National Trust

The National Trust is a charity that was found in 1895 by three individuals who saw the importance of preserving the nation’s heritage and open spaces, allowing everyone to enjoy them. And they still keep these values at the heart of everything they do, 120 years later.

The challenge

The Challenge

When the National Trust first contacted us, they needed their existing financial training completely re-worked so that it met their very specific requirements. We achieved this within the short timescales we had been given and successfully facilitated the training to hundreds of their budget holders across the UK.

As the National Trust updated their financial systems and processes, we reflected the changes within the materials. The process was seamless as we had already built great relationships with key members of their internal finance team.

The nature of the National Trust’s remote locations provided challenges for gathering staff together for classroom learning and so we further developed the learning opportunities into a more blended approach.

The Solution

A combination of e-learning and classroom learning created an optimal solution, enabling staff to learn critical concepts independently and then to cement this with classroom learning at a later date.

In addition to the e-learning and classroom learning, we offered coaching to senior members of the National Trust’s finance team.

The Solution
The Result

The Result

Our support for one of the finance directors allowed her to address her own professional development needs and specific challenges, using her coach as an experienced and impartial sounding board.

National Trust Video Testimonial


Phil quickly understood my own development needs whilst also understanding how they fit into the wider financial context. This was invaluable.

Associate Finance Director, National Trust


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