Start with the ownership objective
An interest held by the company should have a clear place in its wider business direction. Describe why it is held, which responsibilities accompany it and what information is needed to understand its role. A concise objective helps keep the review focused.
Organise the review
Bring together the existing company records, the purpose of each interest and the people responsible for maintaining relevant information. Separate current facts from questions that need further attention. Agree what requires a decision and who will prepare the next review.
Keep a usable record
A useful review records the objective, the information considered and the next step. It makes ownership responsibilities easier to revisit as the business develops. This is the company's corporate ownership function and concerns interests held by the company itself.
Useful working documents
- Ownership objective brief
- Responsibility and information outline
- Review questions and decision record