ActionPlan – your digital guide

Your digital governance guide

  • Simple, clear tasklist approach to governance process management
  • Check-in, complete a tasklist, use our guides to help you manage change, store results
  • Produces a dashboard Governance Report – ideal for board meetings and investor meetings

Have questions about this product?

Benefits for you

  • Simple, checklist approach to managing key governance actions
  • Proactively helps you manage risk
  • Provides practical answers and guides on what to do next
  • Set reminders ahead of your next key meeting to keep on track of things
  • Saves you time, money and stress
  • Show investors and stakeholders you take governance seriously
  • And keeps you one step ahead of regulation changes and problems

Possible use cases

  • Helping you raise finance – show your investors a clear diligence trail
  • Manage succession planning more easily (no more ‘it was in Fred’s head and I don’t know what he did’ excuses)
  • Saving time at your year end with Company accounts filing and/or Charity Commission returns
  • Preparing for a handover of ownership – showing the new shareholders a clear set of processes are being followed


As the CEO of a venture backed, growing company, ActionPlan hits the mark.  Simple to use, a one-page report for my shareholders on progress, and a diligence tool for future funding rounds (if we need).  Perfect!

Steven Greenall

Chief Executive, Warwick Music Limited