Case Studies

We work with the world's most innovative organisations

Case Studies

We work with the world's most innovative organisations

Learn how clients have benefitted from working with TeamLytica

hospitality

Natwest

Team working in the banking sector

manufacturing

Pragmatiq

Teamwork and scaling

companies

professional services

Fire Events

Building teamwork in other companies

healthcare

UK University Services

New teams and international team working

Planet Wise

Improving teamwork in an international environment

Arthur Ellis

Stress management and team wellbeing

Team ADL

Improving remote teams

Soccer Assist

Improving cohesion in the team behind sporting success

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Non-Profit & Charity

Non-Profit & Charity

July 13, 20233 min read

Non-Profit & Charity

Managing volunteers can often be challenging as their motivation might not be aligned to the team or organisation.

The challenges facing charities and non-profits are extreme. Figures indicate that there are more than 185,000 charities in the UK, with an additional 5,000 added every year. Managers and their teams, therefore, must find money to sustain their operations, even in the presence of increased competition.

Non-profits and charities need to diversify their revenue streams, adjust to new regulations, and find ways to plug skills gaps. Organisations will only achieve those goals, however, if they have competent, functional teams.

Here’s where TeamLytica can help. It’s a bespoke platform designed to root out team and management issues that might plague your charity or non-profit and provide actionable solutions enabling you to rectify the problem.

Using KITE – K – Knowledge, I – Insights, T – Training, E – Empowerment. 

The way that the platform works is simple. Employees in your organisation complete the TeamLytica’s KITE survey – a series of 54 questions covering nine critical team and management domains. The platform then compiles the data to generate a 28-page report on the performance of your team and steps managers can take to improve the situation.

The questionnaire is entirely confidential, so you get honest feedback. What’s more, it covers all the critical issues that are important for a capable, functional team, including leadership, trust, resilience, harmony and the ability to serve stakeholders.

Non-profit and charity organisations can sometimes struggle to incentivise quality work. It’s incumbent on leaders, therefore, to align employees with the goals of the organisation and ensure that they get the best possible performance from them. The Team Summary section of the report provides critical insights into each of the factors that determine the health of your team, providing an average score overview, as well as comments for what might be going wrong.

The report also contains a series of action plans based on the results. Thus, you get insights for how to best approach the various factors that might be holding you back.

We aim to do things a little differently at TeamLytica – we’re here to help.

Research from NCVO reveals that the public wants more data on how charities are run. Reports from TeamLytica help you find out whether the teams in your organisation are finding effective ways to deal with the external pressures that they face from the public, donors and other stakeholders.

Many charities comprise multiple teams, focused on a variety of different projects. As any experienced non-profit or charity manager knows, some units can be vastly more effective than others. TeamLytica’s platform provides a host of tools that you can use to root out problems in specific teams and correct them. The comparison panel lets you compare units that might be failing with those that are not, based on their feedback in the KITE survey. You can quickly identify pressing management issues and make changes based on real data.

When non-profits and charities have effective teams, they’re able to deliver powerful, world-changing results and attract more funding. The more management insights you can glean about people in your organisation, the more efficiently they’ll be able to deliver projects in the field. With TeamLytica’s actionable insights, you can take steps today to build a more robust team of people.

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Natwest

NatWest is a UK bank and part of the RBS Group in the UK and Worldwide. As part of it’s commitment to business startups, it has been successfully running the NatWest Accelerator programme. This is a free and managed service for startup and scale-up businesses that can access any of twelve hubs across the country.


The Problem

Natwest had recently parted company with Entrepreneurial Spark that had been running a startup programme for the bank over the last six yers. The Bank decided to take the operation in-house so it could improve and expand what it had to offer entrepreneurs.

The challenge for the new board and senior leaders was to break free of the constraints of traditional banking and its staid approach to banking. The senior team had to think, act and work differently in this every-changing and dynamic environment – to meet the needs of both the 100s of entrepreneurs coming through the doors but also, the demands of the bank and all it’s restrictions and methods of operation.


The Solution

TeamLytica had been part of the entrepreneur programme run by the bank and was asked to provide an analysis of the recently set-up board of the new group.

The results proved interesting and useful to the management team. They quickly used the data to explore their strengths and, as importantly, what they could improve upon. This looked at both internal team work and what they were able to offer and deliver to the 12 hubs around the country.

"TeamLytica’s software has been identified as a valuable tool to check the effectiveness of newly combined teams in the Bank. We are using it to review their progress as the staff become more integrated."

Steve Chown

Entrepreneurial Innovation Manager, NatWest Bank

Culture Change and Empowerment

The senior team were clearly competent at what they did and were able to deliver I high level of professionalism and service to their client base.

What also became apparent was the teams ability to just keep battling through issues rather than pausing and coming up with longer-term solutions rather than knee-jerk reaction.

It was also clear the team were in a honeymoon period where they were in the ‘forming’ phase of the team. Everyone was nice to each other and the usual infighting and politics had yet to befall them.

The TeamLytica tool provided valuable insights that the team were able to build on – the numerous and in-depth strengths of the team have provided a solid foundation for future development while allowing the team time to address some of the challenges it faces both as a new entity and with the usual growing pains of a new operation.

Pragmatiq

PragmatiQ Solutions specialises in designing and implementing bespoke

CRM


(Customer Relationship Management) systems for our customers. As a result, businesses benefit from increased sales, and improved management insight resulting in data-driven decision-making and a system that is fit for your organisation today & in the years to come.

We leverage the latest Microsoft technology, Dynamics 365, and with our commercial experience & technical expertise, we’ll work with you to develop a solution that is fit for purpose and tailored to your business


The Problem

PragmatiQ are a fast-growing company based in Milton Keynes. They a wide mix of employees within the tech sector and work with clients that have high expectations and short time scales. Data management is critical to their clients therefore a level of trust and service delivery is required on every contract Pressure is high to ensure the client gets what they need when they need it.

Teamwork is critical across the business and this can be a challenge as colleagues work in silos on their specific client projects.

The management team knew what they wanted to achieve – cross team working, sharing of expertise and teams being able to support each other when client pressures required it for the benefit of the company as a whole.

The challenge was how to reveal this to the employees in such a way as to make it in their interest to help colleagues who were not involved in their own projects and clients.

The Solution

PragmatiQ opted for the full reports and were able to complete these online at a time to suit them. The dashboard was simple to use and has enabled the teams to view not only their own reports but those of peer teams as well. The comparison features have allowed for lots of data interrogation – which these techies love.

"It’s a simple and straightforward process – our tech team were impressed with the results and dashboard that the questionnaires generated."

Stuart Goldwater

Better understanding, building trust – results improving

Teams and managers are much more interested in what their colleagues are doing. They are actively looking for areas within the survey that others excel at and they can learn from. Cross team working has moved to a whole new level as teams understand that they can gain greater knowledge working on more diverse projects.

Fire Events

Fire Events isn’t just another team-building and corporate events company. Every event is absolutely customized to your requirements. Whatever works for you. Wherever you want to be. Whatever you can afford. Nothing is too much trouble and we’re committed to making your event a huge success.

Based in the Yorkshire Dales, Fire-Events has worked with some of the largest companies in the UK delivering exceptional team building and events. They pride themselves on understanding client needs, designing an appropriate program and then delivering exactly what’s needed to help the client achieve their aims.

The Problem

Stuart had been getting disillusioned with the same old psychometric profiling tool that companies have been using for years. They had their place but nothing really matched his requirements of delivering a truly team solution – as opposed to individual results merged together.

One particular client needed to compare lots of teams and try to get the best to share what they did well with their struggling peers.

Stuart knew that his existing profiling tools would not suffice and so began his quest to find a solution.

The Solution

PragmatiQ opted for the full reports and were able to complete these online at a time to suit them. The dashboard was simple to use and has enabled the teams to view not only their own reports but those of peer teams as well. The comparison features have allowed for lots of data interrogation – which these techies love.

"We love it. Our aim is to encourage all our clients to use the TeamLytica questionnaire and dashboard as we can see how powerful it can be for them."

Stuart Goldwater

Better understanding, building trust – results improving

Teams and managers are much more interested in what their colleagues are doing. They are actively looking for areas within the survey that others excel at and they can learn from. Cross team working has moved to a whole new level as teams understand that they can gain greater knowledge working on more diverse projects.

UK University Services

UK University Services is a trading name of UNI4U Ltd, a UK-based company focused on matching students with their ideal UK university courses.

Their services are focused on delivering their vision of a world where international students have access to personalised, impartial advice on universities, are able to integrate and have a truly British experience while studying in the UK, and are supported throughout their UK higher education journey and beyond.

Their team is made up of professionals with a wide range of experience in the UK higher education sector and they work in partnership with a range of organisations!


The Problem

The team is based in the UK and overseas, especially in China. Management has to get to grips with timezones, culture and different working practices while still delivering a great service to their client base. The team is in separate countries but, many have never actually met each other before thus hindering effective communication and trust within the team.

Management was keen to improve all aspects of teamwork but didn’t know how or where to start. They needed a line-in-the-sand marker so everyone knew where they were at so improvements could be sought and delivered.

The Solution

UK University Services took up the full team report from the beginning and were please they did. Actions were quickly established and prioritised based on the overall feedback from the teams,

What was really useful were the open text comments which enabled team members to expand upon their thoughts and aims in a constructive but confidential way.

The senior leadership team used these comments to address issues and challenges across the teams which had previously been hidden from them.

The Results

The first outcome was the obvious need to get the teams together on a regular basis monthly meetings have now been diarised. These meetings have two purposes and are planned as such. The first is around work – with the usual issues, challenges. The second round getting to know each other. One of the survey results indicated high levels of competence throughout the teams that were not known about. The sharing and seeking out of best practice has now become the norm. Team members, managers, and clients have greatly benefited from this.

Planet Wise


The Company

Planet Wise are travel safety specialists that deliver solutions to clients who send staff overseas on company business. It delivers

duty-of-care best practice that helps protect the company and the traveller.

Planet Wise has been delivering international travel safety solutions since 2003. Its remit is to offer practical and relevant solutions to both companies and employees who travel internationally. Its services are tiered to ensure the correct level of training and support is delivered.

They assess travellers based on their experience level, the destinations they visit, or the risk to the business. Whether you take just one of our services or the full suite, they will help implement a robust audit trail thus allowing you to demonstrate your duty of care to travelling staff.

The Problem

Being a training company, PlanetWise has a great group of employees who work across a wide selection of clients. They tend to work in silos with their respective clients and projects. They rarely come together as a complete team. Building a stronger community between these trainers and support staff was highlighted as a development need during their annual review process.

Management was keen to improve all aspects of teamwork but didn’t know how or where to start. They needed a line-in-the-sand marker so everyone knew where they were at so improvements could be sought and delivered.


The Solution

Initially PlanetWise used the free summary report to gain a basic understanding of the teams cohesion. It was quickly apparent that development work and investment was required in three of four key areas. To the manager, upgrading to the full report seemed to be a good investment and proved to be just that. She was able to focus on the areas that really mattered to the team and make some quick wins for the benefit of the team, the company and most importantly, clients and their courses.

The Results

It’s early days but, progress has been made. The team, manager and senior leaders used the reports to highlight immediate action areas, those that would take a little longer to solve and those that were just a nice-to-have. Once completed, work-groups were created that could create their own solutions to the problems with timescales budgets and delegated authorisation to complete the work.

The teams have felt empowered by the process and have all spoken out that it has raised awareness of issues on how the teams work together and what success looks like – along with action plans and pathways to get there.

Arthur Ellis

Whether it’s the training we deliver into organisations across the country, the products on our shop or our 1:1 service for adults…all our work is aimed at helping people proactively cope, manage and recover from mental ill health.

With a huge amount of children unable to access meaningful, practical emotional support, our training, products and 1:1 adult support provides funds to supply children and young people with a free 1:1 service to support their mental health.

We are building a self-sufficient emotional support service for the 110,000 children who are currently unable to access support.


The Problem

The Arthur Ellis teams work with both corporate clients and young vulnerable people. contact. This concern revolved around the effectiveness of their communication as the individuals didn’t really know each other as people.

Management was keen to improve all aspects of teamwork but didn’t know how or where to start. They needed a line-in-the-sand marker so everyone knew where they were at so improvements could be sought and delivered.

The Solution

The ADL teams completed their surveys online – what one manager called ‘a really simple process’ – and then delved into the results. Given the platform is online, initial and ongoing access was straightforward. Once the reports had been compiled, managers organized group Skype calls to take each team through their results. Everyone was emailed a pdf copy direct from the platform for their own reading and records.


Better understanding, building trust – results improving

The first outcome was the obvious need to get the teams together on a regular basis. monthly meetings have now been diarised. These meetings have two purposes and are planned as such. The first is around work – with the usual issues, challenges. The second round getting to know each other. One of the survey results indicated high levels of competence throughout the teams that were not known about. The sharing and seeking out of best practice has now become the norm. Team members, managers, and clients have greatly benefited from this.


TeamADL is a UK-based organization that specializes in the Special Needs and Disability Services sector for young people and vulnerable adults.

They work with a wide variety of schools and local authorities across the UK. Their services include online and face-to-face consulting and a full range of training courses to help special needs practitioners in their challenging roles.

They also offer a selection of resources such as planning tools to help in mental health support, online learning and career advice for those working within this sector.


The Problem

The team has been recruited across the country and rarely has time to meet or work directly with each other. The senior management team had become concerned over the disparate nature of the team and the knock-on effect of lack of regular face-to-face contact. This concern revolved around the effectiveness of their communication as the individuals didn’t really know each other as people.

Management was keen to improve all aspects of teamwork but didn’t know how or where to start. They needed a line-in-the-sand marker so everyone knew where they were at so improvements could be sought and delivered.

"The team reports have really helped our team and given our senior leaders the knowledge we’ve needed to make effective changes to the way we work and manage."

Anita Devi

Director TeamWorkADL

Team ADL



The Solution

The ADL teams completed their surveys online – what one manager called ‘a really simple process’ – and then delved into the results. Given the platform is online, initial and ongoing access was straightforward. Once the reports had been compiled, managers organized group Skype calls to take each team through their results. Everyone was emailed a PDF copy directly from the platform for their own reading and records.


Better understanding, building trust – results improving

The first outcome was the obvious need to get the teams together on a regular basis. monthly meetings have now been diarised. These meetings have two purposes and are planned as such. The first is around work – with the usual issues and challenges. The second round getting to know each other. One of the survey results indicated high levels of competence throughout the teams that were not known about. The sharing and seeking out of best practices has now become the norm. Team members, managers, and clients have greatly benefited from this.


Building Teamwork

Soccer Assist helps and supports aspiring sports students through international scholarships.

Scholarships are awarded, and provide a discount on tuition fees, to exceptional student-athletes who demonstrate excellence in their sport as well as their academics. A scholarship works on a percentage basis, so the budget of the athletics department will determine how much can be allocated per student-athlete.

The company offers placements in the USA to aspiring young athletes and both male and female students who show great potential in playing soccer.

The Problem

It company has been running for almost four years and over that time it has steadily grown. The challenge has been to find and retain good staff that fit within the culture of the business and are good at what they do. Building great teamwork has come naturally to this young business but, they are always keen to learn more.

"The irony is not lost on us that we recruit and place the next generation of sports stars who all have to excel in teams. The TeamLytica platform has helped us get to a place where we’re proud of our own team performances."

Tyrelle McLeod-Bentley

Director – Soccer Assist

Soccer Assist


The Solution

The company approached TeamLytica to address these needs and after a brief test of the free report, quickly decided to upgrade to the full document. The management team have used the report as the basis for a number of initiatives. These include regular informal chats about how the team works and functions together. Training on how to give and receive effective feedback – something that they are great at while playing sport but, less effective in the office.

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