Plain Sense Check-Up · $295

A governance health check that tells you where to start.

Not sure what you need? We take a proper look at your structure, finances, documents and setup, then tell you plainly what needs attention, what doesn’t, and what order to do it in.

Ask us about thisBook a free discovery call

01

What it is

A paid first look at how your organisation is set up. You send what you have, we go through it, and we meet for 60 to 90 minutes.

02

Who it’s for

Boards, committees and managers who know something isn’t right but can’t name it yet, and groups that have outgrown their systems.

03

What we do

Review your constitution, policies, financials and structure, and note what’s working, what’s missing and what’s out of date.

04

What you get

A Plain Sense Priority Plan: a short PDF with what to tackle first, in what order, and a realistic cost range.

How the Check-Up works

01 · Intake form

You fill in a short intake form and send what you have: constitution, policies, financials and structure.

02 · Our review

We go through your structure, finances, documents and setup before we meet.

03 · The session

A 60 to 90 minute session by Zoom to talk through what we found.

04 · Priority Plan

A short PDF, no fluff: what to tackle first, in what order, and a cost range that can fit your budget.

What’s in the work

  • A pre-session intake form
  • A review of your structure, finances, documents and setup
  • What’s working, what’s missing and what’s out of date
  • A 60 to 90 minute session to go through it together

What you walk away with

  • A Plain Sense Priority Plan, as a short PDF
  • What to tackle first, and in what order
  • A realistic cost range for the work that matters

What sets the price

The Check-Up is a fixed $295, including GST. If you go ahead with project or retainer work, the fee is redeemable against that work.

Common questions

Is the Check-Up the same as the free discovery call?

No. The discovery call is free: 30 minutes by Zoom or phone to talk about where you are and whether we can help. The Check-Up is a paid review of your documents, with a 60 to 90 minute session and a written Priority Plan.

What do we need to send?

Whatever you have: your constitution or rules, policies, financials and structure. If something doesn’t exist yet, that is worth knowing too.

Is the fee credited if we go ahead?

Yes. The $295 is redeemable against future work with us.

The Check-Up is general guidance, not legal or financial advice.

Tell us what’s going on.

Send us a note through our contact form. If a call is the better next step, we’ll say so.

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