——HARBOUR- GOVERNANCE * MEMBERS ONLY
Welcome to theChart Room…
Where governance leaders navigate with confidence.
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The Chart Room is Harbour Governance's exclusive members area — a curated library of governance frameworks, policy templates, and compliance tools built specifically for independent and private healthcare providers.
Updated continuously.
Deployed immediately.
Welcome to The Chart Room
Thank you for joining Harbour Governance. The Chart Room is your private members area — a library of governance frameworks, policy templates, and compliance tools built specifically for independent and private healthcare providers. Everything here has been created by the extert team at Harbour Governance, and it is yours to access, download, and use from today.
Pages at a Glance
⚓ Anchorage members
Welcome to Achorage - new documents and updates
CQC Inspection Readiness
Core Policy Library - Patient Safety
Core Policy Library - Clinical
Core Policy Library - Governance
Core Policy Library - HR and Information
Governance Starter Toolkit
New Manager Guide
🧭 Harbour members
Everything in Anchorage plus:
PSIRF Implementation
Board Governance and Assurance
Full Policy Library
Governance Maturity Assessment
Clinical Effectiveness Tools
Regulatory Updates - Monthly Brief
🌊 Deep Water members
Everything in Anchorage and Harbour, plus:
Multi-site Tools
Bespoke Adaption Library
Governance Review Call Resoursec
New Module Early Access
Priority Regulatory Updates
How to Download a Document
Every document in The Chart Room is available to download and save to your own computer or network. There are no limits on how many times you can download a document, and you can download the same document again whenever an updated version is available.
Step 1: Navigate to the right page
Use the page menu on the left side of your screen to find the section containing the document you need. Click the page name to open it.
💡 Not sure which page your document is on? Use the table above or contact us and we will point you in the right direction.
Step 2: Find the document
Each page lists the documents available with a short description of what each one contains. Scroll down the page until you find the document you need.
💡 Documents are listed with their full title and file format — Word (.docx) documents are fully editable. PDF documents are formatted for printing.
Step 3: Click the download button
Click the download link or button next to the document name. Your browser will either download the file automatically or ask you where to save it.
💡 On most computers, downloaded files go to your Downloads folder unless you choose a different location. We recommend creating a dedicated 'Harbour Governance' folder to keep everything organised.
Step 4: Adapt and use
Most Word documents contain bracketed placeholders — for example [Organisation Name] or [INSERT DATE]. Replace these with your organisation's details before using the document. The document is then yours to use, adapt, and share within your organisation.
💡 Do not share the original downloaded documents outside your organisation — your membership licence covers internal use only. See the Membership Terms section below for details.
—-WHY THE CHART ROOM EXISTS
Every independent clinic deserves board-grade governance
The regulatory demands placed on independent providers have never been greater — and the resources available to meet them have never been more stretched. The Chart Room was built to close that gap.
Every document, template, and framework in The Chart Room has been produced by Harbour Governance Experts — a specialist with clinical, legal, and governance leadership at director level. This is not generic compliance content. It is expert-grade material, ready to use.
Always current
Every document in The Chart Room is reviewed and updated when CQC guidance, PSIRF requirements, or regulatory frameworks change. Members always have the most current version — automatically.
Ready to deploy
No lengthy scoping exercises or implementation projects. Every template, framework, and tool is designed to be adapted and in use within hours of download — not weeks.
Built for your reality
The Chart Room is designed for independent and private providers — smaller teams, wider remits, commercial pressures. Every document reflects the reality of your governance environment, not an NHS trust's.
Keeping Your Documents Up to Date
One of the most valuable things about The Chart Room is that your documents are kept current for you. When CQC guidance changes, when PSIRF is updated, or when a new national patient safety alert is published, the relevant documents in The Chart Room are revised and the new versions uploaded.
Here is how to make sure you always have the most current version of every document:
How you will be notified of updates
• You will receive an email from Harbour Governance each time a document you have access to is updated — the email will tell you which document has changed and what has changed
• The Welcome page inside The Chart Room lists the most recently updated documents at the top — check this page at the start of each visit
• Harbour and Deep Water members receive a monthly Regulatory Update briefing summarising all changes in the past 30 days
• Deep Water members receive priority alerts within 24 hours of significant regulatory changes
What to do when a document is updated
1. Download the new version from The Chart Room — it will have an updated version number in the filename (e.g. v1.1 or v2.0)
2. Replace the previous version in your organisation's document management system or file storage
3. If the document is a policy that has been approved by your board, check whether the changes are material enough to require re-approval
4. Update the version number and review date in your policy register
Why version numbers matter
CQC inspectors will ask to see your policies — and they will check whether they are current.
A policy with an out-of-date review date is a common inspection finding. The easiest way to avoid this is to download the updated version from The Chart Room as soon as you receive notification and update your policy register the same day.
WHAT’S IN THE LIBRARY?
The tools your governance function actually needs
The Chart Room library covers every domain of independent healthcare governance — from CQC compliance to patient safety, board assurance to information governance. New documents are added continuously.
⚓ Anchorage
Single site clinics developing your first governance framework?
🧭 Harbour
Established clinics or those preparing for CQC Inspection.
🌊 Deep Water
Multi-Site providers requiring maximum covergage and direct expert access.
Membership tiers
Choose your berth in The Chart Room
Three membership tiers designed to grow with your organisation. All tiers include immediate access to The Chart Room and all documents relevant to your level.
Anchorage
£149/ month
or £1,490/year — save £298
What’s Included?
✓Core policy template library — 20+ documents
✓CQC readiness checklist suite
✓Quarterly document updates
✓New documents as added to the library
✓Instant digital access via The Chart Room
Harbour
£299/ month
or £2,990/year save £598
What’s Included?
✓Full policy library — 50+ documents
✓Complete PSIRF implementation module
✓Board reporting templates and RAG dashboard
✓Monthly document updates
✓Regulatory change alerts
✓Priority access to newly published documents
Deep Water
£599/ month
or £5,990/year — save £1,198
What’s Included?
★Multi-site organisational licence
★Up to 5 named user logins
★Priority regulatory change alerts
★Bespoke document adaptation — 2hrs/month with Christine
★Quarterly governance review call — 45 minutes
★Early access to all new modules before public launch
★Named point of contact for urgent governance queries
All memberships include a 14-day cancellation period. Annual plans are billed in full upfront. Cancel or change tier at any time. · VAT may apply.
FREQUENTLY ASKED QUESTIONS
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Yes — you can upgrade or downgrade your tier at any time. Upgrades take effect immediately. Downgrades take effect at the start of the next billing cycle. If you upgrade mid-month, you are charged only the difference for the remainder of that month.
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All documents are designed to be adapted and in use within hours, not weeks. They are provided as fully editable Word documents with clear guidance notes indicating what needs to be customised for your specific organisation. Most adaptations involve inserting your organisation name, site details, and named role holders.
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Anchorage members receive quarterly updates. Harbour and Deep Water members receive monthly updates and regulatory change alerts. When a document is updated, all members with access to that document are notified by email with a summary of what has changed and why. You never need to check manually — we tell you.
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Anchorage and Harbour memberships are single-user licences — the documents may be used within your organisation but not shared externally or resold. Deep Water includes an organisational licence covering up to five named users, making it the right choice for multi-site providers or those with larger governance teams.
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Yes — every document in The Chart Room is written for the specific regulatory, operational, and commercial context of independent and private healthcare providers. They reflect CQC's expectations for independent services, not NHS trust structures. Where documents reference regulatory bodies, they reference the frameworks applicable to your setting.
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Deep Water members receive two hours per month of direct support from one of the team expert members to adapt documents to their specific organisational context. This can be used to customise templates, review a draft policy before board submission, or discuss how a framework applies to a particular site or service type. Time is booked via a dedicated scheduling link.
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Monthly memberships have a 14-day cancellation period from the date of joining. After that, you may cancel at any time and your membership remains active until the end of the current billing month. Annual memberships are non-refundable after the 14-day cancellation period but may be transferred to a different organisation on request.