HomeMy WebLinkAboutThe Consulting Group - San Luis Obispo PD redacted 12.3
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The Consulting Team, LLC
945 Mountain View Ave.
Mountain View, CA 94040
Phone: 650-965-3663 • Fax: 650-965-3668 Cell: 650-464-6024
m@TheConsultingTeam.com • www.TheConsultingTeam.com
Strategic Planning Proposal for San Luis Obispo Police Department
November 30, 2022
The Consulting Team, LLC, has over 20 years of experience helping cities, police
departments, sheriff offices, boards, councils, and teams become more efficient and
effective by developing and executing a comprehensive strategic planning process. Our
clients include over fifty cities, forty city councils, numerous law enforcement agencies,
and over fifty private companies, all listed on: www.TheConsultingTeam.com as are
descriptions of the training and consulting services we offer.
We have vast expertise in law enforcement operations and submit this proposal to
develop a comprehensive five-year strategic process and plan. Examples of strategic
plans we facilitated are on the websites of Piedmont PD, Hayward PD, and the Fairview
Fire Protection District. We are POST certified in TBW’s (team building workshops) and
facilitate strategic planning in all of those workshops.
We will provide an experienced team of four consultants, all from the San Francisco Bay
Area, that will allow flexibility to complete your plan sooner. We can begin work in
January 2023. Our price is $45,450 plus travel expenses.
We provide easy-to-use strategic planning templates and methods:
Renew mission, values, vision, and priorities in 2 day kick off retreat
Build consensus department wide: mission, values, vision, priorities
Conduct a SWOT’s analysis: focus groups, interviews, surveys
Engage and analyze your key stakeholders’ needs and expectations
Align with Council, City Manager, and community’s priorities
Set measurable objectives, goals, actions, and metrics for a five-year plan
Communicate objectives, results, and a dashboard to stakeholders
We are very excited about this opportunity. We think our team is a good match. We
model your values and collaboration.
Marilyn Manning, Ph.D., Owner, The Consulting Team, LLC
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Project Planning Methodology and Approach
Client Testimonials
"Marilyn and The Consulting Team worked with our Board to develop a 5-year Strategic
Plan. They navigated skillfully among Board members who were not functioning well as
a team. We needed a robust Strategic Plan as good management practice and LAFCO
insisted on it as dissolution of the District was under consideration."
- Michael Preston, General Manager, Fairview Fire Protection District
Dr. Marilyn Manning, The Consulting Team, brings a skilled independent eye to your
organization to thoughtfully access personality traits and leadership skills, both good and
bad, and how to improve working relationships within your organization. She comes with
tremendous passion for the subject matter and will challenge your thought process
toward the greater good of the organization.
- Bernie Escalante, Chief of Police, Santa Cruz Police Department
“We wanted to engage and elicit input from our employees, community, and other City
staff to enhance policing and community relations in Piedmont. The Consulting Team
facilitated a robust focus group process which resulted in specific and useful feedback to
build our three-year strategic plan. Marilyn and her team built our Plan’s foundation at
our 2-day retreat and were true partners throughout the process. We benefitted from
their experience in working with many sectors, not just law enforcement agencies.”
- Jeremy Bowers, Chief of Police, Piedmont Police Department
Objectives
Working from an understanding of how you deliver services,
1. Facilitate the staff, and other stakeholders through a strategic planning process to
include mission, vision, values, goals and objectives for the next five years.
2. Provide clear strategic planning, communication, and implementation templates
and oversee effective documentation and communication processes to prepare a
final document, which includes transparent tracking to monitor progress on goals.
3. Build relationships, camaraderie, trust, and collaboration.
Key Responsibilities of The Consulting Team:
• Conducting and analyzing your environmental scans, surveys, focus groups,
working sessions to understand key issues, strategic priorities, and objectives
• Facilitating a 2-day leadership retreat to update mission, values, vision and set the
foundation for the strategic planning process
• Providing a framework and process for the Strategic Plan that coordinates with
your project manager for full participation internally and with all stakeholders
• Producing the final draft then reviewing it with the leadership team for final
approval
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• Preparing the team to present to Council and messaging to the community
Key Deliverable:
Finalized strategic plan with an action plan, dashboard and methodology for
implementation and monitoring
Scope, Approach, and Value-based Methodology:
Our work will reinforce your values and mission.
Our approach is customized to meet your specific needs, timeline, preferred workstyle,
and culture. Our contribution does not stop with project development but includes
facilitating an action plan for implementation. Phone, Zoom or in person meetings are
held as appropriate. We have a depth of experience in all.
Key components:
1. Plan Fundamentals: We will facilitate a process to update your Vision, Mission,
Values, and brand identity statements. We will do most of this at the 2-day retreat.
2. Community Engagement: With your staff, we will plan and facilitate outreach and
community buy-in throughout our process. We’ll include City/department committees
and advisory bodies. We will involve as many stakeholders as possible.
3. Department Staff Engagement: We will seek staff input including focus groups,
individual interviews, surveys, working with your department project manager. We plan
to involve representatives from top to bottom of the department to create ownership.
4. Staffing Study Identification: We will recommend the best timing and approach to
conduct a department staffing study and include this in the plan.
5. Simplicity: Our plans are simple, practical and include a summary visual so all
stakeholders can easily understand the status and direction of the department. Strategic
priorities, objectives, strategies, and metrics will be clearly explained and defined. Our
plans are designed to be easily updated and relevant.
Stage One: Analysis of existing data, environmental scan, and launch the Strategic
Planning Process (40 hours)
1. Review and analyze existing data including community/customer service surveys,
department priorities and action items, Council goals and priorities, performance
expectations to be set by the City Manager. Prepare a summary (8 hours)
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2. Plan and hold 2-Day leadership retreat to set the roadmap and renew mission,
values, vision, priorities, responsibilities, and timelines. (16 hours/4 hours
planning)
3. Facilitate focus groups or surveys as needed to assure all community diversity is
represented and there is an accurate understanding of the needs and expectations
of key stakeholders. (each focus group is 60-90 minutes; assume 4; 6 hours)
4. Facilitate second meeting with command staff to finalize key priorities and draft
objectives to be assigned to divisions to develop actions and timelines. (4
hours/planning 2 hours)
Stage Two: Facilitation of planning sessions: (45 hours)
1. Meet with each division leader or team (comm center, crime prevention, records,
traffic, management staff) for a 4-hour working session to identify measurable
actions and timelines. (20 hours)
2. Conduct follow-up 2 hour working sessions to critique and adjust (10 hours)
3. TCT team review results, edit, and make adjustments. (5 hours)
4. Meet with each division to finalize. (10 hours)
Stage Three: Draft and finalize written plan, including timelines, measurements,
and progress review to present to Council (32 hours)
1. Put all the input into a document and outline sections of the strategic plan. (8
hours)
2. Guide the 5 divisions to write their respective sections. (10 hours)
3. Integrate City/Council goals. (3 hours)
4. Have all sections of plan in a consistent style. (3 hours)
5. Work with graphic designer for consistent, professional PDF format in English,
Spanish, and other relevant languages. (2 hours for coordination only)
6. Help design and implement dashboard for tracking success. (6 hours)
Nina Collins will oversee the project and facilitate the retreat and planning sessions.
Dr. Manning will provide quality control and management. Victoria Smith-
Raymond will work on the focus groups and analyzing data. Craig Harrison will
work on the focus groups and on the written plan.
Project will take 117 TCT hours plus Dr. Manning’s management time of 10 hours.
Total $45,450 plus travel expenses
Dr. Manning’s rate is $450 hourly; Associates’ rate is $350 hourly; both plus travel
and any printing costs.
We have a reputation of working efficiently and under budget.
Note: Additional Professional Services at a $395 hourly rate can include:
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1. Follow-up meetings with Command staff, Division managers, professional staff,
City Manager and Executive team, Council, community, and other stakeholders
2. Follow-up analysis with feedback for realignment and adjusting the strategic plan
on a quarterly or bi-annual basis
3. Training department leaders to coach staff in accountability, consistent
messaging, and communication skills for the success of the implementation of the
plan
4. Follow-up one day annual retreats to update the plan and keep it a living
document
Biographies:
Marilyn Manning, Ph.D., OD Consultant, Facilitator, and Quality Officer
Dr. Manning is an organizational psychologist and certified management consultant. As
a conflict mediator and master facilitator for over 22 years, Dr. Manning works with
leaders to bring expedient solutions to complex people and team problems. The
Consulting Team and Dr. Manning have extensive experience with law enforcement,
including police, sheriff, and district attorney offices. We have been POST certified for
20 years to facilitate TBW’s. We have facilitated over 20 agencies in strategic
planning processes. We provided TBW’s that did strategic planning foundation
work recently for Piedmont PD, Fairfield PD, and San Leandro PD.
Dr. Manning believes in community service by serving on non-profit boards including
the El Camino Hospital Foundation Board, Palo Alto University Board of Trustees, and
Los Altos Community Foundation.
Nina Collins, J.D., OD Consultant in Strategic Planning Processes, Focus Group
and Meeting Facilitator, and expert in Dashboards/Metrics
Nina is a trained negotiator and mediator and has successfully resolved numerous labor
conflicts, grievances, and discipline matters. She also developed and implemented
professional development, strategic planning, and diversity, equity, and inclusion
programs and policies. She recently facilitated San Leandro PD’s TBW, facilitating a
strategic planning process. She and Dr. Manning co-facilitated Fairfield PD’s TBW,
focusing on strategic priorities, objectives, and core values.
She has 20 years’ experience working in public agencies, including City of Alameda,
City of Oakland Fire Department, City of Hayward, and Orange County Fire Authority.
Nina was Chief of Staff, Director of Human Resources, and Assistant Chief of Human
Resources, starting her career as an Accounting Clerk while working her way through
college. Having experience at each level of an organization gives Nina a unique insider’s
perspective for a strategic planning process that assures attention to diversity, equity, and
inclusion.
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Craig Harrison, BA, UCSC, OD Consultant and expert in Strategic Planning, Focus
Groups, and Business Writing, Graphic Design, and PR
Craig has facilitated and co-facilitated several TBW’s that focused on strategic planning.
He worked with Piedmont PD, East Palo Alto PD, Hayward PD, to name a few. The
cornerstones of his work: communication and leadership development, customer service,
and excellence. He draws on his experience in the high tech, management, government,
and non-profit fields. He’s coached all levels of managers on leadership development.
Craig’s articles on communication and leadership have been published in magazines,
newspapers, and journals worldwide. For the last 22 years he has been an instructor
for the University of California, Santa Cruz of Silicon Valley in courses on leadership,
meetings, influence, credibility, storytelling, presentation skills, agility and creativity, and
career building,
His OD consulting experience includes Cities of Menlo Park, Redwood City,
Mountain View, Sunnyvale, Hayward, Union City, Modesto, East Palo Alto PD
TBW San Bruno Council retreat, Regional Housing Authority, County Recorder’s Office,
Office of the Courts), Team San Jose (public-private partnership in 7 city venues).
Victoria Smith-Raymond Ed. Ad., an expert in focus groups, facilitating meetings,
Strategic planning methodology, and writing the final plans
Victoria is a coach, facilitator, OD consultant, and an experienced strategic planner. She
has been certified in higher education administration, crisis management, and facilitation
She conducted leadership interviews and facilitated SWOTS and Focus Group
processes for Hayward PD. She co-facilitated Piedmont PD’s TBW with Dr.
Manning in developing their strategic plan. She has facilitated many TBW’s that led to
strategic plans.
She has over 20 years of experience as a focus group and retreat facilitator, addressing
problem solving and teambuilding. Her expertise includes facilitating collaborative
strategic planning processes, including SWOTS analysis, values, mission, vision
statements, and both short-term and long-term goals. She also holds change management
sessions, and uses conflict resolution processes through active listening, dialogue, and
problem-solving.
Key Contact for this Project:
Dr. Marilyn Manning, Owner, small woman-owned business. POST Certified TBW’s.
The Consulting Team, LLC
945 Mountain View Ave., Mountain View, CA 94040
Phone: 650-464-6024 Fax: 650-965-3668 Email: m@theconsultingteam.com
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References:
City of Piedmont Police Department: 403 Highland Avenue, Piedmont, CA 94611;
Chief Jeremy Bowers, jbowers@piedmont.ca.gov 510-420-3010
The Consulting Team facilitated their external focus groups, trained officers to conduct
SLOT’s internally, compiled all the results. We facilitated foundation pieces including
mission, vision, values and strategic priorities with measurable objectives during their
two-day Team Building Workshop (TBW). This material was used to create the current
strategic plan. Contract: $9,000. Work performed September 2020 to November 2020.
City of Santa Cruz Police Department: 155 Center Street, Santa Cruz, CA 95060; Chief
Bernie Escalante, bescalante@cityofSantacruz.com 831-420-5814. Deputy Chief Jose
Garcia, jgarcia@cityofsantacruz.com.
At the request of interim Chief Escalante, TCT provided an internal SLOT’s
environmental scan, interviewed the entire management team, administered leadership
style assessments, facilitated needs assessments of Command staff and Sergeants, and
facilitated joint problem-solving sessions to identify key challenges and priorities. The
goal to positively change the culture to one of collaboration, trust, openness, and
teamwork was met and Chief Escalante became permanent during the contract. Contract:
$26,000. Work performed November 2021 to March 2022
City of San Leandro Police Department: 901 E. 14th Street, San Leandro, CA 94577.
Chief Abdul D. Pridgen, apridgen@sanleandro.org 510-517-3229.
Nina Collins of The Consulting Team facilitated a 2 1/2-day POST TBW session to
update their strategic plan, including updating mission, vision, and values, performing a
SWOTs analysis including Appreciative Inquiry, and discussing top priorities and actions
for each. Contract (through POST) $5,550. Work performed June 2022.
City of Hayward Police Department: 300 W. Winton Avenue, Hayward, CA 94544;
Chief Toney Chaplin, toney.chaplin@hayward-ca.gov
Dr. Manning facilitated Hayward Police Department’s first strategic planning process,
including community meetings, staff meetings, leadership retreats, and the documented
plan on www.ci.hayward.ca.us (To view it search “Police strategic plan”). The 5-year
plan has been updated twice since its creation in 2008. Contract: $20,000. Work
performed October 2007 to January 2008.
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Statement of Past Contract Disqualifications: We have no past contract
disqualifications.
Requested Changes to Terms and Conditions: There are no requested changes.
Insurance: Below is a Certificate of Insurance for TCT. The AM Best ratings for
Hanover Group (parent of Citizens Insurance) are Financial Strength – A and Long-Term
Credit – a+
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