Engagement
Board chart pack
Print-ready charts of leaving, tenure, and plan mix for a board or investor meeting, drawn from an extract you already trust — without a full written report.
Who this is for
Finance or commercial leads who need charts that can sit in a pack beside the management accounts.
What you hold at the end
A PDF of labelled charts with source notes and a one-page reading guide.
Scope
Agreed chart list only; no new fieldwork.
Included
- Up to twelve charts
- Source footnote on each
- One revision after a marked-up pack
Not included
- Narrative report
- Live presentation software files as the primary deliverable
Who prepares it
Charting by Pathbase; you own the numbers in the extract.
How the work proceeds
- Chart list
- Draft
- Revision
- Final PDF
Place and time
Delivered electronically; print at Guild Street if requested.
Eight working days
What you prepare
Clean extract and the chart list from the last board pack you disliked.
Limits
We will not draw a chart the extract cannot support.
How the fee is set
From £1,250; extra charts quoted.
Next step
Attach the last board pack (redacted) so we can match house style.