Small law firm with substantial Accounts Receivable.

This client was a seasoned and experienced attorney in private practice for approximately two years. When David started with the client, she was owed tens of thousands of dollars in Accounts Receivable.

RESULTS:

• Rebilled those clients who were less than six months in arrears, which was followed up by a phone call to alert them of their delinquent status.
• Sent a letter sent to clients with accounts in arrears over six months.
• Tasked the bookkeeper with following up with each client, providing a bonus to the bookkeeper of 10% of all collected funds.
• 87% of the outstanding A/R funds were collected and the bookkeeper, who had considered leaving the firm, was retained.

Nonprofit with a demotivated and disengaged workforce.

This client had been in existence for 20 years and had grown to have a substantial workforce of skilled and administrative personnel. The challenge was to re-engage them into the mission of the organization so they delivered the highest quality care and service to the organization’s constituents.

RESULTS:

1. Developed and distributed a staff survey on topics including.

• Job satisfaction
• Organizational assessment
• Career aspirations
• Recommendations for managerial improvement
• Implemented weekly staff meetings

2.  Identified those staff members who were unlikely to contribute to a positive and productive workforce and developed performance improvement plans for those individuals.

3. The client saw increased engagement and commitment from staff and management to foster a more positive, productive work environment.

Professional association undertaking long-term strategic planning.

This client is a professional association whose members work in the elder care field as attorneys, financial or insurance specialists, and care providers. The Association was undertaking a strategic planning process to determine it's three-to-five year plan.

RESULTS:

• A SWOT Analysis with the client to determine the organization’s Strengths Weaknesses, Opportunities and Threats.
• Development of a Strategic Action Plan for improving the organizational structure of the organization and improving its financial resources.
• Implementation of an organizational design to involve members on specific committees to improve membership, marketing and programming.
• The Association has seen a 25% increase in membership, is on track to be    cost-neutral and has recently launched a new chapter.