Gerald Harris Planning and Strategy Development Coaching Assistance for Strategic Planning

2 The Value of Good Coaching for a Successful Planning Process Brings the benefits of experience to help answer tough questions Serve as a neutral outside voice to point out traps of narrow group-think in planning results Serve as counsel and a sounding board to the leader to assist him (her) in more creative thought A Successful Planning Process Suggest process interventions that can accelerate the planning process

3 Core Areas for Coaching Services Offerings Serve as a personal and confidential counselor to the leadership of the planning process Review of and suggestions for improving the overall planning process from beginning to intended end results Review of and suggestions for improving both short term and long range planning results, including the use of scenario analysis Suggestions for integrating quantum ideas into the planning process to improve results and establish a learning-forward agenda

4 Key Elements of the Basic Planning Process Mission/Vision Core Strategies Goals and Objectives Organizational Programs Annual Budget (Capital & Expense) The External World and Business Environment These are the core elements in the basic planning process and they should always be in dialogue to assure flexibility and responsiveness to change.

5 Key Elements of the Basic Planning Process Mission/Vision Core Strategies Goals and Objectives Organizational Programs Annual Budget (Capital & Expense) The External World and Business Environment Scenario analysis and quantum thinking are tools to strengthen creativity and innovation in the dialogue in the key steps in the planning process.

6 Coaching Services Basic Engagement: 1.Initial discussion on coach objectives 2.Complete Issue Inventory (5 short questions for the client) 3.Review by Gerald of any written (video) introductory information on you and your company (reviewable in 1 to 3 hours) 4.Schedule weekly 1 hour phone consultations (i.e., 4 per month) 5.Initial engagement for 3 months Fee Structure: Steps 1 through 3--$ $800 per month for consultations Total Fee: $

7 Coaching Services Core Development Engagement: 1.Initial discussion on coach objectives 2.Complete Issue Inventory (5 short questions for the client) 3.Review by Gerald of any written (video) introductory information on you and your company (reviewable in 1 to 3 hours) 4.Four hour on-site intensive facilitated discussion, with report 5.Schedule minimum weekly 1 hour phone consultations (i.e., 4 per month), more as necessary 6.Initial engagement for 3 months, extendable as needed 7.Concluding four hour on-site intensive facilitated discussion, with report Fee Structure: Steps 1 through 3--$500.00, on site intensives- $ , 1 hour phone consultations are $ per session.

8 Contact Information Contacting Gerald Harris: or Phone: Office: 6511 Lucas Ave, Suite 8 Oakland, CA References provided upon request. Customized assistance with strategic planning to meet the needs of your organization.