Which parts of your firm are governed — and which are exposed?
The same twelve operating-model instruments, applied across the functions you choose, to produce a governance heat-map. It shows where each function is strong and where it is exposed — a lens on how each unit is governed, not a judgement of its craft.
Assess only the functions you own or want to understand. Most people choose two or three.
Quick scan — four headline instruments per function. Fast, gives a clear heat-map.
Your answers stay in your browser. Nothing is submitted unless you request a report at the end.
This diagnostic is a general self-assessment tool for informational purposes. It is not legal, regulatory, investment or professional advice. Scores are indicative and based only on your own responses. It assesses how each function is governed as an operating unit; it does not assess or opine on the technical or regulatory substance of any function's work.
Turn this heat-map into a firm-specific plan
The matrix above is the free tier. The interpreted report is a paid, written analysis of your full grid, read through The Sequence Method™. from £750, scoped by firm size and the number of functions assessed.
- A consultative call with Paul. We go through your diagnostic answers and the decision in front of you. With your agreement the call is recorded, so the report reflects exactly what was said.
- Your interpreted report (PDF), the record of advice. A one-page board summary; your profile against the twelve instruments, with a target for the decision you face; findings in order of urgency, with the regulatory obligations each touches; every action with an owner, a date, its effort and the evidence to keep; drafts you can adapt; and what we assumed.
- Your action plan, two ways. A printable PDF for meetings and board packs, and an online page your team can work through, tick off and share internally. Neither holds your findings, so both can circulate inside your firm.
- Send your enquiry. I reply with the scope, my Terms of Business and a payment link.
- Accept the Terms and pay; we book the call. With your agreement the call is recorded, so your report reflects exactly what was said.
- Your report, action-plan PDF and page arrive together within 48 hours of the call.
Sequence Advisory uses AI tools to help structure, check and draft its work, including transcribing and analysing recordings of our meetings, which we make only with your agreement. The tools act on our instructions under written terms. Every finding, recommendation and draft is reviewed and approved by Paul Soares, who is accountable for the advice, and no decision about you is made by automated means alone. Details of the tools we use are available on request. How we handle your personal data →
When a whole function is exposed
If the heat-map shows a function that's red across the board, that's usually the point where I'm asked to govern the fix directly — a short, outcome-defined engagement, not an open-ended retainer.
This diagnostic and its scores are indicative and for general informational purposes only; they do not constitute legal, regulatory, investment or professional advice, and assess governance of each function as an operating unit rather than the substance of its work. The interpreted report is a paid analysis of your own responses and does not create a professional or advisory relationship until separately agreed in writing.