ESBD_435548_1752532330875_RFQuote-FY500-002, Strategic Planning Session Facilitator.pdf

Equal Opportunity Employer/Program. Auxiliary aids and services are available upon request to individuals with disabilities. Relay Texas: 711 (Voice) or 1-800-735-2989 (TTY).

Igualdad de oportunidades de Empleo/Programas. Equipo auxiliar y servicios de apoyo están disponibles para personas con discapacidad al ser requeridos. Relay Texas: 711 (Voz) o 1-800-735-2989 (TTY) Funded by all or in part of, the Department of Labor/ETA WIOA Formula Grants and Wagner-Peyser; the Department of Health and Human Services TANF and Child Care Development Fund; and the Food and Nutrition Service SNAP Employment & Training.

RFQuote-FY25-500-002 Strategic Planning Session Facilitator

I. Introduction:

Workforce Solutions Borderplex (WSB) is a nonprofit organization and one of 28 Local Workforce Development Boards in Texas. WSB serves Brewster, Culberson, El Paso, Hudspeth, Jeff Davis, and Presidio counties and plays a leading role in driving economic growth and workforce development across the Borderplex region. Through strategic partnerships with the Texas Workforce Commission (TWC), employers, educators, and community organizations, WSB delivers market-driven workforce solutions that connect individuals to meaningful employment and prepare them for long-term career success.

WSB offers a wide range of programs and services designed to strengthen the local economy, develop a skilled workforce, and meet the needs of both employers and job seekers. These initiatives empower individuals by providing access to education, training, and employment support, particularly for those facing barriers to employment.

Mission Statement Empowering all people to discover innovative resources and untapped possibilities to fuel business solutions.

Vision Statement Be a catalyst and conduit for a dynamic economy that achieves regional and global prosperity.

Values

• Purpose

• Accountability

• Integrity

• Fairness

• Commitment

• Solution Centric

• Camaraderie

• Trust

• Transparency

• Teamwork

• Respect

• Inclusion

• Courage

• Excellence

• Dependability

• Empathy

• Consistency

Equal Opportunity Employer/Program. Auxiliary aids and services are available upon request to individuals with disabilities. Relay Texas: 711 (Voice) or 1-800-735-2989 (TTY).

Igualdad de oportunidades de Empleo/Programas. Equipo auxiliar y servicios de apoyo están disponibles para personas con discapacidad al ser requeridos. Relay Texas: 711 (Voz) o 1-800-735-2989 (TTY) Funded by all or in part of, the Department of Labor/ETA WIOA Formula Grants and Wagner-Peyser; the Department of Health and Human Services TANF and Child Care Development Fund; and the Food and Nutrition Service SNAP Employment & Training.

II. Project Overview:

Through this Request for Quotes (RFQ), WSB seeks a qualified consultant with experience working with national or regional nonprofits of similar size and scope to facilitate a comprehensive strategic planning process and develop a strategic plan. The selected consultant will collaborate closely with WSB executive leadership and the Board of Directors to ensure the plan aligns with our mission, values, and long-term goals.

III. Scope of Work:

WSB will conduct a facilitated strategic planning workshop, which involves gathering, sorting, and prioritizing the best ideas of WSB's policy leaders and executive managers, focused on the organization's core purposes and the most important attributes of success.

We seek to create a strategic plan that leverages the building blocks we've already put in place to guide, clarify, and harmonize the work and focus of WSB over the next two years. The plan's goals should inspire WSB staff, contractors, and stakeholders, as we all provide a roadmap of activities that can be implemented to achieve those goals. We want the plan to be short enough to make it usable by staff, yet long enough to include narratives that inspire passion around our organizational direction. We think that a final plan of 5-10 pages maximum will achieve those two goals. WSB will produce a 1-page infographic of the final plan for external posting, distribution, and easy consumption. Ultimately, think of the Plan as more of a compass than a turn-by-turn GPS. The Plan must be flexible enough to help WSB navigate any political and/or market changes that might occur during the Plan while still providing an inspiring and strategic throughline that will be true irrespective of the winds of change.

WSB's strategic planning workshop will be held in person on November 20, beginning at 9:00 am and ending at noon, with an opportunity for a working lunch to wrap up. The audience of 50 attendees will be made up of the Board of Directors and executive staff.

The facilitator is responsible for directing the agenda, announcing the presenters/speakers, and serving as the moderator for break-out/table sessions. The facilitator will coordinate with the WSB CEO and executive staff prior to the event, so both parties are clear on the optimal delivery and message to the audience to ensure desired outcomes.

The outcome of the workshop shall include:

• Validation and re-confirmation of the existing statements of WBS vision, mission, and core values.

• Examination of the current operational environment and the identification of important external forces and trends that influence and impact WSB's ability to meet community and stakeholder expectations.

• Assessment of WSBs strengths, weaknesses, opportunities, and challenges.

Equal Opportunity Employer/Program. Auxiliary aids and services are available upon request to individuals with disabilities. Relay Texas: 711 (Voice) or 1-800-735-2989 (TTY).

Igualdad de oportunidades de Empleo/Programas. Equipo auxiliar y servicios de apoyo están disponibles para personas con discapacidad al ser requeridos. Relay Texas: 711 (Voz) o 1-800-735-2989 (TTY) Funded by all or in part of, the Department of Labor/ETA WIOA Formula Grants and Wagner-Peyser; the Department of Health and Human Services TANF and Child Care Development Fund; and the Food and Nutrition Service SNAP Employment & Training.

• Development and prioritization of six or seven strategic goals around which key policy decisions can be evaluated, and important organizational and operational activities can be managed.

Timeline:

September – Meet with WSB CEO and Executive Team Prior to the workshop, the consultant shall meet up to twice with an ad hoc committee of WSB to set overall expectations for the workshop and develop board and staff survey instruments designed to gauge board attitudes, opinions, and concerns regarding WSB's strategic priorities for the coming two years. The consultant will work with the WSB CEO to finalize survey instruments for both the WSB board and executive staff.

October – Distribute & Analyze Survey The consultant shall distribute the survey instruments to the WSB board and executive staff and compile and organize the results in a manner that retains the confidentiality of the respondents.

Early November – Develop Session Agenda Based on the survey results, the consultant will work with the CEO and the Ad Hoc committee to finalize the workshop agenda.

Session Day - The consultant will take detailed notes during the session, which will be shared with the CEO and executive management team.

In January, the CEO will submit for Board approval a summary of the workshop outcomes, including a board vision and values statement and a two-year plan that will include priorities, specific objectives, and measurable goals that will drive future annual action plans and budgets.

V. Proposal Submission:

Interested individuals are invited to submit a comprehensive proposal, including the following:

1. A Cover Letter that summarizes qualifications, related experience, and is not older than 5 years.

2. References: Provide the contact information for at least three professional references who can speak about your experience and effectiveness as a trainer.

3. Description of the consultant's approach to be used in this project

4. Proposed scope of work, project approach, and plan to accomplish the work.

Describe in detail your firm's project approach and methodology in managing and implementing a project of this size and scope, and experience in developing and supporting the implementation of a comprehensive strategic plan.

Key elements include:

a) Project understanding

b) Project methodology and deliverables

c) Roles and responsibilities

d) Project management

Equal Opportunity Employer/Program. Auxiliary aids and services are available upon request to individuals with disabilities. Relay Texas: 711 (Voice) or 1-800-735-2989 (TTY).

Igualdad de oportunidades de Empleo/Programas. Equipo auxiliar y servicios de apoyo están disponibles para personas con discapacidad al ser requeridos. Relay Texas: 711 (Voz) o 1-800-735-2989 (TTY) Funded by all or in part of, the Department of Labor/ETA WIOA Formula Grants and Wagner-Peyser; the Department of Health and Human Services TANF and Child Care Development Fund; and the Food and Nutrition Service SNAP Employment & Training.

e) Fee schedule with a detailed explanation of costs and hours. Please include the total and final costs. This cost will be listed in the contract as the amount not to be exceeded.

VI. Submission Deadline:

All proposals must be submitted via email to procurement@borderplexjobs.com no later than 5:00 PM (MST) on August 14, 2025. Late submissions will not be considered. Respondents selected for further consideration will be notified via email.

For questions or additional information, please contact:

Esther Becerra Special Projects Director EstherBecerra@borderplexjobs.com | 915-887-2224