Decide which opportunity, if any, is worth pursuing now

The Review is designed for organisations that have a promising route in mind but need experienced interpretation before investing further time or money. It helps you distinguish between an opportunity that is ready to progress, one that needs more evidence, one that should be reshaped, and one that should not be pursued now.

How it works

1. Focused preparation

Share the agreed background information about a shortlist of up to three priority opportunities, your organisation's objectives, delivery capacity and known constraints.

2. 75-minute diagnostic session

Work through buyer need, mission fit, feasibility, internal readiness, delivery risk and the evidence available so far.

3. Decision Note

Receive a concise written note setting out the decision, reasoning, material assumptions, constraints and recommended next step.

4. 45-minute findings session

Discuss the Decision Note, clarify the recommendation and agree the next proportionate action.

What you receive

Senior review of a shortlist of up to three priority revenue opportunities
75-minute diagnostic session
Concise Decision Note
45-minute findings session
A recommendation to progress, gather evidence, reshape, pause or stop
A proportionate next step, which may be self-directed and may involve no further RFI purchase

What it does not include

The Guided Review is not a bespoke Revenue Diversification Plan, a multi-opportunity strategy, market research, financial advice, technical implementation or a compressed Sprint. It is a standalone decision product and its fee is not credited into a later package.

Who it is for

Designed for UK charities and social enterprises with £500k to £10M annual income that have a defined opportunity or a shortlist of up to three priority opportunities, an accountable internal lead and a genuine decision to make. Consider the Revenue Diversification Sprint when several opportunities need mapping and prioritisation.

Need a grounded decision before you build the plan?

Contact us with a short outline of the opportunity and the decision your organisation needs to make.

Enquire About the Guided Review