Digital strategy workshops
For teams that need a clearer plan for digital, data, systems, skills or services. We help you step back, agree priorities and turn broad ambitions into practical next steps.
A focused workshop, a board session, a health check or a longer strategy — whatever helps you work out what matters and what to do next.
We help charities, funders, housing associations, social enterprises and membership bodies make sense of digital, data, AI, systems and change.
Digital transformation does not need to mean a huge programme or a thick strategy document. We help you work out what matters, what is realistic, and what to do next.
You do not need the right words for it yet. If one of these sounds like you, we can help.
Your senior team knows digital matters, but cannot agree what to prioritise.
You need to make a decision about CRM, IT, AI, data or your website.
Your board wants more confidence around digital risk, opportunity and governance.
You are about to commission a bigger piece of work and want to get the brief right.
You have lots of digital activity, but no joined-up plan.
You need a practical way to move from talking about AI to using it safely.
Bigger or smaller entry points, so the right next step fits your budget, capacity and stage — not a one-size programme.
For teams that need a clearer plan for digital, data, systems, skills or services. We help you step back, agree priorities and turn broad ambitions into practical next steps.
For senior teams and trustees building confidence around digital, AI, data, risk and culture — so leaders ask better questions and bring their teams with them.
A practical “state of play” review across leadership, culture, skills, systems, data, services and governance, with sensible next steps.
For organisations moving beyond AI chat into safe, useful action — policy, guardrails, opportunity mapping, staff confidence and leadership conversations.
Before you commission a website, CRM or service redesign: understand user needs, involve stakeholders, define the problem and shape the brief.
A practical critical friend over time — coaching, regular check-ins, supplier conversations and help staying focused on what matters.
Founder, Third Sector Lab
Ross has supported charity leaders with digital strategy, leadership and culture change for over 18 years, including co-leading SCVO’s Digital Senior Leaders Programme since 2016 — supporting more than 250 senior leaders to review their digital journey and map practical next steps. His approach is grounded in the human side of digital change: leadership, culture, confidence and governance. When specialist technical expertise is needed, we bring in trusted associates and partners.
Not every organisation needs a huge digital transformation programme. Sometimes you need a half-day workshop to get unstuck. Sometimes you need help shaping a tender. Sometimes your board needs a clearer understanding of AI risk. Sometimes you need someone to challenge a plan before you spend money.
We help you find the right-sized next step. The aim is not to make digital feel bigger. The aim is to make better decisions possible.
You will not leave with a generic transformation framework. You will leave with useful things your organisation can act on.
We do not start by selling you a system.
We do not write strategies that sit on a shelf.
We do not pretend every organisation needs a huge programme.
We do not push a particular platform, tool or vendor.
Platform-agnostic, with the right expertise when you need it. We help you make decisions based on your needs, not someone else’s sales target. Where specialist expertise is needed, we bring in trusted associates and partners across CRM, data, cybersecurity, AI implementation, accessibility and service design.
Book a call with Ross to talk through where your organisation is now, what you are trying to work out, and what kind of support might help.