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Executive Service Corps
of the Treasure Coast

Examples of Consulting Assignments

AN ORGANIZATION SERVING THE HARD OF HEARING

For a newly appointed Executive Director, ESC/TC consultants facilitated development of a one- to three-year business plan to provide a roadmap for action.

Each program of the organization was analyzed and a simple financial model was created to understand the financial impact of each program offering. A SWOT analysis was conducted, potential competitors evaluated and several potential business scenarios discussed. Finally, a detailed three-year financial forecast was developed along with a detailed set of goals, objectives and action plans.

The business plan is now being executed and guiding the priorities of this client.

AN AGENCY IMPROVING BIRTH OUTCOMES
FOR YOUNG MOTHERS

For this growing organization, a strategic planning process was facilitated involving the board of directors and executive director.

To understand the organization’s programs and services, we interviewed program managers and other key staff and identified major issues that were impacting organizational effectiveness and limiting potential growth. The board was divided into four work groups to establish objectives and action plans to address these issues and these were incorporated into a strategic plan written by the executive director.

AN AGENCY SERVING HOMEBOUND DISABLED
AND ELDERLY PERSONS

Asked by the executive director of this agency to examine the financial record keeping and reporting system and recommend improvements.

The financial tracking and reporting systems were reviewed, the outside financial audit was examined and interviews were held with the agency accountant and executive director.  Recommendations were made that clarified financial statements and empowered the executive director to search for an outside auditor that can provide stronger support services.

AN ORGANIZATION PROVIDING SERVICES
TO FAMILIES IN NEED

This agency sought assistance to help develop a marketing plan for a case management service to elderly persons that was not meeting its goals.

Consultants met with key personnel to address the goals and objectives of the program, review marketing strategies and results, and assess program resources. The client was presented with two options; to develop and support a two- to three-year marketing plan with ESC's help, or decide to dissolve the program and cut losses. The client decided it did not have the resources to continue to provide this service and dissolved the program.  

AN ORGANIZATION PROVIDING MEDICAL CARE
TO PERSONS IN NEED

The agency was in a state of transition. The client population was changing and volunteer resources were declining. 

Interviews were held with key personnel and board members to better understand the agency mission, ascertain the scope of the challenge and assess the agency’s resources. 

A strategic planning process was developed and facilitated with the board of directors and executive director. Issues were prioritized and board committees assigned to develop action plans with specific outcomes and timelines.

A SENIOR SERVICES ORGANIZATION

The parent organization requested assistance with marketing a program that provides volunteer caregivers to disabled and frail elderly persons. The program needed to increase the number of clients and volunteers to match with those clients.

A study was conducted to determine (a) where eligible clients were located and (b) what would attract volunteers to this type of service opportunity. A marketing plan with specific strategies and tools were developed and implemented under the direction and guidance of the consultants. A 30% increase in calls to the program was realized in the first three months. 

AN ORGANIZATION PROVIDING ASSISTANCE
TO THE HOMELESS

The executive director sought assistance to facilitate a strategic planning process with the board of directors.

A strategic planning process was developed and approved by the executive committee of the board of directors. Consultants facilitated a SWOT analysis of the organization and facilitated a series of board meetings to revise the mission, goals and objectives of the organization. Specific action plans were developed by board committees with designated roles, responsibilities and timelines for completion.

AN ORGANIZATION PROVIDING SERVICES
TO DISABLED CHILDREN

The clients of this agency create works of art as part of the physical therapy program. The agency has attempted to capitalize on these artistic creations to generate revenue. These initial attempts have met with minimal, but encouraging results. The executive director engaged consulting services to help development a marketing plan to boost sales. 

A business plan and marketing strategy were developed to address prospective customers, saleable products, product positioning in the marketplace, promotion and distribution. This plan was developed for maximum efficiency and effectiveness within the limitations of current resources.    

A GUARDIANSHIP AGENCY FOR FRAIL
AND ELDERLY PERSONS

Agency needed assistance to restructure a for profit entity and develop a related nonprofit entity that will reach a specific target market and be eligible for government revenue streams directed to that population. 

Consultants interviewed the principals to assess the full scope of the challenge presented. A plan was developed to create a nonprofit entity that would be wholly separate in all business operations from the for profit entity and qualify for IRS nonprofit status and incorporation in the state of Florida as a tax exempt organization.  

AN ORGANIZATION PROVIDING SERVICES
TO EX-OFFENDERS

Organization asked for assistance in helping them with strategic planning to deal with a broad spectrum of strategic issues and help them become a more focused efficient and productive organization.

Through a series of interviews, we identified and prioritized the major issues facing the organization and their long term goals. A strategic plan focusing on results was developed and implemented.  As a result this organization was successful in getting new grants resulting in a 500% increase in funding to add new programs and services. 

A FAITH-BASED ORGANIZATION SERVING
THE UNDERSERVED

The executive director of this organization asked for assistance with developing a new mission statement and to work with the board of directors to develop short and long term strategies for growth. A board retreat was completed in which the mission statement was revised and a SWOT analysis was conducted. Developing of short and long term strategies and defining the role of board members are the next steps for this organization.
 

 

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United Way of Martin County - Martin Volunteers - PO Box 362 - Stuart, FL  34995
Phone: (772) 220-4472 - Fax: (772) 220-7771

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