HomeMy WebLinkAboutCORRESPONDENCE - PURCHASE ORDER - 9167736Powers Resource Center, LLC www.powersresourcecenter.com 1750 30th Street #352
720.295.3302 Boulder, CO 80303
A PROPOSAL TO:
BUILDING COACHING AND MENTORING SKILLS
PARKS AND RECREATION DEPARTMENT
Submitted to:
Submitted by:
10/29/16
Consultant and Facilitator:
Tara Powers, MS
720.295.3302
tara@powersresourcecenter.com
Powers Resource Center, LLC www.powersresourcecenter.com 1750 30th Street #352
303.875.5011 Boulder, CO 80303
POWERS RESOURCE CENTER, LLC is honored to submit this proposal for the Parks and Recreation
Department at the City of Ft. Collins.
SITUATIONAL UNDERSTANDING
The Parks and Recreation Department is experiencing a lot of turnover due to retirements and employee
moves. There is an opportunity to train Crew Chiefs and other leaders in the organization on how to be
better mentors and coaches to support:
• Building technical skills with new employees
• Passing down the values and cultural norms in the organization
• Instilling understanding and accountability around policies and procedures
Mentoring and coaching skill training and development will be offered to the following group:
Supervisors
Crew Chiefs
All Technicians
Since leaders are spread out all over the city and it is difficult to get them together frequently, this
proposal represents a development solution that reduces time away from work and focuses on building
skills and new behaviors in shorter timeframes.
PROPOSED SOLUTION
PRC proposes a process that incorporates a skill assessment survey to establish benchmark data, a ½ day
workshop to kick off the program, several 2 hour workshops and smaller group coaching sessions which
will provide invaluable support to the leaders as they engage in new behaviors. It also incorporates a
cloud-based tool called CoachMetrix that combines measurement and ongoing pulse feedback to each
participant that will hold them accountable for behavioral change and will optimize the impact of this
program. Information about the CoachMetrix tool is attached with this proposal.
Key benefits and outcomes of this process include the following:
• Develop a clear understanding of what skill gaps exist and use data to create buy-in
• Help leaders to understand their role in developing a highly effective workforce
• Distinguish between different forms of mentoring and coaching and determine when each
approach is appropriate
• Discuss challenges to forming mentoring relationships and define strategies to overcoming these
obstacles
• Clarity of values and how to coach people to live them day to day
• Identify key behaviors and skills that support the values and cultures
• Learn a proven coaching model to use with employees that supports your goals and values
• Determine the right approach to the situation and person incorporating DISC
• Using accountability & responsibility as powerful coaching tools
• Learn communication tips to ensure your message is being received
• Practice using coaching and feedback tools that help keep employees on track
Powers Resource Center, LLC www.powersresourcecenter.com 1750 30th Street #352
303.875.5011 Boulder, CO 80303
• Track individual and group progress using the Coachmetrix platform
PHASE I: COMPLETED
COMMUNICATION PLAN AND KICK OFF SESSION (2-hour workshop June 1st 8:30-10:30am)
• Develop communication plan for Steve to market program to leaders and to get them engaged in
the process
o Focus on highlights from survey and why coaching and mentoring is important this
summer. Also discuss fall program as new hires are coming on board.
• Workshop focus:
o Discuss why coaching and mentoring is important
o Learn 2-3 important coaching and mentoring techniques they can begin to use
immediately with their team members to develop a coaching relationship
o Support: Discuss how they will be supported throughout the summer with
coaching/mentoring best practices
§ Tara to put together coaching and mentoring “tip of the week” for Steve or Mike
to send out via email on a bi-weekly basis over a period of 3 months (June, July,
Aug)
o Recognition: Introduce fun and engaging recognition opportunities over the summer
where staff will be able to recognize leaders who are good coaches and mentors.
§ Employees vote for 1-2 leaders monthly or at the end of the summer
§ Offer recognition like gift certificates or cash awards.
§ Feature them in a org wide email or announce at an org wide event
PHASE II:
This is follow up to keep the mentoring and coaching culture moving forward over the winter months
and into next spring and summer. By focusing on skill building, application and practice, participants will
begin to see mentoring as an integral tool in developing employees.
WORKSHOPS: OFFERED IN EARLY JANUARY, 2017 over 2 weeks.
IDENTIFY WHEN AND HOW TO COACH AND MENTOR USING SITUATIONAL LEADERSHIP MODEL – 2.5
hour session
• Help leaders to understand their role in developing a highly effective workforce
• Discuss challenges to forming mentoring relationships and define strategies to overcoming these
obstacles
• Introduce Situational Leadership Model. Distinguish between different forms of mentoring and
coaching and determine when each approach is appropriate.
• Practice how to mentor in the moment depending on the person and situation. Tara to provide
scripts.
PRACTICE COACHING AND MENTORING USING DISC AND CASE STUDIES – 2.5 hour session
• Practice how to coach and mentor using DISC case studies
• Tara to provide scripts
• Take time to develop personal plans of action to identify and improve mentoring relationships
Powers Resource Center, LLC www.powersresourcecenter.com 1750 30th Street #352
303.875.5011 Boulder, CO 80303
• Work on goals and behaviors that will be entered into the Coachmetrix platform
COACHMETRIX LAB
Tara will be onsite to train several employees at various workstations who are comfortable with
technology on the Coachmetrix platform and how to set up their goals, behaviors and supporters. These
employees will then train all other participants and help them get set up on the platform. Surveys will go
out to Supporters every few weeks to assess if their leader is engaging the behaviors that they are
working on. This tool holds leaders accountable for change and implementing the coaching and
mentoring behaviors they agreed to.
Tara will provide communication to Steve to send out to employees (supporters) about the 2-minute
survey they will receive every month to complete.
IN PERSON SMALL GROUP COACHING AT 30 AND 60 DAYS (Early Feb and Early March) – 90 minutes
Small group coaching sessions to be held 30 days and 60 days following workshops and Coachmetrix
implementation.
• Share and discuss individual results of pulse feedback from Coachmetrix platform
• Tara to provide recognition, coaching and feed forward feedback to leaders to help them
progress
• Help leaders identify where they may need more support from their manager or additional
training/skill development
FOLLOW UP - 6-month check-up survey
• Send out survey to all employees again.
• Review progress and additional opportunities
• Debrief with leaders over the phone on survey results
• Discuss next steps where appropriate
IMPORTANT NOTES:
• Includes phone calls and meetings between Tara and Executives as needed
• Tara will provide group progress reports to Parks Managers every 30 days from CoachMetrix
feedback results and offer additional recommendations as appropriate
RESOURCE COMMITMENTS
Powers Resource Center, LLC will provide Tara Powers, MS as the lead facilitator, consultant and coach.
Lucia Laudisio, Client Relations Manager will assist with planning, communication and logistics support
as needed. We will sign non-disclosure agreements as requested and all work is conducted within strict
bounds of confidentiality.
We will provide all printed materials, webinar platforms, phone lines, learning platforms and other
support services as required.
The City of Fort Collins will provide us with reasonable access to key management and any additional
data as appropriate and within the time frames agreed upon. The City will be responsible for all
scheduling of classes, facilities, AV equipment and related support for training and development
Powers Resource Center, LLC www.powersresourcecenter.com 1750 30th Street #352
303.875.5011 Boulder, CO 80303
purposes onsite. The City of Fort Collins will also adhere to the fee structure and reimbursement
procedures outlined below.
PROFESSIONAL FEES AND CONDITIONS:
• Phase II Investment: Four installments of $3,750; Net 30.
• $3,750 deposit
• $3,750 after 1st workshop
• $3,750 after 2nd workshop
• $3,750 after 60-day check in.
• Discounts: A 5% discount will be offered with a single full-fee payment upon agreement of this
proposal.
• Expense reimbursement: Expenses will be billed monthly as actually accrued and are due on
presentation of invoice. Expenses may include meeting room space (if arranged by PRC),
reasonable travel expenses (such as lodging, meals, parking fees, etc.), and other expenses that
are agreed upon by both Client and PRC.
• Cancelations: Client may cancel the program at any time by giving PRC a 30- day notice. Work for
the current month will be completed by PRC, and fees paid by the Client through the 30-day
period.
• Rescheduling: From time to time elements of the program may need to be rescheduled. If
needed, elements may be rescheduled to agreed upon dates by both Client and PRC as long as
they fall within the timeframe of the agreement.
• Change to project scope or satisfaction: Should either Client or PRC identify appropriate changes
in scope or should other matters arise that would affect the proposed fees, Tara Powers, Doreen
Kemp and Mike Calhoon will work together to discuss any impact and determine the best
alternative for moving forward.
• Other terms: The above quote remains valid until November 15th, 2016.
APPROVAL:
If you agree to the terms of this proposal, please sign and e-mail a scanned copy to
tara@powersresourcecenter.com. You may also return a signed original to: Powers Resource Center,
1750 30th Street, #352 Boulder, CO 80301. The engagement will be confirmed upon receipt of the signed
agreement.
__________________________ __________________________
For The City of Fort Collins Powers Resource Center, LLC
Name/Title: Tara Powers, President
Date: Date: 10/29/16
Powers Resource Center, LLC www.powersresourcecenter.com 1750 30th Street #352
303.875.5011 Boulder, CO 80303
ABOUT US:
Powers Resource Center, LLC is committed to offering quality programs that integrate best business
practices and have a visible impact on performance. In our business, the learners needs come first in
every learning situation. We pride ourselves on workshops and coaching programs that are progressive,
innovative and highly interactive.
OUR FACILITATORS:
Our skilled trainers, coaches and facilitators bring a wide diversity of experience and knowledge to the
learning environment. For 15 years PRC and its associates have led workshops and coached senior
executives, directors, supervisors and employees at numerous service, governmental, financial and
technology-focused organizations. Participants in PRC programs continually remark on the experience,
enthusiasm, energy, and thoughtfulness of the PRC facilitator or coach when interacting with others in a
learning environment. PRC will utilize the expertise of the following associates to lead this program:
Tara Powers, M.S., engagement specialist and business alignment
expert, has over 15 years of experience in human resources,
performance improvement initiatives, facilitation, leadership
coaching, team building and instructional design. Tara has coached
and trained hundreds of management teams, internal trainers, and
front line employees on a variety of leadership topics including the
essentials of leadership, performance management, management
fundamentals, building team relationships, recognition, mentoring,
diversity, and more. With a background in Human Resources and
over 20 years of experience working with various service based
businesses and governmental sectors, Tara integrates best business
and leadership practices into her training topics.
Tara’s hobbies include hiking, camping and spending time with her family.
SAMPLE LIST OF PRC TRAINING/CONSULTING CLIENTS:
• Aflac Insurance • Inovonics Wireless Corporation
• Array BioPharma • Intrado, Inc.
• Boston Scientific • Janus Capital Group
• Boulder Community Hospital • Key Equipment Finance
• Broomfield Chamber of Commerce • Learning for Living Institute
• Caterpillar Corporation • Leopard, An Ogilvy Company
• City of Ft. Collins • Longmont United Hospital
• Colorado Municipal Clerks Association • National Institute of Standards and Technologies
• Community College of Denver • New Hope Natural Media
• Crocs Inc. • OpenWave Systems, Inc.
• Denver Museum of Nature and Science • Spectranetics
• Denver Regional Council of Governments • St. Vrain Valley School District
• Front Range Community College • Pitkin County Government
• Ft. Collins Housing Authority • University of Colorado Hospital
• IMM • Virgin America Airlines