluidity that is their greatest

advantage, is also potentially their greatest disadvantage, the greater the

freedom, the greater the need for vigilance.

Although U3A interest groups can be robust and have been known to withstand

rough treatment, groups that are not well nourished will eventually fail. This is not

the place for a course in group dynamics, so the following is offered in the belief

that some behaviour is likely to be helpful and some is likely to be unhelpful.

The static group.

in the same place and does the same thing may last a long time, but it will

eventually become stale. It is useful to build variety into the programme, to

vary the form, the delivery, and the venue. If you usually have discussion,

occasionally invite a speaker, if you are usually tutored occasionally have

a discussion, if you usually sit indoors, plan a related trip away.

Because there is comfort in routine the group that meets at the same time,

unwittingly, and this is not healthy in the long run. Have the occasional

open meeting where non group members come for ‘an afternoon with the

(SUBJECT) group’.

Some groups bond too successfully and rebuff new members, often

new purpose.

Consider a ‘Shared Learning Project’. This can re-focus a group and give

The failing group

as easy as asking those who have left and also those who remain. There

may be a specific problem with which the group can deal.

If a group is losing members the first thing is to find out why. This may be

group, then action must be taken. There are strategies for handling

inappropriate behaviour, but there is not a single one that will cure all ills.

You might benefit from sharing your thoughts with other group leaders, or

attend a study session on ‘facilitating a group’, or ‘understanding group

behaviour’. Contact someone responsible for supporting groups e.g. your

U3A Group Coordinator, your Regional Contact, the National Education &

Development Officer.

If you identify the problem as unhelpful behaviour of a member of the

speaker, a special outing, a short course. If this project is then opened to

the U3A as a whole, the group might also gain new members.

If a group is simply lacklustre, then it may respond to a treat, a special

action may be to close it, wait a while, and then re-launch it.

It may be that the group, in that form, has run its course and the best

5

PROBLEMS

Group leaders sometimes have very high expectations and it should be

remembered that learning and sharing takes place each time the interest group

meets. You might have before you the ideal of every member teaching and

learning in equal measure, but this is not going to happen within every group

every time. The most that can realistically be expected is that it happens over the

broader map of the movement and over a longer time scale. Rather, keep before

you the ideal of providing a learning situation where each individual is

encouraged to contribute as much or as little as they are able at a given time. If

everyone feels comfortable enough to contribute, or indeed not to contribute,

then it is a good learning environment. They also learn who listen quietly.

If you do have a problem with your group do not despair and remember that you

are not alone. There is, unfortunately, no one solution that fits all, and in most

cases it is a matter of trying different things until one succeeds.

The first place to look for help is to the group itself

have the problem, the group has the problem. Often the solution is there, and a

healthy organic group will self heal, but this can only happen if the members of

the group are made aware of any concerns, and are encouraged to address

them together.

. The leader does not

The next place to look for help is to your group co-ordinator

on your committee who has responsibility for groups.

, or the member

After this, there is your association

learning support, or have plans in place for the support of group leaders that will

help you. This may involve sharing your experience with a group leader in

another U3A.

If your problem does not respond to the advice gained in this way

the National Education & Development Officer

by telephone or email, may be able to visit you, or may know someone who can!

He will record problems brought to him and refer them to the Education and

Development Committee so that they can respond centrally. It is likely that if you

have a problem, so do others.

Look out for Development Issues 3 which will be ‘Guidelines for Working with

Interest Groups.’

, who may have a person nominated forthen contactwho may be able to help you

6

SUPPORT SERVICES FROM THE THIRD AGE TRUST

These learning support services are available centrally, they are free, or charged

at cost, and are only a telephone call or email away.

Resource Centre

The Resource Centre, in the National Office at Bromley, has a collection of

material (other than books) available for all U3A groups to borrow free of charge

except for the cost of return postage. There are slides, videos, audio cassettes,

CDs and DVDs available in many subject areas. Lists are free and available on

request. There is a registration form at the end of this section or you may

register online. You will be issued with a user number that will allow you to

search the catalogue online. Loans are for a period of three weeks and may be

renewed on request if not needed elsewhere. Items will be sent, in strong but

light packaging, by post with a return date. If you are able to obtain a certificate of

posting when returning items then please do so but it is not essential. There is no

need to use registered post.

If they do not have what you need, it may be possible to obtain it.

‘Sources’

‘Sources’ is the educational journal of U3As. Although each issue has a subject

focus, items on any matter relevant to education in the third age are welcomed.

For advice on suitability contact the chair of the editorial panel and for details

about length, format etc contact the editor. It is published three times a year and

is included with U3A News if your U3A subscribes to the Direct Mail scheme. If

not it can still be obtained by any U3A member, by completing a registration

form, a copy of which is included at the end of Section 1 or you can register

online on the website.

Subject Co-ordinators and Networks

This is a subject advisory service. A subject coordinator is a subject specialist

who is willing to share their knowledge and experience. They may offer all or

some of the following - ‘Start Up’ leaflets, telephone or email consultation,

networks, newsletters, study days. Contact the Subject Coordinator for details. If

there is no Subject Coordinator for your subject, and you think that you could

contribute in this way, please contact the National Subject Networks Coordinator.

Learning Support

The Third Age Trust is always seeking ways to support learning in U3As. The

most recent initiatives have included this handbook and the directory. The Third

Age Trust also encourages local networks to plan for the support of group

leaders and offer support to help them fulfill these plans. If you have any

suggestions for the development of existing services, or the provision of new

services, please contact us (The Education and Development Panel of the

Standing Committee for Education at the Third Age Trust).

7

Online Courses

A list of courses is available on the website. Some have been written by U3A

members in the UK, some are from Australia. Although these courses may be

followed individually, the material may also be used by groups. Tutored courses

cost £15 and run for eight weeks with the work done via email or online.

Untutored courses cost £8 and can be downloaded and printed for group study.

Courses offered by the Open University on ‘Open Learn’ are being tried and

moderated, as necessary, for U3A use. Comment on their usefulness is

welcomed and volunteers to write or trial courses are always needed. U3A online

courses are of a high standard. They were awarded the Fred Moore Trophy

for contribution to the ‘Older and Bolder’ project in 2007 by the National Institute

for Adult Continuing Education.

Research Collection

The research collection is a reference point for :-

a) research about older learners

b) research by older learners, including U3A members, on any subject

This is currently being built up and information would be welcomed. Some U3A

members have undertaken research as part of higher degrees or as part of their

professional work and access to their papers would be particularly welcome. In

the first instance please send details (i.e. title, author, any public source and

date) to the Resource Centre Manager, marked clearly ‘Research Collection’.

Shared Learning Projects

A Shared Learning Project is bounded by neither individual U3As nor by any

single institution. A typical Shared Learning Project is based on an institution, a

gallery, museum etc. Members from many U3As meet with a representative of

the institution, often the Education Officer, and agree a project of mutual benefit.

Timing, method and outcome are agreed. The result of this team research is

presented as appropriate, which might mean orally or in written form, and to the

institution or to the public. Reports on some of the projects to date can be read in

‘Sources’ and on the website. These cooperative opportunities offer an exciting

future for sharing expertise and learning. In the first instance contact your local

Third Age Trust trustee to see what is happening in your area and then the

trustee (or if in London the contact) for Shared Learning Projects. If you start a

Shared Learning Project please remember to register it at National Office.

Summer Schools

The Third Age Trust offers members a chance to spend four days studying in a

residential setting. National Summer Schools have been run for nine years and

they have proved popular. The courses are usually subject based, and many

group leaders attend on behalf of their group and return to them with material

and a fresh outlook. They are, typically, on a college campus and the tutors are

themselves U3A members. A list of courses available at Summer Schools is

published each year in the preceding autumn, both as a direct mailing, in U3A

News and on the website. The cost is dependent largely on accommodation.

8

The Aims and Guiding Principles

Preamble

The Universities of the Third Age (U3As) in the United Kingdom are autonomous,

self help organisations run by the voluntary efforts of their members. All U3As are

members of the Third Age Trust (a Registered Charity) which is their national

support and advisory body. The word ‘university’ is used in its original sense of

people coming together to share and pursue learning in all its forms. U3As have

the following aims and guiding principles:

Aims

1. To encourage and enable older people no longer in full time paid employment

to help each other to share their knowledge, skills, interests and experience.

2. To demonstrate the benefits and enjoyment to be gained and the new horizons

to be discovered in learning throughout life.

3. To celebrate the capabilities and potential of older people and their value to

society.

4. To make U3As accessible to all older people.

5. To encourage the establishment of U3As in every part of the country where

conditions are suitable and to support and collaborate with them.

Guiding Principles

1. Programmes

a) U3As offer activities which reflect members’ wishes and which aim to satisfy

the widest possible range of interests: educational, cultural, recreational, physical

and social.

b) U3As seek resources appropriate to their learning; from their own

memberships; from the Trust’s National Support systems; and from outside

organisations, both local and national.

c) U3As make use of new technologies as they become available.

2. Purpose, styles and methods of learning

a) The pleasure of learning is a driving force in the work of U3As.

b) U3As neither require nor award any qualifications.

c) By sharing their learning U3A members help one another to develop their

knowledge skills and experience.

9

d) U3As arrange and support their own programmes as appropriate to their

chosen learning activities.

e) U3A members regard themselves as both learners and teachers.

3. Funding

a) U3As are funded in the main by the subscriptions of their members. Funding

from outside sources may be sought on occasions and is accepted only if there

are no conditions attached which might conflict with the Trust’s aims and guiding

principles

b) Members undertake themselves, without payment, the many and varied tasks

necessary to run their U3A. Usually, paid tutors are engaged only when special

expertise is necessary to ensure the health and safety of members taking part in

certain activities, and when U3As do not have an appropriately qualified member

available.

4. Reaching out

a) U3As take every opportunity to promote the benefits of learning later in life and

the attractions and advantages of the U3A way of learning. They make

membership available to the whole spectrum of older people in their community.

b) U3As keep in touch with members and former members who, for a variety of

reasons, can no longer take part fully in U3A activities; in order to maintain their

interest in learning and to offer friendly support which is a fundamental part of

U3A life.

c) As appropriate, U3As offer voluntary assistance in learning activities to

educational and cultural bodies in their communities.

d) U3As collaborate with institutions such as museums, galleries, libraries, in

learning partnerships in which both U3As and the institutions themselves may

benefit through research, advancement of knowledge and mutual respect for

capabilities.

e) U3As engage with local and national government departments and other

agencies that formulate lifelong learning policies and practices in order to

influence those that relate particularly to learning in later life.

f) U3As are ready to collaborate with institutions undertaking research into

ageing and the position of older people in society.

5. Association

a) U3As collaborate with each other to share expertise and facilities and offer

systems of support. They may form themselves into regions or neighbourhood

associations

b) U3As work, individually or together, to establish and support new U3As. 10

Contact details

These are correct at January 2008. Please consult the Directory of Services available from

Third Age Trust for updates.

LEARNING SUPPORT

Chair of the Education & Development Panel of SCE National Education & Development

Margret Shaw

Officer

Tel: 01200 426103 Mike Long

Email: margretshaw@fsmail.net Tel: 01827 269049

Email: m.long69@btinternet.com

ONLINE COURSES

Alan Morris

Tel: 0115 937 3954

Email: alandbev.morris@tiscali.co.uk

RESOURCE CENTRE Research Collection

Open Tuesday to Thursdays

Glenys Tuersley

9.30 am to 4.00 pm

Tel: 020 8950 3030

Resource Centre Manager

Elizabeth Gibson

Tel: 020 8315 0199

Email: resource.centre@u3a.org.uk

Website: www.u3a.org.uk

Email: glent@tesco.net

SHARED LEARNING PROJECTS

Jenny Clark (In London) Jennifer Anning

Tel: 020 8346 3751 Tel: 020 8330 6931

Email: jenmal@talktalk.net Jennifer.anning@btopenworld.com

‘SOURCES’ EDUCATIONAL JOURNAL

Editor Chair of ‘Sources’ Editorial Panel

Tony Thornton Glenys Tuersley

Tel: 01228 670403 Tel: 020 8950 3030

Email: tony.thornton@virgin.net Email: glent@tesco.net

SUBJECT NETWORKS

Subject Coordinator National Subject Networks

(copy from U3A News/website) Coordinator

Name: Name: Fran Elkin

Tel: Tel: 01749 670735

Email: Email: fran.elkin@btinternet.com

11

SUMMER SCHOOLS

Administration & Students Educational Content & Tutors

Philippa Bassett Keith Richards

Tel: 020 8466 6139 Tel: 020 8446 1946

Email: philippa@u3a.org.uk Email:

k.richards924@btinternet.com

12

SOURCES

An Educational Bulletin

PLEASE USE BLOCK LETTERS

I am a new subscriber

SUBSCRIPTION FORM

Title (Mr, Mrs, etc.) Initials

LAST NAME

ADDRESS (up to 6

lines)

POSTCODE

(Essential) !!

Name of U3A

Completed forms should be returned to:

Third Age Trust, The Old Municipal Buildings, 19 East Street,

Bromley, BR1 1QE

SOURCES

An Educational Bulletin

PLEASE USE BLOCK LETTERS

I am a new subscriber

SUBSCRIPTION FORM

Title (Mr, Mrs, etc.) Initials

LAST NAME

ADDRESS (up to 6

lines)

POSTCODE

(Essential) !!

Name of U3A

Completed forms should be returned to:

Third Age Trust, The Old Municipal Buildings, 19 East Street,

Bromley, BR1 1QE

13

The Old Municipal Buildings,

19, East Street,

Bromley, BR1 1QE

THE THIRD AGE TRUST

Telephone: 020 8315 0199

website: www.u3a.org.uk

email: resource.centre@u3a.org.uk

RESOURCE CENTRE

REGISTRATION FORM

As a U3A member you can register to use the Resource Centre. By

completing this form you will be registered as a user on the Resource Centre

system, which allows you to search the catalogue of resources online through

the U3A website and to borrow material. We will allocate you a user number

which will be sent with a small information pack.

.........................................................

Please register me with the Resource Centre

(USE CAPITAL LETTERS)

NAME:

U3A GROUP:

HOME ADDRESS:

TELEPHONE NUMBER:

DATE:

10 YEARS SUPPORTING U3A LEARNING 1998 - 2008

14

Section 2

Local Matters

Your U3A Guidelines

Your local association (region etc)

Your U3A may be a member of a grouping of local U3As which meet to

provide mutual support and encouragement, to share ideas and

information, and to organise events.

There are many names used by these associations e.g. link, network, accord,

forum, cluster, region etc. They offer support to interest group leaders in a variety

of ways, e.g. they may offer opportunities to share ideas and experience with

other group leaders, they may run workshops or study days, they may have a

person designated to help with learning support.

Name of association

Contact details

Name(s)

Address

Telephone:

Email:

Regional Contact

Name

Address

Telephone:

Email:

(or other person responsible for learning support)

Insert: Policy and plan of the association on supporting group leaders

Study days/workshops etc

You need to know about arrangements within your own U3A.

Group coordinator

Name

Address

Telephone:

Email:

(or person responsible for groups)

Insert: U3A handbook or guidance notes.

………………………………………………………………………………………………

Checklist for Group Leader Operational Guidance

Role of the Groups Coordinator (or person on the committee responsible for

groups)

Procedure for starting a new group

Support offered for group leaders including attendance at study days

Operating a group

finding and booking a venue

keeping registers, a note of visitors & operating waiting lists

booking and care of equipment (include a list)

advertising (including use of the website)

Visits

Financial Matters

how to deal with emergencies (include an accident report form)

(October 2006)

Please refer to the leaflet from the Third Age Trust ‘Handling Money’

Insurance (include a copy of the U3A liability insurance note)

banking and accounting arrangements

Procedures for the financing of groups including expenses, speaker fees,

Section 3

Log Book

The Logbook

it will be to you and your successors.

There follows a list of suggestions for what you might include :-.

is your own section. The more that you put into it the more useful

Statement of the group’s intent

with evaluation and recommendation

Contacts e.g. subject group leaders in other U3As, useful speakers

Registers

Programme of study days, summer schools etc

Accounts

Programmes and material used in the group

Booklists

Articles from ‘Sources’

Subject Network Newsletters

Online courses

Shared Learning Project reports

Research papers

Material from study days/group leaders meetings etc

For reference and stimulation –

 

THE THIRD AGE TRUST

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