The templates
Twenty-two documents.
Two families. One system.
Every template uses the same 10-out-of-10 methodology, the same honest-first framing, and the same warm-authority register. They’re .docx files — download them, open in Google Docs, fill them in with your team.
Diagnostic Snapshots
Free · ungatedNo signup, no email. Open the Google Doc, make your own copy, or grab the link and hand it round the team. Deploy at kick-off, run quarterly, then compare answers.
Delivery Confidence Snapshot
The core diagnostic. Score 8 dimensions of delivery against 10/10, hand it round the team, compare. Start here.
Security Policy Snapshot
What’s documented vs. what’s practised. Policy gaps, access control, incident response readiness.
Data Processing Agreement Review
Data flows against contractual obligations. Processor/controller alignment, retention, cross-border compliance.
Privacy Compliance Baseline
Privacy posture against regulatory requirements. Consent mechanisms, subject access, breach notification.
Customer Journey Audit
The real journey vs. the designed one. Drop-off points, friction, handover gaps, experience debt.
Operator-Level Process Check
The process as the operator actually sees it. Workarounds, undocumented steps, capacity vs. demand.
Organisational Readiness Snapshot
Can the organisation absorb what the project delivers? Change capacity, training, comms.
Compliance Baseline
Current compliance against regulatory and contractual obligations. Gap analysis with evidence requirements.
Governance & Advisory
Free membershipThese need more context to deploy well. Join free to get them — along with the Field Guide, the FAQ, and the newsletter that shows you how to use them.
Board-Level Governance Posture
What the board knows vs. what it should know. Fiduciary risk, succession, compliance gaps.
Portfolio Delivery Confidence Review
The board-level aggregate across programmes. Trace from strategy to delivery.
Step Zero — Role-Based Intake Forms
Six governance roles. Each has a full intake form and a shorter insert variant.
The Chair’s View
Governance Risk & Fiduciary Duty
Board-level defensibility. Succession, compliance gaps, the gap between what the board knows and what a regulator would find.
The CEO’s View
Strategic Direction & Organisational Risk
Strategic alignment, delivery capacity, the distance between stated direction and operational reality.
The COO’s View
Operational Delivery & Process Integrity
Process health, capacity vs. demand, the gap between documented procedures and how work actually gets done.
The CFO’s View
Financial Resilience & Budget Confidence
Budget confidence, cost visibility, the distance between reported spend and actual value delivered.
The Secretary’s View
Compliance, Records & Regulatory Posture
Records integrity, regulatory compliance, the gap between what’s filed and what’s defensible.
The CISO’s View
Security Posture & Incident Readiness
Security policy vs. practice, incident response readiness, the gap between documented controls and operational reality.
Companion Guides
The Field Guide
When to deploy each template. What they surface. How they connect. How to steer back, rescope, or stop — before it gets expensive.
Members only
The FAQ
Everything you’d ask before you started. Who this is for, how it works, what happens to your data, and where these sit in the wider methodology.
Members only