Strategy & Governance Diagnostics

This Check-Up is designed for:

• Any leadership team seeking clarity, alignment, or external perspective
• SMEs preparing to grow, attract investment, or strengthen board practices
• Larger organisations experiencing strategic drift or board fatigue
• Charities reviewing mission clarity, compliance, or trustee engagement

It works across sectors — especially where accountability, purpose, and decision-making matter.

6-STEP PROCESS 

1. Custom Diagnostic Design
   Tailored around your strategic goals, sector context, and board/leadership needs.

2. Board & Leadership Input
   Complete the diagnostic in under 30 minutes.

3. AI-Powered Analysis
   Data crunched and benchmarked across six pillars.

4. Insight Report & Heat Maps
   Clear visual insights, prioritised risk areas, and directional recommendations.

5. Optional 1:1 Debriefs
   With board members, execs or subgroups to validate findings and context.

6. Optional Facilitated Workshop
   Align on key actions, strategy priorities, and next steps.

You’re welcome to share relevant materials (e.g. strategic plan, risk register, board terms of reference). These can help tailor the session and strengthen the analysis — but are entirely optional.

• Trusted by boards in charities, SMEs,
  and private organisations.
• A streamlined, structured approach
  with results delivered in days—not
  weeks.
• We use the latest AI tools and
  technologies for faster, deeper
  analysis and benchmarking.
• We deliver actionable insights and
  reports your board can implement
  immediately.
• We keep you informed every step of
  the way, providing insights, reports,
  and updates.

Typically the board, leadership and/or executive teams.

You’ll receive a short, focused report that captures:

• Key strengths and gaps
• Areas of alignment or risk
• Risk heatmap
• Comparative benchmarking to ‘what good looks like’
• Recommendations to move forward
• Next steps & assessor observations

It can stand alone or serve as the foundation for deeper strategic or governance work.

Yes. All responses are treated with strict confidentiality. Individual answers are anonymised in the final report, and insights are presented in aggregate to ensure open and honest feedback. We follow best-practice standards in board and leadership reviews to protect privacy and trust.

• Free for registered charities
• A fixed fee applies for SMEs and other organisations — available on request

There is no expectation of ongoing consultancy unless you request it.

Absolutely. Many use the Check-Up to:

• Shape a board away day
• Kickstart a governance audit
• Inform a strategy refresh or compliance review

It helps focus time and energy where it’s most needed.