CLERK TOOLKIT: The Clerk's Year

CLERK TOOLKIT: The Clerk's Year

This session will concentrate on the Clerk's Year: Administration & Self-management; Essential Paperwork, Records & Archive Documents

The Clerk's Toolkit series are now being run in partnership with Worcestershire Association of Local Councils allowing us to double our training offer in this area.

Event date Tue 5 Oct 2021 18:30
Event Ends Tue 5 Oct 2021 21:00
Registered 3
Available places 2
Registration closes Mon 4 Oct 2021 8:00
Notes £20 to WALC Members
Speaker Gill Lungley
Location Online
Event Categories Clerk's Toolkit

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The session will cover

  • Self-management - identify how we work; could we work smarter re office set-up, placing of telephone, filing cabinets, use of IT and e-storage
  • Review the "clerk's year" and establish an annual programme of work including asset review and control.
  • Check the council’s publication scheme & relevant Transparency Code.
  • Review the council’s Document Retention and Disposal Policy, ie what to record, copy & keep, archive access, computer back-ups to comply with both Freedom of Information Act (FoI) and General Data Protection Regulation (GDPR).
  • List of essential paperwork and documents all councils need (the most useful clerks handout ever!)


For those intending to complete the CiLCA qualification

LO's: 1, 2, 3, 4, 8, 9, 10, 12, 29, 30

Recommended course fee


WALC are offering further discounts for our Members on the recommended price for this course.

WALC Members will pay

  • £20.00 to Officers from WALC Member Councils with a budget of over £6,000
  • £15.00 to Officers from WALC Member Councils with a budget of £6,000 or less

Non members price on enquiry.


1.5 CPD Points


Terms and Conditions of Registration

Please read

Full terms and conditions of registration

Gill Lungley

Clerk and WALC Tutor

Gill has been involved with local councils since the early 1990’s first as a parish councillor and then as the clerk to a variety of parish councils across Worcestershire, where she currently works part-time. Gill holds a BA (Hons) in Business Studies and has achieved the Cert HE in Local Policy Studies (the forerunner to today’s CiLCA qualification) from Cheltenham and Gloucester College. Ongoing CPD has seen her gain the CiLCA 2012 additional requirement so that her councils are able to adopt the General Power of Competence, where eligible. Having worked alongside various trainers for WorcestershireCALC Gill added to her qualifications with PTLLS (Preparing to Teach in the Lifelong Learning Sector) to support her in the delivery of her informative training sessions.

Warwickshire & West Midlands Association of Local Councils

Worcestershire Association of Local Councils