How it works
We start with a free diagnostic. If we find something — and we always do — we address it. Then we monitor and evaluate every month, and deliver the Health Barometer and Progress Report on a fixed date so management always knows where the business stands.
The process
Every engagement starts with a free Health Check. If you proceed, we build the baseline and then monitor all five functional areas on a monthly retainer, producing the Health Barometer and Progress Report every month. If you do not proceed, you keep the gap report and the findings are yours regardless.
A free Operational Health Check across all five functional areas. Every gap named, described, and quantified in rand. A written gap report delivered after the session — yours to keep, no obligation.
We establish the baseline. Compliance calendar loaded. Systems mapped. Contracts assessed. Policies reviewed. Everything documented and the Month 0 Health Barometer set before ongoing monitoring begins.
Five functional areas monitored on a monthly retainer. Health Barometer updated every month. Progress Report delivered on a fixed date. Evidence built through ongoing monitoring and evaluation — not assembled under deadline pressure.
Step one in detail
Free. No obligation. Five functional areas assessed. Every gap quantified in rand. A written gap report is delivered after the session — you keep it regardless of outcome.
Contracts, leave liability, disciplinary records, probation documentation, contractor status. Red flags quantified: verbal agreements (R150K–R260K CCMA exposure), leave liability off balance sheet, contractor misclassification under BCEA s83A.
CIPC return status, POPIA Information Officer, COIDA registration, EEA submissions, sector classification. Red flags: overdue CIPC (deregistration risk), no Information Officer (POPIA fine up to R10M), missed COIDA.
Active software licences, departed staff access, auto-renewals, cybersecurity policy status. Red flags quantified: zombie licences, departed staff accounts still active, no acceptable use policy.
Financial reporting coordination, performance indicator review, expense governance, budget vs actual awareness. Red flags: financial and operational data in silos with no consolidated management view.
Vendor contracts, key-person dependency, insurance adequacy, SOP documentation. Red flags: expired vendor contracts, one person holding critical institutional knowledge, underinsured assets.
Individuals paid on invoice rather than payroll. Regular hours, company equipment, supervision, primary income source. Three or more criteria → BCEA s83A misclassification. Backdated PAYE, UIF, and COIDA exposure quantified.
Executive Summary (total quantified exposure in rand) · Findings by Function (each gap named, described, quantified) · Priority Ranking · Recommended Next Step. Yours to keep regardless of outcome.
Step three in detail
Not a dashboard. Not a portal. A management document delivered on a fixed date every month. The Health Barometer shows where each functional area stands. The Progress Report shows what has been done, what has moved, and what needs attention next. Together they give management the single view that no individual function can produce.
An indicator of where each functional area stands this month. Green: obligations current, no unresolved gaps. Amber: attention needed, gaps identified and being addressed. Red: intervention required, owner action needed. Management sees the state of all five areas in one view.
The monthly record of what was monitored, what was found, what was actioned, and what changed since last period. Period-on-period comparison of action points. New findings added. Evidence built through ongoing monitoring and evaluation. A running management record, not a one-time snapshot.
Complete record of all monitoring activity across five functional areas — payroll runs, compliance filings, licence audits, policy reviews. Documented evidence of activity.
New gaps or risks identified this month. Each finding named, described, and quantified in rand. No vague observations — specific findings with specific costs.
Issues resolved. Issues escalated. Clear record of what was handled and what required owner input. Evidence built through each intervention.
Action points from last month tracked to completion. What moved, what did not, and why. The comparison that makes the Progress Report more than a status update.
Deadlines in the next 30 and 60 days. Legislative changes. SARS deadlines coordinated with your accountant — flagged as their action items.
Maximum three action points. The decisions that cannot be made without the owner. Nothing else.
The first two weeks
When you proceed after the Health Check, there is a structured two-week setup period. Without it, the first Progress Report would be based on incomplete information and the Month 0 Health Barometer would not be reliable.
Service agreement signed and filed. Payroll access agreed. Employment contracts register received. Software inventory template sent. CIPC details, BEE certificate, POPIA, COIDA status, and IT operating mode all confirmed.
CIPC, EEA, COIDA, SETA, and BEE verification dates loaded. SARS deadlines loaded as accountant action items. Software auto-renewal dates and payroll run dates confirmed.
First payroll run reviewed. Licence audit completed. Contract compliance documented. Contractor register reviewed. Month 0 Health Barometer set. First Progress Report structure populated.
Start here
We assess all five functional areas and deliver a written gap report — every finding quantified in rand — after the session. No obligation. You keep the report regardless of what you decide next.
Retainer that pays for itself. Cancel anytime on 30 days’ notice.