Transformation Case Study


One of Australia’s largest leading social purpose, not-for-profit organisations approached PM-Partners to support with two goals. The first was to support the transition of ownership within a non-negotiable deadline and ensure no disruption to service for clients and staff. The second goal was to help create a blueprint for managing future divestments and growth efficiently while maintaining the quality of care and the experience and innovation for which it is known.


With a six-month deadline for completion of transfer and ‘go-live’, PM-Partners used its experience gained from large scale change and transformation programmes to help the company move from running operations in ‘business as usual’ format, to ensuring systems and processes for existing services were transferred to the ‘new world’ with no discernible impact to clients or staff. This would all take place against a backdrop of stringent regulatory compliance and human complexity from the nature of services being delivered.

We thrive on taking difficult problems and simplifying via a disciplined, experienced, human and collaborative approach to change,” said Angelo Grasso, Transformation consultant at PM-Partners.


PM-Partners undertook an assessment of services to be provided, ensuring continuity of business and quality of care during the transfer of responsibility and ownership.

PM-Partners commenced a series of planning exercises with the outcomes and recommendations delivered to the Board. This comprised a structured way of thinking about how to manage the volume of work involved, the risks, as well as what needed to change and what could be dispensed with.

Part of this involved absorbing and adhering to no less than 680 policies and procedures for which PM-Partners deployed a filtering process for the lines of business and processes, such as work practices, payroll, industrial relations and rostering among others. It presented these to the various teams that would normally be responsible for administration of these policies to ensure accountability under the new ownership.

PM-Partners continually emphasised what the day one ‘must-haves’ were in terms of service provision and support to ensure ongoing prioritisation of the critical elements. It also ensured a focus on the client’s key pillars of people, culture and safety, and supported the implementation of a governance model.

It was relatively straightforward in terms of running as a program, the complexity came from a significantly reduced timeframe, and from helping people in the program to balance program work and BAU tasks. We enjoy helping organisations during times of change as we have the experience and commitment to deliver the support they need,” said Angelo Grasso, Transformation Consultant at PM-Partners.


During the six-month timeframe, our client also built and created a new intranet, and ensured award conditions were maintained for staff. Filtering through the 680 policies to ensure they are understood and maintained, with correct accountability, has also resulted in the removal of some unnecessary processes. The internal team has gained project management and leadership skills from the program, and stronger collaboration has driven transparency between the lines of business, together with the ability to problem solve to share the load.


The program was transitioned to BAU, the final handover was at the end of the 2018 financial year. Download PDF Version
Enquire Now


    1300 70 13 14


      Stay Informed

      Subscribe to our newsletter and receive quarterly industry news updates and stay informed of forthcoming PM-Partners group events.