MAS - Competitive Solutions, Inc. - 47QRAA18D002G

GENERAL SERVICES ADMINISTRATION

Federal Supply Service

Authorized Federal Supply Schedule Price List

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA Advantage! ®, a menu-driven database system. The INTERNET address GSA Advantage! ® is: GSAAdvantage.gov.

MAS – Multiple Award Schedule Professional Services – Business Administrative Services & Training

Miscellaneous – Complementary Special Item Numbers (SINs)

Contract Number: 47QRAA18D002G Contract Period: December 14, 2017 - December 13, 2027

Modification No: PS-0011 and PO-0008 Effective Date: 10/12/2022 and 12/14/2022

For more information on ordering from Federal Supply Schedules go to the GSA Schedules page at GSA.Gov.

Competitive Solutions Inc.

1140 Powers Pl. Ste A

Alpharetta, GA 30009-7212 Phone: (770) 667-9071

Fax: (770) 667-9020 www.csipbl.com

Contract Administrator:

John Pyecha johnp@csipbl.com

Business Size: Small business

“Prices Shown Herein are Net discount deducted)”

Table of Contents Page Number Customer Information 2-3

Pricing Tables 4-7 Labor Category Descriptions 8

Training Descriptions 9-14 http://www.inbodyusa.com/ mailto:johnp@csipbl.com

Customer Information:

1. List of awarded special item number(s):

541611 – Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services 611430 – Professional and Management Development Training ANCILLARY – Ancillary Supplies and Services OLM – Order Level Materials

a. Identification of the lowest priced model number and lowest unit price for that model for each special item number awarded in the contract. This price is the Government price based on a unit of one, exclusive of any quantity/dollar volume, prompt payment, or any other concession affecting price. Those contracts that have unit prices based on the geographic location of the customer, should show the range of the lowest price, and cite the areas to which the prices apply: See Price Information Below.

b. If the Contractor is proposing hourly rates, a description of all corresponding commercial job titles, experience, functional responsibility, and education for those types of employees or subcontractors who will perform services shall be provided.: See Below

2. Maximum order: 541611 & 611430 - $1,000,000.00; ANCILLARY and OLM - $ 250,000

3. Minimum order: $100.00

4. Geographic coverage (delivery area): Worldwide

5. Point(s) of production (city, county, and State or foreign country): US

6. Prices shown herein are Net (discount deducted)

7. Quantity Discounts: none

8. Prompt Payment Terms: Net 30. Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions.

9. Foreign items (list items by country of origin): NONE

10. Time of delivery: Discussed with contractor at time of award

a. Expedited delivery: Contact Contractor

b. Overnight and 2-day delivery: Contact Contractor

c. Urgent Requirements: Contact Contractor

11. FOB Point(s): Destination

12. a. Ordering address(es): 1140 Powers Pl., Ste A, Alpharetta, GA 30009-7212

b. Ordering Procedures: For supplies and services, the ordering procedures, information on Blanket Purchase

Agreements (BPA’s) are found in Federal Acquisition Regulation (FAR) 8.405-3

13. Payment address(es): 1140 Powers Pl., Ste A Alpharetta, GA 30009-7212

14. Warranty provision: N/A

15. Export packing charges, if applicable: [Not Applicable]

16. Terms and conditions of rental, maintenance, and repair (if applicable): [Not Applicable]

17. Terms and conditions of installation (if applicable): [Not Applicable]

18. A. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable): [Not Applicable]

B. Terms and conditions for any other services (if applicable): [Not Applicable]

19. List of service and distribution points (if applicable): Alpharetta, GA

20. List of participating dealers (if applicable): [Not Applicable]

21. Preventive Maintenance (if applicable): [Not Applicable]

22. A. Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants): [Not Applicable]

B. If applicable, indicate that Section 508 compliance information is available on Electronic and Information Technology (EIT) supplies and services and show where full details can be found (e.g., contractor’s website or other location). The EIT standards can be found at www.Section508.gov/ : [Not Applicable]

23. Unique Entity Identifier (UEI) number: ZFWEZEL1AAN8

24. Notification regarding registration in System for Award Management (SAM) database: Yes, registered http://www.section508.gov/

APPROVED PRICING and DESCRIPTIONS

SIN Labor Category Unit of Issue GSA Price 541611

Consultant 8 hours day, per consultant $ 1,660.00 541611 Senior Consultant 8 hours day, per consultant $ 2,075.00 541611 Customization of Existing

Materials 8 hours day, per consultant $ 2,490.00 541611 Readiness Assessment and

Report Writing 8 hours day, per consultant $ 1,037.00 541611 Basic Facilitation Services -

Consultant 1 (8 hour) day $ 1,660.00 541611 Sr Level Facilitation Services -

Senior Consultant 1 (8 hour) day $ 2,075.00

**SEE PAGE 7 FOR LABOR CATEGORY DESCRIPTIONS

SIN(s) Proposed Support Item Brand Name Unit of Issue GSA PRICE

ANCILLARY

Workbook Leadership Workshop Series per person $ 9.98

ANCILLARY

Workbook In-House Workshop Series per person $ 9.98

ANCILLARY

Workbook Trainers Workshop per person $ 9.98

ANCILLARY

Workbook Strategic Business Plan per person $ 19.95

ANCILLARY

Workbook Strategic Team Implementation Plan per person $ 19.95

ANCILLARY

Workbook Manager to Facilitator per person $ 19.95

PBL ScoreCard-Business Intelligence Software- On Site Solutions

SIN Item Name Unit of Issue GSA Price

ANCILLARY Bronze Package-10 users, Unlimited Scorecards- 8 hrs. training included.

Annual use fee- Requires 2-year contract. Annual $ 5,554.16

ANCILLARY Silver Package 25 Users, Unlimited Scorecards-16 hrs. training included. Annual use fee- Requires 2-year contract. Annual $ 11,901.76

ANCILLARY Gold Package- 50 Users, Unlimited Scorecards- 24 hrs. training included.

Annual use fee- Requires 2-year contract. Annual $ 18,791.94

ANCILLARY Platinum Package 100Users, Unlimited Scorecards-32 hrs. training included.

Annual use fee- Requires 2-year contract. Annual $ 28,400.00

ANCILLARY

On Site-Ad hoc pricing per user 10-99 Licenses- Annual use fee Annual $ 317.38

ANCILLARY

On Site-Ad hoc pricing per user 100-199 Licenses Annual use fee Annual $ 310.71

On Site-Ad hoc pricing per user 200-299 Licenses Annual use fee Annual $ 300.68

On Site-Ad hoc pricing per user 300-399 Licenses- Annual use fee Annual $ 283.97

ANCILLARY

On Site-Ad hoc pricing per user 400-499 Licenses -Annual use fee Annual $ 277.29

ANCILLARY

On Site-Ad hoc pricing per user 500-749 Licenses- Annual use fee Annual $ 267.28

ANCILLARY

On Site-Ad hoc pricing per user 750-999 Licenses- Annual use fee Annual $ 260.60

ANCILLARY

On Site-Ad hoc pricing per user 1000 or more Licenses- Annual use fee Annual $ 250.58

*PBL ScoreCard-Business Intelligence Software- SAS (Hosted) Solutions

ANCILLARY SAS Bronze Package-10 users, Unlimited Scorecards- 8 hrs. training included. 2-year Contract Required Annual $ 7,562.72

ANCILLARY SAS Silver Package 25 Users, Unlimited Scorecards-16 hrs. training included. 2-year Contract Required Annual $ 17,399.70

ANCILLARY SAS Gold Package- 50 Users, Unlimited Scorecards- 24 hrs. training included. 2-year Contract Required Annual $ 29,638.29

ANCILLARY SAS Platinum Package 100Users, Unlimited Scorecards-32 hrs. training included. 2-year Contract Required Annual $ 50,303.27

ANCILLARY

SAS (Hosted) Ad hoc pricing per user 10-99 Licenses Annual $ 435.26

ANCILLARY

SAS (Hosted)-Ad hoc pricing per user 100-199 Licenses Annual $ 426.10

ANCILLARY

SAS (Hosted)-Ad hoc pricing per user 200-299 Licenses Annual $ 412.38

ANCILLARY

SAS (Hosted)-Ad hoc pricing per user 300-399 Licenses Annual $ 389.47

ANCILLARY

SAS (Hosted)-Ad hoc pricing per user 400-499 Licenses Annual $ 380.30

ANCILLARY

SAS (Hosted)-Ad hoc pricing per user 500-749 Licenses Annual $ 366.55

ANCILLARY

SAS (Hosted)-Ad hoc pricing per user 750-999 Licenses Annual $ 357.38

SAS (Hosted)-Ad hoc pricing per user 1000 or more Licenses Annual $ 343.63

SIN(s) Proposed Course Title Course Length Min

Participant Max Unit of Issue (e.g.

Per Person, Per Course)

GSA PRICE

611430 Strategic Team Implementation Plan 2 (8 Hour) Days 10 30 per course $

7,988.00

611430 Leadership Workshop Series 1 (8 Hour) Days 10 35 per course $

3,994.00

611430 In-house Workshop Series 1 (8 Hour) Days 10 35 per course $

3,268.00

611430 Process Based Leadership - Executive Series and Associate Series (Copyrighted 2001) - CSI lead training:

4 Hours per Module 5 15

In Excess of the Minimum: $83.00 (1)

1,038.00

Effective Operations

Business Focus

Interpersonal

Effective Meetings

Decision Making

Effective Listening

Expectations

Constructive Feedback

Problem Solving

Recognition

Roundtable

611430

Process Based Leadership - Trainer Certification - Available in Associate Series Only (Copyrighted 2001) - CSI lead training:

4 Hours per Module 5 15

In Excess of the Minimum: $73.00

(1) $2,251.00

Effective Operations

Business Focus

Interpersonal

Effective Meetings

Decision Making

Effective Listening

Expectations

Constructive Feedback

Problem Solving

Recognition

Roundtable

Service Contract Labor Standards: The Service Contract Labor Standards (SCLS), formerly known as the Service Contract Act (SCA), is applicable to this contract as it applies to the entire Multiple Award Schedule (MAS) and all services provided. While no specific labor categories have been identified as being subject to SCLS/SCA due to exemptions for professional employees (FAR 22.1101, 22.1102 and 29 CRF 541.300), this contract still maintains the provisions and protections for SCLS/SCA eligible labor categories. If and / or when the contractor adds SCLS/SCA labor categories to the contract through the modification process, the contractor must inform the Contracting Officer and establish a SCLS/SCA matrix identifying the GSA labor category titles, the occupational code, SCLS/SCA labor category titles and the applicable WD number. Failure to do so may result in cancellation of the contract.

LABOR CATEGORY DESCRIPTIONS

Consultant

Requirements: Bachelor’s Degree, coupled with a minimum of 5 Years of experience.

Interface with shop floor employees to mid-level managers.

Responsibilities: Pre-deployment Discovery Assessment, Product deployment, scorecard building and training, and post deployment audits.

Senior Consultant

Requirements: Master’s Degree, coupled with a minimum of 5 Years of Experience or a Bachelor degree with 10 years’ experience Interface with shop floor employees to Executive Managers.

Responsibilities: Initial client engagement session, Pre-deployment Discovery Assessment, Product development and deployment, scorecard design and development, and post deployment audits and recommendations.

Basic Facilitation Services – Consultant

Requirements: Bachelor’s Degree, coupled with a minimum of 5 years work experience including at least one year of classroom teaching, training, and facilitation.

Responsibilities:

Coordinate and deliver training sessions.

Identify training needs and coordinate the development of training content.

Serve as a contributing member of project and assessment teams, providing consultation on training methodology and delivery.

Detailing specific recommendations supporting client performance improvement.

Senior Level Facilitation Services – Senior Consultant

Requirements: Master’s Degree coupled a minimum of 5 years of work experience or a Bachelor degree with 10 years’ experience and Project Management experience.

Responsibilities:

Coordinate and deliver training sessions.

Identify training needs and coordinate the development of training content.

Serve as a contributing member of project and assessment teams, providing consultation on training methodology and delivery.

Detailing specific recommendations supporting client performance improvement.

Being Prime Consultant on service contracts.

Readiness Assessment and Report Writing

Requirements: Bachelor’s Degree, coupled with a minimum of 5 years of work experience in a related field.

Conduct on site individual interviews.

Identify client strengths and areas of opportunities and create recommendations through a gap analysis.

Generate assessment findings report.

Customization of Existing Materials

Requirements: Bachelor’s Degree with 5 years’ experience in a related field.

Responsibilities:

Conduct a training needs assessment for new material.

Coordinate level of effort with internal resources.

Harmonize new material with client.

TRAINING DESCRIPTIONS

Strategic Team Implementation Plan Course Length: 2 (8 Hour) Days

Description:

In this customized session, senior leaders of the organization develop a sound business mission for the furture. CSI consultants assist leaders with defining a realisitic and comprehensive plan for executing and implementing the strategic plan for the organization.

The two-day Team Implementation Planning Session is crucial to the overall success of the organization. The Plan provides a sound, realisitic picture of where the organization is going with agreement by all critical parties. Further, the session requires that all involved parties look closely at their expectations, the feasibility of those expectations, and the most viable means of achieving and potentially surpassing expectations. The structured outline for change allows senior leaders to assess the organization’s progree as training is completed and the opportunity to make changes to the plan as necessary. Finally, the Strategic Team Implementation Plan serves to alleviate the fear and confusion caused by inconsistent understanding of a process-based culture, its objectives, and changing roles.

Leadership Workshop Series Course Length: 1 (8 Hour) Day

Description:

In today’s business environment, organizations need everyone – leaders and team members – to be actively engaged in driving the business. This series focuses on leaders by helping them develop non-negotiable process for business focus, including scorecards and metrics; communication processes, including standardized, cascading staff meetings, accountability systems using action registers;

and a behavioral expectations transformation in their culture with clearly defined employee engagement models. This series can be customized to fit any organization’s needs and can be delivered in as little as one day or multiple days depending on the level of detail necessary to establish a lasting Process Based Leadership (PBL) ope5rating system. With the establishment of the Process Based Leadership operating system the organization can maintain high levels of clarity, connectivity, and consistency throughout all levels of functions. These non-negotiable processes are documented and compiled in the organization’s own PBL handbook. All processes are visible and auditable and easily sustainable to drive urgency, focus and accountability across the organization. With completion of the series and handbook the organization has a way to manage the entire system and allows leaders to leave a true leadership legacy.

In-House Workshop Series Course Length: 1 (8 Hour) Day

Description:

Designed to immediately follow the leadership workshop series, this series delivers a more direct focus on supervisors, directors, managers, and team members. As the organization becomes proficient in using the non-negotiable processes designed and modeled by the leadership team the need for subsequent organizational levels and functions to support this transformation, only more tactical in nature. This series helps employees at all levels get directly involved in the execution of the non-negotiable processes at a more tactical level of daily operations. This series focuses on supervisors, directors, managers, and team members by helping them develop non-negotiable processes for business focus, including scorecards and metrics; communication processes, including standardized, cascading staff meetings; accountability systems using action registers; and a behavioral expectations transformation in their culture with clearly defined employee engagement models. This series can be customized to fit any organization’s needs and can be delivered in as little as one day or multiple days depending on the level of detail necessary to establish a lasting Process Based Leadership (PBL) operating system at each organizational level.

Process Based Leadership – Executive Series and Associate Series (Copyrighted 2001) CSI lead training Course Length: 4 Hours per Module (Consultant-Led)

Effective Operations:

In this 4-hour session participants learn the basic fundamentals necessary when creating a Process Based Leadership culture and begin developing work group processes defining how the team will demonstrate the focus, urgency and accountability needed to maximize business success.

A lively introduction to the fundamentals of process-based leadership; this module utilizes participant interaction and discussion to apply the criticality of driving focus, urgency, and accountability throughout all organizational levels. Because culture change requires open and honest communication, the team creates specific processes for building trust. Teams use the process handbook to document the dynamics of change – both personal and work group. The handbook allows teams to monitor progress, audit process compliance and efficiently orient new members to ensure consistent application.

Business Focus:

In this 4-hour session, CSI facilitates the development of team business goals, tracking methods and communication processes that measure a team’s success and link directly to organizational objectives driving a sense of urgency and focus within the team.

Developing a clear, concise business focus supportive of organizational goals and objectives is critical for all teams to maximize their effectiveness. In this module, participants identify a team mission in support of the organizational vision and discuss methods of reinforcing the vision and mission in daily operations. Using key business focus areas identified by senior leadership as a guide, teams identify specific business goals indicative of their performance. The team arranged these goals in a scorecard format for routine tracking and integration into the work group’s standard communication process. Through routine scorecard reviews and development of corrective action plans for sub-par performance, scorecards drive the focus, urgency and accountability required for team success.

Interpersonal:

In this 4-hour training session participants learn processes and techniques for understanding and adapting communication styles to build positive working relationships. The cornerstone of creating successful group dynamics is to understand the strengths and potential vulnerabilities each member brings to the natural work group. By understanding methods of communicating, decision making, expressing anger, and providing direction, group members gain insight to different communication styles and can adapt their own communication to meet the needs of others. Participants will review the difference between perceptions and intentions and complete individual communication profiles to assist with communication and interaction with the natural work group.

Effective Meetings:

In this 4-hour session participants learn the elements and processes necessary for efficient, business-focused communication meetings that drive urgency and accountability on outcomes and business performance. Face-to-face communication is necessary at all organizational levels. Communication does not happen by chance-it requires structure and discipline. The most common form of communication, meetings, is also the least popular.

Decision Making:

In this 4-hour session participants learn the benefits of a team decision making process and develop their team’s process to facilitate buy-in and involvement in appropriate team decisions. One of the most critical tools for effective team operations is a decision-making process. Team members must discuss and agreed to this process prior to making any decisions. Rather than arguing over how to make decision, the team can use this pre-determined process for making decisions to focus on accomplishing the business at hand.

As with any solid business process, methods for follow-up will be developed and tracked.

Effective Listening:

During this 4-hour session, participants will evaluate the importance of listening skills in effective communication by identifying listening tendencies and developing a process to improve listening on an organizational and team level. Communication is vital to business success and team dynamics. Good listening skills play important role in creating an environment for open, honest communication and effective business operations. Participants discuss and define the roles and responsibilities of information providers and receivers of information, as well as action steps for improving individual listening skill in one-on-one situations, in team meetings and in daily operations.

Expectations:

In this 4-hour session participants develop behavioral expectations supporting organizational values to define appropriate behaviors and interpersonal interactions while serving as the cornerstone for constructive feedback and conflict resolution.

Individual behaviors are a reality in life, but how can we make them work toward the success of a team? Establishing the parameters of behavioral standards, or expectations, is critical to creating effective working relationships. Utilizing the organizational values as the guide, teams will define specific actions that will support those values and drive the team toward business success. Teams develop their expectations of the leader, the leader develops his/her expectation of the team, and team members also develop expectations of each other. Participants then develop a real-time process for handling situations when an individual does not meet the expectations and develop a process to routine review expectation validity.

Constructive Feedback:

In this 4-hour session participants learn enhanced interpersonal and communication skills by exposing participants to situations, techniques, and processes for giving and receiving constructive feedback and by developing a formal review process of expectations identified by the team. One of the greatest challenges facing organization’s today is the timely and open exchange of constructive feedback among individuals. This module focuses on the responsibility all individuals share to give and receive constructive feedback on a regular basis. Feedback between individuals is extremely important to effective operations and continued business success. The team’s behavioral expectations lie at the center of this feedback exchange. To reinforce the importance of expectations, participants develop a customized expectation review process that formally drives feedback against expectations among all team members on a routine basis. This process serves as a critical component of the behavioral competences necessary in establishing a process-based culture.

Problem Solving:

In this 4-hour session participants learn the critical components of the problem-solving process that assist in identifying root cause and driving actions to resolve problems with a sense of focus, urgency, and accountability.

This basic problem-solving course focuses on basic tools to utilize when identifying and resolving daily business issues. Participants learn tools including cause and effect diagrams, checklists, brainstorming techniques, surveys, pareto analysis, five-why analysis, and action registers. Discussion focuses on the importance of interdependent problem solving that focus on effective problem identification and the criticality of follow up in ensuring implementation of problem resolutions that realize results. This session introduces participants to and practice problem solving processes that enable them to focus on effective and efficient business solutions.

Recognition:

In this 4-hour session participants analyze the importance of recognition and develop a recognition process which drives consistency in providing recognition within the team’s span of control.

It takes dedication and hard work to successfully meet the challenges of today’s business world. To enhance interpersonal relationships and business performance, teams should reinforce desired behaviors by recognizing positive efforts, achievements, and contributions. Each individual has various needs for giving and receiving recognition Developing a team processes helps to ensure that recognition is sincere, specific, consistent, meaningful, and timely.

Roundtable:

In this 4-hour session participants design a standard process to promote communication in a timely and efficient manner by soliciting input and feedback from a cross representation of employees with the goal of identifying the strengths and areas of opportunity of the organization as perceived by the workforce.

A round table is a randomly selected group of people who are given the opportunity to identify organizational and/or functional area strengths, issues, and concerns in a non-threatening environment. The round table is designed to provide process senior leaders and middle managers can use to solicit open and honest feedback from all areas and levels of their organization. The goal is to identify measurable action items to address key issues and then communicate their resolution throughout the entire organization. Once in place, organizations reap the benefits of improved trust and understanding between organizational levels.

Process Based Leadership – Trainer Certification – Available in Associate Series Only (Copyrighted 2001) – CSI lead training Course Length: 4 Hours per Module

Effective Operations:

In this 4-hour session participants learn the basic fundamentals necessary when creating a Process Based Leadership culture and begin developing work group processes defining how the team will demonstrate the focus, urgency and accountability needed to maximize business success.

A lively introduction to the fundamentals of process-based leadership; this module utilizes participant interaction and discussion to apply the criticality of driving focus, urgency, and accountability throughout all organizational levels. Because culture change required open and honest communication, the team creates specific processes for building trust. Teams use the process handbook to document the dynamics of change-both personal and work group. The handbook allows teams to monito progress, audit process compliance and efficiently orient new members to ensure consistent application.

Business Focus:

In this 4-hour session, CSI facilitates the development of team business goals, tracking methods and communication process that measure a team’s success and link directly to organizational objective s driving a sense of urgency and focus within the team.

Developing a clear, concise business focus supportive or organizational goals and objectives is critical for all teams to maximize their effectiveness. In this module, participants identify a team mission in support of the organizational vision and discuss methods of reinforcing the vision and mission in daily operations. Using key business focus areas identified by senior leadership as a guide, teams identify specific business goals indicative of their performance. The team arranges these goals in a scorecard format for routine tracking and integration into the work group’s standard communication process. Through routine scorecard reviews and development of corrective action plans for sub-par performance, scorecards drive the focus, urgency and accountability required for team success.

Interpersonal:

In this 4-hour training session participants learn processes and techniques for understanding and adapting communication styles to build positive working relationships.

The cornerstone of creating successful group dynamics is to understand the strengths and potential vulnerabilities each member brings to the natural work group. By understanding methods of communicating, decision making, expressing anger, and providing direction, group members gain insight to different communication styles and can adapt their own communication to meet the needs of others. Participants will review the difference between perceptions and intentions and complete individual communication profiles to assist with communication and interaction within the natural work group.

Effective Meetings:

In this 4-hour session, participants learn the elements and processes necessary for efficient, business-focused communication meetings that drive urgency and accountability on outcomes and business performance.

Face-to-face communication is necessary at all organizational levels. Communication does not happen by chance-it requires structure and discipline. The most common form of communication, meetings, is also the least popular. While meetings can be time consuming, effective meetings use that time to drive to specific outcomes, utilize the input of all participants, and assign accountability for business results. Participants will learn seven key elements of effective business meetings and will develop the standard communication processes that their team will use to promote timely, consistent information flow while maintaining a sense of urgency, a business focus and driving accountability throughout the team.

Decision Making:

In this 4-hour session, participants learn the benefits of a team decision making process and develop their team’s process to facilitate buy-in and involvement in appropriate team decisions.

One of the most critical tools for effective team operations is a decision-making process. Team members must discuss and agree to this process prior to making any decisions. Rather than arguing over how to make decision, the team can use this pre-determined process for making decisions to focus on accomplishing the business at hand. As with any solid business process, methods for follow-up will be developed and tracked.

Effective Listening:

During this 4-hour session, participants will evaluate the importance of listening skills in effective communication by identifying listening tendencies and developing a process to improve listening on an organizational and team level.

Communication is vital to business success and team dynamics. Good listening skills play important role in creating an environment for open, honest communication and effective business operations. Participants discuss and define the roles and responsibilities of information providers and receivers of information, as well as action steps for improving individual listening skills in one-on-one situations, in team meeting and in daily operations.

Expectations:

In this 4-hour session, participants develop behavioral expectations supporting organizational values to define appropriate behaviors and interpersonal interactions while serving as the cornerstone for constructive feedback and conflict resolution.

Individual behaviors are a reality in life, but how can we make them work toward the success of a team? Establishing the parameters of behavioral standards, or expectations, is critical to creating effective working relationships. Utilizing the organizational values as the guide, teams will define specific actions that will support those values and drive the team toward business success. Teams develop their expectations of the leader, the leader develops his/her expectations of the team, and team members also develop expectations of each other. Participants then develop a real-time process for handling situations when an individual does not meet the expectations and develop a process to routine review expectation validity.

Constructive Feedback:

In this 4-hour session participants learn enhanced interpersonal and communication skills by exposing participants to situations, techniques, and processes for giving and receiving constructive feedback and by developing a formal review process of expectations identified by the team. One of the greatest challenges facing organization’s today is the timely and open exchange of constructive feedback among individuals. This module focuses on the responsibility all individuals share to give and receive constructive feedback on a regular basis. Feedback between individuals is extremely important to effective operations and continues business success. The team’s behavioral expectations lie at the center of this feedback exchange. To reinforce the importance of expectations, participants develop a customized expectation review process that formally drives feedback against expectations among all team members on a routine basis. This process serves as a critical component of the behavioral competences necessary in establishing a process-based culture.

Problem Solving:

In this 4-hour session, participants learn the critical components of the problem-solving process that assist in identifying root cause and driving actions to resolve problems with a sense of focus, urgency, and accountability. This basics problem solving course focuses on basic tools to utilize when identifying and resolving daily business issues. Participants learn tools including cause and effect diagrams, checklists, brainstorming techniques, surveys, pareto analysis, five-why analysis, and action registers. Discussion focuses on the importance of interdependent problem solving that focus on effective problem identification and the criticality of follow up in ensuring implementation of problem resolutions that realize results. This session introduces participants to and practice problem solving processes that enable them to focus on effective and efficient business solutions.

Recognition:

In this 4-hour session, participants analyze the importance of recognition and develop a recognition process which drives consistency in providing recognition within the team’s span of control.

It takes dedication and hard work to successfully meet the challenges of today’s business world. To enhance interpersonal relationships and business performance, teams should reinforce desired behaviors by recognizing positive efforts, achievements, and contributions. Each individual has various needs for giving and receiving recognition. Developing a team processes helps to ensure that recognition is sincere, specific, consistent, meaningful, and timely.

Roundtable:

In this 4-hour session participants design a standard process to promote communication in a timely and efficient manner by soliciting input and feedback from a cross representation of employees with the goal of identifying the strengths and areas of opportunity of the organization as perceived by the workforce.

A round table is a randomly selected group of people who are given the opportunity to identify organizational and/or functional area strengths, issues, and concerns in a non-threatening environment. The round table is designed to provide a process that senior leader and middle managers can use to solicit open and honest feedback from all areas and levels of their organization. The goal is to identify measurable action items to address key issues and then communicate their resolution throughout the entire organization.

Once in place, organizations reap the benefits of improved trust and understanding between organizational levels.

SUPPORT SERVICES

What is PBL Scorecard®: PBL Scorecard® is a web-based, multi-lingual easy-to-use, web-based business process software solution that incorporates features such as: business intelligence, data visualization, KPI performance tracking, accountability, and communication (meetings). The software can be deployed in our secure cloud-hosting service or onsite depending upon the needs of the customer. It’s Simple. The easy-to-use format brings familiar functions and layouts allowing for a short learning curve. 24/7 Access.

Software is web-based giving multiple users access from anywhere in the world. Cascading Data. Easy to create automatic data roll up and provides senior leaders with metric drill down capabilities. Import Functionality. Data is easily imported, eliminating complicated manual steps. Employee Engagement Goes Up. Metrics have assigned owners and updaters resulting in higher awareness and buy in from employees. Permissioned. Multiple layers of permissions allow you to decide what user can view what information and who can perform what functions within the application. At Your fingertips. The specific data you need is just one click away. PBL Scorecard provides charts, graphs and dashboards displaying data in any selected time period.