
Our Expertise
Our bespoke Board Evaluation Process is recognised by our clients as a seamless, confidential & efficient exercise.
CPD Corporate Governance Training & Board Evaluations
At Lionheart, our CPD Corporate Governance Training modules and Board Evaluation insights equip Boards, NEDs, and Trustees with the latest skills to meet today’s governance challenges. Delivered by our experienced Partners, training is available through seamless virtual workshops or flexible, downloadable modules.
Our Board CPD programmes help directors fulfil their professional development requirements while strengthening oversight and accountability. Core modules include:
AI Governance and Ethics
Roles and Responsibilities for Boards
ESG training tailored for Board oversight
Equality, Diversity & Inclusion (EDI) in governance
Customised onboarding programmes for new NEDs and Trustees
Specialist modules aligned with regulatory expectations
Whether your organisation needs a comprehensive Board Evaluation, ongoing CPD for Boards, or bespoke onboarding for NEDs, our programmes are designed to be practical, effective, and future-focused..
Online Board Evaluations & Corporate Governance Review's
Online Board Evaluations with Security, Flexibility & Impact
Lionheart is a recognised pioneer in delivering online and virtual Board Evaluations, providing Boards, NEDs, and Trustees with a secure, impartial, and user-friendly review process. As both an authorised Diligent Partner and an accredited Zoom Partner®, we ensure that our clients benefit from world-class platforms combined with our independent governance expertise.
Our evaluations are available in Blended, Hybrid, or Fully Virtual formats and are delivered in accordance with ISO 20700 standards for management consultancy services. This guarantees a professional, transparent, and best-practice approach to Board effectiveness reviews.
Recognising that time is one of the most valuable resources for today’s directors, Lionheart pivoted early to a virtual Board Evaluation platform. This allows Boards to engage with us at times that suit them best—minimising travel, reducing costs, lowering their carbon footprint, and focusing on outcomes rather than logistics.
With Lionheart, Boards can access secure online Board Evaluations that are flexible, sustainable, and future-ready—supported by the technology of Diligent and the assurance of ISO-certified practice.
Online Governance Training for Trustees
Lionheart’s CPD Governance Training for Charity Trustees is designed to strengthen Boards by providing practical, effective, and accessible learning. Delivered by our Partners in a secure and seamless virtual training environment, each session combines governance expertise with the real challenges facing today’s charities.
Our Trustee CPD modules help charity Boards meet regulatory requirements while supporting trustees in carrying out their duties with confidence and clarity. Core modules include:
Charity Trustee Roles and Legal Obligations
Good Governance for Charitable Boards
Equality, Inclusion & Diversity (EID) in the charity sector
Environmental, Social & Governance (ESG) responsibilities
AI Governance – Roles & Responsibilities for Charity Boards
We also design customised training programmes tailored to your charity’s unique needs—whether supporting new trustee onboarding, enhancing governance effectiveness, or preparing for regulatory engagement.
See our full range of Charity Trustee CPD modules- see HERE
Board Policy, Procedures & Codes of Conduct Reviews
In today’s evolving regulatory environment, keeping Board policies, procedures, and codes of conduct up to date can be a constant challenge for Boards, NEDs, and Trustees. Lionheart supports organisations by delivering efficient Board Policy Suite Reviews, ensuring that governance frameworks remain fully aligned with current legislation, regulatory requirements, and best practice.
Our reviews provide Boards with clear, practical, and compliant policy solutions, helping directors and trustees meet their governance obligations with confidence.
Alongside policy reviews, Boards frequently engage us to provide bespoke NED and Trustee training in specialist areas such as:
Codes of Conduct for Boards
Code of Practice for the Governance of State Bodies
Charity Governance Codes and regulatory requirements
Board responsibilities in ESG and AI Governance
This integrated approach means Boards benefit not only from compliance-ready governance policies, but also from the training needed to embed these standards effectively across the organisation.
BCP (Business Continuity Planning) Delivery
If the pandemic taught Boards anything, it is the critical importance of being prepared. Lionheart supports Boards, NEDs, and Trustees in developing and reviewing Business Continuity Plans (BCPs) that strengthen organisational resilience, mitigate risk, and safeguard operational performance in times of crisis.
Our Board-level BCP Reviews ensure that continuity plans are not just documents on paper, but practical, actionable frameworks aligned with business needs and benchmarked against international best practice. Each review delivers:
An independent assessment of your BCP’s effectiveness
Clear identification of strengths, weaknesses, and gaps
Practical recommendations to enhance resilience and readiness
By integrating governance, risk management, and crisis response, we help Boards ensure their organisations are not only compliant but also prepared to lead effectively when it matters most.
Governance Health Check – Beyond Traditional Board Evaluations
In today’s highly scrutinised environment, governance is more than board oversight. It is the foundation of trust, resilience, and long-term organisational success. A well-designed governance framework empowers not only the boardroom but also every part of the organisation.
That’s why Lionheart has developed the Governance Health Check – a comprehensive deep dive that goes beyond a traditional Board Evaluation. While many reviews focus only on board composition and effectiveness, our approach provides a holistic assessment of your entire governance ecosystem.
Our Differentiated Methodology
Stakeholder-Centric Discovery: We engage not only with board members but also with senior leadership, regulators, investors, and key stakeholders to capture a 360-degree view of governance.
Process-Oriented Benchmarking: We assess how effectively governance policies and procedures translate into daily operations, identifying gaps between theory and practice.
Data-Driven Insights & Predictive Analytics: We go beyond current challenges, uncovering future governance risks and opportunities through advanced data analytics.
Customised Action Plans with ROI: Our recommendations are tailored to your organisation’s unique context, linking governance improvements directly to measurable impact and return on investment.
Change Management & Ongoing Support: We don’t stop at the report. We partner with you to implement change and embed lasting governance excellence.
The Lionheart Advantage
Holistic Perspective – assessing governance across the full organisation, not just the boardroom.
Predictive Insights – identifying risks and opportunities before they materialise.
Measurable Outcomes – action plans with clear ROI and tangible benefits.
Implementation Expertise – hands-on support to ensure governance frameworks evolve with your strategy.
Ready to Elevate Your Governance?
Don’t settle for a board evaluation that only scratches the surface. Lionheart’s Governance Health Check empowers Boards, NEDs, and Trustees to lead with confidence and prepare for the future.
Contact us today to discover how our comprehensive governance review can strengthen resilience, build trust, and unlock your organisation’s full potential.
Non Executive Director Recruitment & Placement
One of the key challenges all Boards face is succession planning and ensuring critical skills and required competencies are maintained and are available to the Board.
As part of our services, we work closely with our clients and regularly undertake Board Skillset & Competency Audits and Culture Audits. Flowing from that we provide support to Nominations Committees with our independent Non-Executive Director Recruitment service.
This is a bespoke service offering and we maintain a growing multidisciplinary NED directory and are unaligned to any other providers - Contact us for further information Here