Our process

Initial meeting

Once we have received your initial enquiry and we've spoken on the phone to exchange information about your business and how HKW Risk Management can help, we'll arrange a more in-depth meeting. These usually last about an hour and can be via Zoom or Teams, at your site or at another mutually convenient location. This meeting gives us a chance to get to know each other and for us to find out why you want to carry out the implementation or improvement project, or why you would like some board-level strategic support.
Helen meeting with clients


After the meeting, we will put together a proposal which includes:

  • A summary of the context of your business and why you need this project
  • A description of the project (usually in stages) and the activities required
  • The cost of each stage (either a day rate or a package price)
  • Expenses such as mileage / train fares / hotels etc
  • Terms and conditions

Once this has been signed and agreed, the proposal forms the contract between us.

Helen writing proposal

Gap analysis

Almost all projects start with a Gap Analysis phase, which is where we gather information about your business. The methods we use for this stage vary depending on the type of project, but usually include a combination of site visits, observing work activities, looking at records and documentation as well as conversations with a range of people across the business. The results of the Gap Analysis provide the action plan for the rest of the project.
Helen talking to forklift operator

Implementation or Improvement Project

This may be divided into several stages depending on the complexity and length of your project. We review the results of the Gap Analysis and work our way through the actions involving as many people as possible from across your business to get buy in and commitment to the changes we make.
Helen planning

Ongoing Support

Once the initial project is complete, we can continue to provide support in various ways, perhaps as an internal auditor, perhaps providing ongoing advice, support and improvement of your management system or perhaps providing strategic support at board level. We love to build long term client relationships, but we’re also proudest when clients no longer need our support.
Helen on-site with clients

Let’s make your management systems simple

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