Services

The main cost in any Board review is the Directors’ time, and we believe that an effective survey review can be a powerful and time-efficient contributor to Board performance.

• Elevating the Secretariat to be a sponsor rather than an administrator
• Tailoring the enquiry to drive narrative commentary and thoughtful engagement
• Putting the Board’s performance and recommendations in the context of peers

As with all of our work, survey reviews are driven by a high-quality personal dialogue that shapes the exercise to the needs of the Board.

A well-facilitated interview is an enjoyable experience for Directors; each mandate is led by one of our Partners, who conduct over 40 interview-driven reviews per year.

• True partnership places client context and need at the heart of each review
• Collaborative approach socialises and builds consensus on Board priorities
• Boards are human constructs — the ability to influence is earned, not given

Respecting Board time, we express all key findings on a single page, alongside a clear hierarchy of recommendations.

We engage most of our clients on a retained three-year cycle, ensuring that each review builds upon, and evolves from, the previous one.

• Partnership aligned with the time horizon of Boards
• Context and priorities evolve as Board needs develop
• Long-term relationship builds trust and deepens impact

The programme allows clients to draw upon our expertise in addressing any Board performance priorities which arise during the mandate.

Plotting a clear map of the attributes around the table provides essential direction for future composition decisions.

• Offers a moderated view of skills, mapped against organisational priorities
• Identifies current gaps and anticipates future needs
• Suggests practical routes forward to strengthen capability and resilience

Our skills reviews help Boards to chart a course through today’s challenges and towards tomorrow’s opportunities.

Alongside the view of the Board as a collective, our individual and peer reviews provide a constructive lens on each member’s contribution.

• Supports the Chair’s one-to-one conversations with colleagues
• Surfaces key strengths as well as opportunities for improvement
• Informs targeted training and support initiatives

A professional approach to individual performance helps client Boards to become greater than the sum of their parts.

Whether engaging with the main Group Board or portfolio companies and subsidiaries, a well-crafted line of enquiry elevates our reviews beyond a compliance exercise.

• Balance is key; bespoke content reflects the primacy of each entity
• Whilst our methodology also identifies and shares learnings across the Group
• A bespoke Index builds a picture of governance strength at all levels

An effective process ensures each Board’s contribution is maximised in its own right and leveraged to strengthen governance across the Group.

We relish the opportunity to partner with Boards at their greatest time of need, as this is where we can have our greatest impact.

• Out-of-cycle and phased reviews to address urgent priorities
• Assistance in managing regulatory engagement or stakeholder pressure
• Guidance for listings, as well as complex private, partnership or family situations

Working through adversity can be a galvanising experience for a Board, and a privileged opportunity to learn for an advisor.