1. Statement of Work.pdf

Attachment 1

Statement of Work (SOW) Strategy and Planning Facilitator

17th Training Wing, Goodfellow AFB, TX

1. Description

The 17th Training Wing at Goodfellow Air Force Base, in concert with its subordinate units, is conducting a strategic planning session to outline, design, and craft a 10-year strategic plan extending into the year 2035. Aligned with this initiative, the wing will conduct a strategic planning offsite on 16-18 April which will require a facilitated discussion focused on the principles of a strategic mindset, innovation, adaptability, and resilience. The facilitator will engage senior Wing leaders in a three-day strategic offsite to develop the Wing’s mission, vision, values, and elements of the strategic plan to include priorities, lines of effort, objectives, and metrics to understand tracking and accomplishment of strategic objectives.

2. Required Work

Required Work Consists of three Phases: Prework, Execution, and Post-work.

Plan, Design, and Implement a Facilitated Strategic Planning Session.

The contractor will provide all manpower, supplies and materials (e.g. workbooks, note-takers, books, information packets, other industry-standard facilitation tools, etc.) necessary to facilitate a strategic planning session from 16-18 April 2024 with leadership and key stakeholders of the 17th Training Wing. The facilitator will be able to analyze complex information, identify patterns and draw meaningful insights to guide strategic decision-making. The contractor will proficiently facilitate group discussions, manage diverse perspectives, and guide participants toward consensus in a strategic planning process. Desired outcomes of this planning session include 17th

Training Wing Mission and Vision statements, a list of priorities and objectives for inclusion in a 10-year strategic plan, a statement of values, performance metrics for strategic objectives, and a plan to implement and track progress of Strategic Plan completion.

The work required consists of three phases: Prework before the three-day session, Execution of the strategy session, and Post-work follow-up with deliverables.

Prework consists of conducting interviews with key Wing stakeholders including the Wing Command team, Group Commanders and Senior Enlisted Leaders. Interviews will be coordinated through a Point of Contact identified by the government. Interviews will be conducted with a quorum of Wing stakeholders. Interviews will be conducted virtually, in-person, or through hybrid means. Interviews with base leadership will refine intent for the event and collect unit-specific data relevant to strategic guidance and direction. Additionally, Prework should comprise designing a schedule of events to include an overview of the interview schedule, a schedule of events for the strategy session, and a timeline for completion of Post-work described below.

Furthermore, Prework should include those industry-standard actions necessary to execute a facilitated strategy session with executive leadership. Finally, Prework entails providing any previous case studies or referrals of past work conducted in strategic planning, strategic mindset development, long-range goals and priorities development, with emphasis on those conducted with military organizations.

Execution of the strategy session includes implementing and controlling the schedule of events in a manner that maximizes effective, productive conversation amongst wing leadership; using tools and methods of skilled facilitation to foster strategic thinking; and effectively capturing discussions, mindsets, and action items that will comprise a post-event report for wing leadership.

This strategy session will be attended by between 30-40 17th Training Wing personnel. Intended outcomes of this session include mission and vision statements for the 17th Training Wing, a statement of values, performance metrics for strategic objectives, priorities and objectives for a 10-year strategic plan, and a plan to implement recommendations and action items that will drive completion of a 10-year strategic planning document. This session must be conducted in-person and will not be conducted virtually.

Post-work consists of compiling and presenting a report, presentation, and/or document detailing impressions of the event, discussions that occurred during the session, and a follow-up plan to facilitate completion of the Strategic Plan. Follow-up consists of a post-session discussion with key stakeholders, outlining the notes from the Execution Phase. Post-work may be facilitated in-person, virtual, or hybrid options. Post-work occurs after the 16-18 April Strategy session. Within 30 days of execution of the strategy session, pending the Parties’ coordination and availability, a presentation will be made to Wing leadership documenting the key tasks, take-aways, due outs, and impressions from the strategy session.

3. Deliverables

a. Provide an overview schedule of events comprising pre-work, execution, and post-work summary prior to 18 March 2024.

b. Agenda of planning scheme to include Prework schedule of events by 27 March 2024.

c. Contractor provides agenda of events for 3-day planning session and Post-work/ follow-up including any sustainment activities necessary to track accomplishment of strategy session due-outs by 09 April 2024.

d. Materials necessary to conduct and facilitate a strategic planning session with military senior leaders.

e. Notes of each day of facilitated discussion.

f. Post-session follow-up product in PDF, Powerpoint and/or other multimedia visualization of tasks, due-outs and synthesized meeting notes that will guide future planning efforts.

g. Contractor conducts planning to ensure adequate knowledge of the 17 TRW mission and operations including gathering existing strategic planning documents, unit mission statements. During the “Prework” phase of work, the Government will provide such data upon selection of the facilitator.

h. Contractor guides the team in establishing clear, realistic goals, ensuring alignment with the Wing's vision.

i. The facilitator assists in translating strategies into concrete action plans defining roles, responsibilities, and timelines in developing a wing strategic plan for 2035.

j. Contractor guides the group back to the agenda if they move off-topic.

j. Contractor uses varied tone, pitch, and voice tempo, and visual aids when appropriate.

k. Contractor avoids distracting mannerisms, such as verbal pauses.

l. Contractor maintains neutrality and objectivity.

m. Contractor is energetic, positive, and authentic.

n. Contractor ensures all voices are heard and valued.

o. Contractor provides references of past performance in a strategic planning and facilitation role.

p. Contractor helps the team stay accountable to the plan and adapt strategies as necessary as a function of the post-work follow-ups.

q. Contractor aids in establishing metrics directly linked to each strategic goal.

r. All materials must address all aspects of the 17 TRW’s 2035 Strategic Plan and be produced in a format that can be maintained by the mission partner.

4. Evaluation Criteria

a. See attached ADDENDUM TO 52.212-2, Evaluation - Commercial Products and

Commercial Services

5. Location

“Execution” Phase will take place on the Angelo State University campus.

6. Additional Information

Audio/Visual Capability is provided at the venue.

Visitor parking passes for Angelo State University will be provided to the contractor and attendees.

7. OPSEC Requirements

The contractor is required to protect controlled unclassified information and/or indicators that may reveal classified information, sensitive or critical information or information that can be collected in aggregate to identify vulnerabilities.

Specifically, the contractor is prohibited from disclosing, without express permission from the United States Air Force, any structured process that identifies critical information, analyzes friendly actions, integrates threat analysis and risk assessments that helps personnel apply protective measures to mitigate unacceptable risk. The basis for the OPSEC program is AFI 10-701.