Our Insights section focuses on practical guidance that helps boards and leadership teams translate financial information into clear governance action. Articles are written to support short-form reading by non-technical audiences and to provide checklists, concise frameworks, and implementation tips for finance leads. We explore topics such as board pack design, rolling forecasts, control remediation, and the indicators executives should watch to keep strategy aligned with financial reality. Each piece aims to be evidence-based and clinically practical so trustees can act with confidence and teams can implement improvements that stick. The collection supports ongoing learning and offers immediate takeaways for improving the quality and timeliness of oversight conversations.
Featured below are short, actionable briefs that address common governance challenges. Each brief is written to help trustees and finance teams sharpen their focus: what to ask in a meeting, which controls to prioritise, and how to present metrics so they lead to decision. These pieces are designed to be applied quickly across sectors and sized for board packs or pre-reading ahead of governance meetings.
A practical checklist for creating concise, insight-led board packs. Focus on the top five metrics that indicate strategic health, use visual variance summaries, and embed one-page executive summaries to prioritise board time around decisions rather than data review.
Guidance on implementing rolling forecasts that link to strategic scenarios. We explain governance triggers, cadence for updates, and how to present scenario outcomes to enable faster, well-informed board decisions while preserving operational stability.
Practical steps to map controls to the highest-risk processes, assign ownership, and set test schedules that are proportionate to risk. Learn how to prioritise remediation where it most reduces oversight exposure.
We run short workshops for boards and finance leadership that focus on turning report outputs into governance questions. Each session combines a short tutorial on best-practice reporting, facilitated discussion using your current board pack, and a concise action plan you can implement immediately. Workshops are tailored to board agendas and are available remotely or on-site depending on preference and procurement arrangements.
