To Action consultancy service
Audits, governance reviews and resets
Get an independent view of a defined governance or organisational question, with evidence, findings and practical options for what happens next.
A useful review starts with a defined question. It tests documents, decisions and current practice against the organisation's own responsibilities, separates evidence from assumptions and gives trustees or leaders a clear basis for deciding what to retain, correct, stop or reset.
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See an example project
A fictional worked example showing budget assumptions, milestones and success measures. It is not a client case study or a quotation.
See the example breakdownRead more: scope, approach and intended outcomes
Who it’s for
Trustees and charity leaders who need an independent view of a particular governance question, want to understand why work has stalled, or need to reset priorities and responsibilities after a significant change.
What we can discuss with you
- Defining the audit or review question and the evidence needed to answer it
- Reviewing relevant governance records, decisions, responsibilities and current practice
- Identifying gaps, conflicting accounts, repeated work and decisions that need to be revisited
- Preparing a practical reset or change-of-direction plan with owners, milestones and completion checks
From a difficult question to a usable review
If suitable support and availability are confirmed, the review would be bounded around a precise question and the evidence needed to answer it.
Define the question and boundary
Agree what the review must answer, which decisions or activities are in scope, who needs to be heard and what remains outside the work.
Gather and test the evidence
Review the relevant records, policies, decisions and current practice. Distinguish verified facts, differing accounts, missing evidence and matters requiring specialist advice.
Reach findings and choices
Set out what appears sound, what needs correction and which issues need a trustee or leadership decision. Findings would be evidence-led and proportionate to the agreed scope.
Reset and follow through
Translate accepted findings into a practical route forward: responsibilities, milestones, completion checks and points where the organisation should review or change course again.
What the work could give you
The written scope could specify practical outputs such as:
- a concise evidence-based answer to the defined charity or governance question
- a findings and decisions record that separates confirmed facts, gaps, risks and choices
- a reset or change-of-direction plan with owners, milestones and a clear definition of completion
What happens next
Tell us the question you need answered, what prompted it, which decisions or records are relevant and when trustees or leaders next need to act.
What this does and doesn’t cover
A review would provide evidence and practical recommendations within its agreed scope. It would not replace trustee decisions, a statutory audit, investigation, legal advice, safeguarding action or another regulated professional opinion.
Questions about this support
Is this the same as a statutory financial audit?
No. This support is for defined organisational and governance questions. It is not a statutory audit, financial assurance opinion or regulatory investigation. The scope would identify where a qualified or regulated specialist is needed.
Can a review help us change direction?
Yes, if the question is framed clearly. A review can test the current position, identify which assumptions or decisions need revisiting and prepare a practical reset. Your trustees or authorised leaders retain the decision about adopting any change.
Do we need to review the whole charity?
Not usually. A focused question often produces a more useful starting point: one governance concern, a stalled programme, unclear responsibilities or a decision that needs fresh evidence.
A useful starting point
Governance · Practical guideWhen does a charity need a governance review?Recognise when a focused review, organisational reset or change-of-direction process may be more useful than another general discussion.Read the note Consultancy · Practical guideWhat to include in a first charity consultancy enquiryA practical checklist for explaining your situation, the question, useful context and timing, with a fictional example.Read the noteTell us where you are starting
Tell us the question you need answered, what prompted it, which decisions or records are relevant and when trustees or leaders next need to act.
Start an enquiryOpens your email app. You can also write to hello@charityegg.co.uk.
From a first question to agreed work
We first check whether the work is a suitable fit and whether we have availability. A written proposal sets out the work, what you will receive, timing and fees. Paid work starts only after the engagement is agreed.
An enquiry does not book work or commit you to a fee. Keep your first outline brief and avoid sending personal or sensitive records.
What to include in your first email