Our Management Consultancy

Your Journey 2 Excellence

Journey 2 Excellence (J2E) is our bespoke impact framework designed specifically for charities. J2E guides all of our management consultancy projects and ensures meaningful outcomes for the charities we work with. 

We developed J2E based on over 30 years experience of providing high-level management support to non-profit organisations.

J2E will help your charity thrive

J2E helps to identify organisational development needs at the start of your project and measures ongoing growth. So you can be confident you're making the right decisions to build a successful charity.   

To get a true reflection of growth, we don’t just focus on the area of your project, we monitor other areas too,  which helps identify areas we can help you develop in the future.  

"Our Cranfield Trust consultant was brilliant, he provided lots of ideas that we were happy to try and we are glad we did! Our organisation is in a better position now, than 6 months ago."

Review of strategic objectives and development of delivery action plan for, Access Ambassadors CIC.

Who is it for?

Our free management consultancy if for any organisation that meets the following four criteria: 

  1. Your primary purpose must be addressing the needs of poverty, disability or social exclusion.
  2. You must be a formally constituted non-profit with a board of trustees, such as a registered charity or Community Interest Company (CIC). 
  3. You need to have sufficient time available to work with our volunteers, who advise and facilitate, rather than taking the work away from you. 
  4. You must be based in the UK, even if supporting work overseas. Any project undertaken must be agreed by your charity's trustees and CEO.

We aim to help everyone who meets our criteria and we believe can benefit from a project with us. There are no panel selections or additional hurdles put in place.  

How it works

During every part of your management consultancy project, our dedicated team will be there to support you. When you first get in touch with us, our project co-ordinator will talk you through the process and answer any questions you have.

You will then be introduced to your regional project manager. They will work with you on your project brief before matching you with a volunteer consultant, who has the specialist experience and expertise to support your project. Over the course of several months, you will work with your volunteer consultant to deliver your project brief. 

Real examples of free management consultancy projects we have delivered to charities: 

  • Finance review following unsuccessful bid to The National Lottery Community Fund (following this project, a successful bid was submitted and the charity was awarded £455,601).
  • Producing a strategy to have a clear road map and to support fundraising efforts.
  • Developing a plan for good governance to create an effective and decisive board of trustees.
  • Producing a business plan to build confidence and become less risk adverse.
  • Conducting a trustee skill review, and creating and implementing a new trustee recruitment process.

You can read about all the positive outcomes of these projects and others on our case studies page. 

“Paul took the time and trouble to produce a Business Report dealing specifically with the feedback from The National Lottery Community Fund. Paul met with Trustees and explained how it would be more beneficial to increase our fundraising over the 5 years of the grant, rather than rely fully on Lottery funding for the 5 years of the grant.

Our charity has really benefited from the wonderful work Cranfield Trust do. Our volunteer, Paul, gave us tremendous support and was full of ideas and new approaches to the project.  We will definitely be using your services again"

Diane, Trustee and Secretary for Lee Gardens Pool Committee

Areas we can help with

Types of project

Our team of regional project managers,  along with our highly skilled management consultant volunteers, work with charities to support four main areas of business:

Business areaExample of project

1. Leadership and strategic direction
- Charity governance and building an effective trustee board.
- Strategy development and business planning.
- Leadership development and mentoring.
- Marketing and communications.

2. People management
- Organisational structure.
- Merger and collaborative working.
- Recruitment and retention.

3. Financial management  and sustainability
- Financial performance and reporting.
- Forecasting and scenario planning.
- Financial process improvements.
- Understanding costs.
- Developing financial information for business planning.

4. Performance and impact
- Key performance indicators.
- Developing performance tools and systems.
- Impact reporting.


Download your Guide to Getting Started

To find out more, call us on 01794 830338 or email [email protected]

Registered Charity No: 800072 | Scottish Charity No: SCO40299 | Company No: 2290789 | Telephone No: 01794 830338
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