Annual Activity Summaries
what we have been doing

Assist to Succeed Consulting



2024 Activities
 
Number of consultant hours
316
Internal activities
  • Launched new web site including migration to cost-free web server
  • Business card redesign
Client activities
  • Conducted exit interview of a disgruntled employee in order to provide independent feedback
  • Meetings with client CEO to review personal and organisational futures and determine plans
  • Assisted with fund raising strategy
  • Provided independent advice on project steering committee to replace key systems
  • Informal "strategy on a napkin" coffee sessions with clients
  • Assisted with organisational redesign
  • Facilitated workshop to determine one-year and three-year strategic projects
  • Participated in NFP's annual planning day



2023 Activities
 
Number of consultant hours
337
Internal activities
  • LinkedIn presence enhanced and activity increased
  • ATS documentation for clients updated (new flyer)
  • NCOSS membership
  • Logo updated
  • Celebrated 10-year anniversary of ATS
Client activities
  • Conducted exit interviews as an independent party to assist client with staff feedback
  • Advised client setting up a new NFP
  • Reviewed NPF's financial position and submitted financial sustainability report (follow-up analysis)
  • Advised client on restructuring initiative; reviewed proposals
  • Prepared analysis of used and unused NDIS funding for client use
  • Submitted a report and presentation to senior staff and board risk sub-committee regarding incident management processes and system status and improvement options
  • Advised client on plans and approach for system changes to address process issues - followed on from interviews and recommendations report by ATS in 2022


2022 Activities
 
Number of consultant hours
352
Client activities
  • Reviewed the business case (DCF) and assisted with its improvement for client's major new initiative
  • Contributed to client's major new initiative through participation on steering committee and working meetings
  • Reviewed project plan for a major project and provided project planning mentoring
  • Interviewed key staff and board members (x18) regarding process and system issues
  • Reviewed business development, funding and marketing approaches with an NFP wishing to set up a local museum


2021 Activities
 
Number of consultant hours
198
Client activities
  • Engagement agreement for the discovery phase to review processes and systems for client's incident management
  • Reviewed client initiatives success criteria
  • Reviewed with, and advised, client on organisational structure and governance issues
  • Member of steering committee for replacement of care provider's CMIS system
  • Facilitated workshop regarding replacement of the main care system or continuation of an existing consortium solution


2020 Activities
 
Number of consultant hours
490
Client activities
  • Member of client IT Governance Committee which was responsible for project prioritisation, vendor contracts and major projects
  • Member of steering committee for replacement of client's major client system (aged, community, disability, mental health, children and family services)
  • Wrote draft and helped client implement internal financial management responsibilities policy
  • Facilitated client IT strategy workshops
  • Reviewed internal organisational and financial issues with CEO and submitted requested report with analysis and recommendations regarding financial sustainability
  • Reviewed organisation's risk management policy


2013-2019
 
Number of consultant hours
2019: 198
2018: 331
2017: 661
2016: 1137
2015: 1405 (first year of recording)
Internal activities
  • Set up ATS as a NFP company and registered charity
  • Received grant from “AMP Tomorrow Maker”
Client activities
  • Assisted NFPs with care system selection
  • Assisted NFPs with technical strategy plans and investment decisions
  • Alignment of IT and business strategic plans
  • Membership of steering committee for replacement of client's major client system (aged, community, disability, mental health, children and family services)
  • Assisted with disaster recovery and project rescue of a publicly visible system
  • Assisted with core systems replacement - requirements, selection, project management, integration. Contributed on steering committeee during implementation.
  • Provided project management advice to several NFPs - methodology, planning setup and tracking
  • Member of IT Steering Committee at various NFPs