CASE STUDIES | CareCFO
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Case

Studies

Want to see how we have helped other organisations? Explore these case studies that make up a small fraction of the projects we have completed for our diverse range of clients.

Find case studies across our range of consulting services:

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Strategic Planning

Governance and Strategy

Project Scope:

Facilitate a strategic planning workshop with the management team and Board. Develop and deliver a confidential survey prior to the workshop. Draft a three year strategic plan following the workshop.

G+S Strategic Planning
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Human Resources Review

Governance and Strategy

Project Scope:

Map a range of processes within the Human Resources (HR) function to identify areas with potential for improved efficiency. This project followed a benchmarking project that identified a high FTE head count in the HR team when compared to similar organisations.

G+S HR Review
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Quality Framework

Governance and Strategy

Project Scope:

Implement a full set of policies, procedures, and flowcharts relating to a new home care business that integrates with the existing quality framework of the residential aged care business.

G+S Quality Framework
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Budget Development

Accounting and Reporting

Project Scope:

Developed budget for three aged care facilities and 200 home care clients including Commonwealth Home Support Packages (CHSP), including transitioning from old charter of accounts to new charter of accounts.

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ACAR Applications

Business Development

Project Scope:

Our client contacted us halfway through the 6-week Aged Care Approvals Round (ACAR) round seeking bed license application for six of their facilities, with four of those also including capital grants applications. 

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Marketing Strategy

Marketing and Communications

Project Scope:

Undertake a review of the organisations brand, services, marketing material, online presence, and competitors and develop a comprehensive marketing strategy appropriate for the organisation’s size, structure, and resources.

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Social Media Management

Marketing and Communications

Project Scope:

Manage the organisation’s social media accounts and develop regular, engaging content appropriate for each of the organisation’s social media platforms.

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Advertising Plan

Marketing and Communications

Project Scope:

Develop an advertising plan to market the retirement living units working with a moderate budget. Undertake a competitor analysis.

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Workforce Planning

People and Culture

Project Scope:

Undertake a workforce planning project to identify future workforce needs, including technical staff and areas skill development. Identify pathways for recruitment of technical roles. Develop a risk matrix relating to key roles within the organisatsion.

P+C Workforce Plan
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Performance Management System

People and Culture

Project Scope:

Following a benchmarking and organisation structure review, we were engaged to undertake a Performance Management System project to completely overhaul their existing systems which were outdated and disjointed.

P+C Peform Mgt
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Succession Planning

People and Culture

Project Scope:

Develop a succession plan to act as a living document to manage key roles within the organisation. Develop a comprehensive skills matrix across the organisation and identify areas of skills shortages. Identify staff with potential for progression into management roles.

P+C Succession Plan
SM Change Mgt
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Change Management

Stakeholder Management

Project Scope:

Survey staff at key points of the Organisational Structure Change project. Surveys occurred four times over a twelve-month period. Surveys were designed to understand staff perspectives on the project before, during, and after the shift to the new organisational structure.

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Mystery Resident

Stakeholder Management

Project Scope:

Quarterly Mystery Resident visits to seven Residential Facilities within one region over twelve months. Customise the mystery resident questionnaires to include information specific to organisational processes and expectations. Compare and rank results across six key areas each visit.

SM Myst Resident
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Induction Program

Stakeholder Management

Project Scope:

Redevelop the induction program to better reflect the organisation following growth and the addition of new service streams. Develop and interactive presentations and supporting material with individual and group activities to keep participants engaged.

SM Induction
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New Seminar Development

Customised Seminars

Project Scope:

Develop a training program for staff to assist them in managing inter-personal conflict. Staff reported feeling increased pressure when delivering services and changes in consumer expectations. Due to limited resources within the organisation, staff members often competed to access resources.

CS New Program
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Customised Content

Customised Seminars

Project Scope:

Deliver a personalized version of CUST101 - Customer Service Essentials seminar to include organisational information such as values, vision, mission, policies and procedures. Primarily, the organisation had recently implemented a new admissions process and utilised the customer service training session to train staff in the new processes.

CS Customised Content
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Tailored Program

Customised Seminars

Project Scope:

Improve the business acumen of the organisation’s eight supervisors through the EMLE101 - Emerging Leaders program. The supervisors attained their role through strong technical skills but lacked leadership and managerial experience.  

CS Tailored Program
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Pricing Review

Accounting and Reporting

Project Scope:

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Business Re-engineering

Business Development

Project Scope:

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Payroll Audit

Accounting and Reporting

Project Scope:

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Acquisition

Business Development

Project Scope:

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Business Re-engineering

Business Development

Project Scope:

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