Knight ) Sấn Bernardino
ELS LEADERSHIP SOLUTIONS
City of San Bernardino Consultant Services Proposal
Strategic Planning Goal Setting and Team Building
For Government Agency Support
To: Tanya Romo, Deputy City Manager
City of San Bernardino
290 North D Street
San Bernardino, California 92401
Thank you for the opportunity submit a proposal to assist the City of San Bernardino in aligning leadership around shared goals, fostering a positive working dynamic, and establishing a clear roadmap for operational priorities for the future. I am looking forward to an opportunity to bring over 35 years of experience in the public sector to this project. For the past five years, as the owner of Knight Leadership Solutions, I have become a strategic partner with dozens of municipal agencies, districts, and non-profit organizations focused on leadership development, team building, creating guiding vision-mission-values, and strategic planning.
Included in this proposal you will find (1) A sample agenda designed to meet the expectations outlined in the Request for Quotes. Should the City of San Bernardino choose to engage Knight Leadership Solutions for this project, the sample agenda provided can be modified upon mutual agreement to meet the desired outcomes of the City. (2) Two Strategic Planning Workshop Agendas from current clients (3) References of two current Strategic Planning clients (4) My experience and Background Qualifications (5) Estimate Professional Services Fees.
Please do not hesitate to reach out with questions, requests for clarification, or further information.
Regards,
Marie Fright
Marie Knight, Owner
Knight Leadership Solutions
714-920-6717
[email protected]
1 PROJECT PROPOSAL:
City Leadership Strategic Planning Workshop
Sample Agenda
Morning Discussion Topics: Some of these discussions will be initiated in smaller groups and then processed/shared as a large group, while others will be initiated with the large group all at once.
• Prouds and Sorries: Consultant will facilitate a discussion about accomplishments/achievements in the past year (Prouds) as well as the areas where there were either missed opportunities, or challenges that faced the City making it difficult to achieve results (Sorries). • What's My Role? This discussion will focus on a review of City Council/Staff Governance roles and responsibilities, and the critical partnership that must exist to achieve the City's Vision and Mission.
• High Road Leadership: Consultant will lead a discussion based on the John C.
Maxwell book High Road Leadership, focusing on the leadership characteristics needed within the partnership between the City Council and Staff such as bringing people together, doing the right things for the right reasons, placing people above agendas, and accountability. • Discovering Mutual Purpose and Common Ground: This discussion will focus on the steps of identifying Mutual Purpose and finding Common Ground on policies, issues, services, and important decisions that come before the City, and communication norms for a successful partnership. • Discovering our Core Values: This exercise focuses on identifying and sharing the personal core values of each individual. As the leaders of the organization, it is critical to understand what is important to each person and what drives their decision making.
• What's your Why? Consultant will facilitate a discussion related to the City's Vision and Job statements focused on how these are used as a compass that guides decision making, resource allocation, and prioritization of work. 2 • Challenges Ahead: During this discussion, City Council Members and the City Manager will be asked to briefly share their thoughts on trends and challenges that they foresee for the community and the organization in the next 12-18 months that may have an impact on future strategic goals.
Afternoon Discussion Topics: Some of these discussions will be initiated in smaller groups and then processed/shared as a large group, while others will be initiated with the large group all at once.
• Check the Sails: Consultant will facilitate a discussion related to the current 2020-2025 goals:
Financial Stability
Focused, Aligned Leadership and Unified Community
Improved Quality of Life
• Economic Growth and Development
Key discussion points will be:
a) Are they still relevant?
b) Have any of them been successfully achieved?
c) Is there more to be done?
d) Do any of them need to be refined or changed?
e) Is there anything missing that needs to be added?
• Impact and Success: Once the new goals are set, Consultant will facilitate a discussion related to the further impact desired for the community of each goal as well as the indicators of success.
• SMART Objectives: The group will be guided through a process of identifying actionable objectives related to each goal for (1) The City Manager over the next year and (2 for the Organization over the next year identifying timelines for completion, as well as who/what department will take the lead on each objective. All objectives will be SMART: Specific, Measurable, Achievable, Relevant, and Time based.
• Next Steps: After the workshop Consultant will provide a summary report of the day's discussions, a final list of the goals and objectives, as well as a tool to track the progress of the objectives.
3 Team Bonding/Mind Break Activities: Throughout the day there will be a few activities designed to allow for a deeper understanding of each other, necessary "mind-breaks" and get participants up and moving a bit. I believe that being too stationary stifles creativity and exploration, that said, I am always mindful of the professional nature of the workshop when choosing these activities.
Parking Lot: Throughout the day Consultant will track any parking lot issues that are not relevant to the day's conversation, however, are important for the staff to keep on their radar.
Client Responsibilities:
Participant Communication: Client is responsible for all communication with the participants, coordination of their attendance, and distribution of any pre or post workshop information to participants.
Facility and Audio-Visual Equipment needs: Client will be responsible for providing a suitable facility, the equipment necessary to display a Power Point presentation, flip charts and easels, and all food and beverage for the Workshop.
Professional Services Fee: $15,000.00
Fee includes:
• Up to three pre-workshop virtual meetings with key leadership • All content creation
• One full-day (9a-4p) workshop facilitation in the local San Bernardino area (travel expenses may be added if facilitation location is in a location that would require overnight lodging)
• All printed materials associated with workshop
• After Action Summary Report.
Add Alternate Option: Consultant will conduct a pre-workshop interview with each of the Councilmembers with the goal of gathering anonymous feedback on the current goal areas and any issues that they may want on the table for discussion related to the goals. Add Alternate Fee: $250.00 per interview 4 About Me
• I have been in the municipal government and non-profit profession for over 35 years. I have worked for a variety of cities in both size and community dynamic- Garden Grove, Newport Beach, Orange, Long Beach and Huntington Beach. (Yes, there does seem to be a bit of a beach theme.) I also spent several years during my career working with the Boys and Girls Clubs in Orange County on county- wide program development, fund development and governance initiatives. • I have led departments of over 1,000 staff, managed $60 million dollar budgets and stewarded over $100 million in capital improvement projects. I am well versed in community relations as well as working with local/regional/state elected officials.
• During my career I have had a keen focus on people development. I have taught/trained/mentored over 10,000 people and have become a highly sought out speaker/trainer/instructor in the areas of Talent Management, Employee Development, Team Building, Strategic Planning, Marketing, Customer Service, Time Management, Leadership, Volunteer Recruitment and Retention, and Non-profit Board Development.
I have conducted over hundreds of workshops, training sessions, and keynote speeches for California Parks and Recreation Society, municipalities, non-profit organizations, professional associations, and corporations state-wide. I have also been an instructor/trainer for the State-wide Parks and Recreation Associations in Colorado, Kansas, Pennsylvania, Missouri, Florida, and Illinois. • I have created award winning Organizational Development programs and have a reputation for turning struggling teams into dynamic high performing ones. In each City I have worked in I have been a leader in City-wide employee development initiatives, and customer service training including Steven Covey's 7 habits of Highly Effective People, Building Trust, and First Things First, as a Licensed facilitator for Franklin-Covey Leadership courses. • Additionally, 1 am a certified Speaker, Teacher, Coach, Facilitator and DISC Behavioral Specialist as a member of the John Maxwell Certified Team, the world's leading leadership and development company. As a member of the John Maxwell Team, I have access to a wide variety of licensed leadership development resources.
• I am an affiliated Consultant with MRG - Municipal Resource Group in Northern California specializing in the areas of Strategic Planning, Executive Coaching, and Leadership and Organizational Development.
5 References
City of Cypress - Strategic Planning, training and development Peter Grant, City Manager
(714) 229-6700
City of Monterey Park - Strategic Planning, Team Building, Creation of Organization Vision-Mission-Values,
Inez Alverez, City Manager
626-307-1458
City of Fountain Valley- Strategic Planning, Leadership Development, Department Team building
Maggie Le, City Manager
714-593-4400
City of Irvine-Master Training and Development Contract working with multiple departments
Joe Angeles, Training and Development Officer
949-724-6716
City of Lancaster PARCS Department- Leadership Development, Next Gen Leadership Academy, Team Building
Sonya Patterson, Department Director
661-723-5856
City of Rancho Cucamonga - Community Services Department- Leadership Development, Department training and team building, executive coaching Jennifer Hunt-Gracia
909-774-2101
City of Chino- Strategic Plan Implementation process, training and development, City-wide Customer Service Training.
Linda Reich, City Manager
909-334-3250
6 Similar Engagement Examples
City of Cypress
City Council Strategic Plan Workshop
April 16, 2025
9am - 2pm
Agenda
• Arrival
• Welcome / Agenda for the day
Prouds and Sorries: Accomplishments and Missed Opportunities • Understanding the Partnership
High Road Leadership - Put people above your own agenda • What should the Partnership look like?
• Review the Cypress Strategic Plan Process
High Road Leadership - Bring People Together
• Lane Assist - Roles and Responsibilities - how to stay in your lane • High Road Leadership: Live by the Bigger Picture
• High Road Leadership: Value All People
What do we need from each other to be successful?
• Decision Making - Using the City's Vision, Mission, and Values as our compass High Road Leadership: Do the Right Thing for the Right Reasons • Outlook on the Horizon: Future Challenges and Needs
• Status of current 6-month Objectives, carryovers
7 • New 6-month Objectives Large Group Discussion: Identifying: Who will take the lead, anticipated timeframe, resources needed
• Maintain financial stability and promote economic activity Enhance and maintain public safety
Enhance recreation facilities and programs
Maintain infrastructure and facilities
Maintain high quality and high value services for the community • Wrap Up, Next Steps, Set date for Fall 2025
CITY OF
MONTEREY PARK
CALITORNIA CALIFORNIA
City of Monterey Park
Strategic Planning Workshop
February 22, 2025
9am - 3pm
Morning Discussion
• Prouds and Sorries
• Know your Role
Mutual Purpose/Common Ground
• High Road Leadership
• Interview Summary- What we heard
• Future Challenges and Needs
• Current Goals/Updates
Afternoon Discussion
Check the Sails - do the 3- Year Goals need adjusting?
Progress Indicators for the future
Setting SMART Objectives
What are the resources needed to move the needle?
Next Steps
Setting SMART Objectives
What are the resources needed to move the needle?
Next Steps
Knighi
ADERSHIP SOLUTIOL
Knight Leadership Solutions:
2439 E. Quincy Ave, Orange CA. 92867
714-920-6717
9