Resources
Tools worth keeping.
Free, practical governance resources built from the same discipline we bring to client work. No sign-up, no email gate, and every document carries our letterhead so you can circulate it inside your organisation as it is.
Interactive and reference
Use these before you instruct anyone.
Each one answers a question a board or an executive actually asks, and none of them sends anything anywhere.
The governance self-check
Ten questions, a score out of twenty, and a straight answer about where your organisation stands. Your answers never leave your browser.
Take the self-checkInteractive · per policyThe policy test
Eight questions, run against one policy at a time: is it written for your organisation, anchored to its source, owned, current, and does it actually tell someone what to do?
Test a policyWorking documentThe contract scoping brief
The questions that must be answerable before a contract is drafted: parties and authority, the bargain, money, time, risk, information, exit, and the legislative frameworks that apply.
Open the briefReference · bookmark itThe board-year compliance calendar
The statutory dates every South African board should have diarised, organised the way deadlines actually work.
View the calendarFor councils & professional bodiesWhen a regulatory framework needs review
Eight signals that a set of rules, regulations or codes of conduct has aged out, and a seven-stage review cycle a council can defend.
Read the frameworkStatutory publicationThe Governance Register
The PAIA and POPIA Manual, our published internal policies, and the governance instruments available on request.
Open the registerPublic document · Worked exampleOur PAIA section 51 manual
The whole manual, published as a page: records held, how to request them, the prescribed fees, the grounds for refusal and your remedies. It is the shape yours should take.
Read the manualThe reference libraries
The deepest pages on this site.
Written so that you can judge the knowledge before you buy any of it, and so that an email or a post can link to a single instrument.
The contract instrument library
Twenty-seven instruments, what each must contain, the statute behind it, and the defect that most often makes it unenforceable.
Open the libraryReference libraryThe policy instrument library
Thirty-eight policy instruments across governance, ethics, finance, information, people and operations: what each does, how it is drafted, and what makes it worthless.
Open the libraryBoard-pack downloads
Printable working documents.
Free to download and circulate within your organisation. Please keep the attribution intact. Every document is issued on the company letterhead with our full registered details, so it can go into an agenda pack as it stands.
The board minutes checklist
What defensible minutes contain, before, during and after the meeting.
Download PDFPDF · Board packThe POPIA readiness checklist
Fourteen checks for responsible parties, from Information Officer to breach plan.
Download PDFPDF · Working documentThe contract scoping brief
The questions that must be answerable before a contract is drafted, with the legislative check.
Download PDFPDF · For councilsWhen a framework needs review
Eight ageing signals and the review cycle, sized for a council agenda pack.
Download PDFPDF · Statutory publicationOur PAIA and POPIA manual
The section 51 manual we publish for ourselves. It is the shape yours should take.
Download PDFPDF · Service profileStartups and growth companies
What a funded company needs in place, and when.
Download PDFPDF · For procurementThe credentials pack
Registration, CSD number, B-BBEE, tax status, PI cover and the scope declaration.
Download PDFPDF · Reference libraryThe contract instrument library
Twenty-seven instruments, what each must contain, and the defect that most often voids it.
Download PDFPDF · Reference libraryThe policy instrument library
Thirty-eight policy instruments, how each is drafted, and what makes one unenforceable.
Download PDFPDF · Our own policyOur service standards and complaints policy
What you are entitled to expect from us, and exactly what happens if we fall short.
Download PDFStart here
Want one of these tailored to your organisation?
Every document above is the generic version of something we build properly for a client. A scoping call will tell you whether the generic version is enough; frequently it is, and we will say so.