Action Planning has been a trusted source of charity governance advice and strategic guidance for over 30 years. Our consultants deliver a comprehensive range of valuable, cost-effective, integrated services that help CEOs of not-for-profit organisations to make sure key personnel are all aligned, ensure compliance and increase impact and effectiveness.
Our exclusive offers for ACEVO members
Governance consultancy
10% discount on all our governance services.
Board health check
An independent Board Health Check that gives charity CEOs a clear, diplomatic view of what is working well and where simple improvements could strengthen governance.
Get the insight you need to have constructive conversations with confidence. The board your strategy needs – Charity Commission aligned, Trustee friendly.
We will provide an independent view of board effectiveness through confidential conversations with both the CEO and Chair to provide perspective and insight into 5 key areas of feedback:
- Structure
- Responsibilities and role
- CEO-Chair leadership
- Policies and procedures
- Key challenges
Discounted price for ACEVO members: £360 + VAT
Strategic thinking partner
A confidential strategic 1-2-1 session with Action Planning CEO Sean Tully or another associate with CEO experience, providing space to work through complex decisions with clarity and confidence. We’ll provide you with an experienced partner who understands your context, challenges your thinking constructively and helps you see clearly when everything feels overwhelming.
Duration – 90 minutes
Discounted price for ACEVO members: £125 + VAT
Contact us for a virtual chat over coffee.
Book an offer. Please have your ACEVO membership number to hand, ready to quote.
“When you’re qualified through experience at doing something, that’s fine, it’s good, but that’s rather different from being fluent in something, and I think that’s what David is – he’s fluent in strategy.” Alan Kinder, CEO, Regional Studies Association
Case study: Supporting a CEO in introducing strategic planning
Action Planning insights
A selection of thought leadership articles from our consultants:
- Take a break – and make a big leap forward
- Passing on the essence: research findings on succession in small charities
- Top tips for charity partnerships and mergers – 10 key takeaways
- How to be the inventor of your own future
- Long-term planning: lessons for charity leaders from the pandemic
- Structure your strategic ambition in a well-monitored action plan
- 10 key challenges for not-for-profit sector CEOs (and how to solve them)
- 3 reasons why charity CEOs need mentors
- Thinking of becoming a charity CEO? Beware your own shadow!
You can receive notifications of all our consultants’ insight articles, as well as our webinars and case studies, by following our LinkedIn page or subscribing to our monthly newsletter.
Action Planning’s full service comprises:
- Fundraising – sharpen your fundraising strategy and delivery, whatever you’re raising money for.
- Governance – ensure your organisation is being run in accordance with the Charity Governance Code and everybody is pulling together.
- Strategy – develop your organisation and ensure that you take your whole team with you on your future direction.
- People – find the best recruits for your organisation and get the best out of them.
- Communications – call in writers, designers, marketing consultants, customer experience and other communications specialists, as and when you need.
