Process Improvement

/Process Improvement

Build Donor Strategy & Identify Growth Areas

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The Challenge A Canadian health charity's revenue was stagnate and showing signs of decline. The Solution Establish a formal donor development process to increase revenue, with new Key Performance Indicators, forecasting discipline, defined competencies and role clarification. The result was an increased focus on Leadership Gifts/Donations, and an annual increase in revenue in the [...]

Increase Adoption & Cycle Time of Improvement Projects

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The Challenge The Head Office of a national Wealth Management company that had recently gone through a merger, was feeling the pain associated with the volume of identified and in progress improvement projects. The Solution Above The Line worked with senior leaders to develop a process architecture for the business. Being able to see the [...]

Acquire Clients

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The Challenge A 30 person Wealth Management company was challenged with attracting new clients.  Their approach was to have the  professionals doing the work, bring in new clients by getting on the phone, meeting up with prospects, and gathering leads through centers of influence.  The prospective client would then go through a consultative sales [...]