To ensure optimal effectiveness, boards should periodically review their performance, processes and seek continuous improvement. The annual board effectiveness review provides the space for reflection on existing practices.
Our team of experienced professionals have seen it all – from corporate fraud to internal power struggles. With over 150+ years combined experience, we bring a well-rounded perspective when conducting evaluations and assessing boardroom dynamics.
Whether it’s navigating an immediate CEO removal, mediating between the Board and management through fractious relations, or exploring succession planning options – we have approached these sensitive issues many times before and produced positive outcomes for organisations of all sizes and at all stages of their evolution.
Our board effectiveness reviews align with your organisation’s culture. We support on internal self-evaluation processes and full external independent board evaluations. Our reviews often examine the structure of your board, boardroom dynamics, governance procedures, relations with management, reporting protocols and risk management processes.
Our experience enables us to pinpoint the root cause of board issues quickly. We specialise in making effective boards even better by distilling our wisdom into tangible actions that correspond with Beyond Governance’s “true success factors”.
Our broader advisory and consulting business means that we are clearly focussed on managing any potential conflicts of interest that might arise from this board evaluation process. We have implemented processes and procedures to ensure integrity and impartiality remains in place so that you can be assured that your review remains independent.
We tailor your review to suit your board’s individual needs. As part of our engagement, we will assess and agree with you the approach to be taken.
Our reviews can be carried out in two different forms:
Survey based review: for this type of review, we will design a questionnaire for completion by your board and key senior members of management. The questionnaire will focus on key areas of oversight by the board and is intended to draw out how the board work together to discharge their duties.
Interview based review: our interview-based review extends the above review through a 1:1 engagement session with each board member, with focus on board performance, collaboration within the board and those all-important dynamics that drive performance and effectiveness.
Once completed we will analysis the results and provide a report with key outcomes and proposed actions and next steps.
Any client disclosures relating to our review to be agreed prior to publication.
All our reviews are confidential, and the anonymity of participants is a cornerstone of an effective review. Participants are able to openly share their views and perspectives on the performance of the board, supporting the collegiate nature of a board in its role leading your organisation.
As part of our review process, we remain available to your board for a period of up to 12 months to support with the implementation of any outcomes arising from the review.
“From the start Beyond Governance’s recommendations enabled governance to begin to flow again and decision-making became easier to a level we did not appreciate was possible. Streamlined board and committee papers and packs make meetings more productive and succinct. We now have forward planners embedded in our process, giving clearer visibility on future activites and agenda planning. As a result of the recommendations and implementation Beyond Governance brought, we have transformed our ways of working, opened my eyes to what is possible (I can’t believe we didn’t do this years ago) and brought clarity and efficiency to our board and governance practices.”
Governance Professional of 20 years
Our wonderful team
Amazing people making amazing things
Erika Eliasson-Norris FCG
As the CEO and Founder of Beyond Governance, Erika envisions a future where governance is not just about oversight and regulation but about fostering a culture of responsibility, accountability, adaptability, and long-term vision. Under her leadership, Beyond Governance is redefining the paradigms of corporate governance…
Andrew Harvey-Wrate FCG
Andrew is a flexible and up-front Governance Professional with over 35 years’ experience in Aerospace and Defence, Financial Services and Commercial Real Estate in various FTSE listed companies as well as in Charity. Andrew worked at Persimmon plc where he Deputy Company Secretary and acted as board secretary…
John Davies - ACG
John is a forward thinking and relationship focussed Governance Professional with over 25 years’ experience in a range of sectors including Travel & Leisure, Food Producers, Media, Property, Healthcare, and Financial Services in various FTSE listed and unlisted companies. Immediately before joining Beyond Governance…
Juliet Dearlove - LLB
Juliet is an adaptable and analytical Solicitor with over 25 years’ experience in the field of Governance in Automotive, Financial Services, Investment Trusts and Veterinary Services in various FTSE listed, AIM listed and unlisted companies. Juliet worked at JP Morgan for ten years and was responsible for The Mercantile Investment Trust …
Victoria Garvin - FCG
Victoria is a dynamic and versatile Governance Professional with over 20 years’ experience, primarily within the highly regulated financial services sector. Victoria worked at Aviva plc where she led the global group-wide governance function and oversaw the development and implementation of governance practices across the group.
Lisa Keeling - ACG
Lisa is an industrious and thoughtful Governance Professional with over 12 years’ experience in FMCG, Architecture and Financial Services in various FTSE listed and unlisted companies. Lisa worked at Close Brothers Group plc where she was responsible for supporting subsidiary governance and administering the transition…
Jonathan Saunders - ACG
Jonathan is a proactive and conscientious Governance Professional with over 7 years’ experience in Company Secretarial practice, including in Investment Trusts, Renewable Energy, Real Estate, Insurance and PFI/PPP project companies in various FTSE listed and unlisted companies.