Sector: Charity
The Challenge: Excessive Demands on Executive Time
The CEO of a medium-sized charity faced an overwhelming volume of emails and a constant need for administrative support. Executive Management and Trustees required a central point of contact for complex scheduling and ad-hoc administration. Similarly, their schedule was incredibly demanding, with a complex inbox and diary that required meticulous management, compounded by the need to coordinate weekly and monthly team meetings and various
ad-hoctasks. Their valuable time was being diverted from strategic decision-making and charity initiatives.
The Solution: Proactive Inbox & Diary Management with Centralised Support
Create Momentum implemented a comprehensive administrative solution for them, focusing on executive support and communication efficiency.
A weekly retainer was established, beginning with an initial review and cleansing of two executive inboxes to identify priorities and eliminate spam. A new framework within Outlook was designed to ensure effective time
management with minimal distraction. Create Momentum also became the central point of contact for all Executive Management and Trustees.
A similar weekly retainer was arranged for another colleague, starting with a full review and cleansing of their inbox to gain clarity on priorities. Create Momentum then took on the complex diary management and coordination of weekly and monthly team meetings, along with handling various ad-hoc administrative tasks.
The Impact: Unflappable Efficiency and Strategic Focus
The support from Create Momentum dramatically improved the efficiency and focus of the charity’s executive team. CEO, states: “Julia is a fabulous support to me and as CEO of a medium-sized charity, I value the level of expertise she brings to her work, the calm, steady professionalism she demonstrates, and ability to engage and work with people of all levels of seniority, and her unflappable can-do approach to anything I throw her way.”
Deputy CEO, states “Julia is a real gem! She is so proactive, organised, and helpful, and really helps me to get my busy schedule in order. She loves a challenge (!) and makes light work of impossible-seeming logistics. Julia is also super personable and supportive, and I feel extremely lucky to have her managing my diary (and life). Thank you Julia ”
By taking ownership of complex administrative tasks and providing seamless communication channels, Create Momentum enabled the charity’s leadership team to dedicate their full attention to the charity’s vital mission, demonstrating calm professionalism and a can-do attitude under pressure.
