What to expect from a Virteffic board effectiveness review

Boards today are expected to demonstrate strong governance, accountability, and clear oversight. An independent review helps directors understand how well their board is operating in practice and where meaningful improvements can be made. Our reviews are shaped by the real world experience we gain from sitting in boardrooms every week, which allows us to combine governance knowledge with practical insight. This ensures every evaluation is objective, balanced, and genuinely valuable.

The points below summarise what boards can expect when engaging Virteffic for a Board Effectiveness Review.

• A structured and transparent process – Every engagement begins with an initial discussion to understand the board’s structure, industry, regulatory environment, and priorities. You receive a clear plan outlining stages, timelines, documentation requests, and deliverables. We offer three tailored review options: a Light Review, a comprehensive Standard Review, and a Three-Year Programme combining depth in year one with streamlined assessments in years two and three.
• Independent insight supported by real boardroom experience – Independence is central to our work. Unlike internal assessments, an external evaluation avoids bias and brings fresh perspective. Our team supports boards and committees across Jersey and Guernsey each week, giving us a grounded understanding of governance practice. This blend of independence and experience ensures clarity when identifying strengths, risks, and opportunities.
• In house expertise and confidentiality – All reviews are delivered entirely in house by qualified professionals. We do not subcontract or offshore any part of the assessment. This guarantees confidentiality, consistency, and the benefit of local expertise. Our experience spans trust, corporate, funds, private wealth, and fiduciary sectors, allowing us to provide evaluations that are both practical and technically accurate.
• Continuity with separation of roles – Where boards already receive secretarial support from Virteffic, independence is maintained through clear internal separation of teams. This preserves objectivity while still allowing the review to benefit from our understanding of the governance structure and existing processes.
• Documented review of governance materials – Depending on the chosen review type, we examine key governance documents such as Terms of Reference, minutes, governance frameworks, board calendars, and committee reporting. The aim is to assess structure, information flow, quality of oversight, and how effectively responsibilities are defined and supported.
• Director questionnaires and interviews – Directors and key executives complete a tailored questionnaire that explores perspectives on performance, culture, information quality, risk oversight, and strategy. In the Standard Review and Year 1 of the programme, this is followed by confidential one to one interviews conducted by experienced governance professionals.
• Clear, practical, and well structured reporting – The final report sets out strengths and opportunities with tailored recommendations that reflect the organisation’s size, sector, and governance maturity. Reports are written in clear language, highlighting priorities that support practical implementation. Improvements typically relate to agenda planning, committee structure, succession tracking, reporting quality, and governance documentation.
• Presentation and ongoing support – We present findings to the Chairperson, the board, or the governance team. This ensures key themes are understood and gives directors the chance to discuss next steps. Boards choosing the Three Year Programme benefit from ongoing monitoring and deeper insight over time.
• Transparent and competitive pricing – Every review is delivered by qualified in house professionals, offering excellent value compared with larger consultancies. Fixed fee proposals are provided based on board size, interview requirements, and documentation volume. Discounts are available for clients already using our secretarial services and for those selecting a multi year programme.

A Virteffic Board Effectiveness Review gives directors a confident understanding of how their board operates and where improvements can drive meaningful impact. Our approach is independent, discreet, and grounded in genuine boardroom experience.