This proposal was developed in response to redefinED Atlanta's Strategic Plan Request for Proposal.
Atlanta Public Schools Maynard Jackson Cluster Principals Skywriting Session
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FINDINGYOUR FORTE STRATEGIC PLANNING PROPOSAL
March 2020
Ed Chang Executive Director, redefinED Atlanta Atlanta, Georgia
crescendo n. (kre-shen-do) 1 a gradual increase; specifically: a gradual increase in volume of a musical passage 2 the peak of a gradual increase. Your Crescendo is your growth. Your increase in volume. Your peak. We find it highly appropriate to carry the name of what we are commited to. Your Crescendo. About Your Crescendo We are on a mission is to empower purpose and impact for leaders and talent in their business performance, leadership and careers.
Ed -
Your Crescendo is excited to propose facilitation and development of the strategic articulation and plan for redefinED Atlanta. It is our understanding from your RFP that you are at a critical juncture in the trajectory of your organization requiring clarity of purpose, vision and a road map as you prepare to mobilize your leadership, staff, key constituencies and board on a common game plan through a recast of your strategic plan. We were thrilled to be recommended to submit a proposal for this opportunity by your board member, Ayana Gabriel. It is our intent to take what we’ve learned during the preparation of this proposal and capture the voices of your stakeholders to recast your plan into an actionable, thorough strategic articulation with clear understanding of next steps and performance expectations. As a coach and consultant focused on purpose for organizations, I am most excited when I’m able to share the corporate and professional experiences of the decades of experience we’ve amassed for organizations of noble and noteworthy missions. Your Crescendo is committed to enabling organizations to deliver on their purpose. Your mission to ‘to transform Atlanta into a city where every student in every community receives a high-quality education’ is compelling and inspiring both in its clarity and its opportunity to deliver on it. We are excited to start a process that takes the momentum of your current work to clarify and restate that mission and articulate a plan to deliver on it. It is our objective for this experience to tap into the power of purpose, unleash the rich work done to date and channel the growth opportunities of this mission with intention, crystal clear clarity, a high performing team and profound results. To accomplish this we have proposed an approach to accompany you and your key stakeholders on a journey to mobilize your thoughts and work to date and articulate a path forward.
Reggie Hammond, Your Crescendo Founder and Managing Partner Launched 2011 Career Highlights Accenture (Ohio and Atlanta) 1991 – 2005 Exervio Management Consulting Atlanta Office Lead (Vice-President) 2005 – 2011 Purpose To get the world on purpose with impact. Passion Empowering others performance through their gifts and purpose
Thank you for the opportunity to engage you and your team. We look forward to your response, our progress and your impact.
Reggie Hammond Your Crescendo
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PROPOSAL CONTENTS
About Your Crescendo
1.0
4
Finding Your Forte: Our Approach to Strategic Articulation
2.0
5
2.1 Noteworthy Experiences
7
2.2 Our Workplan
12
2.3 Our Fees
12
Our Team
3.0
13
3.1 Our Partner: Education First
14
3.2 Professional Biography
16
Appendix A: Sample Deliverables
4.0
22
One Client’s Experience
5.0
56
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1.0 ABOUT YOUR CRESCENDO Our Approach We ignite purpose and its pursuit in organizations, teams and individuals through intentional vision and
strategy with their gifts, passions and motivations front of mind.
A Moving Performance To bring it’s’ most inspired performance, a symphony must have talented musicians that are at their best, well rehearsed and all engaged on the experience it is looking to inspire for its audience.
Our mission is to orchestrate an inspired performance for maestros, instrument sections and musicians to bring their best performance.
LEADERS
TEAMS
INDIVIDUALS
Leadership on Purpose • Leadership Development • Executive / Leadership Coaching
Building High Performing Teams • Team Retreats • Forums • Strategic Planning Facilitation Finding Your Forte • Strategic Articulation • Grow-To-Market Strategy
Finding Your Forte • One-on-One Coaching
Placement on Purpose • Talent Acquisition • Full-Time Roles • Consultants and Contractors
• Group Coaching • Speaker Series
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2.0 FINDING YOUR FORTE: OUR APPROACH TO STRATEGIC ARTICULATION
Why is Finding Your Forte Important? All too often, organizations are drawn to business as usual and don’t take the opportunity to be strategic about performing in a way that plays to their strengths, leverages their passions and rewards them in ways that motivate them. Using purpose as a strategy drives engagement, visionary focus and impact.
Finding Your Forte is the first phase of our
approach to engage the purpose and impact of organizations. Doing so empowers them to bring an engaged and inspired presence to their people and organizations’ mission.
FIND YOUR FORTE
PURPOSE
Gifts
FIND YOUR FORTE
Passions
IMPACT
Motivations
Short Medium Long term term term Vision Snapshots
Optimal Contribution
VISION
VISION
Your Best Needs A Strategic Articulation Plan
COMPOSE YOUR MASTERPIECE
Monuments need a Blueprint
Companies need a Strategy
Symphonies need a Composition
You need Your Forte
PLAN
PLAY YOUR CRESCENDO
Why You Need Your Forte
Stronger Organizational Performance
Leadership from Your Strength
Engagement and Fulfillment
Your Most Organic Success and Targeted Outcomes
IMPACT
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HOW WE ARTICULATE STRATEGIES
We approach strategic articulation beginning with a common sense of purpose. From there, we facilitate clarity of vision through snapshots on time horizons of Think Big (5+ years), Start Small (one year from now) and Scale Fast (about 3 years). With those visions snapshots as a guide and tapping into the power of visualization, we identify how we will measure progress, what we have to do differently and what strategic priorities are required. From their our critical initiatives give us the action items to execute and a well-informed foundation to deliver the business outcomes successfully.
HOW WE ARTICULATE STRATEGIES
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2.1 NOTEWORTHY EXPERIENCES
Purpose is a powerful accelerator for articulating visions, outcomes and priorities in way that mobilizes stakeholders to the ‘why’ of their work. It also substantially enables building high performing boards and leadership excellence through clarity of work, vision and the change mandate. With focused intent, we work to harness that power to create engaging, personally vested and mission impactful facilitated engagements. We approach facilitation as an opportunity to create immersive experiences that embolden the purpose of the organization. We design experiences with intent and a focus on engagement. Below are highlights from recent engagements we’ve facilitated that illustrate these objectives in the facilitated experience we designed.
The experiences highlighted below are of Your Crescendo or Education First engagements on which the team we’ve proposed for redefinED’s engagement.
Strategic Plans with Non-Profit Boards
Annie E. Casey Foundation Atlanta Civic Site Vision 2020 Strategic Articulation
Currently developing the strategic articulation site for the Atlanta Civic Site that will set the stage for the foundation’s investment strategies in the City of Atlanta. Additionally, we provide leadership coaching for the Atlanta Civic Site Director through Finding Your Forte. Designed and facilitated a meeting with key stakeholders to support the development of a two-generation focused data strategy. The post- meeting deliverable included a strategic articulation map to visually depict delivery of efficient family-centered programs and services that are informed by a proficient approach to data collection, sharing and understanding. Developed a toolkit to help the Annie E. Casey Foundation’s Family Centered Community Change sites develop a clear articulation of key outcomes (The Why) that align with the needs of children and the appropriate strategies and services (The How) required to achieve those outcomes.
Belk Foundation Strategic Planning The Belk Foundation Strategic Planning process: We engaged with a cross- section of stakeholders, including grantees, community/state leaders, and experts, conducted desk research and facilitated meetings with Board members to help the Foundation identify the problems to solve through their advocacy and grantmaking strategic plan.
Bill and Melinda Gates Foundation The Gates Foundation P-16 Landscape Scan and grantmaking process We conducted a landscape scan to define the characteristics of good P-16 efforts, identifying a set of communities with strong backbone organizations supporting good P-16 efforts, engaging with those communities to assess their readiness to receive and implement grant funding and supporting Gates’ grantmaking efforts within five communities.
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Equity and Diversity / Race issues
National Black MBA Association Under the direction of the incoming CEO, we developed their strategic articulation map focused on their purpose through facilitated sessions with leadership. We continue to be engaged to lead and coordinate implementation of their strategic plan.
Atlanta Wealth Building Initiative We led Atlanta Wealth Building Institute’s board and leadership through a two- day retreat experience. As an organization, AWBI is focused on closing the black wealth gap in Atlanta through empowering entrepreneurship and systemically strengthening access to capital for black entrepreneurs. We designed and delivered this strategic planning experience to mobilize a strong, working board to empower their new executive director and set her up for success.
National Society of Black Engineers Currently leading the facilitation to guide NSBE student and staff leadership through a several month exercise to articulate its strategic path forward. As an organization, they are focused on movement building to continue to make black engineer a household name in homes and communities of color and beyond.
Transformation Alliance In an effort to create an immersive experience connected to their purpose related to equitable transit-oriented development, we had members take MARTA to our strategic planning session. We also featured only vendors in the community neighborhoods they served including
We were part of a team engaged to define the strategic articulation for Transformation Alliance focused on equitable transit-oriented development through mobilizing a group on non-profits and creating cohesive synergies to combat racial inequity in Atlanta with regards to transit and development.
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Ability to Facilitate Group Sessions
Impact Church – Staff Retreat Vision Construction Once our strategic articulation was completed, we needed to build the implementation plan. Having led the implementation through consulting, we needed to transfer ownership of the plan to the client to continue without our support. To prepare them for this key transition, we created a vision construction experience in the space of one of the city’s most prominent commercial builder’s offices and provided construction hats and cold pack lunch pails (that they continued to use as a reminder of the experience).
Transformation Alliance In an effort to create an immersive experience connected to their purpose related to equitable transit-oriented development, we had members take MARTA to our strategic planning session. We also featured only vendors in the community neighborhoods they served including.
Historic Westside Gardens
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Create External Facing Materials
City of Atlanta - Fulton County Land Bank Authority As an approach to level set new board members with old on how landbanks work, we had board members play an equity version of Monopoly with members having the opportunity to be the ‘land banker’.
Impact Church We led Impact Church on a several-month engagement to articulate its strategic plan in addition to its brand strategy and guidelines. This engagement created a leadership / staff roadmap tool in addition to a marketing and branding guideline. Staff and leaders always carry and reference their strategic articulation map in making key decisions and staying focused on what they’ve chosen to make priorities.
Bottom Line Bottom Line helps low-income and first- generation-to-college students get to and through college. We helped their development articulate its go-to-market strategy for fund development, pursue (and win) grant opportunities and develop a pitch deck.
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K-12 education policy issues
Atlanta Public Schools While leading delivering of key district strategic initiatives in the midst of a cheating scandal, the leader and the strategic program and project delivery team found themselves working through abysmal morale. We facilitated a series of Finding Your Forte starting with the key leader and then her team. This energy carried over into the entire district when the new superintendent embraced StrengthsFinder as a strategic thrust to ‘Focus on What’s Strong instead of What’s Wrong’. This helped them navigate beyond the scandal, and now every teacher and staff knows their strength from StrengthsFinder and the use them in everyday education processes and support.
SLAM! Academy Atlanta In a high stakes team building and strategic plan development retreat, a soon-to-launch charter school had a contentious relationship between its board (mostly African-American) and the foundation/funders (mostly Latino) that provide the blueprint for the school. By starting with connecting their purpose to the school mission allowing them to more meaningfully get to know each other and then work together to plan the strategic articulation’s implementation.
Middle Tennessee State University Teacher Preparation Strategy We partnered with MTSU, the largest teacher preparation provider in the state, and Tennessee SCORE to develop a new approach to teacher preparation, using a collaborative approach to strategy development which includes deep and authentic engagement of the MTSU faculty, staff and community involvement in and affected by this important effort.
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2.2 OUR WORKPLAN
Strategic Plan Support Construction - September to October • Build multi-year models for funding and staffing based on the key priorities of the plan. • Create a clear and consistent strategic plan including financial needs and measurable goals and develop a corresponding operational plan for executing the strategies. • Create an external version of the plan for use with funders and key external audiences. • Develop funding models, staffing, financial needs, goals, operational plan, • External Strategic Articulation Map • Present to staff, board and key constituencies. Strategic Planning Retreat - July • Facilitate in-person strategy sessions with the senior leadership team, executive director, and strategic plan oversight committee to develop the plan • Develop facilitation plan for retreat • Prepare for retreat - logistics • Deliver Strategic Planning Retreat Strategic Articulation Map (Deliverable) - August • Develop draft strategic articulations • Manage review and revisions process Environmental Scan - May • Review redefinED atlanta materials and data to understand the mission, accomplishments, and goals of the organization. • Review the race and equity work undertaken by the Board and organization in 2019 for deep understanding of how this work undergirds and informs all strategic areas and operations. • Develop and present briefing packet (redefinED atlanta, race and equity work) • Review and discuss environment scan contents Stakeholder Engagement - June • Spend significant time with staff and board members, understanding their views and vision of the critical next steps. In particular, the consultant will gather the best thinking from the Executive Director, the Board Chair, and the strategic planning oversight committee. • Develop and implement a process to gather information and ideas from key constituencies in the Atlanta community including local funders, grant recipients, leading advocacy organizations, school leaders, and civic leaders • Develop stakeholder engagement approach • Design stakeholder tools (interview guide, focus group facilitation, survey) • Conduct interviews and focus groups • Focus Groups - Staff, Board, Strategic Planning Oversight • Interviews - Executive Director, Board Chair, • Key Constituencies - Survey, Video Tribute for Idea Capture
Phase 1
Finding Your Forte
Phase 2
Composing Your Masterpiece
Phase 3
Play Your Crescendo
Note: Colored, bold tasks are guiding activities per the RFP.
2.3 OUR FEES
It is estimated that this engagement will elapse 6 months. We have estimated that each phase of the engagement will require $32k with a total estimated fees of $96k.
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3.0 OUR TEAM
Your Crescendo is excited to propose our team powered by a special partnership with EducationFirst. Education First is a national, mission-driven strategy and policy organization with unique and deep expertise in education improvement. Their mission is to deliver exceptional ideas, experience-based solutions and results so all students – and particularly low-income students and students of color – are prepared for success in college, career and life. They work closely with policymakers, practitioners, funders and advocates to design and accelerate policies and plans that support strong systems, outstanding educators, engaged students and effective investments. This partnership is made possible through a decades long professional relationship between Reggie Hammond and Rashidah Lopez Morgan. Having been introduced when Reggie represented Accenture while recruiting at Spelman College, they became colleagues and mentor protege while there at Accenture. Since that time, Rashidah has completed Finding Your Forte’s purpose career program. She is now a Principal with Education First focused on her purpose “To prepare adults to positively impact the lives of children. I want to contribute and/or lead organizations that build the capacity of adults who are serving the needs of children.”
Reggie Hammond Strategic Articulation Specialist, Strategic Planning Consultant Management Consulting & Account Management Purpose and Vision Architect Facilitator
Rashidah Lopez Morgan Educator Preparation, Strategic Hiring & Retention Grantmaking Strategy & Effectiveness Policy Analysis & Development Research Program Analysis & Program Strategy Project Management
Rebecca Ryan Educator Preparation, Strategic Hiring & Retention Educator Support, Development & Evaluation
Teacher Leadership, Teacher Voice & Career Pathways Strategy Development and Implementation Support Planning and Problem Solving for Successful Implementation
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3.1 OUR PARTNER: EDUCATION FIRST
We are excited to bring compelling subject matter expertise to bare for redefinED through our partner Education First.
Education First’s Core Strengths Education First strives to improve public education by helping leaders innovate, think bigger and achieve more on behalf of students. Our work gives our clients—districts, funders, policymakers and nonprofits—greater knowledge and stronger skills to succeed. Our vision is that a child educated in America will be well-prepared for a world of constant change, learning and opportunity. Income and ethnicity will no longer determine the quality of education students receive. Our public education and postsecondary systems can—and will—prepare every student for success in college, careers and life. We strive to ensure that our engagements deliberately address issues of diversity. We do this by viewing the project work at every stage through a lens that gauges the impact of the work on students of different races, genders, ethnic backgrounds and abilities. We are practitioners first and foremost. We bring authentic, in-your-shoes expertise in the content, issues, politics and messiness of making real changes that yield real differences, from early education to K12 to higher education and workforce systems. Our team brings deep, practical expertise earned through on-the-ground experience as former teachers, district and state leaders, policy advisors and foundation staff. Because of our experience, we are humble about the challenges our clients face and realistic about the work needed to make a difference. We understand how to effectively design, implement and scale programs and models. Our team has the experience and knows the research required to implement programs with lasting impact. Sustainable implementation requires: conducting needs assessments; using the principles of both human- centered design and improvement science to plan and test ideas, refine and continuously improve implementation; co-designing detailed action plans to help the plan/program implementers execute the big ideas; and working hand-in-glove to implement the plans. We are skilled in the design and implementation of efforts that engage many stakeholders around a common vision for complex, high-impact change in the field. We have a strong track record of successfully establishing and managing large-scale change efforts that aim to shift policy and practice to better serve students, especially under-served students and students of color. We collaborate with clients to design appropriate structures, systems and processes that enable these efforts to bring stakeholders together and sustain their engagement over time. We design meaningful opportunities for organizations and individuals to collaborate through our expert facilitation, knowledge of effective partnerships and use of leading-edge adult learning design principles. Our clients benefit from coming together to share information and strategies. Meetings and convenings aren’t just a necessary evil in public education; when designed and facilitated well, our clients can use the time to step back from their day to day work, learn from others’ promising practices, collaborate to solve problems of practice and draft action plans to advance their work. We understand school districts and their needs. Our clients look to us because of our deep, practical expertise earned through our on the-ground experiences as former teachers, principals and district leaders. Many of our team members previously worked in school district central offices, including most of the team members proposed to work on this engagement. Because of this background and our work across the country, we understand the context and challenges facing school district leaders and are well-connected to district leaders in peer districts from whom we can learn.
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We have a deep commitment to helping clients bring an equity lens to their work. We recognize that, in order to pursue our own organizational mission at Education First (“to deliver exceptional ideas, innovative solutions and real results to help ensure that every student educated in the United States, regardless of race or income, will be prepared for success in college, careers and life”), we must approach the work by studying gaps and inequities, asking tough questions about structural racism and more deliberately engaging diverse voices in problem-solving. We bring to this project a focus on and expertise in equitable project design. Our work is deeply influenced by the EquityByDesign framework developed by Dr. Christine Ortiz, which argues that because systems of inequity have been designed, they can be redesigned. We’ve been building our own skills to navigate these issues, with particular attention to equitable design methods, and we are committed to helping our clients do the same in projects that have a goal of increasing equity at their core. Finally, our national education experience is as broad as it is deep, and we understand how to pivot and adapt in response to the changing education landscape. As a national strategy and policy organization with unique and deep expertise in education improvement, we bring to our clients the experience of working with hundreds of school districts, teacher preparation programs, states, foundations and nonprofit partners. These organizations, like us, are committed to improving our nation’s public education systems in order to close race- and income-based gaps in opportunity and achievement. We select projects around the nation with which we can have the greatest impact on students, educators and education systems. We work at the neighborhood, city, state and national levels. We are not beholden to a partisan agenda other than doing what’s right for kids and the adults who serve them. We aim to support each of our clients through multiple engagements, because tackling tough problems requires more than a single shot. We invest in thought leadership so our impact extends beyond individual engagements. We measure impact and we hold ourselves accountable for delivering excellent support and results in every engagement. Experience Highlights • AEM/U.S. Department of Education - Technical assistance for Race to the Top District winners • Belk Foundation - Facilitated strategic planning with a specific focus on an advocacy strategy • Achievement School District - Developed business case, model and implementation plan for academic supports • Charlotte Lab - Leadership competency model and 360 feedback process • CCSSO • Texas Education Agency - Partnered with Public Impact to implement Opportunity Culture as a school turnaround model • Denver Public Schools - Facilitated a teacher workgroup and provided recommendations on updates to ProComp, Denver’s teacher compensation system • Chicago Public Schools - Support the implementation of CPS’ efforts to diversify and strengthen its teacher pipeline • Chicago Public Schools/Community Colleges of Chicago - Facilitated workgroups and developed strategic roadmap for college and career readiness using equity by design process. • Gates Foundation*- Completed P–16 landscape scan. Supported the design and facilitation of P–16 grantmaking process. Facilitate steering committee and grantee community of practice. • Southern Regional Education Board (SREB) - Review and analysis of teacher effectiveness policies in 10 states. Technical assistance to support implementation in five of those states. • Hewlett Foundation - Design and facilitation of annual Deeper Learning conference. Design and facilitation of diffusion of innovation grantmaking process. • Hill Learning Center - Facilitation of strategic planning process • Minnesota Funders Collaborative - Landscape scan on principal quality with policy recommendations. Facilitation of ten public, parochial and charter school funders in Minnesota • Middle Tennessee State University*- Facilitation of strategic planning using equity by design process • Joyce Foundation/Generation Next - Design and facilitation of Twin Cities teacher diversity workgroup • National Math and Science Initiative (NMSI) - Developed teacher pathway strategy for addressing STEM teacher shortages • PIE Network* - Facilitation of strategic planning process • Noble Charter School - Facilitation of strategic planning process • Oak Foundation - Design and facilitation of Learning Differences convening • HotChalk - Expansion analysis for NYU’s teacher residency program • Walton Foundation - Landscape scan on teacher effectiveness and diversity with policy framework. Profiles of 11 states and their teacher diversity and effectiveness policies.
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3.2 PROFESSIONAL BIOGRAPHY
COACHING AND LEADERSHIP PROFILE Reggie Hammond is committed to his mission to help leaders, teams and organizations live their purpose in their projects, business, careers and lives. He focuses on helping professionals find their forte through optimizing their passions, gifts/strengths and marketrewarding motivations in a way that impacts their purpose and the world around them. He uses this approach to help leaders drive purpose and engagement in their teams and organizations.
• Coaching for Performance (GROW Model) • Purpose-Focused Careers and Business • Program and Project Management • Value Realization / Delivery • Strategic Planning
• Employee Engagement • Keynote Speaker • Go-To-Market Strategy • Business Development Planning • Business Case
Reggie Hammond
“Mission based organizations have a clear advantage of igniting realization of their purpose through the purpose of their people and stakeholders. To make the most of this imperative, it is mission critical that they have: • A well articulated singular vision of their future • A stakeholder The organizations that get this and mobilize their strategy with this in mind are well positioned to witness the impact and success their purpose so richly deserves.” – Reggie Hammond communication of the task at hand and high performing camaraderie for all involved. community that understands and adopts the mission, vision and strategic priorities • A culture for clear
EXPERIENCE Reggie has a long, successful track record of empowering the performance of leaders, teams and organizations. His experience encompasses driving both individual and business performance for his clients. He has committed his professional career to delivering business critical initiatives for the individuals and organizations he has engaged through consulting, leading and coaching.
YOUR CRESCENDO Founder and Managing Partner • Executive Coach, Consultant and Facilitator
• Offerings: Finding Your Forte (Coaching); Strategic Articulation and Planning; High Performing Teams on Purpose (Teams and Leadership Retreats); Placement on Purpose (Full-time and contractor placement); Talent and Leadership Development • Coaching and Placement Clients have included: Coca-Cola Enterprises, Atlanta Public Schools, Fulton County School System, Impact Church, Navigator Management Consulting • Speaking and Workshop Clients have included: Accenture, Deloitte, Turner Broadcasting, UNUM Group, WELCOA (Wellness Coalition Association), AT&T
EXERVIO MANAGEMENT CONSULTING Vice President, Atlanta Office (Launched) • Clients included The Coca-Cola Company, AT&T, Fiserv • Key Accomplishment: Developed and Deployed Net Client Value (NCV) Strategy and Approach, Program Delivery Diagnostic
ACCENTURE Senior Manager, Business Process Excellence and Business Case Delivery • Clients included Unilever, Hallmark, Borden Foodservice, Victoria Secret Stores, • Key Accomplishments: Developed Find the Money program for ERP Benefits Realizations and Value Delivery • Co-founder of Diversity initiatives / affinity groups in two offices: Ohio (CARE 2000) and Atlanta (African American In Motion) AAIM
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STRATEGIC PLANNING CLIENTS
Impact Church • Strategic Articulation and Marketing and Branding Strategy • Vision Construction (Strategy Implementation) Exceleration Partners / Potential Matters • Strategic Articulation Navigator Management Partners • Atlanta Go-To-Market Strategy • Placement on Purpose
Centric Consulting • Placement on Purpose
Historic Westside Gardens • Strategic Articulation / Leadership Retreat
Atlanta Public Schools • Executive Coaching • Finding Your Forte (Leadership Retreat) • Cluster Strategy Plan Development Fulton County School System • Communications Leadership Team Retreat
Whizzimo • Launch Strategy
EXECUTIVE COACHING - GO-TO-MARKET STRATEGY
The Lean Coach, Inc • Go-to-Market Strategy The Ascend Consultancy Group • Go-To-Market Strategy
Albireo Group • Executive Coaching • Strategic Delivery Partner Black Teacher Collaborative • Strategic Articulation
712 Exchange • Go-to-Market Strategy
The Honeycomb Life • Launch Go-to- Market Strategy
BeckWay Group • Launch and Go-To-Market Strategy
The Global Launchpad • Go-to-Market Strategy BlueFletch Mobile • Go-to-Market Strategy
Conserte Consulting • Go-to-Market Strategy
CONSULTING CLIENTS
Unileve r • Bestfoods - Post Merger Integration Strategy • Foodservice Strategy AT&T • Tower Operations Strategy • Supply Chain Consulting Resources
The Coca-Cola Company • Innovation Process and Systems Strategy • Global Project Manager Training Delivery
Hallmark • Business Transformation Strategy (ERP enabled)
SELECT ACCOMPLISHMENTS • Keynote Speaker – WELCOA Summit (Wellness Coalition of America), SAP User Conference, Accenture, Deloitte, UNUM Group • Performance Consultants International, Coaching for Performance Certification • Accenture Atlanta – Coach of the Year – 2000 • Accenture Atlanta and Ohio – Founder of Diversity Initiative – AAIM and CARE 2000 • Create Your Dreams, Board Chair; TechBridge, Board Member UN Women, Global Women For Well Being (GW4W) Founding Member EDUCATION • The Ohio State University, MBA – Operations and Finance • Albany State University, BS - Marketing
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PROFESSIONAL PROFILE As a Principal Consultant at Education First, Rashidah works with leaders in states, districts, foundations and nonprofit organizations to create and implement organizational strategies and talent management solutions focused on meeting the unique needs of
students. Her projects include supporting the implementation of a comprehensive strategy for building a strong teacher pipeline with a focus on teacher preparation, residencies, teacher leadership, turnaround schools and diversity for Chicago Public Schools; implementing Opportunity Culture—a teacher leader model by Public Impact—for the Texas Education Agency and Chicago Public Schools; and developing an expansion strategy roadmap for the NYU Steinhardt Teacher Residency program. Additionally, she has led efforts at Education First to operationalize its focus on inclusion, diversity and equity. Prior to Education First, Rashidah served as the Executive Director of Talent Management for Charlotte Mecklenburg Schools, where she led talent management and principal pipeline initiatives. Rashidah also spent a decade in the private sector and worked for American Express, Microsoft Corporation and Wachovia/Wells Fargo Bank. Rashidah earned her B.A. in Psychology at Spelman College and her M.B.A. in Marketing/Strategy at the University of Michigan Ross School of Business and has completed the Broad Residency in Urban Education.
Rashidah Lopez Morgan
EXPERIENCE HIGHLIGHTS
BELK FOUNDATION • Facilitated strategic planning with a specific focus on an advocacy strategy
AEM/U.S. DEPARTMENT OF EDUCATION • Technical assistance for Race to the Top District winners
ACHIEVEMENT SCHOOL DISTRICT • Developed business case,
CHARLOTTE LAB • Leadership competency model and 360 feedback process
model and implementation plan for academic supports
DENVER PUBLIC SCHOOLS • Facilitated a teacher workgroup and provided recommendations on updates to ProComp, Denver’s teacher compensation system CHICAGO PUBLIC SCHOOLS/ COMMUNITY COLLEGES OF CHICAGO • Facilitated workgroups and developed strategic roadmap for college and career readiness using equity by design process. SOUTHERN REGIONAL EDUCATION BOARD (SREB) • Review and analysis of teacher
TEXAS EDUCATION AGENCY • Partnered with Public Impact to implement Opportunity Culture as a school turnaround model
CHICAGO PUBLIC SCHOOLS • Support the implementation of CPS’ efforts to diversify and strengthen its teacher pipeline
GATES FOUNDATION • Completed P–16 landscape scan. Supported the design and facilitation of P–16 grantmaking process. Facilitate steering committee and grantee community of practice. HEWLETT FOUNDATION • Design and facilitation of annual Deeper Learning conference. Design and facilitation of
effectiveness policies in 10 states. Technical assistance to support implementation in five of those states.
HILL LEARNING CENTER • Facilitation of strategic planning process
diffusion of innovation grantmaking process.
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EXPERIENCE HIGHLIGHTS
Leading Educators • Designed and facilitated a
National Math and Science Initiative (NMSI) • Developed teacher pathway strategy for addressing STEM teacher shortages policy recommendations. Facilitation of ten public, parochial and charter school funders in Minnesota Minnesota Funders Collaborative • Landscape scan on principal quality with
Joyce Foundation/Generation Next • Design and facilitation of Twin Cities teacher diversity workgroup professional learning community for Managing Directors. Developed a client engagement framework.
Noble Charter School • Facilitation of strategic planning process
Oak Foundation • Design and facilitation of Learning Differences convening
Walton Foundation • Landscape scan on teacher effectiveness and diversity with policy framework. Profiles of 11 states and their teacher diversity and effectiveness policies.
HotChalk • Expansion analysis for NYU’s teacher residency program
EXPERTISE • Educator Preparation, Strategic Hiring & Retention • Educator Support, Development & Evaluation
• Teacher Leadership, Teacher Voice & Career Pathways • Strategy Development and Implementation Support • Planning and Problem Solving for Successful Implementation
AFFILIATIONS • Advisory board member- Citizen Schools North Carolina • Parent advisory committee member-First Presbyterian Church Child Development Center
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PROFESSIONAL PROFILE As an Analyst at Education First, Rebecca believes that for all children to have the excellent education they deserve, educators must have the knowledge, resources, and support to create rigorous and engaging classrooms. She uses her passion for policy
and data analysis to aid clients in building systems and structures that prepare and support educators to foster high-quality, student-centered learning environments. As a former middle school teacher in New Orleans, Rebecca saw the systemic barriers her students faced in accessing an education that would prepare them for high school and beyond. She has since dedicated her career to creating a more equitable education system with a focus on ensuring aspiring educators have the knowledge, experiences and resources they need to create rigorous learning environments. Rebecca is currently working with Middle Tennessee State University to re-design their teacher preparation program, which includes conducting interviews and focus groups with over 100 stakeholders as well as conducting data analysis and research to understand the program’s areas of growth. From this, a group of faculty and district representatives have gathered to use the findings to draft a strategic plan to reshape the teacher preparation program that meets the needs of stakeholders. Previously, in her role at the Carnegie Corporation, Rebecca worked with teacher preparation and development organizations to support their efforts to move standards from adoption to implementation. In this role she also helped bring together Deans of Education from across the country to learn from one another about their efforts to develop high-quality preparation programs, the challenges they face in the field and potential areas for future collaboration. She also worked for the New York City Department of Education in the Office of Academic Policy and Systems and served as a Fulbright Scholar in Thailand. Rebecca studied neuroscience at the University of Southern California and earned an MEd in Education Policy and Management from the Harvard Graduate School of Education. EXPERIENCE HIGHLIGHTS
Rebecca Ryan
BARR FOUNDATION • Researched and developed a landscape scan of teacher leadership needs in MA;
BEST IN CLASS COALITION • Developed two online toolkits to be used by districts, one on Accelerating Campus
Effectiveness (ACE) , a strategic staffing and support initiative, and one on establishing a multiple measure evaluation system.
conducted research on existing teacher leadership frameworks to develop a teacher leadership framework for the MA context.
INDIANAPOLIS PUBLIC SCHOOLS • Conducted a landscape scan of teacher induction practices; supported IPS in developing and implementing a new teacher induction program. agenda for 2020; developed a framing document with an analysis of the teacher pipeline in CPS; planning/facilitating four learning agenda meetings for the funder collaborative. FOREFRONT CHICAGO FUNDERS COLLABORATIVE • Conducted funder interviews and facilitated a funder collaborative meeting to set a learning
CHICAGO PUBLIC SCHOOLS • Supported the implementation of the Opportunity Culture model in CPS by conducting school observations/interviews and providing feedback to principals.
ILLINOIS STATE BOARD OF EDUCATION (ISBE) • Developing a strategic plan for ISBE through deep stakeholder engagement and feedback.
FINDING YOUR FORTE STRATEGIC PLANNING PROPOSAL
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EXPERIENCE HIGHLIGHTS
Minnesota Funders Collaborative
• Supported the creation and development of a funder collaborative meeting on developing a policy agenda to support principals in the Twin Cities.
Leading Educators • Conducted empathy interviews to understand the needs of Managing Directors; created a Client Engagement Framework
based on findings and in collaboration with Leading
Minnesota Comeback
Educators; created and facilitated professional learning community meetings.
• Conducted research on funder support of principals in Minnesota and principal preparation programs in the state.
NoVo Foundation • Reviewed applications for the NoVo social emotional grant.
Middle Tennessee State University Teacher Prep • Conducted deep stakeholder
engagement and research to inform the strategic plan of the MTSU teacher preparation program; facilitating a series of meetings with faculty and stakeholders to create the strategic plan and pilot implementation plan.
Policy Innovators in Education (PIE) Network • Conducted staff, Board, member and stakeholder interviews for the
strategic planning process; developed a strategic plan based on findings and in collaboration with the organization, steering committee and Board; facilitated a series of meetings with the steering
committee to review and provide feedback on the strategic plan.
National Assessment Governing Board Strategic Plan • Assisted in the development of a meeting with NAGB to create a new strategic vision.
Walton Foundation • Conducted research on funder support for teacher diversity and effectiveness.
EXPERTISE • Educator Preparation, Strategic Hiring & Retention • Grantmaking Strategy & Effectiveness • Policy Analysis & Development • Research Program Analysis & Program Strategy • Project Management
FINDING YOUR FORTE STRATEGIC PLANNING PROPOSAL
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APPENDIX A: SAMPLE DELIVERABLES 4.0
SLAM! Academy - Atlanta - Charter School
STRATEGIC ARTICULATION MAP
HEADLINE INDICATORS How we will know we’ve done it
VISION What we want to see
Number of Atlanta Locations
SLAM Academy of Atlanta's vision is to provide a unique K-7 educational model that prepares students to have the tools and knowledge for post-secondary studies and beyond so that they are positioned for a successful future in a global job market and equipped to make a positive impact on society.
Enrollment (Number and Percent of Capacity)
Percentage of kids that score meet / exceed expectations
Number on Waiting List
PURPOSE // What we will do To provide an engaging, challenging and supportive learning environment that will motivate all students to be the best they can be in and out of the classroom and prepare them for success.
Matriculation to Next Grade
Percentage of parental / family involvement
VISION SNAPSHOTS When we want to see it
2019 START SMALL*
2023 THINK BIG*
2020 SCALE FAST*
DIFFERENTIATORS What we must do differently going forward
Create a budget that is sustainable
100% compliance with standards/ expectations
Protocols/procedures that are appropriate for environment
Recognizing that every state is different and valuing our differences
Honoring and leveraging each other’s assets, skills, capabilities and experiences
Being clear about each of our roles and responsibilities
STRATEGIC PRIORITIES* What’s most important to us
Attract and Grow Stellar Educators and Staff
Create a Safe Haven
Growth and Performance
A Slamming Brand
A Future Home
* more details, please refer in the following pages >>
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FINDING YOUR FORTE STRATEGIC PLANNING SERVICES PROPOSAL
OUR VISION When we want to see it
2023 THINK BIG
• 2nd location in 5th year • 100% Graduation Rate for Class of 2028 • Primary / Secondary School
• Infinite waiting list with kids driving the schools success. • One word brand recognition – SLAM! • Students engaged in vocational training and/or internships in the community • SLAM Student Alumni with entrepreneurs and college board • Domestic and international presence
• Our Own Campus; big, clean building like Nike HQ • West side Vertical Facility with kids in Atlanta skyline • K-7 kids that are articulate, polished and developmentally advanced • Partnerships with major sports organizations
2019 START SMALL
• At capacity with 500 student waiting list • Family involvement is the norm (beyond just parents) • 300 kids matriculate to next grade with top GA milestones, scores and waitlist
• Enrollment Goal of 300 • Score well / high on comprehensive performance • 100% enrollment with waiting list • School is a safe haven in community • Retention of stellar educators committed to purposeful learning
• At least 50% of parental involvement • Successful completion, 100% retention • Enough growth to have 4th / 5th grade
2020 SCALE FAST
• Financial stability from private and public sectors • Submission request of 2 other GA SLAM charters (Dekalb and Fulton) • Surplus in budget to reinvest in school / community • Top 5 charters in the state of Georgia • Active and engaging social media platforms that result in national and community support • Reward school status • Academy approach with post secondary opportunities
• Middle school • All of our 3rd grade students are reading on grade level
• We’re poppin and ready for expansion • Have a waiting list of 2500 students • Preparing for our first 5th grade graduation (with 95% pass rate) • Kids motivated to see their school succeed • A sense of SLAM pride In the community
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FINDING YOUR FORTE STRATEGIC PLANNING SERVICES PROPOSAL
STRATEGIC PRIORITIES What’s most important to us
Attract and Grow Stellar Educators and Staff
Growth and Performance
Create a Safe Haven
A Slamming Brand
A Future Home
CRITICAL INITIATIVES What we need to do
Sta professional development
Ensuring a safe environment
Student (Re)Enrollment and retention
Facility Plan – Meet the needs of school growth
Financial Stability
Educational Results (See Charter Contract)
Teacher retention
SLAM Climate and Culture
Community and Stakeholder Engagement
(Positive, vibrant) (4/5 Climate rating school)
Educational Results (Charter application)
80% on CPF/Governance, Operations and Finance
Positive SLAM Brand Building
STRATEGIC PRIORITY: ATTRACT AND GROW STELLAR EDUCATORS AND STAFF CRITICAL INITIATIVE: Sta professional development
GOAL
To adopt policies and procedures for school nurse, student hand book, and special populations by April 29th
Action Items • Provide board members with drafted policies on above by Saturday, April 21st • Vote on board meeting • Vote on policies • Upload by April 18th a version of the student handbook obtained from Principal
GOAL
To adopt policies and procedures by May 27th for: • Budget adoption
• Procurement • Expenditure
• Inventory/Assets • Internal controls
Action Items • Provide board with draft via email one week prior to meeting • Vote at the board meeting
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FINDING YOUR FORTE STRATEGIC PLANNING SERVICES PROPOSAL
STRATEGIC PRIORITY: A SLAMMING BRAND CRITICAL INITIATIVE: Student (Re) Enrollment and Retention
GOAL
Convert Applications to enrollment and registration
Action Items • Communicate constantly with applicants until they are actually enrolled i.e. SMS, Email, Voice calls (Dr. White) • Make known the oce hours for returning applications/enrollment (TWR 1-6PM) (Dr. White) • Audit/clean up application database
GOAL
Activate parents of enrolled students in marketing activities to begin establishing school culture
Action Items • Create volunteer opportunities i.e. oce hours, demonstrations (Dr. White) • ID grade level parent liaison (Dr. White)
GOAL
Set up model classroom at the school site
Action Items • Have video on loop with SLAM lessons
• Facilitate live lessons for prospective families • Make available tech support
STRATEGIC PRIORITY: A SLAMMING BRAND CRITICAL INITIATIVE: Community and Stakeholder Engagement
GOAL
Establish relationships with daycares
Action Items • Hold parent meetings and demonstrations at daycare centers (Dr. White and AE and KW) • Establish formal partnerships with daycares in geographic proximity (Dr. White and AE and KW)
GOAL
Convert partnership letters to nominations (80%)
Action Items • Assign entities to board/sta to follow up and execute nominations (Dr. White and Board) • ID replacements for non-conversion
GOAL
Create a partnership program
Action Items • Create document detailing features/benefits of SLAM partnership with executable document • Create system of fulfillment/activation • Work with SLAM foundation to activate national SLAM partnerships here locally
GOAL
Develop Fundraising strategy and plan
STRATEGIC PRIORITY: A SLAMMING BRAND CRITICAL INITIATIVE: Positive SLAM Brand Building
GOAL
Establish our base with ongoing branding activities
Action Items • Develop SLAM Youtube Channel (Dr. White and Frankie)
• Constant content posting on social media (Dr. White and Frankie) • Identify creative director to streamline content toward brand (Dr. White and ADRI)
• Create uniform/apparel options (Dr. White) • Establish onsite branding (signage) (Dr. White) • MARTA/TV/Radio etc. campaigns (Dr. White)
GOAL
Create SLAM Communications Plan
Action Items • Develop draft by June 1 and present to board for approval by June board meeting (NP and ADRI and TS) • Create implementation plan and tools (Dr. White and NP and TS) • Deliver board and sta training on communications
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FINDING YOUR FORTE STRATEGIC PLANNING SERVICES PROPOSAL
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