Jo-Anne Morgan, Senior Consultant - Altair

Jo-Anne Morgan

Expertise

Governance, continuous improvement, policy and strategy development, business case preparation, project support, due diligence, training exercises, focus group organisation, away day facilitation.

About

Jo-Anne is an experienced management consultant with a track record of establishing and maintaining excellent relationships with clients, their customers and stakeholders. She has significant experience of working in the social housing sector and providing advice on governance, continuous improvement, policy and strategy development, and providing board and tenant training. As a Lean Advanced Practitioner, Jo-Anne has worked with executives, management, officers and customers across a range of sectors to identify business improvements.

Altair Assignments

Recent projects that Jo-Anne has been involved in include:

  • Governance reviews – the review of structures, facilitating board appraisals, reviewing key governance documentation, undertaking stakeholder surveys and facilitating sessions for boards, staff and residents
  • Risk management and business assurance reviews – reviewing key service areas to ensure that there are satisfactory levels of internal control in operation, including the walk-through of key processes
  • Organisational reviews – using Lean tools and techniques to conduct reviews of end to end services focusing on how services are currently delivered and identifying opportunities to improve the customer experience
  • Board training – Regulatory Framework

Background

Capita – Senior Consultant
Sector (formerly Tribal) – Manager
Tribal (formerly HCH) – Manager
Beever and Struthers Chartered Accountants – Senior Internal Audit Manager
Portico Housing Group – Group Internal Auditor
North British Housing Association – Senior Internal Auditor

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