DRAFT
Draft, not for circulation
MARLOW & HALEAdvisory board · Marlow & Hale Pty Ltd · sample environment, illustrative data
Board Pack
September 2026
Assembled by Seby from the connected sources, Xero, the timesheets, the pipeline and LinkedIn Recruiter, as the month ran. Reviewed and released by a named human before anything reaches the board.
MeetingThursday 8 October 2026
PreparedDrafted by Seby · 24 Sep 2026
ReviewTessa Marlow, Managing Director
Status5 of 7 sections drafted
DRAFT
01Executive summary
Revenue just under plan, pipeline ahead, one renewal and one signature to land
Sample environment, figures are illustrative. Marlow & Hale is a fictional firm.
$2.71m
Revenue YTD
vs $2.80m plan, 97%
73%
Utilisation, month to date
vs 75% plan
$1.42m
Qualified pipeline
vs $1.20m plan
5
New clients signed YTD
vs 6 plan
- Revenue is 3% under plan at $2.71m against $2.80m, with September's $312k against a $340k month. The gap is timing: the Tamsin Property Group PMO design ($140,000) was planned to start in September and is now waiting on a reference call and signature.
- The pipeline is ahead of plan: $1.42m qualified and later against $1.20m, six proposals out worth $598,000, and the target of eight out and four signed by 18 December is on track.
- Two decisions for the board: the Halden Civil leadership retainer renewal (two options, due 31 October) and the phase two proposal to Northway Aged Care ($160,000), which their board sees on 8 October.
- Receivables need attention: three invoices overdue totalling $61,400, the oldest at 14 days (Halden Civil, INV-2041, $31,900). Chases are drafted and in the approval queue.
DRAFT
02Operations by engagement
Six live engagements · $703,500 contracted · two milestones this fortnight
Auto-compiled from the timesheets, the engagement plans and Xero.
| Engagement | Lead | Fee (AUD) | Complete | Status |
|---|---|---|---|---|
| Halden Civil Operating model redesign, phase 2 of 3 | Callum Ferris | $186,000 | 55% | On plan |
| Halden Civil Leadership team retainer | Tessa Marlow | $42,000 | 83% | Renews 31 Oct |
| Northway Aged Care Capability uplift program, six homes | Rachel Dunne | $240,000 | 40% | Workshop 3, 29 Sep |
| Northway Aged Care CFO search, guarantee period | Jack Whitfield | $36,000 | 95% | Check-in 15 Oct |
| Fairlight Dental Group Practice manager search (Dee Why) | Sophie Tran | $28,000 | 60% | Shortlist ready |
| Tamsin Property Group Project controls diagnostic (closing out) | Callum Ferris | $45,000 | 100% | Final invoice raised |
| Ellery Legal Partner offsite (delivered August) | Tessa Marlow | $18,500 | 100% | Paid |
| Silverleaf Health Operating model review (proposal out) | Imogen Pryor | $95,000 | 0% | Walkthrough 30 Sep |
Halden Civil phase 2 is on plan at 55% but its milestone invoice INV-2041 ($31,900) is 14 days overdue; the personal chase is drafted. Northway workshop three lands on 29 September with the prep pack done; the phase two proposal follows on 8 October.
DRAFT
03People and pipeline
Fourteen people at 73% · six proposals out · the target is 8 out and 4 signed
Timesheets, the pipeline and the search tracker.
Utilisation by team, month to date
Consulting (8)78%
Search (2)64%
Analysts (2)55%
Leadership (3)61%
Firm73%
- Headcount 14, no leavers, no open roles. Chloe Marsh and Oliver Banks come back onto billable work after workshop three.
- Search arm: three mandates open, eleven candidates in process, six placements year to date.
Pipeline by stage
| Stage | Count | AUD |
|---|---|---|
| Proposal sent | 6 | $598,000 |
| Awaiting signature | 1 | $140,000 |
| Qualified | 5 | $371,000 |
| Meeting booked | 4 | $111,000 |
| Identified | 6 | $224,000 |
The target: eight proposals out and four signed by Friday 18 December. Six are out and two are signed this quarter; Tamsin's signature and Northway phase two are the next two.
DRAFT
04Finance
$2.71m revenue YTD, $90k under plan · $61.4k overdue
Drafted from Xero; awaiting Bronwyn's month-end close before circulation.
| Metric | Actual | Plan | Status |
|---|---|---|---|
| Revenue YTD | $2.71m | $2.80m | 3% under |
| Revenue, September | $312k | $340k | Timing |
| Utilisation, month to date | 73% | 75% | Watch |
| Receivables overdue | $61.4k | under $25k | Chase drafted |
| Cash at bank | $486k | $400k floor | On plan |
| Contracted revenue, next 90 days | $612k | $600k | On plan |
Status: this section is drafted from Xero and marked awaiting month-end. Bronwyn closes the month on 2 October; Tessa signs off the pack before it is released.
DRAFT
05Decisions due
Three decisions for 8 October · four actions tracked
Each decision carries the option paper Seby drafted; a person decides.
Decisions
- Halden Civil retainer renewal: option one as-is ($42,000) or option two with the quarterly leadership day ($48,000). Due 31 October.
- Northway phase two: confirm the $160,000 scope and the January start before their board sees it on 8 October.
- Search arm capacity: a third search consultant from January, or hold at two and cap mandates at four.
Open actions
| Tamsin reference call with Halden Civil Callum Ferris | 29 Sep |
| INV-2041 chase and receivables review Bronwyn Leigh | Today |
| Oakmont proposal follow-up Hamish Doyle | 28 Sep |
| FY27 plan, first cut Daniel Hale | 16 Oct |
Assembled by Seby on 24 Sep 2026 from Xero, the timesheets, the pipeline and LinkedIn Recruiter (sample feeds, illustrative data). Drafts are never sent anywhere; a named human reviews and releases. Marlow & Hale is a fictional firm created by Seby to show the product. Full security and residency detail: seby.com.au/trust.