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HomeMy WebLinkAboutWORK ORDER - SOLE SOURCE - I3 COACHING AND LEADERSHIP1 EXHIBIT A WORK ORDER FORM PURSUANT TO A MASTER AGREEMENT BETWEEN THE CITY OF FORT COLLINS AND DANIELLE WEKSLER DBA i3 COACHING AND LEADERSHIP WORK ORDER NUMBER: 2 PROJECT TITLE: Leadership Team Workshops ORIGINAL BID/RFP NUMBER & NAME: Coaching and Leadership Services MASTER AGREEMENT EFFECTIVE DATE: May 18, 2018 WORK ORDER COMMENCEMENT DATE: September 14, 2018 WORK ORDER COMPLETION DATE: December 31, 2018 MAXIMUM FEE: (excluding reimbursable expenses): $4,500.00 PROJECT DESCRIPTION/SCOPE OF SERVICES: See attached Statement of Work Professional agrees to perform the services identified above and on the attached Scope of Work in accordance with the terms and conditions contained herein and in the Master Agreement between the parties. In the event of a conflict between or ambiguity in the terms of the Master Agreement and this Work Order the Master Agreement shall control. The attached forms consisting of one (1) page are hereby accepted and incorporated herein, by this reference, and Notice to Proceed is hereby given after all parties have signed this document. PROFESSIONAL: Date: Danielle Weksler ACCEPTANCE: Date: Carrie Daggett, City Attorney ACCEPTANCE: Date: Gerry Paul, Purchasing Director (if greater than $60,000) DocuSign Envelope ID: 7FEA8524-60FC-4C3E-A1F8-FDE2F04BE975 9/14/2018 9/14/2018 2 SCOPE OF WORK City Attorney Office of Ft. Collins/Leadership Team Workshops Program Objectives 1. Become a highly aligned, high-performing, agile team, with a focus on trust, collaboration, accountability and results. 2. Elevate the team’s effectiveness and presence through key leadership skills. 3. Elevate the team’s effectiveness through greater personal connection, transparency and openness among team members. 4. Preserve what is great about the City of Ft. Collins legal team, expand the culture and shake old legacy attitudes, in order to achieve desired growth/expansion. 5. Confirm a clear, consistent strategy that the entire legal team and department understands and follows, led by this Team. Measures of Success 1. A high functioning team with demonstrable successes around trust, collaboration, accountability and results. 2. All levels of the organization understand the strategy and year’s plan 3. Mastery of key leadership skills including: a. Leaders acting as coaches and developing their Directs into thought leadership b. Enhanced leadership presence and ability to inspire others c. Increased collaboration and support among peers d. More efficient time management and prioritization e. Greater effectiveness through transparency and connection among peers, direct reports and leadership. 4. Increase in employee satisfaction at all levels of the department, as measured through employee surveys and other HR touch-points. Included with this Engagement: • Design, customization and preparation work for delivery of kick-off off site meeting. • Any required interviews and discovery to support design. • Follow up calls with key stakeholder, Carrie Daggett regarding feedback, planning and strategy for continuing program throughout the year. • Kickoff team workshop/meeting - be held off site. • Second team workshop/meeting to continue integration of learnings. • (TBD) HBDI: All participants complete their individual online HBDI Assessments • (TBD) Team Profile presented and debriefed at Legal Team Kickoff Meeting Engagement: Two Half day workshops facilitated by Danielle Weksler (i3 Coaching and Leadership). First to be held 9/28/18. Second TBD. Cost: $4,500 DocuSign Envelope ID: 7FEA8524-60FC-4C3E-A1F8-FDE2F04BE975