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Sample Curriculum:
e Orientation: Program Launch Event

® Month 2: Discovery of Management and Leadership Purpose ~ A review of management and leadership,
its place in the modern organization, and a reflection of participants’ management and leadership

competencies.

e Month 2: Management Strategy and Change — form a deeper understanding for strategy, change and
moving people through these processes. Also, managing innovation and decision making within your role
and industry.

e Month 3: Leadership Culture and Systems Intelligence — develop an understanding of systems thinking,
valuing and managing the entire organizational system.

® Month 4: Strategic Project Management and Planning — a working day to review each participant groups
plan for their project. They will be presented a detailed framework of project management, and begin
planning their work as a team.

* Month 5: Interpersonal Management, Coaching and Mentoring — A review and practice of managing
strategic relationships, including: empowering others, communication of ideas, influence and

negotiations, team building, coaching, mentoring and developing others on a team.

* Month 6: Integration and Implementation — combine ali learning and experiences towards continuing
action plans for personal and organizational growth

® Month 7: Stakeholder Review & Kickoff - An event that includes various leaders in the company who will
participate, evaluate, collaborate and support strategic plan initiatives.

Sojourn Partners www. SojournPartners.com "Phone: (603) 232-9403 il| Pa B e

SOJOURNPARTNERS

Leadership Development Program Detail Outline

initial Development Goals:

To deliver a MEMIC Leadership Development Program that addresses the education, training and coaching of
management skills, specifically including but not limited to the following:

1
2
3.
4,
5
6

Objectives:

The objective for engaging your team in development are:

Improve general management and leadership competencies of participants.
Improve communication and team results.

Create team relationships and team learning.

Improve confidence and critical thinking about management and leadership.
Develop short and long-term professional and strategic goals.
Establishing and executing a set of priorities for individual development.

Establish and practice management and leadership

o

® = Increase confidence le

e Build relationships across the orgenization among participants.

e Increasing traditional lea and management competencies, including strategic and critical thinking,
motivation, change, relationship management, mentoring, emotional intelligence, communications and
strategies for improving team culture.

Orientation Introduction to the Program Agenda:
2 hours Program launch event, hosted by the firm. Includes all senior 21. Build commitment to the
managers, mentors and VIP's. Designed to announce the endeavor
program, explain purpose and build excitement and 2. Introduce candidates
commitment to the program. 3. Enlist mentors and
emphasis the importance of
that relationship
4. Explain process
5. Celebrate the effort
Meeting 1 Discovery of Management and Leadership Purpose: Agenda:
2 day event Leadership development is an inside out process. While 1. Introductions
external competencies and skills are important they do not, 2. Program & meeting ground
by themselves, define leadership effectiveness or allow rules
people to ieverage their unique leadership and management 3. Relationship building
strengths. exercise

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in this first event, you will examine your own management
and leadership traits, styles and effective methods. You will
also examine your thoughts and beliefs about what is
possible for your leadership success.

Specific guest speakers (of community note) will be invited in
for additional perspective and reinforcement of the days’
themes.

Team Development Activities:

High ropes, canoe expedition, or other experiential team
training events will be facilitated to deepen the learning and
build a sense of team, relationship support and group
dynamics.

Goals and Outcomes:

1. Come together as a Cohort and design an effective
alliance for this development process.

2. Build team dynamics, mutual support and relatiorfs
to one another and the firm.

3. Develop a working knowledge of manageme
leadership roles and competencies.

4, Understand your own personal le
and aspirations as related to

Meeting 2

1 day

Interperson[, Manageme

4. Leadership spectrum

5. Management spectrum

6. Assessment tools and
process

7. Leadership & Management
competency exercise

8. Live team project activity

9. Supplement assignment

Assignment:

© Meet with your mentor and
define with them effective
leadership at MEMIC, At the
next meeting, report your
findings.

The social compo snagement cannot be
understat cheig and mentoring skills of people and
teams are mG; essential to yaur success as a manager as
are your professional technical skills.

This day will consist of review and practice of managing your
strategic relationships and cover: empowering others,
communication of ideas, influence and negotiations, team
building, coaching, mentoring and developing others on your
team.

Goals and Outcomes:

1. Working knowledge and methods regarding the social
components to managing and leading others.

2. Listening, communication and influencing others you
manage, your supervisor/leader and others you work
closely with.

3. Working knowledge of developing others, including

1. Review of your meeting
with your mentor

2. Social management in the
workplace

3. Coaching & mentoring
methods to develop others

4. Coaching exercise

5. Team development exercise
you can use

6. Supplemental assignment

Assignment;

e Coach or mentor one or two
employees using the
methods you practiced in
this meeting. At the next

meeting, report your

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3. PERIOD OF PERFORMANCE. Professional Engineer shall perform and complete all work by December
31, 2022 which date shall only be altered by mutually approved written agreement to extend the period of
performance or by termination in accordance with the terms of the contract. Professional Engineer shall
begin performance upon receipt of an Executed Contract and a valid Purchase Order issued from the City

of Nashua.

4, COMPENSATION. Professional Engineer agrees to perform the work for a total cost not to exceed
Dollars { $225,365.00 )

The Contract Sum shall include all items and services necessary for the proper execution and completion
of the Work.

Unless Professional Engineer has received a written exemption from the City of Nashua, Professional
Engineer shall submit monthly requests for payment for services performed under this agreement in
accordance with the values stated in the Agreement. Such requests shall be supported by such data
substantiating the Professional Engineer’s right to payment as the City of Nashua may reasonably require.
Professional Engineer shall submit monthly requests for payment for services performed under this
agreement shall be submitted as follows:

> Electronically via email to VendorAPInvoices(@®NashuaNH.gov

OR

> Paper Copies via US Mail to:

City of Nashua, City Hall
Accounts Payable

229 Main Street

Nashua, NH 03060

Please do not submit invoices both electronically and paper copy.

In addition, and to facilitate the proper and timely payment of applications, the City of Nashua requires
that all submitted invoices contain a valid PURCHASE ORDER NUMBER.

Requests for payment shall be submitted no later than fifteen (15) days after the end of each month and
must include a detailed summary of the expenditures reported in a form that supports the approved budget.
Specifically, Professional Engineer agrees to provide the following with each request for payment:

1. Appropriate invoice forms. The forms shall include the project purchase order number, a listing
of personnel hours and billing rates, and other expenditures for which payment is sought.

2. A progress report. The report shall include, for each monthly reporting period, a description of
the work accomplished, problems experienced, upcoming work, any extra work carried out, and a
schedule showing actual expenditures billed for the period, cumulative total expenditures billed
and paid to date under the contract, and a comparison of cumulative total expenditures billed and

paid to the approved budget.

The City of Nashua will pay for work satisfactorily completed by Professional Engineer. The City of
Nashua will pay Professional Engineer within 30 days of approval by the City of Nashua of the submitted
invoice forms and progress reports. The City of Nashua will make no payments until the invoice forms and
progress reports have been submitted and approved.

AG 2 of 3

coaching and mentoring practices and skills.
4, Create a personal action plan for continued practice

experience.

Meeting 4

1 Day

Management Strategy and Change:

The foundation for managing is forming plans and then
executing them through others. This involves setting your
direction based on larger strategies from your firm and then
motivating others to put your plans in place. This also
requires thinking about and managing change.

In this meeting, you will form a deeper understanding f¢
strategy, change and moving people through these
processes. Also, managing innovation and decisian mak
within your role and industry.

Goals and Outcomes:
i. Develop a working know

strategy, change ang
2. Unga th si

Agenda:

1. What is good management
at your firm?

2. Strategy, change and
motivation overview

3, Strategy exercise

4, Change model tool review

A working process for

change exercise

innovation exercise

Personal management

” strategies for change

8. Team exercise
9. Supplemental assignment
Assignment:

® Using the change model
covered and your groups
change opportunities,
design a working change
plan for your group. At the
next meeting, report your
findings.

Meeting 5

1 Day

Leadership Culture & Systems Intelligence

Personal leadership dees not exist in a vacuum. It is in an
ongoing relationship with the firm’s leadership culture, By
examining the leadership culture, you determine what would
best support the team as a leadership system going forward.

You will also be introduced to systems intelligence, which
incorporates both emotional and social intelligence. Systems
intelligence is an understanding of systems thinking and

valuing the whole. As a Cohort, you will explore your system's

beliefs, which will best serve the firm’s leadership system and
legacy.

Goals and Outcomes:

1. Understanding systems intelligence and leadership
culture

2. Examine leadership culture for underlying systems beliefs

3. Create a systems action plan that support the team’s

Agenda:

1. Systems intelligence &
culture overview

2. Culture exercise

3. Supplemental assignment

Assignment:

e Discuss desired leadership
culture with your mentor.
What is the one thing, that
if shifted, could most
positively impact your
culture and support your
leadership? At the next
meeting, report your
findings.

Sojourn Partners www.SojournPartners.com Phone: (603) 232-9403

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SOJOURNPARTNERS

SOJOURNPARTNERS

desired leadership culture.

Meeting 6 Integration and Implementation Agenda:
1 Day How do all the concepts we have introduced fit together? What 1. Integration of key concepts
is next? These are the key questions posed to you as we finalize and learnings.
our time together. You will present our respective learnings to 2. Personal implementation
each other. You listen for what is exciting for each of you. You plan and presentation
listen for how you will lead. You listen for how you will be outline
supported.
Assignment:
Goals and Outcomes:
Complete Capstone projects
1. Integrate key concepts from the program
2. Develop a brief personal presentation to share
Meeting 7 Capstone Reports
i day Presenting your ideas, creating alignment and =’ Capstone presentations
momentum around what you have learned 2. Capstone debrief
will be highlighted. During the morni : 3. Program debrief
Y 4. Team adjourning exercise
2 o
the‘morning, success and
&d. In addition, a review of all
be discussed, and your
company will be collected for your
Finally, the tearn will adjourn with a final team building
exercise.
Adjourn Graduations Event:
2 hours Wrap up of new management growth and review of outcomes.

This will be custom designed with the sponsors and graduates to
champion your achievements and new aspirations for the future.

ojourn Partners www.SojournPartners.com Phone: (603} 232-9403

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SOJOURNPARTNERS

Dr. Russ Ouellette is a recognized expert in high performance coaching, executive leadership and
organizational development. He brings to his clients a vast background of industry and functional
diversity. He holds a Doctorate in Management, an MBA and is a graduate of the Coaches Training
institute. As Managing Partner and Founder of Sojourn Partners, Russ consulting centers on senior
executives and executive teams.

Active in community affairs, he currently serves on the Board for both the Business and Industry
Association of NH and Catholic Charities NH, past Chair of the Greater Manchester Chamber of
Commerce, and past Chair of Leadership Greater Manchester. He also is Adjunct Professor at New
England College where he has led over 100 Graduate courses and held role as the Graduate School
Program Director for 6 years. Russ has also authored two books, The Leadership Advantage (2013) and
The Future of Everything: Strategies for Successful Business Behavior (2015}.

Areas of Expertise: Leadership Development and Training, Executive Coaching, Culture and Climate
assessment and pianning, Engagement, Organizational Development and Change, Strategic Planning and
Policy, Employee Motivation and Team Building.

Trinnie Houghton brings expertise in leadership effectiveness, communication and
systems thinking. For 10 years, Trinnie has coached senior level executives, partners,
and emerging leaders in the US, Europe and Asia, focusing on leadership development
and team dynamics, She has aiso developed and conducted leadership programs, and
is adjunct faculty at Southern New Hampshire University’s Graduate Business School.

Prior to becoming an executive coach, she worked as a civil litigator in Boston. She graduated with
honors from Boston University with a B.A. in Psychology and received her J.D. with honors from Suffolk
University Law School. She received her coach certification from The Coaches Training Institute and
halds an advanced certification in organization and relationship systems coaching from CRR Globa!. She
is certified in the Leadership Circle Profile™ and the Leadership Culture Survey™ 360 feedback
assessments for individuals and teams. Her practice includes the financial, legal, accounting, telecom,
manufacturing, construction, engineering, nonprofits, insurance, and healthcare industries.

Trinnie currently serves on the Joint Immigration Task Force for the Greater Manchester Chamber of
Commerce, and on the Steering Committee for Leadership Greater Manchester.

Areas of Expertise: Leadership Development, Executive Coaching, Team Coaching, Team Dynamics,
Organizational Coaching, Effective Communication, Engagement and Motivation, Relationship
Management, Conflict Management, Strategic Facilitation.

eather Ramsey is dedicated to helping individuals and teams define and fulfill their
leadership development. Her clients move forward fueled, not only by their vision, but
also with the emctional intelligence to effectively navigate complex situations. Her

ojourn Partners www.SojournPartners.com Phone: (603) 232-9403 16|[Page

SOJOURNPARTNERS

education and experience is a complimentary mix of business, counseling and education. She is a
Certified Professional Coach through the International Coach Federation with a B.S. in Business
Management from Northeastern University and a Masters in Mental Health Counseling from Argosy
University.

Currently located in Rome, Italy, Heather has cultivated and worked with executives all over the world.
Some of her consulting and coaching clients have included Nike, SNHU, WEX, Skanska and Microsoft as
well law firms, financial institutions, international manufacturing, engineering, nonprofits, healthcare,
software, retail and small businesses.

Areas of Expertise: Leadership Development, Executive Coaching, Customized Communication,
Employee Motivation, Professional Brand Advancement, Public Speaking, Career Growth Strategy, Team
Building, In-person & Virtual Training and Overseas Transitions.

With a strong background in behavior change, leadership development, stress
management and brain science, Dr. Debra LeClair utilizes a multidimensional approach
in working with clients to move through obstacles in meeting career and personal
aspirations. She also consults and trains in corporations, non-profit agencies and public
schools to implement positive cultural change, improve interpersonal communication
and enhance talent retention and management.

Debra holds Master's degrees in both Clinical and Applied Psychology and earned her Doctorate in
Applied Psychology from Rutgers University. She is a Certified Life Coach and Peoplemap Trainer™ as
well as a trained executive coach. Through cultivating her own practice across traditions and
completing trainings through the medical schools at both UMASS and Harvard as well as Beth Israel
Deaconess Medical Center, Debra has been teaching tailored mindfulness programs that address
presence based leadership and employee well-being.

Based on her commitment to human potentiai, Debra co-founded Full Spectrum Wellness LLC, a holistic
heaith and learning center that has thrived since opening in 2002. She has served on the board of
directors for the Women’s Business Center and the business committee for the Manchester Young
Professionals Network. In 2007, the U.S. Small Business Administration (SBA) awarded Debra the NH
Women in Business Champion of the Year.

Areas of Expertise: Executive Coaching, Mindfulness Based Leadership Development, Employee
Wellness, Team Building, Effective Communication, Employee Engagement, Public Speaking, Career
Growth, Creativity Flow Strategy.

Sandy Demarest is an experienced career coach who helps clients apply unique talents,
skills and passion to fuel their motivation at work and fulfill their professional goals.

journ Partners www.SojournPartners.com Phone: (603) 232-9403 17 | P a g e

} SOJOURNPARTNERS

She also helps accomplished professionals nearing retirement to find purpose, meaning and daily
fulfillment as they transition out of full-time positions. She notes, “We spend over 50% of our waking life
at work. Devoting that amount of time to a career that brings you challenge, growth and fulfillment is
critical to your life happiness quotient.” Sandy enjoys speaking at businesses and industry events on
such topics as skill development, personal branding, career management/development, succession
planning and retirement options.

Sandy holds a BA in Social Work and Psychology as well as several professional credentials including
Certified Career Management Coach, Job Search Strategist and Certified Retirement Options Coach. She
is certified in The Emotional Quotient Inventory, EQI-2.0° and Skiliscan™. She is an active member of the
National Career Development Association keeping her focus on the business and industry sector. Sandy
enjoys helping Sojourn clients build confidence through authentic storytelling that highlights their
accomplishments. One of her trademarks is revealing the priceless value inside every individual and
helping them harness their unique talents toward career fulfillment and organizational success.

Areas of Expertise: Career strategies, career coaching, skills gap analysis, professional development,

career growth, workforce development, employee motivation, human resource consulting and
retirement options coaching,

Sojourn Partners www, SojournPartners.com "Phone: (603) 232-9403 18|Page

| THE CITY OF NASHUA “The Cate City’

Financial Services

Purchasing Departerent

December 27, 2018
Memo #19-101

TO: MAYOR DONCHESS
FINANCE COMMITTEE

SUBJECT: CONTRACT FOR CROWN HILL POOL REHABILITATION (VALUE: $125,000)
DEPARTMENT: 177 PARKS & RECREATION; FUND: GRANT AND GENERAL
ACCOUNT

Please see the attached communication from Nicholas Caggiano, Superintendent of Parks and
Recreation Depariment, dated December 20, 2018 for information related to this purchase.

Pursuant to § 5-78 Major purchases (greater than $10,000) A. All supplies and contractual services,
except as otherwise provided herein, when the estimated cost thereof shall exceed $10,000 shall be
purchased by formal, written contract from the lowest responsible bidder, after due notice inviting bids.
The Superintendent of Parks and Recreation Department, Board of Public Works (December 20, 2018

meeting) and the Purchasing Department recommend the award of this contract in an amount of
$125,000 to Gunite Finish Supply of Hudson, NH.

Respectfully,

; Dan Kooken
Purchasing Manager

Ce: N Caggiano L Fauteux

229 Main Street « Nashua, New Hampshire 03061 « Phone (603) 589-3330 « Fax (603) 589-3233