Governance and Organisational Review

Many organisations approach consultants requesting a governance review. This is often driven by trustees wanting reassurance that the charity is meeting good governance standards and fulfilling its legal responsibilities.

While governance is an important part of organisational health, challenges within charities often arise from a wider set of structural issues – leadership roles, decision-making processes, and organisational priorities.

This review examines both governance and the wider organisational system.

person performing a charity governance review

What’s included in the review

The work usually involves:

Interviews with the CEO, Chair, and selected trustees or staff
Review of governance documents, policies, and strategy
Examining how decisions are actually made in practice
Identifying structural or leadership bottlenecks

Clarity, not lengthy reports

Rather than producing lengthy reports, the outcome focuses on clarity.

You receive:

An assessment of governance arrangements and board effectiveness
A clear diagnosis of the key organisational issues
Practical recommendations for addressing them
Suggested next steps

This approach ensures trustees receive the reassurance of a governance review while also addressing the broader factors affecting how the organisation functions.

a woman standing in front of a group of people

The Diagnostic Approach

The review uses The Charity Clarity Framework to examine six areas of organisational function: purpose, governance, leadership, decision-making, focus, and culture.

Within those areas, specific diagnostic tools may be used depending on what the review reveals:

Board-Executive Boundary Diagnostic – when there’s confusion about trustee and executive roles
Strategic Coherence Diagnostic – when strategy exists but doesn’t guide decisions
Organisational Candour Diagnostic – when difficult issues aren’t being discussed openly
The tools help structure conversations with boards and leadership teams, surfacing patterns that may not be immediately visible.

When You Need a Review

The board is unclear whether governance structures are working effectively
A clear diagnosis of the key organisational issues
The board is unclear whether governance structures are working effectively
Trustees sense something is not functioning well but cannot identify the cause
The organisation is approaching a period of change or growth
There is confusion about roles between board and executive leadership
The CEO feels unable to make progress on organisational priorities
A new Chair or CEO is starting and wants a clear assessment of how the organisation functions
A sign on a pole reads 'take what you need.'

What Makes This Review Different

A governance review that goes further than compliance checking. You’ll understand not only whether governance structures are working, but why organisational challenges may be arising in the first place.

The diagnosis identifies structural causes rather than just surface symptoms, giving the board and leadership team a clear view of what needs to change.

The output is practical and usable – focused on actions the organisation can realistically implement, not theoretical frameworks.

If you think I can help, then drop me an email or book a free video call

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