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The Approach
Sue Merchant worked with AYME’s Chair and Vice Chair of trustees to agree an approach for the workshop. A questionnaire was then distributed to an agreed list of trustees and managers to establish their views on what services (client facing and internal) most needed improvement. The suggested actions obtained from the questionnaire, sorted into key improvement areas, provided the basis for the workshop.
Using a set of simple symbols trustees quickly sorted ideas for action into quick wins, things requiring more thought, things which were currently unaffordable, and things which were impractical. They then prioritised the actions from the first three of these lists. The agreed priorities were incorporated in a draft strategy paper prepared by the client and taken forward to a trustees meeting for agreement. Following the trustees meeting Sue advised the client on how to turn the strategy into a practical action plan, showing responsibilities and timescales for completion.
“Thank you for a very helpful and enlightening session which was exactly the kind of help we needed to help us focus on the future.”