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July 20, 2018 <br />Sara Ellis Conant <br />Coaching 8t Consulting <br />Lorrie Ortiz <br />Executive Secretary <br />City of Santa Ana <br />Public Works Agency <br />Re: Proposal for Team Building a Strategic Planning Meeting <br />Background <br />On July 12, Lorrie Ortiz and Sara Ellis Conant spoke via phone about Fuad Sweiss' <br />request for a SWOT analysis and 1 -day team building and strategic planning meeting. <br />The proposal below is for such an analysis and meeting, designed to assist the leaders <br />of the City of Santa Ana's Public Works Agency to develop a strategic plan which <br />addresses their challenges and threats while building upon their strengths and <br />opportunities. <br />Deliverables <br />Sara will provide the following services: <br />1. Analysis of Strengths, Weaknesses, Opportunities, and Threats (SWOT): <br />• Conduct 5 hours of anonymous interviews with 10 individuals to assess the <br />team's strengths, weaknesses, opportunities, and threats including goals, <br />values, and alignment as a team <br />• Contribute to questions for an on-line survey for all meeting attendees <br />• Summarize themes and recommendations in a written report <br />Sara Ellis Conant - Coaching a Consulting <br />1002 O'Reilly Ave., San Francisco, CA 94129 <br />415.378.4417 - sara@saraellisconant.com <br />