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Case Study
Developing a charity’s
   commercial future
Developing a charity’s
                            commercial future
                            The greater reliance on the third sector to deliver essential services
                            is both an opportunity and a threat.            Charities and other
                            organisations need to have the necessary governance and capability
                            to meet the challenge of greater operational delivery and
                            accountability. Without these, they will be unable to meet the needs
                            of their customers and engender the confidence of statutory
                            agencies and the public.

                            Background                          What we did

                            The    Lindsay      Leg    Club     Our support took the form of:
                            Foundation is a small charity
                            founded to protect and preserve         Shaping the project with the
                            health      amongst       those         Chairman and Founder and
                            experiencing, or at risk of             agreeing amendments in the
“I think that the project   experiencing, leg ulcers and/or         light of emerging findings.
went well for our           associated conditions.
Foundation.                                                         An analysis of current
                            The Challenge                           Foundation delivery activity
The          Consultancy                                            and   resource/performance
Company’s consultants       The Foundation saw itself at a          management.
made very challenging       crossroads in terms of its future
observations about our      development.                            Interviews with trustees to
direction and strategy.                                             understand     the    current
Their conclusions made      The Foundation had put                  performance of the Board of
it less likely that we      together a business plan for the        Trustees and its grasp of the
                            development of its services in          Foundation’s direction and
would proceed along
                            the medium term. The aim was            activity.
the project plan as
                            to deliver services to the NHS
originally envisaged.       to promote the model of                 Research        with     NHS
                            treatment and reduce the                organisation’s and others as
 I consider that to be a    Foundation’s reliance on:               to the perception of the
success as we were                                                  Foundation model and its
able to discard some            Continuing financial support        likely positioning within the
assumptions that we             from its industrial members.        NHS market.
had made in the past.”
                                Ongoing       reliance    on        A review of the Business
                                voluntary support both for          Plan    and   the current
Marc Courtney                   itself and the Leg Clubs.           operating model for the
                                                                    organisation.
Chairman
Lindsay Leg Club                The time and skills of the
                                executive team.
Foundation
                            The Foundation asked The
                            Consultancy     Company     to
                            review the business plan and
                            help develop a way forward for
                            the Foundation is shaping and
                            marketing future products and
                            services.
Results                                How we work

Our deliverables were:                      Our approach combines our
                                            experience     as      senior
   A presentation and workshop              managers in commercial,
   with the Trustees to address:            public    and    not-for-profit
                                            organisations     and       as
     Outcome of interviews and              management        consultants
     review of current activity.            working with a broad base of
                                            clients.
     Outline of a way forward               Our consultants work in
     and its implications for the           partnership with our clients
     Business Plan.                         to ensure that what we
                                            propose reflects your needs,
     Developing the proposition             resources and capabilities.
     and Business Plan.
                                            We will make a difference
                                            through working with you
     Next steps and action                  and understanding          your
     plan.                                  needs rather than delivering
                                            off the shelf solutions which
What the client            most             do    not     necessarily    fit
appreciated:                                comfortably        with    your
                                            operating          environment,
   Rapid assimilation of the                organisational culture or
   task and engagement with                 affordability criteria.
   key players.
                                            This approach and our mix of
   Supportive yet challenging               expertise give us capabilities
   engagement     with    the               where the value of the whole
   Foundation.                              is much greater than the sum
                                            of the parts.
   A view of the way forward
   that the Foundation could
   develop.




          Can we help you develop your strategic direction and
                           board capability?

                          For an initial meeting call:

                                Ian Barratt
                              Senior Consultant
                               07747 027512

                     ian.barratt@the-consultancy.co.uk
                         www.the-consultancy.co.uk

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Lindsay Leg Club Foundation Case Study

  • 1. Case Study Developing a charity’s commercial future
  • 2. Developing a charity’s commercial future The greater reliance on the third sector to deliver essential services is both an opportunity and a threat. Charities and other organisations need to have the necessary governance and capability to meet the challenge of greater operational delivery and accountability. Without these, they will be unable to meet the needs of their customers and engender the confidence of statutory agencies and the public. Background What we did The Lindsay Leg Club Our support took the form of: Foundation is a small charity founded to protect and preserve Shaping the project with the health amongst those Chairman and Founder and experiencing, or at risk of agreeing amendments in the “I think that the project experiencing, leg ulcers and/or light of emerging findings. went well for our associated conditions. Foundation. An analysis of current The Challenge Foundation delivery activity The Consultancy and resource/performance Company’s consultants The Foundation saw itself at a management. made very challenging crossroads in terms of its future observations about our development. Interviews with trustees to direction and strategy. understand the current Their conclusions made The Foundation had put performance of the Board of it less likely that we together a business plan for the Trustees and its grasp of the development of its services in Foundation’s direction and would proceed along the medium term. The aim was activity. the project plan as to deliver services to the NHS originally envisaged. to promote the model of Research with NHS treatment and reduce the organisation’s and others as I consider that to be a Foundation’s reliance on: to the perception of the success as we were Foundation model and its able to discard some Continuing financial support likely positioning within the assumptions that we from its industrial members. NHS market. had made in the past.” Ongoing reliance on A review of the Business voluntary support both for Plan and the current Marc Courtney itself and the Leg Clubs. operating model for the organisation. Chairman Lindsay Leg Club The time and skills of the executive team. Foundation The Foundation asked The Consultancy Company to review the business plan and help develop a way forward for the Foundation is shaping and marketing future products and services.
  • 3. Results How we work Our deliverables were: Our approach combines our experience as senior A presentation and workshop managers in commercial, with the Trustees to address: public and not-for-profit organisations and as Outcome of interviews and management consultants review of current activity. working with a broad base of clients. Outline of a way forward Our consultants work in and its implications for the partnership with our clients Business Plan. to ensure that what we propose reflects your needs, Developing the proposition resources and capabilities. and Business Plan. We will make a difference through working with you Next steps and action and understanding your plan. needs rather than delivering off the shelf solutions which What the client most do not necessarily fit appreciated: comfortably with your operating environment, Rapid assimilation of the organisational culture or task and engagement with affordability criteria. key players. This approach and our mix of Supportive yet challenging expertise give us capabilities engagement with the where the value of the whole Foundation. is much greater than the sum of the parts. A view of the way forward that the Foundation could develop. Can we help you develop your strategic direction and board capability? For an initial meeting call: Ian Barratt Senior Consultant 07747 027512 ian.barratt@the-consultancy.co.uk www.the-consultancy.co.uk