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Clear Strategy and Planning

We offer the charities we partner with strategy and planning support with a range of partners including those listed below. Please note that not all service providers will be in all areas, but we will work with you to source the best local providers to meet your needs. Speak to your Regional Manager to see what is available in your region and to register your interest.

Learn More About Our Clear Strategy and Planning Offers

Local consultants

We have a bank of local independent consultants, which have been reference checked, and are experienced in providing specialist support to small charities. Support would normally be up to six days of consultancy, including a half day diagnostic visit and half day follow up session.



Skills Based Volunteering

Skills Based Volunteering harnesses the skills of staff at Lloyds Banking Group to strengthen the charities we fund, supporting them to become more effective, more robust and more sustainable. Charity Mentors work with charities to address a wide range of needs. 

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Cranfield Trust

Cranfield Trust can help your charity to create or review your strategic plan.


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Reason Digital

Reason Digital can help you to develop a digital strategy.


Learn more





Locality can help you:


  • develop your business plan for a community asset. Learn more
  • if you’re worried about your organisation’s future, are experiencing serious financial difficulties, structural weaknesses and or relationship problems. Learn more