North East Dementia Care - Development Work Case Study

About the organisation

North East Dementia Care, a local Charity Incorporated Organisation (CIO) with a turnover of £319,000, was founded in 2019 by Sandra Falkner after her husband Billy was diagnosed with early-onset dementia in his 50s. The organisation approached us in a state of severe financial distress and was at risk of closing within a matter of months without urgent support. The winter season had worsened their financial challenges, as surging heating and electricity costs placed a significant strain on their already limited resources

Challenges

1. Financial Burdens: Accumulated £30,000 in rent arrears and a £14,500 loan, compounded by managing three bank accounts.
2. Loss of Beneficiaries: The passing of several beneficiaries increased financial strain as they struggled to fill care places.
3. Operational Issues: Staff absences, poor IT infrastructure, and limited marketing capabilities further hindered their operations.

Interventions and Solutions

Over 12 months, we implemented a comprehensive support plan:

1. Funding Success: Completed 35 funding bids worth £232,509, securing £105,000 to ensure financial stability and growth.
2. HR Support: Purchased an HR support package to streamline employee management and ensure compliance.
3. Policy Updates: Updated policies and procedures for enhanced efficiency and compliance.
4. Promotional Materials: Developed a new promotional leaflet to attract potential clients.
5. Repayment Agreement: Established a repayment plan, reducing debts by 70%.
6. Website Development: Designed and launched a new website to strengthen online presence and engagement.
7. Strategic Support: Provided specialist strategic development to optimise resources and achieve goals.
8. Marketing Exposure: Utilised digital billboard marketing for high visibility and engagement through a social value offer.
9. Role Descriptions: Created detailed role descriptions for trustees and volunteers.
10. Client Growth: Increased client numbers through enhanced marketing, contributing to sustainability and growth.
11. IT and CRM Investment: Invested in new IT equipment and a CRM system to boost efficiency.

Outcomes

Through these targeted interventions, the charity avoided closure, achieved stable financial footing, and improved operational efficiency. Strategic planning, marketing, and operational improvements set the charity on a path to sustainable growth and long-term success.