The document summarizes an interim management project case study for a privately owned rehabilitation and case management business. The project involved merging the organization's two service teams over 4 months to provide a more coherent service and improve efficiency. The interim operations director developed a proposal to merge the teams, implemented a restructure process, and prepared the organization to deliver more complex services and achieve regulatory registration for the extended capabilities. By the end of the project, the teams had been combined under new operational leadership, the registration application was submitted, and recruitment was underway to support the expanded services.

1. David Brassington. Hanchel Ltd. October 2015
Interim Management Project Case Study
Client organisation: Privately owned, independent rehabilitation and case management business
Project duration: 4 months
Position: Interim Operations Director
Background: The organisation had 2 service teams staffed with qualified clinicians and
administrative support. Whilst providing different services, a significant proportion of the customer
base were working with both teams. Both team managers were leaving the business.
Project brief:
 To merge the 2 service teams to provide a more coherent and responsive service for
customers and improve operating efficiency. (30+ employees)
 To develop the operation to provide the capability to deliver services in a more complex
market sector.
 To prepare the organisation to achieve registration for the extended service capability with
the regulatory body, (Care Quality Commission.)
 To manage continuing services during the transition period.
Actions:
 Assumed day to day responsibility for operational management of the 2 service teams
including weekly and monthly performance and progress reporting.
 Mentored and supported the line managers to enable them to effectively assume many of
the responsibilities of the departed team managers.
 By end of 1st
month presented a proposal and action plan for the merging of the 2 service
teams. The proposal was approved by the CEO.
 Produced a detailed implementation plan for the merger project including revised work
processes, job roles, job descriptions and incentive structure.
 Produced briefing document and presentation to inform and gain buy-in from team
members for the merger project.
 Implemented approved restructure process.
 Conducted competitor analysis research project to understand requirements for entry into
more complex market sector.
 Prepared staffing plan for extended service, to provide a cost effective process for service
roll-out that would meet customers’ needs and attract scarce professionals required for
service delivery.
 Prepared and submitted registration application to Care Quality Commission.
Outcomes delivered by the end of the project:
 One of existing managers developed and promoted to assume full operational
responsibilities for the combined operational team.
 Operational team restructure delivered and running.
 Care Quality Commission Application completed and submitted.
 Recruitment process underway for key staff for extended service.
 Enhanced and more efficient management reporting process operating.