Case Studies

Frictionless Succession Plan at Elections or Retirement

Client Overview

Union: IUEC

Size: 1,500 members

Most union business managers inherit a mess. When they first sit at that desk, the first year is spent just trying to figure out where the landmines are buried. That was exactly the case for Business Manager at IUEC Local; his first year was extremely difficult. He was handed the keys and chaos.

What He Needed

  • Leadership and HR support to make the right decisions and lead the office to a position where he could eventually hand it off with pride and dignity.

  • He wanted to leave a lasting legacy, not just a clean desk.

  • He admittedly knew how to make an elevator go up and down, but had not run an organization before.

He partnered with Boost to build a foundation that outlasted his tenure and here's how it completely changed the game for the next guy who just inherited the position.

Rebuilding the Operational Framework

Early on in that first year we rebuilt the operational core of the local. Instead of just managing daily crises, Boost did the heavy lifting that most locals put off.

Redefined Roles & Responsibilities

Boost staff spent months redefining roles and responsibilities so the organization could run smoothly with the right reporting structure in place.

Recruitment and Hiring

We restructured, got rid of a fraudulent manager and hired additional staff and reps. We handled recruiting and hiring, taking hours off the staff’s plates.

Compliance - Policies and Contracts

Built a strong base of policies and got the entire office organized and working efficiently from cloud storage. Overhauled employment contracts to ensure everything was bulletproof.

HR and Legal Matters

We advised on HR legal matters and got ahead of tricky HR nightmare situations.

Strengthened Onboarding & Development

Created structured onboarding and cross-training programs to improve job readiness and career growth.

Saved $100,000s of dollars

Internal sabotage uncovered during the operational rebuild — costs the local would otherwise have carried indefinitely.

Seamless leadership handoff

  • Several years into the role, he was headed to the International and it was time to get his successor ready to go.

  • A smooth handoff doesn't happen by accident. About a month before the official transition, the successor was brought into his weekly operational meetings with Boost. The new guy wasn't just handed a binder and a phone number; he was actively managed into the system.

  • He knew exactly why Boost was there, the value they provide and how to leverage those weekly meetings to keep operations running smoothly.

When the new BM officially took over, the contrast to a typical transition was staggering. He admitted that he wasn't "swamped and hammered" in his first few weeks. He could walk instead of putting out fires from day one.

If you are a business manager looking toward the future of your tenure, you have a choice. You can leave your successor with the same chaotic first year you had or you can build something that lasts.

Client Testimonial

“I took over something that was in great shape. I simply maintain it now. I know I have HR help just a phone call away, and the leadership training you gave me almost made tear up. I didn’t know I needed it so bad.”

- Business Manager, Local

Work with Boost

Union leaders come to Boost when they know their office could run more smoothly but need the right strategy to make it happen. We step in to assess operations, identify inefficiencies, and implement solutions that create lasting improvements.

From optimizing workflows to strengthening leadership teams, we help unions build well-structured workplaces where communication is clear, processes are efficient, and leaders can focus on advancing their members’ interests.

If you’re interested in speaking with the Boost team, book a Discovery Call.

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