SERVICES AND FEES


We offer a range of services designed specifically to meet the needs of small-to-medium charities (up to £2 million).

Our Charity Health Check is the unique tool behind one of our most popular services: its rigorous review and recommendation process helps charities to focus on their immediate and long term development needs.

Our strategic planning support helps charities achieve their ambitions.

We are also experts in crisis management and advice, which requires a bespoke approach each time so get in touch if you need support in this area.

We don’t believe in charging you for activities you don’t need. So, please request a no-obligation quote tailored to your charity’s specific requirements.


Click on a service name or scroll down the page for a detailed description of some of our key services and their associated fees.

1. Mini Charity Health Check
2. Standard Health Check / National Lottery Community Fund (NLCF) Organisational Strength Review
3. Extended Charity Health Check
4. Cost-effective Support for Strategic Plan Development
5. Bespoke Strategic Plan Development
6. Governance Review
7. Trustee Advice
8. Support to the Board of Trustees
9. Interim Crisis Management or Interim CEO roles

If you have any further questions, please read our FAQs or get in touch.

1. Mini Charity Health Check


2. Standard Charity Health Check /
National Lottery Community Fund Organisational Strength Review


Our standard Charity Health Check meets the National Lottery Community Fund (NLCF) Building Capabilities funding requirements, and is one of the most comprehensive and affordable examples on the market. If you’re not sure – just ask our competitors about the length and detail of their reports and the extent of their consultation!

3. Extended Charity Health Check


4. Cost-effective Support for Strategic Plan Development

Strategic planning is notoriously complex and often overpriced. We’ve developed a series of small, targeted packages to help your charity build a practical and effective strategic plan. Choose from one of the three packages below, or for bespoke help tailored specifically to your needs from conception to final document, see item 4. Get in touch to discuss an affordable package tailored to deliver the assistance your charity needs.


5. Bespoke Strategic Plan Development

Strategic Planning will vary between organisations, so a set package may not work for your charity. Our bespoke strategic plan development enables you to design a package of support that meets your charity’s needs precisely.


6. Governance Review

External governance reviews are now expected for all charities that are serious about good governance. We offer a detailed, comprehensive service that offers concrete next steps for your Board’s professional development.

Our review uses a detailed approach that examines every element of your Board’s functioning, and reflects all the expected standards including the Charity Governance Code, the Essential Trustee, the Code of Fundraising Practice and more. We interview directly every member of the Board to ensure a three-dimensional view, enabling discussion and questions to be asked so the process ensures learning as well as a detailed assessment.


7. Trustee Advice

High-functioning, responsible Boards ensure they have access to professional advice. But in many circumstances, legal advice is not what you require. Instead, what you may need is advice and support that is grounded in the practical realities that small-to-medium charities face.


8. Support to the Board of Trustees


9. Interim Crisis Management or Interim CEO Roles

Let us help you to manage a difficult situation.