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Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July 2012

Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July

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Page 1: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July

Achieving sustainable client servicesand a positive outcome by

Being proactive in the face of change

Lesley Morris, Sheryl Cain& Indra Arunachalam

July 2012

Page 2: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July

Session outline

o The Organisationo The Challengeo The Processo The Toolso Workgroupso Conclusion

Page 3: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July

Port Stephens Community Care

o NFP company limited by guaranteeo 7 board members and 60 memberso 34 employeeso 240 volunteerso 1,200 clientso North of Newcastle – retirement destinationo Rapidly ageing population

Page 4: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July

What were our challenges?

o Two funding agreements

o Common Community Care Standards

o Competing in a consumer directed market for aged and community care

o Competition from regional/national/international providers with corporate support

o Changing client expectations – continuum of care

o Competing for the shrinking workforce

Page 5: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July

What were our options?

o Stay as we were

o Amalgamate with other similar not-for-profit organisation(s)

o Amalgamate with another complementary larger organisation with similar values and vision

o Be taken over by a larger organisation that may or may not have the same degree of alignment of core values

Page 6: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July
Page 7: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July

What was our process?

o Increasing Board’s Awarenesso Board Briefingo PSCC Aged Care Taskforceo Terms of Reference

Page 8: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July

What the PSCC Task Force did…

o Interviewed 3 shortlisted amalgamation candidates

o Risk Assessment

o Communication Strategy

Page 9: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July

What the PSCC Board did…

o Decision Processes

o People and Change Management

o Unified culture

o Due diligence investigations

o A merger plan

Page 10: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July

Workgroups...

o Risk Management

o Interview tool

o Communication

Page 11: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July

Conclusion

o The “Living Longer Living Better” reforms will effect all aged care providers

o Amalgamations are one way of ensuring sustainable aged care services in our local communities

o There are systematic ways to explore your options

o Act on findings – make an informed decision

Take control of your destiny!

Page 12: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July
Page 13: Achieving sustainable client services and a positive outcome by Being proactive in the face of change Lesley Morris, Sheryl Cain & Indra Arunachalam July

Questions ???

Lesley Morris

0438 639 636

[email protected]

Sheryl Cain

0439 873 625

[email protected]

Indra Arunachalam

0437 900 237

[email protected]

www.integratedliving.org.au