2/9/2026

Our Governance Planning Service

Effective governance is the foundation of a successful and sustainable charity or not-for-profit. Good governance helps organisations stay true to their purpose, use resources responsibly, manage risk, and maximise their impact on the communities they serve.

Strong governance is about ensuring the organisation is well led, well managed, and focused on achieving its mission for the benefit of beneficiaries, donors, funders, volunteers, staff, and other stakeholders.

Effective governance adds value in four critical areas:

  • Purpose: Defining and staying focused on your mission, vision, and values.
  • Governance Culture: Supporting effective decision-making and fostering accountability.
  • Oversight and Accountability: Understanding organisational performance and responding appropriately to opportunities and challenges.
  • Risk and Compliance: Managing risks and meeting legal, regulatory, and funding obligations.

Any charity or not-for-profit that is serious about strengthening its Board or governance practices should have a Governance Plan. A well-designed Governance Plan provides clarity, improves decision-making, reduces uncertainty, and helps the organisation achieve its strategic goals.

Our Governance Planning Session Covers:

  • Clarifying the respective roles and responsibilities of the Board, management, and operational teams.
  • Developing and documenting a Governance Framework and Governance Action Calendar.
  • Identifying key strategic opportunities and organisational risks that require oversight.
  • Establishing an action plan to address priority issues and strengthen organisational performance.
  • Determining the structure, frequency, and effectiveness of Board and committee meetings.

There is never a bad time to review and strengthen governance practices, even if your organisation already has an established Board and governance framework.

By Participating in a Governance Planning Session, You Will:

  • Gain greater clarity around your organisation's purpose and strategic direction.
  • Strengthen governance practices and move from reactive decision-making to proactive leadership.
  • Improve accountability for achieving strategic objectives and delivering measurable outcomes.
  • Build confidence in the Board's ability to oversee risk, performance, and organisational sustainability.
  • Reduce the stress and uncertainty often associated with growth, change, and increasing compliance requirements.

Ready to Strengthen Your Governance?

Whether your organisation is looking to improve Board effectiveness, enhance accountability, or prepare for future growth, a Governance Plan can provide the structure and clarity needed to support long-term success and community impact.

Get in touch to learn more about our Governance Planning service for charities and not-for-profits.

Tax and Trust have been our Church’s Accountants for approximately 13 years. They always do their upmost for our Church and for any help I need or questions answered. As we are a Charity they take care of all our Charity Obligations with filing to the Charities Commission and with our Auditors with their yearly audit of our Accounts. We use the XERO Accounting System and Michelle and her team always help us with any queries. The whole team at Tax & Trust have always been friendly and helpful to myself. I have no hesitation in recommending them for any Clients that are Charities or just need new Accountants that they can trust who are professional & efficient Accountants.

Janette McKay, Massey Community Church Accounts