We recently worked with Steve to explore our ethical framework for fundraising and investment. It’s a potentially challenging topic so I felt a little trepidation but Steve immediately put me at ease.
After introducing the work to the Board he followed up with individual calls with each Trustee to explore their personal perspectives before facilitating a half day workshop to tease out any issues and develop a shared approach.
Steve’s style, use of humour and real world examples encouraged everyone to contribute, question and collaborate. He skilfully managed the workshop to help us reach a conclusion that everyone was comfortable with and both staff and Trustees enjoyed it.
Steve’s report was a focussed summary of what we’d agreed and we are now using it to build our policies and processes. He was a dream to work with and I wouldn’t hesitate to recommend Steve.
Kat Lee, CEO, Family Holiday Charity