Packages

Consultancy Packages Designed for Your Needs

Whether you’re a start-up finding your feet or an established charity facing new challenges, we’ve created packages to give you focused, practical support at a pace and price that works for you.

Digital Charity Health Check Packages

My Charity Health Check is one of the most popular services for small and medium‑sized organisations. It provides a thorough, honest assessment of your operational effectiveness and gives you clear, prioritised recommendations to support both immediate improvements and long‑term development.

Essential Digital Charity Check

£750 + expenses

Available to charities with an income under £250,000 £950 + expenses for charities with an income under £450,000

The Essential Digital Charity Check gives smaller organisations a sharp, practical snapshot of how they’re operating. Through a focused online review, I assess nine core areas of your charity and provide clear, actionable recommendations you can implement straight away.

What’s included

One full remote day with your staff and Board Up to 6 hours of consultation (or two 3‑hour sessions), plus a final 1‑hour online session to walk you through the key recommendations.

A structured digital review across nine organisational areas:

• Strategy and planning
• Organisational systems and standards
• Staff management and performance
• Finances
• Fundraising
• Digital approach
• Communications
• Partnership working
• Volunteers

You will receive a concise 2–3 page digital summary report outlining:

• Your top organisational strengths
• High‑ and medium‑priority recommendations
• Immediate actions to strengthen performance

Optional add‑ons

Online Board presentation: + £200

In‑person Board presentation: + £200 + travel time + expenses

Advanced Digital Charity Review

£2,500 + travel expenses

The Advanced Digital Charity Review provides a deep, evidence‑based understanding of your organisation. It combines a full digital document review with structured online consultations to give you a clear, prioritised roadmap for improvement.

What’s included

Full digital desktop review of your key governance and strategic documents:

• Annual Report
• Constitution
• Strategic Plan
• Key Policies

One full day of remote consultation Or up to 8 hours of online sessions with staff and Board members to gather insight and operational context.

• A comprehensive 20–25 page internal report, including:
• A 2‑page executive summary
• Priority‑ranked recommendations
• Situational analysis and organisational history

A full review of:

• Strategy and planning
• Organisational systems and standards
• Staff management and performance
• Finances and Fundraising
• Digital approach and Communications
• Partnership working
• Volunteers

Clear, actionable recommendations, grouped by theme and ranked by priority to support confident decision‑making.

Optional add‑ons

Online Board presentation: + £200

In‑person Board presentation: + £200 + travel time + expenses

Complete Digital Charity Audit

£4,500 + travel expenses

The Complete Digital Charity Audit is the most comprehensive review I offer. It combines an in‑depth digital document audit, advanced organisational diagnostics, and extensive consultation to give you a full, 360‑degree view of your charity’s performance, risks, and opportunities.

What’s included

Advanced digital desktop audit of all core governance, strategic, and operational documents, including:

• Annual Report
• Constitution
• Strategic Plan
• Key Policies
• Risk Register
• Recent Board papers and minutes
• Fundraising plans
• Digital and communications strategies
• Any additional documents relevant to your organisation’s context

Two full days of remote consultation, including:

• Staff interviews
• Board discussions
• Operational walkthroughs
• Digital systems and process reviews

A detailed 35–45 page organisational intelligence report, featuring:

• A high‑level executive summary
• Priority‑ranked recommendations
• Governance and compliance analysis
• Financial sustainability review
• Digital maturity assessment
• Fundraising performance insights
• Workforce and culture analysis
• Risk and resilience mapping
• Strategic alignment review

A tailored action roadmap outlining:

• Quick wins
• Medium‑term improvements
• Long‑term strategic shifts
• Optional benchmarking against similar‑sized charities (where data is available)

Optional add‑ons

Virtual Board presentation: + £250

In‑person Board presentation: + £250 + travel time + expenses

Follow‑up implementation support (priced individually)

The Essentials Package

Your organisation’s strongest start begins here.

If you want your organisation to grow with confidence, clarity, and credibility, the Essentials Package gives you everything you need to get the fundamentals right from day one.
Whether you’re launching something new, restructuring, or finally sorting the things that have been piling up, this package delivers the expert support that protects your organisation and unlocks momentum.
This is more than consultancy. It’s the foundation your organisation deserves.

What's included:
A Complete Organisational Health Check
Understand exactly what’s working, what’s holding you back, and where the biggest opportunities lie. No guesswork, just clarity and direction.
Full‑Day Strategic Planning Session
A focused, professionally facilitated session to define your vision, set priorities, and build a strategy that moves your organisation forward with purpose.
Governance Review + Essential Policy Templates
Strengthen your structure with compliant, credible governance and ready‑to‑use policies that save you hours of work.
3 Months of Reliable, On‑Hand Support
You’re not left to figure things out alone. Email and phone support is included to help you implement changes smoothly and confidently.
Two Follow‑Up Progress Sessions
Accountability plus expert guidance to keep everything on track and make sure improvements actually stick.

The Outcome
By the end of 3 months, you’ll have:
Clear strategic direction
Stronger governance and safer operations
Streamlined processes and reduced risk
A more confident team and organisation
Expert support behind you when you need it
This is exactly what growing organisations need to move from “we’re trying our best” to “we know exactly where we’re going.”

Investment
£275 per day (6‑hour day)
or
£50 per hour
Timeline
Delivered over 3 months with structured support throughout.

Fundraising Focus Package

Secure the sustainable income your organisation deserves.
If your organisation is ready to grow but needs the funding to make it happen, the Fundraising Focus Package gives you everything you need to confidently secure, strengthen, and diversify your income.
This package combines expert research, strategic planning, high‑quality bid writing, and hands‑on support to maximise your chances of success. Perfect for organisations that want to stop chasing funding and start building a sustainable, long‑term approach.
This is your path to consistent, reliable income, not one‑off wins.

What's Included

• Funding Landscape Research & Opportunity Mapping
• A tailored deep‑dive into the trusts, foundations, public grants, and funders most aligned to your mission. You’ll receive a clear, prioritised pipeline of opportunities — saving you countless hours and giving you immediate direction.
• A 12‑Month Funding Strategy Roadmap
• A practical, achievable roadmap outlining when to apply, what to apply for, and how to build sustainable income over the next year. Think of it as your funding blueprint for growth.
• 3 Professionally Written Funding Bids (up to 5,000 words each)
• High‑quality, compelling, strategically crafted applications designed to showcase your organisation’s impact and increase your chances of securing funding. Written to funder language, evidence‑led, and fully aligned with your goals.
• Impact Measurement Framework
• A clear, easy‑to-follow framework to help you track, measure, and communicate your outcomes — giving funders the confidence they need to invest in your work.
• 3 Months of Ongoing Bid Review Support
• Expert feedback, edits, and guidance on any applications you create during the support period. You’ll never be left guessing whether a bid is strong enough.

The Outcome
By the end of the programme, you will have:

• A clear, funder‑aligned strategy
• A pipeline of realistic funding opportunities
• Professionally written bids ready to submit
• Stronger evidence and impact measurement
• Ongoing expert support for future applications
• You’ll move from reactive fundraising to a strategic, confident, and sustainable approach that keeps your organisation thriving.

Investment
£275 per day (6 hour day) or £50 per hour
Timeline
The Fundraising Focus Package typically involves around 12–16 consultancy days delivered over 3–6 months, depending on your organisation’s needs. This ensures thorough research, strategic planning, and high‑quality bid writing without rushing the process.

Operations Support Package

Strengthen your internal systems. Strengthen your organisation.
Behind every impactful organisation is a solid operational backbone. If your internal systems aren’t as strong, compliant, or streamlined as they could be, the Operations Support Package gives you the structure and stability you need to operate with confidence.
Perfect for organisations experiencing growth, change, or increasing compliance demands, this package brings clarity, order, and efficiency to the areas that matter most — governance, HR, finance, and safeguarding.
This is where operational chaos becomes calm, controlled, and fit for the future.

What's Included:

• Governance Health Check & Board Development Plan
• A full review of your governance structure, processes, and board effectiveness. You’ll receive a clear action plan to strengthen oversight, accountability, and decision‑making at the highest level.
• HR Audit & Comprehensive Policy Suite Development
• We assess your current HR practices, identify risks or gaps, and develop the essential policies your team needs to work safely, legally, and consistently.
• Financial Management Review & Recommendations
• A practical review of your financial processes, reporting, and controls. You’ll get clear, actionable recommendations to improve transparency, compliance, and operational resilience.
• Risk Register & Safeguarding Framework
• Creation or improvement of your organisation-wide risk register plus a safeguarding framework that protects beneficiaries, staff, volunteers, and reputation. Clear, robust, and ready to implement.
• 6 Months of Implementation Support

You’re not handed a long list and left on your own. For six months, you get ongoing support to embed new systems, strengthen practice, and make sure changes stick.

The Outcome

• By the end of this programme, you will have:
• Stronger governance and decision‑making
• Safe, compliant HR and people processes
• Clearer, more reliable financial systems
• A functional, practical risk and safeguarding framework
• Smoother day‑to‑day operations and fewer internal bottlenecks
• Long‑term stability, resilience, and organisational confidence
• This package transforms your internal operations from “we’re coping” to “we’re fully in control.”

Investment
£275 per day (6 hour day) or £50 per hour
Timeline
Delivered over 6 months with steady, structured support.

Operations Support Package

Amplify your presence. Tell your story. Grow your influence.
If your organisation is doing incredible work but not enough people know about it, the Visibility Boost Package gives you the tools, strategy, and messaging you need to stand out.
This package is designed for organisations that want to improve how they communicate their impact, engage supporters, and build a stronger public profile. It helps you move from quietly doing good work to being seen, heard, and supported.
Whether you're preparing for a launch, scaling your reach, or refreshing your brand, this package elevates the way you show up in the world.

What's Included:

• Brand Review & Messaging Framework
• A clear, compelling messaging framework that captures who you are, what you do, and why it matters. We refine your story so it resonates with funders, partners, and communities.
• Marketing & Communications Strategy
• A practical, tailored strategy covering your audiences, channels, content approach, and key messages — everything you need to communicate consistently and confidently.
• Content Creation Support
• Professional guidance and content development, including case studies and a social media toolkit, to help you shine across platforms and share impact in a way that moves people.
• Website Content Review & Recommendations
• A full review of your website with actionable suggestions to improve clarity, engagement, and conversion, ensuring your digital presence matches the quality of your work.
• Launch Campaign Planning & Support

Whether you’re launching a new service, programme, or brand, you’ll get structured planning and expert support to ensure your message lands and your audience listens.

The Outcome
By the end of 3 months, you’ll have:

• A clear and consistent brand voice
• Stronger visibility across key platforms
• Messaging that engages funders, partners, and communities
• A more powerful digital presence
• Content that tells your story with impact
• A structured plan to keep your visibility growing

You’ll move from “people know us a bit” to “our audience understands exactly who we are and why our work matters.”

Investment
£275 per day ( 6 hour day) or £50 per hour

Timeline
Delivered over 3 months, with structured support throughout.

Bespoke Consultancy

Your organisation is unique, your support should be too.
If you’re not seeing the exact package you need, or your organisation is facing challenges that don’t fit neatly into a box, our Bespoke Consultancy service gives you complete flexibility.
This is tailored support built entirely around your goals, your priorities, and your pace. Whether you need strategic clarity, operational support, governance strengthening, funding expertise, or a blend of everything, we’ll design a package that aligns perfectly with where your organisation is and where you want it to go.
You tell us what you want to achieve, and we’ll shape a consultancy programme that delivers:

• The right level of support
• The right expertise
• At the right moments
• With no unnecessary extras

No templates. No one‑size‑fits‑all advice. Just thoughtful, focused, high‑quality consultancy designed to create real, measurable progress.

If you’re looking for something bespoke, let’s talk. We’ll explore your challenges, understand your ambitions, and create a tailored package that delivers exactly what you need.

Our Pricing Philosophy

I strongly believe in transparent, fair pricing that reflects the value we deliver. All packages are flexible and can be tailored to your budget and organisational needs. 

Ready to get started? Get in touch to discuss which package is right for your organisation.