Client: Alex Morgan
Coach: Carl Bradshaw
Project: Director Development Coaching & Property Governance Improvement
Alex Morgan approached us seeking clarity, confidence, and structure in their role as a director within a large residential management company. The company suffered from unclear contracts, poor communication, an inexperienced board, and limited transparency from its major contractor. Alex also wanted to strengthen their governance skills and begin building a pathway into future advisory and non-executive roles.
Key Challenges for Director Development Coaching
- Vague or incomplete property management contracts
- Limited financial transparency around service charges and contractor costs
- Fire safety compliance gaps (missing floor plans, no emergency lighting or extinguishers)
- No clear policies, procedures, or communication systems
- Lack of oversight of the managing agent’s work
- Desire for stronger governance and leadership skills
What We Delivered
1. Governance & Leadership Development
Carl introduced Alex to best-practice governance frameworks, IoD resources, director handbooks, and real examples of how boards operate in charities and SMEs. This sharpened Alex’s confidence in strategic decision-making and their role as a director.
2. Contract & Oversight Improvement
Together, they reviewed the existing management agreement and identified missing responsibilities, ambiguities, and risks. Carl guided Alex in preparing to renegotiate:
- Clearer service descriptions
- Separation of tenders (cleaning, maintenance, block-specific work)
- Transparent breakdowns of baseline fees vs extras
- Proper contractor insurance verification
3. Strengthening Operational Clarity
Carl helped Alex implement practical systems, including:
- Issue logging to support contract renegotiation
- CRM tools for shareholder communication (HubSpot)
- Building a policy and procedures manual
- Improved minute-taking and meeting structure
4. Fire Safety & Compliance
Alex learned how to address missing documentation and regulatory requirements, including:
- Floor plans
- Secondary lighting
- Fire extinguishers
- Insurance considerations
5. Pathway to Future Directorships
Carl coached Alex on:
- Trustee opportunities
- Board advisory roles
- The value of networking and governance experience
- Positioning themselves for non-executive opportunities
Result
- Director development coaching led to a stronger, more confident, and capable director
- Greater transparency around financial management and service charges
- A structured plan to rewrite the managing agent contract
- Improved communication tools and governance processes
- Clear understanding of fire safety responsibilities
- A developing career path into advisory and governance roles
Alex has transformed from feeling unclear and reactive to becoming a confident, proactive director with the tools and knowledge to challenge poor practice, strengthen governance, and guide their residential development toward greater accountability.
This mentoring journey also set the foundation for Alex’s future ambitions in governance, advisory roles, and potential non-executive directorships.