ESOP readiness score 60-79 — governance improvement roadmap
You have the right building blocks but need to close governance, valuation, or education gaps before scaling grants.
Why this matters
Core documentation exists but valuations, board approvals, or communications have gaps.
Use Capsense policy templates and analytics to prioritise board actions and share education packs.
Action plan
Share these steps with founders, finance leads, and people teams to close the gap for this score band.
- Complete valuation refreshes and ensure Section 97 override logs are audit-ready.
- Reissue board resolutions clarifying pool size, recycling rules, and exit acceleration.
- Establish structured employee communications for new hires and refresher grants.
Next steps
What Capsense recommends
Automate these follow-ups in your CRM or marketing automation tool once someone lands in this score band.
Send within 24 hours: personalised recap email linking to this page and a booked call CTA with your compliance specialist.
Schedule within 7 days: automated reminder summarising the action steps above and prompting admins to upload missing board resolutions or valuations into Capsense.
Track ongoing: update the lead record with readiness metadata so AI agents can reference it during future content generation.