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Sector - Small Business
Sector - Senior Living
Sector - Hotels
Sector - Healthcare
Cybersecurity
Data Security
User Access & Privileging
Health and Safety
Manufacturing & Machinery
Supply Chain
Process Governance
Financial Discipline
Human Resources
Continuity & Recovery
Compliance
Artificial Intelligence
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Ethics & Sustainability
Getting Started
Personal Data Security
Small Business - Corporate Governance & Structure
A small business needs a corporate governance and structure program to establish clear roles, decision-making authority, legal compliance, and accountability, ensuring the business runs efficiently and is prepared for growth, risks, or transition. A governance structure directs the business owner or leadership team to regularly review and strengthen key areas, such as internal controls, regulatory obligations, ESG responsibilities, and HR oversight, plus formalize ownership arrangements, board or advisory roles, succession planning, and how key decisions are documented. Without such a program, a small business may face unclear authority, legal missteps, poorly documented decisions, or ownership disputes.
Small Business - Business Strategy
A small business needs a business strategy governance program to ensure that its goals, operations, and resources are aligned with a clear long-term vision. This program helps leadership focus on making informed decisions, sustaining growth, improving accountability, guiding investment toward initiatives with the highest impact, regularly reviewing objectives, assessing market trends, and monitoring key performance indicators. Without a strategic governance framework, a business risks misaligned priorities, missed opportunities, reactive decision-making, and inefficiencies that could stall growth or lead to financial instability.
Small Business - Managing Investors
A small business needs a governance program to manage investors, attract capital, maintain transparent relationships, keep decision‑making efficient as ownership stakes expand, develop policies for reporting, track fund use, ensure board representation, plan exits, build investor trust, speed future fundraising, and prepare for due‑diligence or acquisition talks with organized and auditable financials, agreements, and approvals. Without such a framework, a company risks mismanaging investor funds, violating securities laws, shareholder disputes, losing control, and stalling or sinking a strategic decision.
Small Business - Risk Management
A small business needs risk management to proactively identify, assess, and mitigate potential threats that could disrupt operations, impact finances, or harm its reputation. Such a governance program helps safeguard against a wide range of risks, including cybersecurity threats, regulatory violations, supply chain failures, and workplace accidents, allowing the business to respond swiftly and effectively. Without it, a business may be caught off guard by preventable issues, suffer costly setbacks, or fail to meet legal obligations, putting long-term success and survival at risk.
Small Business - Emergency Preparedness
A small business needs an emergency preparedness governance program to ensure it can respond swiftly and effectively to crises such as natural disasters, utility outages, pandemics, or workplace accidents. This program helps protect employees, customers, and assets, minimizes downtime and financial loss, enables faster recovery, provides continuity of service, and ensures compliance with regulatory requirements. Conversely, without a structured program, even minor emergencies at an office or facility can escalate into major disruptions, result in injury or legal penalties, and severely damage the business’s long-term viability.
Small Business - Products and Services
A small business needs a structured products and services program to ensure offerings are strategically developed, consistently delivered, and continuously improved in line with customer needs and market changes. A well-managed governance program helps drive growth by aligning product vision with business goals, enabling faster innovation, and enhancing customer satisfaction through quality and relevance. Without such a program, a business risks launching poorly planned or untested offerings, missing critical feedback, or falling behind competitors due to unclear priorities and reactive decisions.
Small Business - Customer Support
A small business needs a customer support governance program to ensure service quality and consistency, timely responses, continuous improvement, and accountability across all customer interactions, regardless of the support channel or team size. A well-structured program provides clear policies, response standards, training, and feedback systems that build customer trust and loyalty while empowering staff to perform confidently and effectively. Without governance, support can become inconsistent, untracked, or reactive, leading to unresolved complaints, lost customers, and reputational damage.
Small Business - Marketing
A marketing program for a small business helps to consistently attract, engage, and retain customers while building a recognizable and trusted brand in a competitive marketplace. A well-structured marketing program provides clarity on goals, messaging, communication channels, and a budget. Create a marketing strategy that encompasses from driving online leads and in-store traffic to creating loyalty through content and engagement. Without one, the business risks wasting time and money on scattered and ineffective efforts, missing out on opportunities, or falling behind more visible competitors.
Small Business - Customer Management
A small company needs to actively manage customer relationships to build loyalty, increase repeat business, and drive long-term growth. As part of this, a customer relationship management (CRM) system helps organize contacts, track interactions, and guide sales efforts. Improving customer relationships requires understanding the sales pipeline, monitoring customer engagements, knowing your best customers, and using standard contract and communication templates. Failing to manage your customers means that important leads may be neglected, customer data can become fragmented or outdated, and opportunities can be lost due to poor visibility and disjointed communication.
Small Business - Financial Systems
A small business needs a governance program to ensure the integrity, accuracy, and security of its financial systems and operations. Such a program provides structure around how the accounting system is used, who can access it, how data is reported, and critical practices like separating personal and business accounts, maintaining accurate budgets and forecasts, planning tax strategies, and performing regular audits. Without this governance, a company risks financial misstatements, fraud, regulatory penalties, tax overpayments, and loss of stakeholder trust—issues that can be costly and damaging to both its operations and reputation.