1. Compass — In-Depth Assessment and Action Plan (6–8 Weeks)
Purpose:
A comprehensive assessment of governance, risk, and compliance, culminating in a 90‑day actionable plan ready for implementation.
Target Audience:
Designed for newly established or growing charities and family-office foundations seeking a well-defined baseline and a practical course of action.
Deliverables:
• Governance review aligned with the 2020 Charity Governance Code (including board composition, meetings, conflict management, and decision-making processes).
• Compliance audit covering CC3, CC14, CC23, Fundraising Regulator standards, as well as essential HMRC/Gift Aid checks.
• Board-level risk register featuring scoring, assigned owners, controls, and assurance; delivered as an Asana‑ready CSV file.
• Review of financial controls, including delegations, payment workflows, reserves, restricted funds, and grant‑making mechanisms.
• Assessment of endowment/waqf options, such as total return policy, where applicable.
• Policy essentials pack: tailored templates for conflicts of interest, safeguarding, financial controls, investments (outline), grant‑making, complaints, and data protection policies.
• Trustee workshop (90 minutes) focusing on roles, statutory duties, and board effectiveness.
• Prioritised 90‑day action plan with designated owners, deadlines, and metrics for success.
Expected Outcomes in 90 Days:
Implementation of an operational risk register, clearly documented decision logs and model resolutions, an updated suite of policies, and a realistic improvement plan.
Fees & Timeline:
Starting from £3,950 + VAT. Weeks 1–2: Discovery; Weeks 3–5: Drafting; Week 6: Workshop and Handover. A fixed-fee quote is provided upon scoping.
Call to Action:
Book a 20‑minute introductory call
A comprehensive assessment of governance, risk, and compliance, culminating in a 90‑day actionable plan ready for implementation.
Target Audience:
Designed for newly established or growing charities and family-office foundations seeking a well-defined baseline and a practical course of action.
Deliverables:
• Governance review aligned with the 2020 Charity Governance Code (including board composition, meetings, conflict management, and decision-making processes).
• Compliance audit covering CC3, CC14, CC23, Fundraising Regulator standards, as well as essential HMRC/Gift Aid checks.
• Board-level risk register featuring scoring, assigned owners, controls, and assurance; delivered as an Asana‑ready CSV file.
• Review of financial controls, including delegations, payment workflows, reserves, restricted funds, and grant‑making mechanisms.
• Assessment of endowment/waqf options, such as total return policy, where applicable.
• Policy essentials pack: tailored templates for conflicts of interest, safeguarding, financial controls, investments (outline), grant‑making, complaints, and data protection policies.
• Trustee workshop (90 minutes) focusing on roles, statutory duties, and board effectiveness.
• Prioritised 90‑day action plan with designated owners, deadlines, and metrics for success.
Expected Outcomes in 90 Days:
Implementation of an operational risk register, clearly documented decision logs and model resolutions, an updated suite of policies, and a realistic improvement plan.
Fees & Timeline:
Starting from £3,950 + VAT. Weeks 1–2: Discovery; Weeks 3–5: Drafting; Week 6: Workshop and Handover. A fixed-fee quote is provided upon scoping.
Call to Action:
Book a 20‑minute introductory call
2. Navigator (Core or Plus) — Monthly Board Advisory Retainer
Purpose:
To provide consistent, senior-level support that ensures effective governance and risk management, enabling organisations to maximise their impact.
Intended Audience:
Designed for boards and CEOs seeking a reliable GRC partner rather than ad hoc solutions.
Core Package Includes:
• Board secretariat services: preparation of agendas, board packs, compliant minutes, decision logs, and action tracking.
• Monthly GRC clinic for the CEO/Chair (up to 60 minutes).
• Ongoing risk register updates and quarterly assurance reviews.
• Maintenance of policies, including version control.
• Grant-making assurance: due diligence sampling for partners and restricted fund tracking.
• Controls for international operations: appropriate checks for transfers, with FCDO guidance and resources.
• Regular fundraising and communications reviews (consent, claims, restricted asks, Ramadan campaigns).
• Oversight support for endowment and investment matters (IPS drafts, total return policy, committee ToR) – governance only.
Plus Package Includes:
All Core package features, plus:
• Due diligence documentation for each partner (light, standard, or enhanced).
• Design and facilitation of board away-days.
• In-depth safeguarding review.
• Gift Aid compliance assessment.
• Audit of fundraising practices.
• Drafting of Investment Policy Statements (IPS) and committee Terms of Reference.
• Support for Waqf/endowment establishment with legal and accounting partners.
• Comprehensive financial controls review; reserves and treasury framework development.
• Introduction to impact and learning framework.
Packages & Fees:
• 'Core': Starting at £1,485 + VAT per month (approximately 6–8 hours).
• 'Plus': Starting at £1,950 + VAT per month (approximately 10–12 hours). Unused hours roll over for one month; additional hours may be deferred or billed subject to agreement.
CTA: Book a 20 minute intro call
To provide consistent, senior-level support that ensures effective governance and risk management, enabling organisations to maximise their impact.
Intended Audience:
Designed for boards and CEOs seeking a reliable GRC partner rather than ad hoc solutions.
Core Package Includes:
• Board secretariat services: preparation of agendas, board packs, compliant minutes, decision logs, and action tracking.
• Monthly GRC clinic for the CEO/Chair (up to 60 minutes).
• Ongoing risk register updates and quarterly assurance reviews.
• Maintenance of policies, including version control.
• Grant-making assurance: due diligence sampling for partners and restricted fund tracking.
• Controls for international operations: appropriate checks for transfers, with FCDO guidance and resources.
• Regular fundraising and communications reviews (consent, claims, restricted asks, Ramadan campaigns).
• Oversight support for endowment and investment matters (IPS drafts, total return policy, committee ToR) – governance only.
Plus Package Includes:
All Core package features, plus:
• Due diligence documentation for each partner (light, standard, or enhanced).
• Design and facilitation of board away-days.
• In-depth safeguarding review.
• Gift Aid compliance assessment.
• Audit of fundraising practices.
• Drafting of Investment Policy Statements (IPS) and committee Terms of Reference.
• Support for Waqf/endowment establishment with legal and accounting partners.
• Comprehensive financial controls review; reserves and treasury framework development.
• Introduction to impact and learning framework.
Packages & Fees:
• 'Core': Starting at £1,485 + VAT per month (approximately 6–8 hours).
• 'Plus': Starting at £1,950 + VAT per month (approximately 10–12 hours). Unused hours roll over for one month; additional hours may be deferred or billed subject to agreement.
CTA: Book a 20 minute intro call
3. International Operational Audit & Monitoring & Evaluation Visits (Field & Remote)
Purpose
Provide independent assurance regarding the appropriate utilisation of funds and the achievement of programme outcomes, accompanied by clear and actionable recommendations.
Intended Audience
International NGOs, grant-making foundations supporting overseas delivery partners, and mosques or community charities engaged in international programmes.
Services Provided
• Pre-Field Planning: Definition of scope, risk assessment, desk review of grant documentation and budgets, evaluation of prior reports, development of sampling plans, interview guidelines, and informed-consent templates.
• Compliance & Controls: Updated partner due diligence, financial control assessments (including cash management, procurement, approval processes), safeguarding and PSEA compliance, AML/CTF checks, sanctions screening, and handling of restricted funds and zakat eligibility.
• Programme Verification: On-site visits; interviews with beneficiaries and staff (with interpreters as needed); spot-checks of outputs; document sampling; collection of time- and geo-stamped photographic evidence when relevant. • Data & Monitoring & Evaluation: Establishment of a light indicator set aligned to the logframe or theory of change; verification of baselines and targets; data quality review; implementation of straightforward remote monitoring protocols between visits. • Capacity Building: Provision of on-the-spot coaching and proportionate template resources for partner organisations.
• Reporting: Delivery of an executive summary featuring RAG ratings, comprehensive findings, and targeted recommendations complete with responsible owners, deadlines, and prioritisation.
Deliverables
• Audit plan (2–4 pages)
• Field visit report (8–15 pages), including supporting evidence
• Action tracker (Excel/Asana-ready)
• Board-level slide summary (5–8 slides)
Timeline
The typical duration is 3–4 weeks from initiation to completion: 5–7 days for preparation, 3–5 field days per country, followed by 7–10 days for reporting.
Fees & Logistics
Pricing commences at £4,950 + VAT for a single-country light audit (up to five field days), exclusive of travel, visa, translator, and security expenses which are billed at actual cost. Multi-country packages are available. All travel adheres to FCDO guidance; please note we do not provide security services and require suitable insurance coverage.
CTA: 'Discuss a field audit' · 'Request a sample report'
Ethics & safeguarding
We operate a 'do no harm' approach, use culturally appropriate enumerators (including women where relevant), obtain consent for interviews/photography, and follow your safeguarding, data and privacy policies.
Provide independent assurance regarding the appropriate utilisation of funds and the achievement of programme outcomes, accompanied by clear and actionable recommendations.
Intended Audience
International NGOs, grant-making foundations supporting overseas delivery partners, and mosques or community charities engaged in international programmes.
Services Provided
• Pre-Field Planning: Definition of scope, risk assessment, desk review of grant documentation and budgets, evaluation of prior reports, development of sampling plans, interview guidelines, and informed-consent templates.
• Compliance & Controls: Updated partner due diligence, financial control assessments (including cash management, procurement, approval processes), safeguarding and PSEA compliance, AML/CTF checks, sanctions screening, and handling of restricted funds and zakat eligibility.
• Programme Verification: On-site visits; interviews with beneficiaries and staff (with interpreters as needed); spot-checks of outputs; document sampling; collection of time- and geo-stamped photographic evidence when relevant. • Data & Monitoring & Evaluation: Establishment of a light indicator set aligned to the logframe or theory of change; verification of baselines and targets; data quality review; implementation of straightforward remote monitoring protocols between visits. • Capacity Building: Provision of on-the-spot coaching and proportionate template resources for partner organisations.
• Reporting: Delivery of an executive summary featuring RAG ratings, comprehensive findings, and targeted recommendations complete with responsible owners, deadlines, and prioritisation.
Deliverables
• Audit plan (2–4 pages)
• Field visit report (8–15 pages), including supporting evidence
• Action tracker (Excel/Asana-ready)
• Board-level slide summary (5–8 slides)
Timeline
The typical duration is 3–4 weeks from initiation to completion: 5–7 days for preparation, 3–5 field days per country, followed by 7–10 days for reporting.
Fees & Logistics
Pricing commences at £4,950 + VAT for a single-country light audit (up to five field days), exclusive of travel, visa, translator, and security expenses which are billed at actual cost. Multi-country packages are available. All travel adheres to FCDO guidance; please note we do not provide security services and require suitable insurance coverage.
CTA: 'Discuss a field audit' · 'Request a sample report'
Ethics & safeguarding
We operate a 'do no harm' approach, use culturally appropriate enumerators (including women where relevant), obtain consent for interviews/photography, and follow your safeguarding, data and privacy policies.
4. Strategy & Transformation
Purpose:
Provide clear strategic direction, ensure cohesive team alignment, and facilitate change efficiently—supported by robust evidence, tailored to organisational scale.
Target Audience:
Charities and foundations undergoing expansion, increased complexity, or shifts in focus (such as new endowments/waqf, international growth, or post-merger consolidation).
Engagement Options:
• Strategy Sprint (4–6 weeks): Accelerated discovery process with decisive choices, resulting in a comprehensive roadmap.
• Transformation Partnership (3–9 months): Ongoing, practical support to translate strategic decisions into effective implementation.
Scope of Services:
• Discovery: Includes stakeholder interviews, financial review, fundraising diagnostics, programme and portfolio analysis, donor and beneficiary insights, as well as faith-sensitive factors (e.g., zakat eligibility, Ramadan seasonality, Sharia-compliant investment considerations).
• Impact Model: Development of theory of change, outcomes and indicators, and a succinct dashboard.
• Strategic Options: Assessment of operational areas, programme or geographic priorities, partnership models, and endowment/waqf strategies.
• Operating Model: Definition of roles and decision authorities, committee structures, RACI matrices, and process/policy roadmap.
• Resources & Finance: Budgeting, reserve policies, investment strategy touchpoints, income diversification, and fundraising plans.
• Implementation: Structured 12–24 month roadmap, clear milestones, OKRs/KPIs, benefit tracking, and communication/governance schedule.
• Facilitation: Board retreats and workshops, provision of draft and finalised strategy documentation.
Deliverables:
• One-page strategic summary (“north star” and key priorities)
• Board presentation deck (10–15 slides)
• 12–24 month implementation roadmap with OKRs/KPIs
• Operating model overview and decision rights documentation
• Communication plan for internal and external stakeholders
Fees:
• Strategy Sprint: Starting at £6,950 + VAT (fixed scope)
• Transformation Partnership: Starting at £2,450 + VAT per month; fixed-fee projects from £12,500 + VAT, subject to scope
• CTA: 'Start a strategy sprint' · 'Request a sample strategy pack'
Provide clear strategic direction, ensure cohesive team alignment, and facilitate change efficiently—supported by robust evidence, tailored to organisational scale.
Target Audience:
Charities and foundations undergoing expansion, increased complexity, or shifts in focus (such as new endowments/waqf, international growth, or post-merger consolidation).
Engagement Options:
• Strategy Sprint (4–6 weeks): Accelerated discovery process with decisive choices, resulting in a comprehensive roadmap.
• Transformation Partnership (3–9 months): Ongoing, practical support to translate strategic decisions into effective implementation.
Scope of Services:
• Discovery: Includes stakeholder interviews, financial review, fundraising diagnostics, programme and portfolio analysis, donor and beneficiary insights, as well as faith-sensitive factors (e.g., zakat eligibility, Ramadan seasonality, Sharia-compliant investment considerations).
• Impact Model: Development of theory of change, outcomes and indicators, and a succinct dashboard.
• Strategic Options: Assessment of operational areas, programme or geographic priorities, partnership models, and endowment/waqf strategies.
• Operating Model: Definition of roles and decision authorities, committee structures, RACI matrices, and process/policy roadmap.
• Resources & Finance: Budgeting, reserve policies, investment strategy touchpoints, income diversification, and fundraising plans.
• Implementation: Structured 12–24 month roadmap, clear milestones, OKRs/KPIs, benefit tracking, and communication/governance schedule.
• Facilitation: Board retreats and workshops, provision of draft and finalised strategy documentation.
Deliverables:
• One-page strategic summary (“north star” and key priorities)
• Board presentation deck (10–15 slides)
• 12–24 month implementation roadmap with OKRs/KPIs
• Operating model overview and decision rights documentation
• Communication plan for internal and external stakeholders
Fees:
• Strategy Sprint: Starting at £6,950 + VAT (fixed scope)
• Transformation Partnership: Starting at £2,450 + VAT per month; fixed-fee projects from £12,500 + VAT, subject to scope
• CTA: 'Start a strategy sprint' · 'Request a sample strategy pack'