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Audit-ready board reporting for independent schools

Get board-ready in 30 days, or you don't pay until you are.

A paid entry point. No platform commitment.

Step one of a board report, Focus: the reporting period and governing body, the period dates, and the domains the pack brings together (Strategic Planning, Risk and the rest) each at its default scope; the four steps Focus, Sections, Executive summary and Report across the top.
A generated report in Review mode: the Word document on the left, the Comments and Changes panel on the right, Review and Edit at the top.
The Freeze milestone dialog on a board report: the report's selected data is frozen at this point so the preview, the executive summary and the generated document are built against data that cannot move, and everything before Preview becomes read-only, with Stay here or Freeze and continue.
The Edit document details dialog in EthosOne with document name, classification, taxonomy reference and group or entity attribution.

Real captures · Board-Ready Audit for Independent Schools · demo school.

In one paragraph

The Board-Ready Audit is a paid governance diagnostic for an independent school, run partly on the EthosOne platform so you see the product doing the work and partly through facilitated sessions with Pete Holliday, a master executive coach and EthosOne co-founder.

What we keep hearing

Risk. Review. Reporting. Regulation. Registration. And the board meeting you are quietly dreading, because the honest answer to "would what we have now survive being looked at properly?" is that nobody has looked.

This is the outside read that answers it before somebody else asks.

Walk into your next review already sure.

Not sure yet? Book a 20-minute review

Board-Ready Audit

Request the Board-Ready Audit

$3,500 plus GST, credited in full against Core when you upgrade. No platform commitment.

Your details stay in Australia. No newsletter unless you ask for one.

What the Board-Ready Audit actually is

It is not a sales pitch and it is not a generic checklist. It is a focused diagnostic of your school's governance posture, run partly on the EthosOne platform so you see the product doing the work, and partly through facilitated sessions with Pete Holliday, a master executive coach and EthosOne co-founder.

You bring your current policies, your board context and your pressure points. We map them against what a board-ready independent school looks like, show you where the exposure sits, and hand you a prioritised plan you can act on, with or without EthosOne.

“Shifts governance from reactive and paper-based processes to proactive and evidence-informed.”

Don Grimmett, Principal

Step two of a board report, Sections: decisions requested, the written financial narrative, then material risks and treatments, compliance position, registration and review readiness, policy position, exceptions, outstanding board actions, previous resolutions and the appendix on how the report was built, each included or not and reorderable.

What you get

The $3,500 audit includes all of the following.

  1. Governance exposure baseline

    Your school loaded into EthosOne with a structured baseline across governance, risk and compliance.

  2. 90-minute facilitated diagnostic with Pete Holliday

    A working session (video or on-site by arrangement) that surfaces the governance and risk gaps that matter to your board.

  3. Board-readiness scorecard

    A clear, ranked read of where you stand against a board-ready standard, with each gap rated by exposure.

  4. Prioritised 30-day action plan

    Specific, sequenced steps to get board-ready, owned and time-boxed for your next board cycle.

  5. Policy and register gap list

    The concrete policies, registers and controls that are missing, out of date, or unevidenced.

  6. Board-ready readout

    A written summary and a live walkthrough you can take to your board or leadership team.

  7. Migration sizing

    If you choose to continue, a realistic scope and price for moving onto EthosOne Core.

    Most audits complete within 3 to 4 weeks of kickoff. The board-ready guarantee window is 30 days.

You only pay for this once

If you decide to move onto EthosOne Core, the full audit fee is credited against your first Core invoice. Pay $3,500 +GST for the audit, upgrade to Core, and that $3,500 comes straight off. The same applies if you put the credit toward migration instead.

Audit $3,500→Credited in full→Core first invoice reduced

The Reporting home in Table view: every saved report configuration with its type, status, stage and last update.

Board-ready in 30 days, or you don't pay until you are.

We stand behind the outcome. If you act on the plan and you are not board-ready within 30 days, you don't pay until you are. We would rather carry the risk than sell you a report that sits in a drawer.

Who buys the Board-Ready Audit

Principals, business managers, board secretaries and risk or governance officers at independent schools who have a board meeting, an audit, a registration renewal or a governance review coming up, and who want an expert, outside read before they commit to a platform.

If you are earlier in your thinking, start with Your next five edits or book a short review instead. If you have a deadline and a budget, the audit is the fastest way to get certainty.

Audit fee

$3,500 + GST

  • GST $350 · Total inc GST $3,850

Fully credited against Core when you upgrade.

Walk into your next review already sure.

The audit identifies the gaps. School board governance software keeps the resulting accountability chain current.

A principal and a business manager at a meeting table at dusk, reviewing a printed policy together with a laptop open between them.
  • Stored in AustraliaAWS Sydney and Melbourne, one database per school
  • AI stays in the country tooHosted in Sydney and Melbourne; never trained on your content
  • Published, not describedTrust Centre · ISMS policy · How we handle your data
In brief

Request the Board-Ready Audit

I agree EthosOne may contact me about this audit request and related governance services. No payment now and no card details. We send a tax invoice by email ($3,850 inc GST, 14-day terms) once we confirm your request.

Talk to us about the audit

Step three of a board report, the AI-generated executive summary drafted from the frozen pack: the figures it can read (9 initiatives, 61 policies, 6 approved, 41 in draft) written in, and square-bracket placeholders where the school has yet to write the narrative, so the memo never invents a figure.
Where it sits

The audit is the entry to board-ready governance, which is the standard it measures you against, and the plan it hands back is the one school board governance software then carries: the pack, the meeting, the resolutions and the actions that come out of them. Where the audit finds the exposure sits in the register rather than the boardroom, it points at school risk management software.

Common questions

The seven we are asked every time.

Still weighing something up? Thirty minutes with us, on your own registers, answers the rest.

Talk to us about the audit
  1. 01Is the audit really credited against Core?

    Yes, in full. If you upgrade to Core (or put it toward migration), the entire audit fee comes off your first invoice.

  2. 02What does it cost?

    $3,500 +GST, total $3,850 inc GST. You receive a compliant Australian tax invoice from EthosOne by email, with 14-day terms.

  3. 03Do I have to buy Core to do the audit?

    No. The audit is a standalone paid engagement with its own deliverables. There is no obligation to continue.

  4. 04Who runs it?

    Pete Holliday, EthosOne co-founder and COO and a master executive coach, supported by the EthosOne platform.

  5. 05How long does it take?

    Most audits complete within 3 to 4 weeks of kickoff. The guarantee window is 30 days.

  6. 06How do we pay?

    We send you a tax invoice by email once you request the audit, payable by EFT on 14-day terms. There is no card payment online.

  7. 07Board-Ready Audit for Independent Schools, in full: what does it cover?

    You bring your current policies, your board context and your pressure points; it maps them against what a board-ready school looks like, shows where the exposure sits, and hands back a prioritised plan you can act on with or without EthosOne. It costs $3,500 plus GST, it is credited in full against Core if you upgrade, and it carries no platform commitment. It is built for the business manager and the principal preparing for a board that has started asking harder questions.

PolicyAI

Before you book

What are the AI paragraphs you are currently missing from your policies? Watch how we do it.

Free, under ten minutes, and yours to keep whether or not you talk to us.

Why independent schools choose EthosOne

  1. Governance clarity

    Consistent, board-ready insights from one portal.

  2. Assurance confidence

    Named ownership keeps risk and actions visible.

  3. Compliance control

    State-aligned obligations managed in one cadence.

  4. Risk transparency

    ISO-aligned risk is governed, not just documented.

Get board-ready in 30 days,or you don't pay until you are.

Paid $3,500 governance diagnostic offer for school leaders with a board, audit or registration deadline, credited against Core.