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Strategic Planning Clients
Strategic
Planning, Organizational Development, and Training and Meeting
Facilitation Clients
Note: The following references include work that is currently being performed as well as completed projects.
| Client | Service Provided |
| Victim's Compensation Board (CA) | Strategic planning based on a group of forums and discussions that will unify, unite, and motivate the organization. |
| City of Beaverton, OR | Re-engineering project to improve the policies, procedures, management
and operations of the City's Development Services and Building
Inspection Services.
|
| Clark County, WA | Strategic
planning for the Community Development Department.
|
| California Department of General Services, Procurement Division | Strategic
planning effort for the 2000-2001 Strategic Plan, including facilitation
of management off-site, conduction focus groups in key issue development,
training of trainers, management coaching and providing recommendations
for future strategic planning cycles.
|
| California Department of General Services, Real Estate Services Division |
Ongoing assistance to the executive staff
in re-engineering key processes, including a Division-wide implementation
and training program.
|
| Sacramento County Building Inspection Division | Self-assessment and improvement initiative
based on Baldrige Award criteria.
|
| California Department of Corrections | Training, strategic planning, goal setting,
and action planning for Parole and Community Services Division.
|
| California Public Employees’ Retirement System (CalPERS) | Team
development and planning for continuous improvement for the Corporate
Database project within the California
Public Employees’ Retirement System.
|
| California Franchise Tax Board | Training, strategic planning and operations
planning classes for middle managers.
|
| California Department of Education | Strategic and tactical planning for the
Division of School Facilities Planning.
|
| California Department of Transportation | Assisting
the Mass Transportation Program with a renewal of its organizational
vision and direction. Facilitation of a series of statewide public
hearings for the Transportation Enhancement Activities Advisory
Council as well as another project to conduct a Business Process
Review for the Construction Program.
|
| California Board of Equalization | Organizational
Health survey of all employees statewide to assess opinions, attitudes
and morale.
|
| California Trade and Commerce Agency | Develop
a vision statement and guiding principles.
|
| California Energy Commission | Strategic
and tactical planning process for the Division of Energy Efficiency.
|
| City of Stockton | Management
development and team building. Also, training related to the City’s
safe neighborhood/community policing program.
|
| East Bay Municipal Utilities District | Strategic
planning and management team meeting facilitation for the Finance
and Human Resources Group.
|
| California State Training Center | Organization
development and team building services.
|
| Housing Authority of the County of Santa Clara (HACSC) | Strategic
and business planning services for HACSC, including facilitation
of off-site focus group working sessions.
|
| National Institute for Serving the Handicapped (NISH) | Strategic
planning review and assessment, and developed a team-based structure
to implement Baldrige Standards as a means of continuing organizational
improvement.
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