Case study

Homes in Sedgemoor – Board Effectiveness Review

Homes in Sedgemoor (HiS) was established in 2007 and is an Arm’s Length Management Organisation (ALMO), managing approximately 4,000 homes on behalf of Somerset Council.

Objective

DTP was commissioned by HiS to undertake a Board effectiveness review, in line with the organisation’s chosen code of governance. We were asked to consider the performance of the Board and Committees, roles of Board members, meeting reports, the relationship between the Board, Executive and Council and key governance documentation.

What we did

Start up

We held a start-up meeting to agree key contacts, information requirements (and sources) and key stakeholders with whom we would need to engage.  A timeline for reporting was also agreed.

Desk-top analysis / structured interviews

We conducted desk-top analysis of a range of governance documentation to inform our review. We observed meetings of the Board, Audit and Risk Committee and reviewed documentation from the Sedgemoor Tenants Assurance Committee. Board and independent Committee members completed a questionnaire to gain their views of governance effectiveness. This was followed up by one-to-one interviews with all members, involved tenants and key lead officers from the Council. We also undertook a collective discussion with the executive team. The aim of all of the discussions was to gain further insight into the operation and effectiveness of the Board and governance, along with members’ skills, experience and knowledge.

Analysis, review and reporting

We used our findings and analysis to produce a report which made recommendations for strengthening and improving governance. We did not find any areas of non-compliance with the NHF Code of Governance. We presented our report to the Board in May 2024 and are working with HiS to assist them to implement some of the recommendations from our review.

What we achieved

The review has given HiS a firm platform to take forward its governance effectiveness in the knowledge that any changes it makes will further strengthen what is already a strong basis for governing the organisation.

We appointed DTP to undertake a review of Board effectiveness. The whole process from start to finish was conducted professionally with an excellent report produced at the end clearly detailing recommendations for the Board to consider. DTP are working with HiS to support the implementation of agreed actions following their review. Based on our experience, I would highly recommend DTP if you are considering a review of governance within your organisation, the team are extremely knowledgeable and supportive and we look forward to continuing our relationship with them.

Ben Lane, Company Secretary and Director of Finance and Performance



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