Helping develop small
& medium sized charities
and social enterprises

By bringing clarity, professionalism
and an ‘easy to work with’ approach

Testimonial —

Tracey is a person of the highest integrity. Her ethical values are impeccable. She was meticulous in carrying out a wide range of duties, from complex financial controls to managing a mix of salaried and voluntary staff, across a number of disciplines.

An important part of her role was to build upon an established successful relationship with the local
community, encouraging them to recognise the value of the Centre and take up the many educational and leisure opportunities it offered. I would single out the particular
support which she gave to the local women’s community, many of whom would otherwise lead isolated lives without much social interaction.

Derek Wood CBE KC
Former Chair of the Attlee Foundation


Interim Services

CEO/Director interim services to help you through transition phases as you work towards the recruitment of a permanent postholder; troubleshooting or short term development phases.


One-off or ongoing support with bid writing, especially from Trusts and Foundations, National Lottery, Government/contracts and fundraising planning.

Organisational Development

Support with a range of advice and practical help to develop your organisation including
financial planning advice and creation of financial procedures handbook; development of
Theory of Change; troubleshooting on risk planning and compliance on quality assurance;
updating staff handbooks and staff appraisals/performance management processes;
drafting annual reports and impact reports; setting up/registration of new charities.


Supporting you to develop your organisation’s board with governance reviews, policy
reviews and updates, board audits and more.

Strategic Planning

Support with planning and drafting organisation restructure proposals, leading to successful
implementation and a smooth transition; business and strategy planning.


To support new and developing CEOs, Directors or senior staff to strengthen their
leadership and management skills.

Why us

We bring experience of troubleshooting, project management, fundraising, interim management, governance, strategy and organisational development.

Hi, I'm Tracey

As a highly versatile advisor and senior executive to the voluntary sector, I have built on 30 years of experience to successfully help organisations to create and
develop strategies that fuel organisational growth. 

My experience extends across local, regional and national charities and social enterprises. I am an effective Board member and have used my skills and knowledge as a CEO, Trustee and consultant to develop strong governance structures and practices.

Sample of projects

Local government contract
  • £400,000 – operational costs for recycling work over 2
National Lottery Community Fund
  • £450,000 over three years – operational running costs
COVID-19 funding
  • Average £160,000 secured per client (2020)
Strategy Plans
  • Facilitated reviews and planning with Board and Staff and final drafting of plan.
  • Coaching senior staff, developed restructuring plans and redundancy processes.
Finance and Funding
  • Improved financial planning and processes, developed fundraising strategies.
Project Management
  • Management of £28 million housing stock transfer campaign and regeneration plan.
  • Drafting business plans, annual reports, impact reports and case studies.
Governance Review
  • Reviewed governance structures, processes, polices and governing documents.

© Copyright 2023 - All Rights Reserved. Powered by trafik