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Ethical Leaders in Action Proposal to Facilitate City of Arden Hills Leadership Retreat Page 2 We will then lead the retreat, which we anticipate will require 10-12 working hours, spread over two or three sessions. We recommend a half day and a full day, adjacent if possible. We could also do three half-day sessions. Either format will enable us to facilitate exercises and discussions aimed at: x Building stronger working relationships among elected and between elected officials and City staff. x Establishing and documenting shared expectations to guide relationships among elected officials and between elected officials and staff leadership. x Identifying shared priorities to guide strategic, policy and operational decisions in the coming 1-2 years. We will conclude the engagement with a memorandum documenting the retreat outcomes and processes. These will include shared expectations for council and council-staff interactions, shared priorities for city leadership, and any other guidance or action items coming from the retreat. ELA will deliver this project in accordance with the following tasks and scope parameters: x Review of written and online information to familiarize facilitators with the City and the teams involved. x One preparatory meeting with senior staff. x One individual interview with each elected official (five total). x Up to three additional interviews. x Meetings with you or your designate to provide additional context and guidance from our orientation activities. x Preparation of draft agenda and materials for the retreat, and review by mayor and city administrator (or your respective designates). Amendment of approach, agenda, or materials as necessary. x Facilitation of three half-day or and one full and one half day or working sessions. x Preparation of a summary memorandum of retreat outcomes. We briefly discussed using a personality type indicator as one tool for the retreat. After reviewing video of council interactions, two ELA team members (including one subject matter expert) reached the same conclusion: that those are not the right tools for this situation. We agree that helping people to get to know one another and building self-awareness are relevant goals, but we will present alternative exercises better suited for teams in active conflict for achieving those goals. Chad Weinstein will lead the project with an additional ELA team member serving as co-facilitator. Fees We propose a fixed fee of $11,000 for this project, which includes all professional labor. Fees do not include meals, facilities costs, or other out-of-pocket expenses; we expect that the City will provide a venue and refreshments as you see fit. We may also ask the City to duplicate some working documents for participants, and we will not charge for travel to Arden Hills. Beyond that, we do not anticipate additional expenses. We propose to invoice for the project based on the following milestones: x 40% of project fees upon completion of the first council interview. x 60% of project fees and any expenses upon delivery of the final memorandum. We ask that invoices be paid net 15 days.