How we work
Clear scope, confidential processes and practical outcomes.
Board evaluations
A structured six-step process, typically completed in six to seven weeks.
Scope and plan
We agree with the Chairperson and company secretary what will be evaluated and the timeline.
Document review
Charters, terms of reference, minutes and board packs, reviewed against King V and legislation.
Questionnaires
Confidential online questionnaires tailored to your organisation.
Interviews
One-on-one interviews that add depth and context.
Findings and reports
Clear, anonymised reports with strengths, areas for improvement and recommendations.
Results presentation
We take the Chairperson and company secretary through the reports, then present the results to the board.
Training
For the half-day board evaluation workshop and other training for company secretaries.
Request
You tell us what training you need, for whom and roughly when.
Training outline
We share an outline of what the training covers, so you can confirm it meets your needs.
Scoping meeting, if needed
Where the training needs tailoring, we schedule a short online meeting to agree the scope.
Set-up and delivery
We confirm the date, format and participants, and deliver the training online or in person.
One-month check-in
Within a month of the training, we hold a check-in meeting with the company secretary to see how it is being applied.
Advisory work
For board and committee support, annual reports and SMME governance.
Conversation
We learn how your organisation runs today and what you need.
Review
We review your structures, documents and reporting cycle.
Plan and quote
You receive a clear plan and a fixed-scope quote.
Deliver
We draft, set up and coordinate the work with your team.
Keep it working
Through a retainer or an annual review, we keep your governance current.
Ready to get your governance in order?
Tell us about your organisation and we will send you a tailored quote.