Services
Financial

Do you know how to speak to your Bank to obtain the following?

  • Most cost effective day to day banking requirements
  • Most cost efficient way to undertake a tender process for new bankers
  • Most cost effective way of financing a capital project or to fund cash flow
  • Most cost effective way to access expertise within your bank - most Charities and Not for Profit Organisations have said that they wish to have specialists looking after their banking needs

Trustee, Board, Governance

Do you have the following qualities?

  • Correct mix of skills represented on the Board
  • Correct number of Trustees on the Board e.g. Too big or too small
  • Most effective Trustee Induction programme for your Charity
  • Most efficient methodology to attract new Trustees
  • Desire to look at your existing Board Structure
Fundraising

Are you any of the following?

  • Sufficiently equipped to put in place a Fundraising Strategy
  • Confident you have the expertise to put in place a major donor programme
Recovery Plans

Do you suffer from any of the below?

  • Struggling with the cash flow
  • In need of a sustainable Recovery Plan to enable your Bankers to support you
  • Confident your Board fully understand your financial position and their responsibilities
Away Days

Have you ever held one? Why should you?

  • To review your long term vision
  • To review your medium term Business Plan
  • Engage across the organisation bringing the Trustees and the SMT together
  • Engage a facilitator so that the day/weekend can be focused on all the participants
Miguel de Cervantes

"To Be Prepared Is Half The Victory"