Keep compliance work current as your business changes.
We update agreed policies and records, coordinate recurring tasks and follow up on outstanding actions. You can see what is done and what needs a decision, without chasing every update yourself.
When it helps
When the foundations are in place, but keeping them current competes with running the business.
Compliance upkeep keeps slipping down the list
You have useful policies and a clear approach. The routine updates keep losing out to customers, product work and other urgent priorities.
- Agree the documents and recurring tasks to maintain.
- Build a practical schedule around existing commitments.
- Complete the included updates and track outstanding work.
The business has changed. The documents haven't.
New systems, suppliers or team responsibilities have changed how you work. Policies and registers still describe the previous arrangements.
- Review relevant changes with the people involved.
- Update the agreed materials to reflect confirmed practices.
- Flag decisions or wider changes that need attention.
Every overdue action seems to come back to you
People know their part, but review dates and follow-up get missed. You end up chasing progress instead of dealing with the decisions that need you.
- Coordinate agreed tasks with your team and providers.
- Follow up on due dates, missing inputs and blocked actions.
- Bring unresolved decisions to the right person with clear options.
Work gets done, but the records don't catch up
An action may be complete, waiting for approval or still underway. Finding out means checking messages and asking people for the same information again.
- Update the agreed records using available work and approval evidence.
- Separate completed tasks from pending or unconfirmed items.
- Keep a concise summary of progress, gaps and decisions needed.
Regular upkeep, with the work clearly defined.
We agree which requirements, documents and recurring tasks to cover, based on your existing arrangements. You get practical maintenance and follow-up, with progress and outstanding decisions kept visible.
Maintenance around the work already in place.
- An initial review of the agreed baseline, materials and recurring tasks to establish a maintenance schedule.
- Updates to included policies, registers and records using confirmed practices and available information.
- Coordination of agreed recurring tasks, review dates, document approvals and follow-up actions.
- Review of relevant business changes, with impacts and work beyond the agreed scope identified.
- Progress summaries and scheduled discussions covering completed work, overdue actions and decisions needed.
Updated records and a clear view of progress.
- A maintained schedule of included tasks, review dates and responsibilities.
- Updated documents and registers, with their revision and approval status clear.
- A current action record showing completed work, blockers, missing inputs and follow-up dates.
- A concise progress summary explaining changes, unresolved gaps and decisions requiring attention.
Wider implementation and independent assessment.
Any further work is optional and agreed separately.
- Operating or technically testing the underlying security controls.
- Full management-system implementation, major remediation or introducing a new compliance framework.
- Independent audits, certification assessments or legal advice.
How it works
We handle the agreed upkeep, coordinate input from your team and keep you informed of progress and decisions needed.
Agree what to maintain
We review your existing arrangements and priorities, then agree the documents, tasks and requirements to cover. We confirm capacity, availability, review dates, fees and how the engagement can change or end.
Set up the maintenance cycle
We gather existing materials, confirm the people involved and establish the schedule. We make overdue work and missing inputs visible, with a practical order for the included tasks.
Update and follow through
We maintain the agreed documents and records, coordinate recurring tasks and follow up on outstanding actions. We check changes with the relevant people and bring approvals or blocked decisions to their attention.
Review progress and adjust
At agreed intervals, we summarize completed work, gaps and upcoming tasks. We review business changes with you and adjust the maintenance priorities, agreeing any change to scope before taking on more work.
Is compliance upkeep taking more time than you have?
An informal 30-minute call to discuss the work you need kept current and whether this retainer fits.