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HomeMy WebLinkAbout2025-0030 - - Nash Consulting 2025 Leadership Development Agreement - Nash ConsultingDocusign Envelope ID: 39B55B82-5F4E-441B-97B8-A2181D7A79C1 21 January Docusign Envelope ID: 39B55B82-5F4E-441B-97B8-A2181D7A79C1 Docusign Envelope ID: 39B55B82-5F4E-441B-97B8-A2181D7A79C1 Docusign Envelope ID: 39B55B82-5F4E-441B-97B8-A2181D7A79C1 Docusign Envelope ID: 39B55B82-5F4E-441B-97B8-A2181D7A79C1 Docusign Envelope ID: 39B55B82-5F4E-441B-97B8-A2181D7A79C1 Docusign Envelope ID: 39B55B82-5F4E-441B-97B8-A2181D7A79C1 Docusign Envelope ID: 39B55B82-5F4E-441B-97B8-A2181D7A79C1 Director of Operations Melissa D'Atre 1/14/2025 1/21/2025 Docusign Envelope ID: 39B55B82-5F4E-441B-97B8-A2181D7A79C1 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB 2025 2025 LeadershipLeadership DevelopmentDevelopment Prepared for City City of of AuburnAuburn December 6th, 2024 ethan@nashconsulting.com 509.630.0841 Website  |  LinkedIn  |  Podcast  |  Blog 1 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Project Outline We are submitting our proposal to partner with the City of Auburn in facilitating ongoing leadership and organizational development efforts, continuing the process that began in 2023. One of our core beliefs is that organizations function at their best when everyone in a leadership role is working from the same set of leadership beliefs and practices (including practicing the "Top 15 Management Skills" referenced below) and when individual contributors are committed to a similar set of positive, professional team behaviors. When this happens, amazing things occur within the organization: employees become more engaged, roadblocks and unhelpful behaviors diminish, trust and respect are built, information is more thoroughly shared, meetings become more effective, and more. The bottom line is that these organizational transformations can only happen if leaders possess and sustain strong management and leadership skills.   We are proposing that Nash Consulting: 1.Train an additional cohort of supervisors and managers in best practice management/leadership skills, using the Nash Consulting Managing with Mind & Heart leadership development curriculum. 2.Provide three full days of skill-building workshops for non-management employees to help build accountability and buy-in, and provide skills for creating a healthy and positive workplace culture. 3.Partner with your top leadership before the process to build sponsorship and support for the engagements. 4.Partner with your top leadership during and after the process to strengthen ongoing sponsorship and continue to create sustainability plans. 2 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB 3 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Our Leadership Development Strategies A Building a Sustainable Effort: Sponsorship Meeting(s) & Coaching with Senior Leaders We'll continue to spend time assisting the senior leadership team in providing strong sponsorship for the upcoming workshop series, which is essential in terms of long-term culture change and sustainability. The focus of these sessions may include: Communication strategies regarding the upcoming workshops that will help build strong buy-in and engagement Coaching on how to proactively ensure that the skills taught become sustainable in order to avoid a "flavor-of-the-year" dynamic Strategies for managing resistance and other change management concepts B Leadership Workshops (Managing with Mind and Heart) Creating a healthy and thriving leadership culture requires all leaders to adopt a consistent set of skills, mindsets, and behaviors. Our Managing with Mind and Heart leadership workshop series plays a crucial role in achieving this goal. When all leaders within an organization receive training in best practice management skills and make efforts to sustain them, it leads to numerous benefits, such as improved morale, productivity, and engagement across the organization. It also fosters greater mutual respect and trust between leaders and enhances communication and collaboration between departments and workgroups. Our leadership workshops go beyond just theory and focus on practical, actionable skills. We prioritize participant interaction, discussion, and commitment-building to ensure maximum impact. See the next section for an outline of the Managing with Mind and Heart workshop series) C Skill-Building Workshops for Employees We recommend that all employees who will not be participating in the leadership workshops attend two half-day skill-building "common commitment" workshops. These workshops help organizations get everyone on the same page in terms of best-practice skills that promote a culture of high morale, collaboration, accountability, and engagement. Your team members will leave these workshops with practical skills that support healthy, authentic, respectful work relationships, and high-functioning teams. Topics may include: Understand workplace morale – what it is, why it matters, and your part in creating it Learn key adaptive and emotional IQ skills for building trust and respect Learn to listen so others feel heard 4 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Learn to give feedback in a way that maintains trust Practice receiving feedback with non-defensiveness Discover the five healthy ways to deal with workplace triangulation and negativity Discover and gain an appreciation for your own behavior style (i.e., why you're so awesome) Understand your impact on others as a co-worker (i.e., when others don't recognize your awesomeness) Learn the importance of adjusting your style to better meet the needs of others Identify different behavior styles among co-workers D Sustainabilit y Our firm is committed to avoiding a “flavor-of-the-year” approach because we are convinced that this fosters a sense of cynicism and resistance. To avoid this sort of impact and to create sustainability, Nash Consulting would work with your team in the following ways: Action plans/commitments during the training series with each group Direct training in sustainability practices Help with the creation of specific sustainability practices and processes 5 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB 6 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Nash Consulting's Managing with Mind and Heart Workshop Series Delivery options Our Managing with Mind and Heart six-day non-consecutive in-person series can also be formatted in other creative ways to accommodate the needs of our clients, including half-day sessions (for fully remote learning) and/or a blended approach that mixes full-day in-person workshops with half-day remote sessions.  Session 1 The Manager's Mindset & Employee Engagement Here we explore how managers can effectively create healthy workplaces (whether on-site, remote, or hybrid) by focusing on workplace morale, emotional IQ, and psychological safety. We also introduce the Top 15 Management Skills for building healthy, highly engaged organizations and begin the journey of developing and practicing a set of specific adaptive skills, such as the ability to receive feedback non- defensively and listen so others feel heard. Topics & Skill-Building: Discover the importance of employee morale (it isn't "touchy-feely!") and how to get more of it Discuss personal growth for managers and why it matters so much Learn crucial adaptive skills (a.k.a. emotional IQ skills) for managers Practice receiving feedback without being defensive Master the art of listening so that others truly feel heard Explore ways to create and maintain psychological safety at work Examine the "power differential" and learn how to use it for good and not evil Preview the Top 15 Management Skills for building healthy organizations 7 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Session 2 Workplace Culture - Laying The Foundation In this workshop, weʼll continue our journey through the Top 15 Management Skills and explore the challenge and the privilege of building and maintaining a professional and positive workplace culture. From dealing with destructive gossip and negativity to the art of effectively dealing with organizational issues and employee concerns, this workshop provides leaders with the skills necessary for fostering employee buy-in and an effective and enjoyable workplace environment. Topics & Skill-Building: Learn how to truly connect with and engage employees through regularly scheduled one-on-one conversations Explore ways to combat gossip and negativity in the workplace Dig into “systems thinking,” and learn the Waterline Model, a practical tool for understanding organizational issues Learn and practice five strategies for effectively responding to employee concerns Discuss the important “dance” between HR and managers Find out what SPA is and why you really need more of it Find out what the “half-open-door policy” is and why it matters Discuss ways to advocate for employees – and for your organization at the same time Session 3 Understanding People This fun and interactive workshop explores the four spectrums of human behavior and reveals how leaders can use Behavior Styles Theory, combined with a growth mindset, to increase their own self-awareness, build greater trust and respect in their work group, and improve their effectiveness as leaders. Topics & Skill-Building: Discover and gain an appreciation for your own behavior style (i.e., why you're so awesome) Understand your impact on others as a manager and/or co-worker (i.e., when others don't recognize your awesomeness) Learn the importance of adjusting your style to better meet the needs of others Identify different behavior styles among employees Recognize signs of stress and burnout by noticing an individual's behavior style cues Use Behavior Styles theory to enhance meetings, decision-making, and communication Choose three custom-fit growth opportunities you can begin practicing right away 8 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Session 4 Performance Management Managers provide feedback in hopes of getting employees to do more of what's working and less of what's not. But let's be honest: that doesn't always happen. Efforts to provide feedback, even if well-intentioned, can easily backfire and cause hurt, confusion, and apathy among employees. This workshop equips managers with techniques that maximize the effectiveness of workplace feedback and coaching. Topics & Skill-Building: Explore the ways accountability builds and maintains morale Discuss the manager's role as mentor and coach Practice the art of giving feedback in a way that communicates clearly and keeps you connected relationally Learn how to have that second and third conversation, when the first one doesnʼt do the trick Master the art of building relationship while giving challenging feedback Learn the ten tools for coaching employees toward improved outcomes Practice performance management skills for coaching employees toward success Session 5 Workplace Culture - Building for Success In this workshop, we will start out the day by digging into some important information about the brain, human needs, and the psychology of workplace culture in our continuing journey toward management excellence. Weʼll learn why we need to turn our 15 management skills up to 11 in a hybrid work environment and discuss strategies for achieving fairness, autonomy, employee involvement, reliability, and connection. Topics & Skill-Building: Learn the SCARF model as a way to increase psychological safety and achieve employee engagement Navigate the challenges of managing in a hybrid work environment (if applicable) Explore ways to build and maintain a fair and equitable workplace Discover new ways to provide autonomy to your employees Practice using “by-whens” as a way of building trust through reliability Learn the six decision-making styles that increase employee buy-in and ownership Explore the positive power of providing employees with recognition and appreciation 9 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Session 6 Communication and Sustaining Change In this final workshop, we will tackle the all-important management skill of effective communication in terms of information distribution, the use (and not over-use) of email, how to become an “information curator” for your team, how to make it more likely that everyone gets pertinent information (and feels acceptable for that information), and how to achieve meetings that are both effective and enjoyable. Finally, weʼll turn our attention to the vital topic of sustainability and how to avoid the “flavor-of-the-year syndrome” in terms of applying The Top 15 Management Skills to your workplace. Our goal is to work with you to help ensure that you and your fellow management team members implement and sustain the skills from this workshop in order to achieve long-term success. Topics & Skill-Building: Work on improving your organizationʼs communication and information distribution practices Create a new set of norms for email use Learn how to plan and prepare meetings that really work Become a facilitation rock star for running enjoyable and effective meetings Learn to effectively sponsor change and create long-term commitment Plan strategies for sustaining the leadership skills learned throughout this workshop, thereby creating long-term success. If youʼd like to get more of a feel for our core training content and philosophies, we encourage you to listen to our podcast or read our blog. 10 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB 11 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Fees Our 2025 rates, reflecting an approximately 10% increase on our 2024 full-day and half-day rates, are as follows: Full-day workshops and meetings $5,000 Half-day workshops and meetings $3,400 Initial Organizational Assessment Survey Follow-up Survey $3,000 $1,000 Individual interviews, interview data sorting, analysis, curriculum customization, etc. $420/person Direct client hourly work (phone meetings, etc.)$390/hour Non-direct client hourly work $160/hour 12 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Estimate for City of Auburn Materials: We ask that our clients assemble the training materials/workbooks we will be using during our workshop(s) using materials we will make available, and in exchange, we offer our clients free limited access to select materials for use in their current and future efforts toward sustainability. Also, see terms and conditions for a brief description of our "Train the Trainer" and perpetual use license agreement offering.) For remote trainings, we ask that clients provide all workshop participants with a hard copy of the workshop notebook, in lieu of workshop participants accessing the notebook electronically during class.   Travel and other expenses: Other travel expenses: Depending on travel time and distance for the consultant(s) youʼre partnered with, travel expenses may include mileage (at the current federal rate), airfare, hotels, ground transportation, parking, and a meal per diem. Cancellation/missed appointment policy: 100% of the fees associated with any half or full-day will still be billed to the client if the engagement is canceled with less than a seven-day notice, even if that specific day is rescheduled. If the client does not show up to a scheduled appointment (i.e. a missed interview or meeting time that was scheduled in advance), Nash Consulting will still bill the client for that missed session. If the client cannot make it to a scheduled appointment, they should let their Nash Consulting partner know at least 12 hours in advance to avoid being billed for it. Exceptions to this policy due to extenuating circumstances can be (and often are) made on a case-by- case basis. Other Notes: These costs do not include printing or any agency-internal costs. Hourly/daily rates will apply for additional sessions/meetings. The below cost is only an estimate. Nash Consulting only bills for completed work. If items reflected in the below estimate do not happen, the client will not be billed for them. Depending on time and budget needs, Nash Consulting can adjust the process. 13 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB We recommend keeping class sizes to no more than around 35 participants. For much larger groups, we will work with you on creating additional cohorts. Leadership Development Estimate Estimate valid for 90 days) S U B T O T A L $47,340.00 Description Item Quantit y Price Planning and Coordinating On-going conversations for establishing sponsorship, building sustainability plans, and general planning/coordination (billed as- needed) $390.00 6 Hours $2,340.00 Workshops Managing with Mind and Heart Series 6 full-days) $5,000.00 6 Days $30,000.00 Non-management employee workshops $5,000.00 3 Days $15,000.00 14 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Description Item Quantit y Price 3 full-days, with each employee attending 2 half-day sessions) Travel expenses are not included in this estimate See Travel and Other Expenses in previous section Total $47,340.00 15 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB TERMS AND CONDITIONS This Scope of Work SOW is subject to the following additional Terms and Conditions. 1. Ownership.  Any new materials created under this Agreement shall be considered a “work for hire” providing all copyrights and privileges necessary for the City to use the materials to provide internal training. To the extent that the Work does not qualify as a work made for hire under applicable law, and to the extent that the work includes materials subject to copyright including those Provider marks “Proprietary,” Provider provides license to the City to continue to use the resources and materials during and after the Agreementʼs term so it may continue to teach and train its employees using the independent leadership components found in the curriculum including the teach backs, single topic discussions, refresher exercises, and single topic trainings. The rights provided in this Section shall be for the Cityʼs employees only and except as otherwise provided below, this Section does not permit the City to share or provide the resources and materials to persons who are not employees, officers, officials, volunteers, or contractors of the City. The rights granted in this Section shall survive the expiration or termination of this Agreement. For the avoidance of any confusion, the terms and conditions of this Agreement shall not be interpreted as to change, amend, or limit any rights in regards to data and publication ownership or usage provided under previous Contracts. All documents, reports, memoranda, diagrams, sketches, plans, surveys, design calculations, working drawings and any other materials that the Provider creates or prepares in performing this Agreement are considered the “Work Products”. Provider acknowledges that this Agreement and the work products are public records subject to RCW 42.56 unless exempt from public records disclosure requirements. The Provider agrees to fully assist the City in identifying, locating, and copying any records Provider possesses that the City determines in its sole discretion are responsive to a Public Records request. 2. Confidentialit y.  Each party will retain in confidence and require its agents and contractors to retain in confidence all information and know-how transmitted to such party that the disclosing party has identified as being proprietary and/or confidential or which, by the nature of the circumstances surrounding the disclosure, ought in good faith to be treated as proprietary and/or confidential.  3. Warrant y; Limitations of Liabilit y.  Nash Consulting makes no representations regarding the results of our services.  Nash Consulting will not be liable in any event, in contract or tort, for any amounts in excess of the aggregate fees paid by the client, or for any consequential, special, incidental, or indirect damages arising out of or in connection with this SOW or training materials provided in connection with this SOW, even if Nash Consulting has been advised of the possibility of such damages. 4. General.The parties are independent contractors and nothing in this SOW will be deemed to create a relationship of employer-employee, principal-agent, partners, or joint ventures. Client may not publicly use the name, logo, or other identifiers of Nash Consulting in any manner without the prior written consent of Nash Consulting. Nash Consulting may identify the Client as a client without the need for prior consent. This SOW will be governed by and interpreted in accordance with the laws of the State of Washington and the copyright laws of the United States.  Any action, suit, or proceeding arising out of or relating to this SOW will be brought in the state or federal courts located in King County Washington and each of the parties hereby irrevocably submits to the jurisdiction of such courts.  This SOW constitutes the entire agreement between the parties and supersedes all prior negotiations, understandings, correspondence, and agreements with respect to the same subject matter between the parties. No amendment or modification of this SOW will be made except by an instrument in writing signed by both parties. 5. Payment Terms.  The client agrees to pay to Nash Consulting the amounts for each service performed as set forth above, plus expenses. The client agrees to pay to Nash Consulting the hourly/daily rate for any additional work requested that falls outside of the established estimate set forth above. Payment is due net thirty 30 days after the date of any invoice. Any amounts not paid when due will accrue interest at 2% per month or the maximum rate permitted by applicable law, whichever is less, from the due date until paid.  6. Cancellation Policy.  100% of the fees associated with any half or full-day included in the above described Project shall be due if the engagement is canceled with less than a seven-day notice, even if that specific day is rescheduled. Exceptions to this clause due to extenuating circumstances can be (and often are) made on a case-by-case basis. 16 Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB Ready to move forward? Click below to accept these terms and conditions Accept Name Email Organization (optional) Signature Date 17 Nancy Backus nbackus@auburnwa.gov City of Auburn Docusign Envelope ID: AA71EC69-23CF-49FC-9FDA-1208F6A99FDB 1/24/2025