The audit

Four lenses.
One complete picture.

After the discovery session, the intake data is run through four purpose-built analytical agents simultaneously — each analysing the same organisation through a different lens. The results are reviewed, completed, and compiled into a single structured report.

Agent 01

Strategic Audit

Strategic position summary, key blind spots and flawed assumptions, root causes of the presenting problem, top three priorities with rationale, and risks if no action is taken.

Agent 02

Workforce and Culture

Workforce structure and key dependencies, leadership capability assessment, culture indicators from the data, key workforce risks, and recommended workforce priorities.

Agent 03

Governance and Structure

Governance structure summary, board effectiveness indicators, accountability and decision-making gaps, structural risks, and recommended governance priorities.

Agent 04

Grants and Funding

Current funding mix and concentration risk, grant readiness assessment, funding diversification opportunities, key funding risks, and recommended funding priorities.

What you receive from the audit

Structured analysis report (20+ pages) Executive summary 12-point priority action table Timeframes and suggested owners per action 60-minute debrief session Word and PDF format
Workstreams

Fixed-fee engagements.
Defined deliverables.

Workstream 1 — Most requested

Unit Cost Analysis

$3,500
Fixed fee

Scope

Financial modelling of the true cost of service delivery per billable hour across your funded streams. Incorporates non-billable administration time, care coordinator overhead, travel and geographic cost, and margin contribution by stream. Analysis drawn from your existing platforms with a structured data collection session.

Recommended before any growth decision, geographic expansion, or funding stream investment. Without this analysis, those decisions are made on incomplete financial information.

Includes

  • Structured data collection session (2 hrs)
  • Unit cost model across all funded streams
  • Written findings report with margin analysis
  • One-page board-ready dashboard
  • Specific growth and investment recommendations
  • 60-minute debrief session
Workstream 2

Governance Restructure

$2,500
Fixed fee

Scope

Structured assessment and redesign of the board structure, skills composition, subcommittee model, and delegations framework. Includes a 12-month strategic plan framework for board endorsement. Designed to bring governance to the standard required under the Aged Care Act 2024 and ACNC obligations.

Includes

  • Board skills audit report
  • Draft board charter and delegations instrument
  • Subcommittee terms of reference
  • 12-month strategic plan framework
  • One facilitated board session to adopt new framework
Ongoing advisory

Advisory retainer.

A retainer is not required to start. It is offered after at least one workstream has been completed and both parties understand what the relationship looks like in practice.

For organisations facing sustained strategic challenge across the reform period — Support at Home transition, NDIS changes, workforce restructuring — an ongoing advisory relationship provides continuity, accountability, and a named person to call before a decision becomes a crisis.

Retainers are structured around defined monthly scope, not open-ended availability. Three-month minimum, monthly renewal after that.

Entry
3–4 hours/month. Defined output. Responsive advisory.
$1,500/mo
Standard
4–6 hours/month. Advisory plus one deliverable per month.
$2,000/mo
Senior
6–8 hours/month. Strategic advisory, board access, reporting.
$3,000/mo
Our standards

What you will not get.

This section exists because most consulting engagements fail to deliver on the things that matter most to a time-poor CEO or volunteer board. These are not aspirations. They are operating standards.

No vague recommendations

Every recommendation is specific, actionable, and grounded in the findings. "Improve governance" is not a recommendation. A board charter, a skills audit, and a subcommittee structure is.

No scope creep without agreement

Every workstream has a defined scope and a fixed fee. If the scope changes, it is agreed in writing before any additional work begins. No surprises on the invoice.

No comfortable analysis

If the board structure is inadequate or the CEO is the ceiling on the organisation's development, the report says so plainly. You are better served by a clear picture than a comfortable one.

No implementation without scope

Mallee Strategic advises and analyses. Implementation of recommendations is yours to own — or to engage us to support through a separately scoped workstream.

Start with a free discovery session.

45 minutes. No obligation. We listen to what you are dealing with and tell you whether we can help and how.

Request a session