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Case Studies & Testimonials

Don't Just Take Our Word For It

The progress which we have made simply would not have been possible without the resources, coaching and excellent facilitation skills provided by Bill Bickle of Fordelm, Inc.

Susan Johnson McCulloch

FaithWorks Campaign Manager, Anglican Diocese of Toronto

Bill Bickle at Fordelm knows more about the strategic interface of marketing and other functions than anyone else I know.

Name Confidential

Sr. Vice President, Major Canadian Credit Card Company

Case: Social Agency Funding Body

A funding committee that oversees the allocation of about a million dollars a year to a portfolio of social agencies, mostly in the Greater Toronto Area, needed to review their strategic alignment and granting processes. Their list of recipient agencies hadn’t changed since their inception, and there was a question of how strategically aligned the committee and their funded agencies were with the mission of the parent organization.

Before embarking on a re-design of their decision-criteria, application processes, and communications plan, they realized the Committee needed professional development and awareness to be sure they were ready for the re-design task. Over the course of five four-hour sessions, Fordelm worked with the Committee and support-staff to articulate their current state of alignment with the governing body, the parent-organization and the Bishops. In order to articulate a future direction for the Committee, they carried out a series of discussions with stakeholders: potential funding partners, Diocesan executive, staff, and currently funded agencies, then reviewed their existing funding decisions and revived the effectiveness of their current criteria and decision- processes.

The Action Plan to achieve the desired future state includes revised application criteria, allocation processes, internal & external communications plans and a time-line with measurement criteria to be sure they stay on course.

Results:

The Committee was armed with a fully aligned action-plan that would fully prepare them to implement new decision-criteria, funding processes, and realignment of the funded agencies.

Case: Canadian Investment Management Firm

The department responsible for the Advisors’ internal support (call) centre required an online interface for Advisors. Over the course of six months, Fordelm gathered requirements from internal call centre staff and Advisors and communicated these to the IT department, oversaw development and testing and developed the staff-mandate for managing the interface and content development, recruited and trained the employee.

Results:

A fully functioning and supported online interface that radically reduced staff costs responding to incoming calls, more up-to-date content and reduced wait-times for Advisors.