HomeMy WebLinkAbout462625 PEAK LEADERSHIP; 491588 ZENGER FOLKMAN - CONTRACT - RFP - 7219 LEADERSHIP DEVELOPMENT SERVICESPROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT made and entered into the day and year set forth below, by and
between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter
referred to as the "City" and Zenger Folkman Company, hereinafter referred to as
"Professional".
WITNESSETH:
In consideration of the mutual covenants and obligations herein expressed, it is agreed
by and between the parties hereto as follows:
1. Scope of Services. The Professional agrees to provide services in accordance
with the scope of services attached hereto as Exhibit "A", consisting of four (4) pages, and
incorporated herein by this reference.
2. The Work Schedule. The services to be performed pursuant to this Agreement
shall be performed in accordance with the Work Schedule attached hereto as Exhibit "B",
consisting of one (1) page, and incorporated herein by this reference.
3. Contract Period. This Agreement shall commence upon the date of execution
shown on the signature page of this Agreement and shall continue in full force and effect for one
(1) year, unless sooner terminated as herein provided. In addition, at the option of the City, the
Agreement may be extended for additional one year periods not to exceed four (4) additional
one year periods. Renewals and pricing changes shall be negotiated by and agreed to by both
parties. The Denver Boulder Greeley CPIU published by the Colorado State Planning and
Budget Office will be used as a guide. Written notice of renewal shall be provided to the
Professional and mailed no later than ninety (90) days prior to contract end.
4. Early Termination by CitV. Notwithstanding the time periods contained herein,
the City may terminate this Agreement at any time without cause by providing written notice of
termination to the Professional. Such notice shall be delivered at least fifteen (15) days prior to
RFP 7219 Leadership Development, Assessment & Training Page 1 of 16
Advance Level: Lead 3.0
14-16 month program Dates TBD
# of Attendees: 30
All Division/Department Director positions: PDT Director, CPRE Director, CPIO Director, HR
Directors, Finance Directors, MIS Directors, Operation Services Director, Light & Power
Operations Director, Water Engineering & Field Director, Water Resources & Treatment Director,
Police Captains, City Traffic Engineer, Road & Bridge Director, Human Services Director,
Facilities Director, Food Service Director, Transportation Director, Streets Superintendent,
Workforce Center Director, etc.
Phase 1: Self Discovery
The Extraordinary Leader 3600 Self -Assessment online tool, individual report and materials
The Extraordinary Leader 3600 Self -Assessment Results Workshop
Travel expenses associated with the Extraordinary Leader program as listed above.
Phase 2: Individual & Team Learning
Skill development that requires a class or workshop will be determined by the Lead 3.0
participants and the three learning coordinators. Zenger-Folkman may be asked to provide skill
development opportunities, however, the final decision about the skill development class or
workshop and who will provide the skill development class or workshop will be made by the
three learning coordinators.
Phase 3: Evaluation & Organizational Project
The Extraordinary Leader 3600 Self -Assessment online tool, individual report and materials
The Extraordinary Leader 360° Self -Assessment Results Workshop
Travel expenses associated with the Extraordinary Leader program as listed above.
Intermediate Level: Lead 2.0
12-16 month program Dates TBD
# of Attendees: 30
All Department Manager positions: Parks Department Manager, Recreation Area Managers,
Transfort/DAR General Manager, Electric Field Service Manager, Water Utility Field Operations
Superintendent, Police Lieutenants, Chief Building Official, Fairgrounds Manager, Open Space
Manager, WorkForce Center Assistant Manager, Neighborhood Services Manager, Traffic
Operations Crew Chief, Parking Services & Trans Budget Manager, Assistant Transfort General
Manager, Regulatory and Gov't Affairs Manager, Cable TV Manager, etc.
Phase 1: Self Discovery
Leadership Competency Assessment(s) will be determined by the Lead 2.0 participants and
coordinated during the 12-16 month program. Zenger-Folkman may be asked to provide
leadership competency assessments and the three learning professionals from the three entities
will make that decision, collectively.
Phase 2: Individual & Team Learning
Skill development that requires a class or workshop will be determined by the Lead 2.0
participants and the three learning coordinators. Zenger-Folkman may be asked to provide skill
development opportunities, however, the final decision about the skill development class or
workshop and who will provide the skill development class or workshop will be made by the
three learning coordinators.
Professional Services Agreement
7219 Leadership Development, Assessment & Training Page 10 of 16
Phase 3: Evaluation & Organizational Project
Leadership Competency Assessment(s), see above in Phase 1.
Emerging/Beginning Level: Lead 1.0
12 month program (April 2011 — April 2012
# of Attendees: 24
High potential employees, newly promoted and line level supervisors: Utility Health Safety &
Security Manager, Parking Enforcement Supervisor, Park Crew Chief/Cemetery Supervisor, etc.
Phase 1: Self Discovery
Leadership Competency Assessment(s) will be determined by the Lead 1.0 participants and
coordinated during the 12-month program. Zenger-Folkman may be asked to provide
leadership competency assessments and the three learning professionals from the three
entities will make that decision, collectively.
Phase 2: Individual & Team Learning
Skill development that requires a class or workshop will be determined by the Lead 1.0
participants and the three learning coordinators. Zenger-Folkman may be asked to provide
skill development opportunities, however, the final decision about the skill development class
or workshop and who will provide the skill development class or workshop will be made by the
three learning coordinators.
Phase 3: Evaluation & Organizational Project
Leadership Competency Assessment(s), see above in Phase 1
PROGRAM COMPONENTS
As stated above, the "Building Leadership Talent" strategy is targeting specific leadership
program components designed to meet the development needs of potential, current and
future leaders. The following program components include but are not limited too:
■ Measurement model to evaluate Return on Investment (ROI) or outcomes which may
include a pre and post assessment tool.
• Leadership competency 360-degree self -assessment, individual and group reports, and
materials.
• Classroom training/online training
• Activities i.e., reading material, books, blogs, homework, shadow experiences
Professional Services Agreement
7219 Leadership Development, Assessment & Training Page 11 of 16
EXHIBIT "B "
WORK SCHEDULE
Executive Level: Lead 4.0
14 month program October 2011 - December 2012
Phase 1: Self Discovery
The Extraordinary Leader 3600 Self -Assessment online tool, individual report
and materials
September, 2011
The Extraordinary Leader 360° Self -Assessment Results Workshop
October 2011
The Extraordinary Leader 360 Facilitator Certification workshop for external
coaches
October 2011
The Extraordinary Leader 360 Certification fee CTEL for external coaches
October 2011
Travel expenses associated with the Extraordinary Leader program as listed
above.
October 2011
Phase 2: Individual & Team Learning
Skill development that requires a class or workshop will be determined by the
Lead 4.0 participants and the three learning coordinators. Zenger-Folkman may
be asked to provide skill development opportunities, however, the final decision
about the skill development class or workshop and who will provide the skill
development class or workshop will be made by the three learning coordinators.
Jan. — Oct. 2012
Phase 3: Evaluation & Organizational Project
The Extraordinary Leader 3600 Self -Assessment online tool, individual report
and materials
Oct. — Nov. 2012
The Extraordinary 3600 Self -Assessment Assessment Results Workshop
Oct. — Dec. 2012
Travel expenses associated with the Extraordinary Leader program.
Oct. —Dec. 2012
Professional Services Agreement
7219 Leadership Development, Assessment & Training Page 12 of 16
EXHIBIT "C"
COMPENSATION SCHEDULE
Executive Level: Lead 4.0
2011
2012
14 month program October 2011 - December 2012
Phase 1: Self Discovery
The Extraordinary Leader 3600 Self -Assessment online tool, individual
Sept. 2011
$9,000
report and materials(per participant price is $375
The Extraordinary Leader 3600 Self -Assessment Results Workshop
Oct. 2011
$4,000
facilitator fee is $4,000
The Extraordinary Leader 360 Facilitator Certification workshop for
Oct.2011
$4,000
external coaches facilitator fee is $4,000
The Extraordinary Leader 360 Certification fee (CTEL) for external
Oct. 2011
$3,980
coaches
license and materials fee per participant is $995
Travel expenses associated with the Extraordinary Leader program as
Oct. 2011
$2,500
listed above.
Travel expenses associated with the Certification fee (CTEL) for the
Oct. 2011
$2,500
external coaches, if the self -assessment results workshop can not be
combined with the certification (CTEL) workshop; thus an additional trip
is necessary.
Phase 2: Individual & Team Learning
Skill development that requires a class or workshop will be determined
by the Lead 4.0 participants and the three learning coordinators.
Zenger-Folkman may be asked to provide skill development
opportunities, however, the final decision about the skill development
class or workshop and who will provide the skill development class or
workshop will be made by the three learning coordinators.
Phase 3: Evaluation & Organizational Project
The Extraordinary Leader 3601 Self -Assessment online tool, individual
Oct. — Nov. 2012
$3,960
report and materials(per participant price is $165
The Extraordinary 360' Self -Assessment Assessment Results
Oct. — Dec. 2012
$4,000
Workshop facilitator fee is $4,000
Travel expenses associated with the Extraordinary Leader program.
Oct. — Dec. 2012
$2,500
Total
$25980
$10460
Expenditure
Professional Services Agreement
7219 Leadership Development, Assessment & Training Page 13 of 16
EXHIBIT "D"
CONFIDENTIALITY
IN CONNECTION WITH SERVICES provided to the City of Fort Collins (the "City") pursuant to
this Agreement (the "Agreement"), the Professional hereby acknowledges that it has been
informed that the City has established policies and procedures with regard to the handling of
confidential information and other sensitive materials.
In consideration of access to certain information, data and material (hereinafter individually and
collectively, regardless of nature, referred to as "information") that are the property of and/or
relate to the City or its employees, customers or suppliers, which access is related to the
performance of services that the Professional has agreed to perform, the Professional hereby
acknowledges and agrees as follows:
That information that has or will come into its possession or knowledge in connection with the
performance of services for the City may be confidential and/or proprietary. The Professional
agrees to treat as confidential (a) all information that is owned by the City, or that relates to the
business of the City , or that is used by the City in carrying on business, and (b) all information
that is proprietary to a third party (including but not limited to customers and suppliers of the
City) . The Professional shall not disclose any such information to any person not having a
legitimate need -to -know for purposes authorized by the City. Further, the Professional shall not
use such information to obtain any economic or other benefit for itself, or any third party, except
as specifically authorized by the City.
The foregoing to the contrary notwithstanding, the Professional understands that it shall have no
obligation under this Agreement with respect to information and material that (a) becomes
generally known to the public by publication or some means other than a breach of duty of this
Agreement, or (b) is required by law, regulation or court order to be disclosed, provided that the
request for such disclosure is proper and the disclosure does not exceed that which is required.
In the event of any disclosure under (b) above, the Professional shall furnish a copy of this
Agreement to anyone to whom it is required to make such disclosure and shall promptly advise
the City in writing of each such disclosure.
In the event that the Professional ceases to perform services for the City, or the City so requests
for any reason, the Professional shall promptly return to the City any and all information
described hereinabove, including all copies, notes and/or summaries (handwritten or
mechanically produced) thereof, in its possession or control or as to which it otherwise has
access.
The Professional understands and agrees that the City's remedies at law for a breach of the
Professional's obligations under this Confidentiality Agreement may be inadequate and that the
City shall, in the event of any such breach, be entitled to seek equitable relief (including without
limitation preliminary and permanent injunctive relief and specific performance) in addition to all
other remedies provided hereunder or available at law.
Professional Services Agreement
7219 Leadership Development, Assessment & Training Page 14 of 16
EXHIBIT "E "
PRODUCT LICENSE
Under the terms and conditions of this Agreement, Professional grants the City a non-
transferable, non-exclusive license ("License") to use the following Professional products
("Products") in conjunction with a Zenger Folkman training service ("Service"):
19.1.1. The Zenger Folkman online 360 degree assessment instrument ("The 360
Assessment').
19.1.2. The Extraordinary Leader Participant Manual and Competency Companion
Development Guide ("EL Workbook").
19.1.3. The Extraordinary Leader Development Guide ("ELDG")
19.1.4. Coaching the Extraordinary Leader Workbook ("CTEL Workbook")
• The Extraordinary Coach Participant Manual and Competency Companion
Development Guide
• The Extraordinary Performer Participant Manual and Competency Companion
Development Guide
• Job Aide Card
• The Inspiring Leader Participant Manual
• Skills Card
19.2. The City agrees to provide access to The 360 Assessment to each City employee who
participates in a Service ("Participant').
19.2.1. Each Participant will be licensed to access The 360 Assessment during the term shown
in SOW ("360 Access Period").
19.2.2. Each Participant may designate an unlimited number of other persons ("Respondents")
to access The 360 Assessment during the Access Period for the purpose of assessing
the Participant.
19.2.3. An Assessment Report showing the results of The 360 Assessment will be made
available to each Participant prior to or during the Service if the Participant and a
sufficient number of Respondents complete The 360 Assessment by 5 business days
before each Service.
19.3. Each Participant will receive the appropriate workshop materials to the program
attended by the Participant ("Workshop Materials"). This License authorizes each
Participant to have perpetual use of the Workshop Materials in accordance with the
terms and conditions of this Agreement. The City further agrees to provide Workshop
Materials solely to Participants.
20. Ownership 20.1. All Products and any derivative works thereof delivered or otherwise
provided to the City by Professional in the performance of this Agreement are the
property of Professional or its licensor(s) and are protected by United States copyright
and other intellectual property laws. The Products are licensed, not sold, to the City for
use only under the terms of this Agreement, and Professional or its licensor(s) reserve
all rights not expressly granted to the City in this Agreement.
20.2. The City may not use, copy, modify, or transfer the Products, or any copy thereof, in
whole or in part, except as expressly provided in this Agreement. The City may not
reverse engineer, disassemble, decompile, or translate the Products, or otherwise
attempt to derive the source code of the software, or authorize any third parry to do any
of the foregoing. The City may not rent, lease, loan, resell, or distribute the Products, or
any part thereof, in any way.
Professional Services Agreement
7219 Leadership Development, Assessment & Training Page 15 of 16
EXHIBIT "F"
CANCELLATION OF SERVICES
The City will not be charged a fee for Services if the City cancels the scheduled Service and
notifies Professional in writing at least 28 calendar days prior to the scheduled Service. The
City agrees to pay Professional 50% of the Services fee if such cancellation notice is given 14 to
27 calendar days prior to originally scheduled Service and 100% of the Services fee if
Professional is given less than 14 calendar days cancellation notice.
Professional Services Agreement
7219 Leadership Development, Assessment & Training Page 16 of 16
the termination date contained in said notice unless otherwise agreed in writing by the parties.
All notices provided under this Agreement shall be effective when mailed, postage prepaid and
sent to the following addresses:
Professional:
CCL
With Copv to:
Zenger Folkman Company
City of Fort Collins
City of Fort Collins ,
Attn: Kelly Clayton
Attn:Purchasing
Attn: Doreen Kemp
1550 N. Technology Way
PO Box 580
PO Box 580
Orem, UT 84097
Fort Collins, CO 80522
Fort Collins, CO 80522
In the event of any such early termination by the City, the Professional shall be paid for services
rendered prior to the date of termination, subject only to the satisfactory performance of the
Professional's obligations under this Agreement. Such payment shall be the Professional's sole
right and remedy for such termination.
5. Design, Project Indemnity and Insurance Responsibility. The Professional shall
be responsible for the professional quality, technical accuracy, timely completion and the
coordination of all services rendered by the Professional, including but not limited to designs,
plans, reports, specifications, and drawings and shall, without additional compensation,
promptly remedy and correct any errors, omissions, or other deficiencies. The Professional
shall indemnify, save and hold harmless the City, its officers and employees in accordance with
Colorado law, from all damages whatsoever claimed by third parties against the City; and for the
City's costs and reasonable attorneys fees, arising directly or indirectly out of the Professional's
negligent performance of any of the services furnished under this Agreement. The Professional
shall maintain commercial general liability insurance in the amounts of $500,000 combined
single limits and errors and omissions insurance in the amount of $ N/A.
6. Compensation. In consideration of the services to be performed pursuant to
this Agreement, the City agrees to pay Professional in accordance with the Compensation
Schedule attached hereto as Exhibit "C", consisting of one (1) page, and incorporated herein by
this reference. All such fees and costs for calendar year 2011 shall not exceed Twenty-Four-
RFP 7219 Leadership Development, Assessment & Training Page 2 of 16
Thousand -Seven -Hundred -Sixty ($24,760) Dollars. All such fees and costs for calendar year
2012 shall not exceed Twenty -Three -Thousand -Four -Hundred -Eighty ($23,480) Dollars, subject
to appropriation by the City Council. Monthly partial payments based upon the Professional's
billings and itemized statements are permissible. The amounts of all such partial payments
shall be based upon the Professional's City -verified progress in completing the services to be
performed pursuant hereto and upon the City's approval of the Professional's actual
reimbursable expenses. City's payment terms are net 30.
7. City Representative. The City will designate, prior to commencement of work, its
project representative who shall make, within the scope of his or her authority, all necessary and
proper decisions with reference to the project. All requests for contract interpretations, change
orders, and other clarification or instruction shall be directed to the City Representative (the
Learning & Organizational Development Manager).
8. Independent Contractor. The services to be performed by Professional are those
of an independent contractor and not of an employee of the City of Fort Collins. The City shall
not be responsible for withholding any portion of Professional's compensation hereunder for the
payment of FICA, Workers' Compensation, other taxes or benefits or for any other purpose.
9. Personal Services. It is understood that the City enters into this Agreement
based on the special abilities of the Professional and that this Agreement shall be considered as
an agreement for personal services. Accordingly, the Professional shall neither assign any
responsibilities nor delegate any duties arising under this Agreement without the prior written
consent of the City.
10. Acceptance Not Waiver. The City's approval of drawings, designs, plans,
specifications, reports, and incidental work or materials furnished hereunder shall not in any way
relieve the Professional of responsibility for the quality or technical accuracy of the work. The
City's approval or acceptance of, or payment for, any of the services shall not be construed to
operate as a waiver of any rights or benefits provided to the City under this Agreement.
RFP 7219 Leadership Development, Assessment & Training Page 3 of 16
11. Default. Each and every term and condition hereof shall be deemed to be a
material element of this Agreement. In the event either party should fail or refuse to perform
according to the terms of this agreement, such party may be declared in default.
12. Remedies. In the event a party has been declared in default, such defaulting
party shall be allowed a period of ten (10) days within which to cure said default. In the event
the default remains uncorrected, the parry declaring default may elect to (a) terminate the
Agreement and seek damages; (b) treat the Agreement as continuing and require specific
performance; or (c) avail himself of any other remedy at law or equity. If the non -defaulting
party commences legal or equitable actions against the defaulting party, the defaulting parry
shall be liable to the non -defaulting party for the non -defaulting party's reasonable attorney fees
and costs incurred because of the default.
13. Binding Effect. This writing, together with the exhibits hereto, constitutes the
entire agreement between the parties and shall be binding upon said parties, their officers,
employees, agents and assigns and shall inure to the benefit of the respective survivors, heirs,
personal representatives, successors and assigns of said parties.
14. Law/Severability. The laws of the State of Colorado shall govern the
construction, interpretation, execution and enforcement of this Agreement. In the event any
provision of this Agreement shall be held invalid or unenforceable by any court of competent
jurisdiction, such holding shall not invalidate or render unenforceable any other provision of this
Agreement.
15. Prohibition Against Employing Illegal Aliens. Pursuant to Section 8-17.5-101,
C.R.S., et. seq., Professional represents and agrees that:
a. As of the date of this Agreement:
1. Professional does not knowingly employ or contract with an illegal alien
who will perform work under this Agreement; and
2. Professional will participate in either the e-Verify program created in
Public Law 208, 104th Congress, as amended, and expanded in Public Law 156,
RFP 7219 Leadership Development, Assessment & Training Page 4 of 16
108th Congress, as amended, administered by the United States Department of
Homeland Security (the "e-Verify Program') or the Department Program (the
"Department Program'), an employment verification program established
pursuant to Section 8-17.5-102(5)(c) C.R.S. in order to confirm the employment
eligibility of all newly hired employees to perform work under this Agreement.
b. Professional shall not knowingly employ or contract with an illegal alien to
perform work under this Agreement or knowingly enter into a contract with a
subcontractor that knowingly employs or contracts with an illegal alien to perform work
under this Agreement.
C. Professional is prohibited from using the e-Verify Program or Department
Program procedures to undertake pre -employment screening of job applicants while this
Agreement is being performed.
d. If Professional obtains actual knowledge that a subcontractor performing work
under this Agreement knowingly employs or contracts with an illegal alien, Professional
shall:
1. Notify such subcontractor and the City within three days that Professional
has actual knowledge that the subcontractor is employing or contracting with an
illegal alien; and
2. Terminate the subcontract with the subcontractor if within three days of
receiving the notice required pursuant to this section the subcontractor does not
cease employing or contracting with the illegal alien; except that Professional
shall not terminate the contract with the subcontractor if during such three days
the subcontractor provides information to establish that the subcontractor has not
knowingly employed or contracted with an illegal alien.
e. Professional shall comply with any reasonable request by the Colorado
Department of Labor and Employment (the "Department") made in the course of an
investigation that the Department undertakes or is undertaking pursuant to the authority
established in Subsection 8-17.5-102 (5), C.R.S.
f. If Professional violates any provision of this Agreement pertaining to the duties
imposed by Subsection 8-17.5-102, C.R.S. the City may terminate this Agreement. If this
Agreement is so terminated, Professional shall be liable for actual and consequential
damages to the City arising out of Professional's violation of Subsection 8-17.5-102,
C.R.S.
RFP 7219 Leadership Development, Assessment & Training Page 5 of 16
g. The City will notify the Office of the Secretary of State if Professional violates this
provision of this Agreement and the City terminates the Agreement for such breach.
16. Special Provisions. Special provisions or conditions relating to the services to be
performed pursuant to this Agreement are set forth in Exhibit "D"- Confidentiality Policies and
Procedures, consisting of one (1) page, attached hereto and incorporated herein by this
reference; Exhibit "E"- Product License, consisting of one (1) page, attached hereto and
incorporated herein by this reference; and Exhibit "F"- Cancellation of Services, consisting of
one (1) page, attached hereto and incorporated herein by this reference.
RFP 7219 Leadership Development, Assessment & Training Page 6 of 16
THE CITY OF FORT COLLINS, COLORADO
By: �L�2
(-a s B. O'Neill II, CPPO, FNIGP
Dctor of Purchasing & Risk Management
• 'Qa DATE:
City CleMk' '�•. 1
APPRO E AS TO ORM:
Assis n ity Att rney
8
ATTEST:
Corporate Secretary
Professional:
ZENGERFOLKMAWMMPANY
By w�
Print Na e: p'�KMaN
Title: eSt f�Pa 1 t,
porate resident or Vice President)
Date: ICI l�
(Corporate Seal)
RFP 7219 Leadership Development, Assessment & Training Page 7 of 16
EXHIBIT "A "
SCOPE OF SERVICES
BACKGROUND INFORMATION
The City of Fort Collins is a community of approximately 145,000 highly educated and
engaged residents located approximately 60 miles north of Denver along Interstate 25. The
City utilizes a Council -Manager form of government and is governed by an elected seven
member Council, including an elected mayor. The Professional shall assist the Learning &
Organizational Development Manager, with creating a "Building Leadership Talent" strategy
targeted at specific leadership program components designed to meet the development
needs of current and future leaders representing, not only the City of Fort Collins, but also
Larimer County and Poudre School District. The three governmental agencies are
collaborating and sharing resources in the effort of creating a leadership program for their
respective workforces.
LEADERSHIP DEVELOPMENT PILOT PROGRAM
Professional shall assist the Learning & Organizational Development Manager in developing
and conducting a pilot program the Executive and Emerging/Beginning Levels for the three
governmental agencies. The Professional will be provided any related materials pertinent to
each leadership level being analyzed in the pilot program. This work would involve at least
the following minimum steps:
1. Meet with the three Learning professionals from the City of Fort Collins, Larimer
County and Poudre School District to identify the program components for each level
of the program, the list of participants, and the final plan to be used in the pilot.
2. Produce a measurement model to evaluate Return on Investment (ROI) or outcomes
of the pilot program.
The tasks outlined above are intended to be minimum requirements.
It is the intention of the City to expand the leadership development program throughout the
organization depending upon program outcomes and future funding. Therefore, any tools,
strategies or programs provided to, or used in for the pilot program must be available for use
by the City in any such expansion of the program. Professional must provide an estimate of
any external costs of licensing or use of proprietary tools utilized in the pilot program which
would be incurred by the City in such an expansion. At the option of the City, this contract
may be used for like or similar work.
LEARNING & ORGANIZATIONAL DEVELOPMENT
The City's Learning & Organizational Development Manager is taking a lead role in
coordinating the "Building Leadership Talent" strategy for the three government agencies.
Similar to the needs of Larimer County and Poudre School District, the City is interested in
developing and sustaining a skilled and competent workforce by concentrating on the "life
cycle" of employees and focusing on the elements that contribute to this goal.
A component of the Developmental Succession Planning process is a "Building Leadership
Talent" strategy. This strategy delineates the Leadership Development Program by
Professional Services Agreement
7219 Leadership Development, Assessment & Training Page 8 of 16
specifically describing the process by which potential candidates are accepted and
assessed, denoting their potential for current or future leadership roles and positions of
authority in the organization; consequently, transferring them to development activities to
enhance and develop their leadership capabilities and capacities.
PROGRAM LEVELS
The Leadership Development Program includes four (4) levels to categorize, in broad terms,
the experiences, behaviors and awareness of the employees selected. For 2011 — 2012,
two (2) levels have been identified as a pilot for the three participating government
organizations, and they are: Level One — Emerging/Beginning Leaders and Level Four —
Executive Leaders. If the pilots are successful; the program components may be scalable to
include Levels Two and Three.
The categorical levels are defined as:
Executive Level: Lead 4.0
14 month program October 2011 - December 2012
# of Attendees: 24
Executive positions (Includes the City, Larimer County and Poudre School District): City
Manager, County Manager, Superintendent of Schools, Deputy City Manager, Assistant City
Manager, Assistant County Manager, Chief Finance Officer, Utilities Executive Director, Chief of
Police, Sheriff, Assessor, Deputy Assessor, Treasure, Deputy Treasure, Clerk & Recorder,
Municipal Judge, District Attorney, etc
Phase 1: Self Discovery
The Extraordinary Leader 3600 Self -Assessment online tool, individual report and materials
The Extraordinary Leader 3600 Self -Assessment Results Workshop
The Extraordinary Leader 360 Facilitator Certification workshop for external coaches
The Extraordinary Leader 360 Certification fee CTEL for external coaches
Travel expenses associated with the Extraordinary Leader program as listed above.
Phase 2: Individual & Team Learning
Skill development that requires a class or workshop will be determined by the Lead 4.0
participants and the three learning coordinators. Zenger-Folkman may be asked to provide skill
development opportunities, however, the final decision about the skill development class or
workshop and who will provide the skill development class or workshop will be made by the
three learning coordinators.
Phase 3: Evaluation & Organizational Project
The Extraordinary Leader 3600 Self -Assessment online tool, individual report and materials
The Extraordinary 360° Self -Assessment Assessment Results Workshop
Travel expenses associated with the Extraordinary Leader program.
Professional Services Agreement
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