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Governance Self Audit
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Governance Self Audit
Please read each statement and rate them to indicate how much the statement applies to your business right now.
Be honest, no one is grading you. This is your starting point, not your report card.
1 (rarely true) → 5 (consistently true)
URL
This field is for validation purposes and should be left unchanged.
Governance Discipline: Purpose
Determining Vision, Direction and Strategy
I have a clear, written purpose statement that explains why this business exists beyond making money.
(Required)
5
4
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2
1
My long-term vision (3–5 years) is documented and I review it at least annually.
(Required)
5
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2
1
I have a one-page strategy that my team understands and can act on.
(Required)
5
4
3
2
1
I know who my key stakeholders are and actively consider their interests in decisions.
(Required)
5
4
3
2
1
I set annual priorities at the start of each year and track progress against them quarterly.
(Required)
5
4
3
2
1
Governance Discipline: Culture
How you lead, decide and set the tone
I have a clear ethical framework — I know how I make decisions and what I will and won't do.
(Required)
5
4
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2
1
I separate my time as "governor" (working on the business) from "operator" (working in it).
(Required)
5
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1
I have at least one trusted external sounding board — advisor, mentor, accountant or peer — who challenges my thinking.
(Required)
5
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2
1
My leadership behaviours are consistent with the values I say the business stands for.
(Required)
5
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1
I hold a regular governance review (monthly or quarterly) where I step back and assess the business objectively.
(Required)
5
4
3
2
1
Governance Discipline: Accountability
Managing Performance, Risk and Oversight
I use a dashboard or scorecard with 5–10 key metrics to monitor business performance regularly.
(Required)
5
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2
1
I have a process for identifying and managing the key risks in my business.
(Required)
5
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2
1
My team has clear KPIs and understands what they are accountable for.
(Required)
5
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2
1
I have a decision-making framework — I know which decisions I make alone and which I delegate.
(Required)
5
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1
When performance is off-track, I have a structured process to diagnose the cause and take corrective action.
(Required)
5
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2
1
Governance Discipline: Compliance
Effective systems for Legal duties, financial health and obligations
I understand my legal duties as a company director and review them at least annually.
(Required)
5
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3
2
1
I receive monthly financial reports (P&L, balance sheet, cashflow) and I understand them.
(Required)
5
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1
I am confident the business is solvent and I monitor this on a regular basis.
(Required)
5
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2
1
I have identified any conflicts of interest in my business relationships and managed them appropriately.
(Required)
5
4
3
2
1
My business meets its Health & Safety, employment law and tax compliance obligations consistently.
(Required)
5
4
3
2
1
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