MANAGEMENT PARTNERS, INC. (2007 EMT Retreat)

Home Browse Search

EXHIBIT A SCOPE OF SERVICES We appreciate the opportunity to submit a proposal to you for facilitation of a teambuliding workshop with the City's Executive Management Team. We have the experience and skills needed to plan and conduct a workshop that would be useful to the team, and we would enjoy doing so. We understand the value to a City Manager and management team of allocating time for teambuilding and prioritizing workload and goals. Taking time away from the day-to-day work of the City to engage each other in how the team operates, roles and expectations, and what team members hope to accomplish is a useful effort. When new people join the team, as has occurred in the City of Santa Ana, it is a particularly good time for a workshop. The key activities we propose in preparing for and conducting the workshop are described below. Our Approach A collaborative approach between our consultants and the City's designated workshop coordinator will be used. We are proposing a one-day workshop with a two-person consulting team, whose expertise is summarized below. We will begin by interviewing the team members who will be participating in the workshop. Through the interviews, we will identify workshop outcomes desired by the City Manager and other team members. Typical desired outcomes from a management workshop are improved effectiveness in working relationships, clarified roles and expectations, greater understanding about team members' individual management styles, understanding of the legacies individual members and the team as a whole would like to leave, and priorities and goals the team will accomplish. An agenda will be created and discussed with the City's workshop coordinator. Following the workshop, a summary of agreements and follow up actions will be prepared by our consultants and submitted to the City. We use a highly interactive approach in our management workshops. In the design of the workshop, we plan informal time for team members to get better acquainted, exercises which ensure that all participants are able to express their views, and small and large group discussions We have a full range of exercises designed to engage the participants in the workshop and achieve the outcomes intended through the workshop. There are three essential activities in the scope of work for the workshop: planning, facilitating and repotting. The following describes the scope of work anticipated for the engagement Activity 1 - Prepare for the Workshop Preparation for the workshop will involve interviews, a team assessment instrument, and agenda planning. We will begin by conducting on-site interviews with the City Manager, Assistant and Deputy City Managers, and the other individuals who will be participating In the workshop. In our interviews we will ask about strengths, weaknesses, opportunities and threats (SWOT) facing the City of Santa Ana and the management team. Following the interviews, we will conduct a short, confidential on-line team assessment in order to learn more about the team's collective views of the team's effectiveness. We will prepare a draft agenda and recommended workshop process, which we will review with you. The design and agenda will be finalized based on your feedback We will coordinate logistics and preparations for the workshop, including any materials that will be needed with designated City staff. 7