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Case Study

Recent single parent with three kids living in detached home Canada

New Goal: live in the same family home, kids must go to the same schools, generate new monthly revenue, maintain high grade marks to go to university, savings and other plans.

Solution:

Joint family decisions, quarterly reviews, cookie jar savings, savings accounts, debit cards to responsible child, financial plan program implemented and followed, lifestyle must not be curtailed, rent out basement to post-secondary students who will contribute to the new revenue creation with legal and moral contracts signed by the renters to mentor, tutor the kids before the new bread  earner comes home from work, an adult student must be home to greet the younger child, part take in the home chores such as cleanliness, cooking, cleaning and maintenance of the yards and snow shovelling and other within reason chores without impacting school grades, long weekend getaways to the local spots and other flexible plans.

Results: spending budget is met, savings plans are growing, family is not financially stressed. Good literacy habits are being formed.

Cast Study 

Acme Business Services Canada, annual revenues $15 million, still living paycheque to paycheque, savings and investment accounts are very low, ordinary work morale , management style conservative.

Solution:

In-house regular staff retraining programs in the art and science of customer service, staff Brand ambassadors, new policy implemented with staff input and voted and followed, no tantrum policy, instituted scholarship policy, cleanliness policy from all staff, it is not the custodian's responsibility but of every staff: clean your mess, invite a new customer every month policy, cut down company wastages, leadership policy, re-write new company policy with input from all staff through online discussions portal, open and no judgement policy. Implement scholarship to staff children for higher education.

Results: 

A member of a staff invited a new prospective customer to the office they were met with a staff as per volunteer policy without disrupting daily objectives, new client was signed up. Staff is excited. New client is comfortable.  A new buzz in the corporate personality. Decisions are made faster for the top line.