Interim CEO roadmap: a first scaffold

Version 1 · 17 October 2026 A mock-up by a candidate for the Interim CEO role. Not a Verity document.

Built only from the application pack and public information. Initial research, to be updated.

1

At a glance

Verity has achieved what few charities do, almost entirely through volunteers: it was the only patient organisation on the global committee that renamed the condition, it set up the UK's first parliamentary group on it, and it has a seat on the committee for the NICE guideline due in January.

Your pack asks the Interim CEO for an agreed roadmap within six weeks, and for two jobs above all: an income base that can fund a permanent CEO, and becoming an employer for the first time. This is how I would start. It is a scaffold, built only from the pack and public information. It shows how I would structure the work, who is involved in each step, what waits on whom, and what six months can and cannot deliver. Much of it would change once I knew Verity from the inside.

I would love to build it out with you. Whoever is appointed, you are very welcome to use it.

Judith Mueller, candidate for the Interim CEO role

Verity today initial research, to be updated

Real figureExtrapolation, to be updatedGap, to be filled

Money

  • £88.8kIncome, year to March 2025Filed accounts
  • about £100kIncome, latest year (Verity's figure)Application pack, page 7
  • 81%Restricted share of 2024/25 incomeFiled accounts
  • £17.2kUnrestricted income, 2024/25Filed accounts
  • £10.5kFree reserves, 31 March 2025Filed accounts
  • to be filledFunders, amounts and end datesPre-start questions: documents
  • to be filled2025/26 accountsDue by 31 December 2026

People

  • 4Registered trusteesCharity Commission
  • to be filledNew trustees who joined in 2026Pre-start questions: about you
  • 1Part-time administratorApplication pack
  • 0EmployeesApplication pack; filed accounts
  • to be filledTrustee time on operations todayPre-start questions: time log

Reach

  • 12,000+ membersPrivate Facebook support groupVerity's website
  • 16K followersFacebook pageFacebook, 17 October 2026
  • about 46,000Website visits, 2024/25Filed accounts
  • 200+Information packs a yearFiled accounts
  • 9.6 out of 10PMOS TIME rating by health professionalsApplication pack

Position

  • 27 January 2027NICE guideline on PMOSNICE's own project page
  • 12 May 2026, three-year transitionRenaming to PMOSApplication pack; The Lancet
  • since April 2025, 10 recommendationsAPPG on PMOSApplication pack
  • James Lind Alliance Top 10Research prioritiesApplication pack

Systems

  • Donorbox and JustGivingOnline donationsVerity's website
  • to be filledWhat Verity uses today for supporters, finance, HR and filesPre-start questions: systems list
  • ◆ Suggested systemsSupporter database with Gift Aid and consent records; finance and payroll; HR and volunteers; marketing and communications; Board papers and risk register; impact data; shared files and secure access; and others, to be mappedMy suggestion, to be mapped together

What needs to get done

Job 1
An income base that can fund a permanent part-time CEO"build an income base that can fund a permanent part-time CEO at the end of the interim period" (pack, page 7)
Job 2
Ready to employ for the first time"put in place the systems and structures that allow Verity to become an employer for the first time" (pack, page 7)

Everything else in the pack "serves those two aims". The six accountabilities, with the pack's own end-of-contract tests, are in section 2.

How this scaffold becomes the roadmap

  1. Before the start dateGoodwill days: introduction calls and pre-start questions (section 4)
  2. End of week 2The first full roadmap, fleshed out from this scaffold
  3. Weeks 3 to 5Tested with every trustee
  4. Week 6Agreed by the Board, then tracked month by month on this dashboard

The contract clock would start on Monday 4 January 2027.

2

The six tests: the pack's accountabilities and its end-of-contract tests

The pack sets six accountabilities, each with a test of what must be true by the end of the contract. Every step in the roadmap feeds at least one of them, and progress would be shown here month by month; today each is at zero. Under each test are the workstreams that feed it: ● from the pack, ◆ a suggested addition.

1

Financial sustainability and income generation

By the end of the contract: an income strategy agreed by the Board with targets, owners and timescales; a live grants pipeline with a stated value; and a clear picture of the funding secured towards the permanent post and the gap remaining.

0% · not started
Fed by ◆ Funding deadlines before January: open funds, trustee-led ● Income strategy and pipeline ● Income streams, including PMOS TIME ● Staffing model: people and systems ● Business case and funding gap

Pack, page 8

2

Building the infrastructure to become an employer

By the end of the contract: an employer-readiness plan signed off by the Board, providers appointed, and systems documented and in use.

0% · not started
Fed by ● Staffing model: people and systems ● Employer readiness ● Systems mapping and build

Pack, page 8

3

Strategic and operational leadership

By the end of the contract: an agreed roadmap in place within the first six weeks, and trustees spending materially less time on operational delivery than at the start.

0% · not started
Fed by ◆ Introductions and pre-start questions ● Roadmap and leadership ◆ People, skills and resources map

Pack, page 8

4

Governance and organisational leadership

By the end of the contract: an agreed scheme of delegation, a consistent Board reporting pack, and clear role descriptions across the team.

0% · not started
Fed by ◆ Set-up and compliance ● Governance and the Board report ◆ People, skills and resources map

Pack, page 9

5

Impact, external profile, risk and compliance

By the end of the contract: key relationships mapped and held organisationally, agreed impact measures with baseline data, and a live risk register reviewed at every Board meeting.

0% · not started
Fed by ● Impact, relationships and risk ● External representation ◆ Media and communications capability

Pack, page 9

6

Transition and handover

By the end of the contract: a defined and costed permanent CEO role with a recruitment plan, and a written handover pack completed before the contract ends.

0% · not started
Fed by ● Permanent CEO and handover

Pack, page 9

On external work (accountability 5): I would take on as much as the Board wants, at its pace, alongside the trustees who lead it.

3

The roadmap: who does what, when, and what it waits on

The top three rows are the overview: the Board decisions the work depends on, key dates fixed by others, and the Interim CEO's days each month, planned against available. Below them is every step, grouped by job. Hover over any bar or marker for detail. On a phone, swipe the chart sideways, or use the PDF version.

BarsInterim CEO daysLed by trustees or the administratorGoodwill daysWaiting on others
MarkersBoard decision, numberedaKey date★Milestone
TimeBefore the start date: goodwill daysMonths 1 to 6: the contractMonths 7 to 12: for modelling only
Where it comes from● From Verity's application pack◆ Suggested additions to the packA1 to A6 the pack's six accountabilities (section 2)
StepWho · CEO days
Goodwill daysMonths 1 to 6Months 7 to 12 (for modelling only, to be agreed)
Nov 2026DecJan 2027FebMarAprMayJunJulAugSepOctNovDec
Board decisions the work below waits on these
12345
Key dates fixed by others
abcdefg
Interim CEO days planned / available each month
goodwill days14.0/147.8/88.7/107.8/88.9/106.3/83.1/43.6/53.6/44.0/44.8/52.7/4

Board decisions

  1. 1 Week 6: Roadmap agreed by the Board, after testing with every trustee
  2. 2 March: Scheme of delegation agreed; Income strategy agreed
  3. 3 April: Employer-readiness plan signed off; Staffing model, reserves policy and impact measures
  4. 4 May: Business case for the permanent post
  5. 5 June: Month-6 decision: the second half, when to recruit, and media roles and budget

Board decisions could be taken at a meeting or by email, as the Board prefers.

Key dates

  • a 16 November 2026: Rosa, the UK fund for women and girls: applications close (4pm)
  • b 4 December 2026: The Fore, a funder of small charities: registration closes (midday)
  • c 11 January 2027: The Fore: application deadline, if Verity is drawn
  • d 27 January 2027: NICE guideline on PMOS expected
  • e 31 March 2027: Last day to claim Gift Aid on 2022/23 donations
  • f 7 May 2027: The Fore: decisions (early May)
  • g 1 September 2027: PMOS Awareness Month begins

Funding dates come from the funders' own websites: open funds Verity could apply to. The NICE date is from NICE's own project page.

Interim CEO days

Weeks 1 and 2 at five days (my suggestion, to build momentum), then two days a week. Months 7 to 12 are shown at one day a week, for modelling only. Days not yet allocated are kept for the day-to-day and the unexpected. Before the start date: goodwill days, not charged.

Every step, by job

Each row is one step. The tags show who is involved, and the number is the Interim CEO days it takes.

  • CEO Interim CEO
  • Admin with the administrator
  • Trustee with one or more trustees
  • Board with the whole Board
  • Trustee-led led by trustees or the administrator
  • External external: funders, HMRC, providers

Before the start date: goodwill days

Not charged, at times that suit you: introductions and pre-start questions
StepWho · CEO days
Goodwill daysMonths 1 to 6Months 7 to 12 (for modelling only, to be agreed)
Nov 2026DecJan 2027FebMarAprMayJunJulAugSepOctNovDec
◆ Set-up and compliance A4
○Contract for services signed, including confidentiality, before the introductions23 November to 27 November 2026Trustee-led
○2027 Board dates set, including a week-6 meeting1 December to 11 December 2026Trustee-led
◆ Introductions and pre-start questions A3
○Introductions: one-hour calls at times that suit each trustee and the administrator1 December to 2 December 2026CEOTrusteeAdmingoodwill
○Written notes back to each person, to add to2 December to 4 December 2026CEOgoodwill
○Pre-start questions: about you, a two-week log of Verity time, a systems list7 December to 1 January 2027Trustee-led
○Day one: preparation, then debriefs with everyone4 January to 4 January 2027CEOTrusteeAdmin1 d
◆ Funding deadlines before January: open funds, trustee-led A1
○Rosa, the UK fund for women and girls: Voices from the Frontline closes 4pm, 16 November2 November to 16 November 2026Trustee-led
○The Fore, a funder of small charities: registration 25 November to midday, 4 December25 November to 4 December 2026Trustee-led
random draw for who may apply
○Hospital Saturday Fund, a funder of health charities: 2 December and 5 January23 November to 2 December 2026Trustee-led
○Early conversation with The Waterloo Foundation, an existing funder7 December to 18 December 2026Trustee-led

Job 1: an income base for a permanent CEO

Accountabilities 1 and 2
StepWho · CEO days
Goodwill daysMonths 1 to 6Months 7 to 12 (for modelling only, to be agreed)
Nov 2026DecJan 2027FebMarAprMayJunJulAugSepOctNovDec
● Income strategy and pipeline A1
○The Fore application, if Verity is drawn (deadline 11 January)5 January to 8 January 2027CEOTrustee1 d
The Fore decides, early May
○Money map: income streams, funders, restricted funds11 January to 15 January 2027CEOTrustee1 d
○Pipeline built on Verity's grant strategy18 January to 12 February 2027CEO1.25 d
○NICE moment: patient appeal and a monthly giving option18 January to 29 January 2027CEOTrustee0.5 d
○Income strategy, built on the grant strategy15 February to 12 March 2027CEO1.5 d
2
○Applications: Waterloo, Garfield Weston, Big Give; Awards for All trustee-led1 March to 30 April 2027CEOTrustee4 d
Funders decide: 16 weeks to 6 months
○Check all eligible Gift Aid is claimed (2022/23 window closes 31 March)8 March to 26 March 2027CEOAdmin0.5 d
○Pipeline and funder relationships, monthly5 April to 30 June 2027CEO2 d
○Decisions stewarded; second round; Big Give; Awareness Month5 July to 10 December 2027CEOTrustee7 d
● Income streams, including PMOS TIME A1
○Income streams review, including growing PMOS TIME income15 February to 5 March 2027CEO1 d
○PMOS at work: an employer offer, PMOS TIME licences4 October to 29 October 2027CEO1 d
● Staffing model: people and systems A2A1
○Where Verity needs people, and where systems22 February to 19 March 2027CEOBoard1.5 d
3
● Business case and funding gap A1
○First outline: permanent role and cost range1 February to 5 February 2027CEO0.5 d
○Budget and cash-flow forecast, with the Treasurer1 February to 12 February 2027CEOTrustee0.5 d
○Costed business case for the permanent post26 April to 21 May 2027CEOTrustee1.5 d
4
○Funding secured and gap remaining, in every Board report15 March to 30 June 2027CEO0.5 d

Job 2: ready to employ

Accountabilities 2 and 4
StepWho · CEO days
Goodwill daysMonths 1 to 6Months 7 to 12 (for modelling only, to be agreed)
Nov 2026DecJan 2027FebMarAprMayJunJulAugSepOctNovDec
● Employer readiness A2
○What exists already, and the administrator's arrangement11 January to 15 January 2027CEOAdmin0.5 d
○Sequenced, costed employer-readiness plan (indicative costs)15 February to 12 March 2027CEO1.5 d
3
○Formal quotes and choice: payroll, pension, insurance, HR advice19 April to 30 April 2027CEOExternal1 d
quotes, 1 to 3 weeks
○Handbook and policies drafted; existing policies updated3 May to 21 May 2027CEOAdmin2.5 d
HR adviser review, 2 to 4 weeks
○Roles beyond the CEO, and the order to recruit17 May to 28 May 2027CEOBoard0.5 d
○Providers appointed; processes written down21 June to 2 July 2027CEOAdminExternal1 d
★
○First hire: PAYE, pension, insurance, right to work, contract15 November to 17 December 2027CEOAdminExternal1.5 d
PAYE: about 3 weeks
● Systems mapping and build A2
○Systems map: what we have, would like, and is missing11 January to 15 January 2027CEOAdmin0.5 d
○Build or buy plan, incl. a supporter database (+ systems still to be mapped)15 February to 12 March 2027CEOAdminTrustee1.5 d
○First builds; processes written down29 March to 28 May 2027CEOAdmin1.5 d
○The live dashboard with login and comments; more automation4 October to 26 November 2027CEO2 d
● Governance and the Board report A4
○Compliance calendar, risk register, conflicts register, Board report template, delegation draft18 January to 5 February 2027CEO1.5 d
2
○The Board report before each meeting, with trustees' input1 March to 25 June 2027CEOTrustee2.25 d
○Reserves policy5 April to 9 April 2027CEO0.5 d
3
○Role descriptions across the team24 May to 18 June 2027CEOTrusteeAdmin1 d
○Board skills review and renewal plan1 November to 26 November 2027CEOBoard1 d

Running and protecting Verity

Accountabilities 3, 5 and 6
StepWho · CEO days
Goodwill daysMonths 1 to 6Months 7 to 12 (for modelling only, to be agreed)
Nov 2026DecJan 2027FebMarAprMayJunJulAugSepOctNovDec
● Roadmap and leadership A3
○Read and assess everything gathered5 January to 11 January 2027CEO3.5 d
○First full roadmap, fleshed out from this scaffold12 January to 15 January 2027CEO1 d
★
○Roadmap tested with every trustee18 January to 5 February 2027CEOTrustee2 d
1
○Day-to-day operations moved off trustees; dashboard monthly15 February to 30 June 2027CEOTrustee1.5 d
○Trustee time measured again (a two-week log), compiled for the Board17 May to 28 May 2027CEOTrustee-led0.25 d
○Monthly dashboard and Board reporting5 July to 17 December 2027CEO2 d
◆ People, skills and resources map A3A4
○People, skills and resources map, from the pre-start questions11 January to 15 January 2027CEO0.5 d
○Gaps and asks agreed: who gives what time1 February to 5 February 2027CEOBoard0.5 d
1
● Impact, relationships and risk A5
○Relationship map: who holds what18 January to 22 January 2027CEO0.5 d
○Data protection check before the NICE appeal collects new supporter details18 January to 22 January 2027CEOAdmin0.5 d
○Safeguarding review, including the online support groups15 February to 5 March 2027CEOAdmin0.5 d
○APPG funding from April 20271 February to 26 February 2027CEOTrustee0.5 d
○Impact measures and baselines, incl. underdiagnosed communities22 March to 16 April 2027CEO1.5 d
3
○Relationships recorded in the supporter database12 April to 21 May 2027CEOTrustee-led0.5 d
○Insurance review for becoming an employer1 June to 11 June 2027CEO0.5 d
● External representation A5
○NICE guideline published (27 January): backstage support25 January to 29 January 2027CEOTrustee0.5 d
★
○Media protocol and spokesperson plan22 February to 5 March 2027CEOTrustee0.5 d
○Representation at the pace the Board sets8 March to 30 June 2027CEO1.5 d
○More representation, as agreed5 July to 17 December 2027CEO2 d
◆ Media and communications capability A5
○What sustained media work needs: time, skills, budget, who prepares1 June to 11 June 2027CEOTrustee1 d
5
● Permanent CEO and handover A6
○Permanent role defined and costed; recruitment plan3 May to 4 June 2027CEOBoard1.5 d
5
○Handover pack, if the contract ends at month 67 June to 30 June 2027CEO1 d
○Recruitment: advert by mid-August, interviews in September12 July to 30 September 2027CEOBoard4 d
Notice period, 1 to 3 months
○Final handover pack; a permanent CEO would start from January 20281 December to 17 December 2027CEO1 d
★
4

Before the start date: goodwill days

As goodwill on my side, not charged, and at times that suit you: getting to know everyone before the contract begins, so that day one starts with what is needed.

  1. 1Contract signedA contract for services, including confidentiality, signed before the introductions, for example in the last week of November. The contract clock starts on Monday 4 January.
  2. 2IntroductionsOne-hour calls at times that suit you, with each trustee (including the trustees who joined in 2026) and the administrator.
  3. 3Notes backWritten notes from each call within two days, for each person to add to.
  4. 4Pre-start questionsAbout you, a two-week log of your Verity time, a list of Verity's systems, and key documents.
  5. 5Day one, 4 JanuaryPreparation, then a short debrief with everyone: anything else I need for my first two weeks.

If the appointment comes later, the same steps simply move, and funding deadlines that have passed drop out.

Pre-start questions for trustees and the administrator

  • About you: Your skills, what you do for Verity today, what you would like to do in the longer term and what would be sustainable for you, the time you have for the transition, and your networks.
  • A two-week log of your Verity time: Only the time you spend on Verity, not your whole day: what you do, when, for how long, and which skills it draws on. It is the baseline for test 3: trustees spending materially less time on operational delivery.
  • Systems list: What Verity uses today, what you would like, what is missing, and who holds each account.

Documents and information, once the contract is signed

  • The grant strategy
  • Current funders, their grant end dates and terms
  • The latest figures and management accounts
  • Existing policies, insurance and registrations
  • The 2027 Board dates
  • How the APPG will be funded from April 2027
  • The media set-up: budget, processes, who prepares
  • Key relationships, and who holds them
  • The NICE publication on 27 January: your plans and any embargo arrangements

First conversations in January

  • How the interim role is funded
  • The pace of the media and stakeholder handover, and which relationships trustees keep
  • The Board's position on industry funding
  • The days, salary and timing the Board has in mind for the permanent post
5

Team and resources: the people, skills and resources map

Who brings which skills, time and networks, and what each person would like to do. It is filled in from the pre-start questions, so for now every cell is a gap.

RoleSkillsTime for the transitionTime long termNetworksWhat they would like to do
Chairto be filledto be filledto be filledto be filledto be filled
Deputy Chairto be filledto be filledto be filledto be filledto be filled
Treasurerto be filledto be filledto be filledto be filledto be filled
Company Secretaryto be filledto be filledto be filledto be filledto be filled
Trustees who joined in 2026to be filledto be filledto be filledto be filledto be filled
Administrator (part time)to be filledto be filledto be filledto be filledto be filled
Volunteersto be filledto be filledto be filledto be filledto be filled
6

What six months can deliver, and what it cannot

Six months at two days a week is enough to build the foundations properly. Securing the funding for a permanent CEO, and appointing one, depends on funders' decision times and a recruitment process, and realistically concludes around month twelve.

Six months at two days a week can deliver properly

  • The roadmap agreed by the Board, with people, systems and money mapped
  • The Board report, scheme of delegation and risk register in use
  • The income strategy agreed, the pipeline live and the first applications in
  • The employer-readiness plan signed off, providers chosen and policies drafted
  • The permanent CEO role defined and costed, with a recruitment plan
  • A handover pack

What it cannot, because of lead times rather than effort

  • The funding for a permanent CEO. Trust decisions take 16 weeks to 6 months, so applications sent in months 2 to 4 are decided in months 6 to 10.
  • A permanent CEO in post. A CEO search typically takes around six months, plus one to three months' notice, and it needs the funding to be reasonably clear first.
  • Employer systems fully in use. They are only truly in use once someone is employed.
  • Trustee-dependent work at full speed. Board reports need trustees' input, sign-offs wait for Board meetings, and relationship records need every trustee.

The roadmap therefore shows months 7 to 12 at one day a week, for modelling purposes only: it could be anything from none to two days a week, to be discussed and agreed. The table shows what each option would mean in total.

Months 7 to 12Interim CEO days in totalWhat happens in months 7 to 12A permanent CEO could start
None: six months only58Trustees lead, with the handover packSpring 2028 at the earliest
One day a weekshown in the roadmap, for modelling only84Run the systems, steward funding decisions, recruit, hand overJanuary to March 2028
Two days a week (twelve months in all)110As one day a week, with more time for recruitment and incomeJanuary 2028

Weeks 1 and 2 at five days a week are my suggestion, not in the pack, to build momentum quickly; to be discussed and agreed. Without them, the first full roadmap would come around week 4 rather than week 2, leaving less time to test it with trustees before week 6. The pack offers a six-month contract "with view to extend up to 12 months" (page 12). Totals count two days every week after the ramp-up.

7

The main risks, and how the plan handles them

RiskHow the plan handles it
The main funder does not renew, or renews on narrower termsProtect the existing funder first: an early conversation before January, then regular contact. Build several income streams so that no single funder dominates.
Two days a week against two large jobsPriorities agreed with the Board in week 6. The dashboard shows each month's days, so trade-offs are visible and decided, not discovered. About four and a half days in months 1 to 6 are left unallocated for the day-to-day and the unexpected; the trustees' time logs show how much day-to-day work there is, and the full roadmap in week 2 makes room for it.
Most income is restricted to specific purposes, and a permanent CEO needs core or multi-year fundingUnrestricted and multi-year funding first, and a fair share of core costs in every project bid.
Safeguarding in the online support groups, with over 12,000 membersA review in the first months, with clear moderation and reporting routes, before Verity becomes an employer.
Relationships and knowledge held by individualsA relationship map recorded in a supporter database, and processes written down, so that knowledge belongs to Verity.
8

Beyond the interim: what a permanent team would need (2028 to 2030)

For the Board to shape. A three-year horizon fits multi-year core grants (one to three years), the renaming's managed three-year transition, and a first strategy cycle for a permanent CEO. The longer direction is the mission itself, reviewed every year.

Income

Several income streams so that no single funder dominates; multi-year core grants; regular giving; earned income including PMOS TIME; a reserves policy; the APPG funded separately.

People

The permanent CEO in post; a staffing map shaped by the people-and-systems decision; clear volunteer roles; media work that does not rest on one person.

Governance

Scheme of delegation, Board report and risk register embedded; a Board skills and renewal plan; an annual review.

Systems

Supporter database; finance, HR and media processes; the dashboard with login and comments; plus additional systems, to be mapped.

Mission

NICE implementation; the renaming's managed three-year transition, with the new name integrated into the 2028 international guideline update; the APPG's recommendations; the research priorities; reach into underdiagnosed communities.

9

What this dashboard does now, and what I would add

A snapshot built from public information. It shows what Verity and its Interim CEO need to deliver, and by when: who does what, how many days each step takes, and how long it waits on others, with every figure marked as real, an estimate or still a gap. Each month the same page would show progress against the plan agreed in week 6.