Affordable Housing Resource Council
Organization Type: Non-Profit
www.communityinvestmentnetwork.org/nc/single-news-item-states/article/affordable-housing-resource-council/
SEI created a strategic business plan, including a situation analysis, strategic assessment and a business implementation plan, for this Reno, Nevada-based affordable housing agency. (2001-2002)
Services Used:
Strategic planning
Operational/business planning
Alameda County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5ecc.org/
SEI facilitated all aspects of a process to create a four-year strategic plan for First 5 early childhood development and family support investments in Alameda County. The process included a situation analysis to organize the best available information for use in planning, development of the 2009-2013 strategic plan with active community input, development of a long-range financial plan for First 5 Alameda County, and development of an operational plan to guide internal organizational changes over the next four years. (2008-2009)
Services Used:
Strategic planning
Community assessment
Alaska Village Initiatives
Organization Type: Non-Profit
http://www.akvillage.com
SEI was contracted by Alaska Village Initiatives to develop and facilitate a planning retreat, work with staff to develop guidelines for governance, and help coach staff through a transition phase in this statewide collaboration in Alaska. (2003)
Services Used:
Strategic planning
Board assessment and design
Facilitation
Alpine County Local Child Care and Development Council
Organization Type: Public Agency: County
http://www.first5alpine.com/
Services Used:
Amador Child Care Planning Council
Organization Type: Public Agency: County
http://www.amadorchildcarecouncil.org
SEI conducted a comprehensive countywide assessment of community assets and needs related to early care and education (ECE) services covering ECE service supply and demand, workforce composition, workforce stability and other important factors. (2003-2004)
Services Used:
Community assessment
Amador County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5amador.com/
SEI facilitated multiple planning meetings to revise the countywide plan for early childhood development services for children age 0 to 5 and their families, authored an updated strategic plan document, and developed a ten-year financial plan for the Commission to use in managing future fiscal resources. (2004-2005)
Services Used:
Strategic planning
Facilitation
Amador County Health & Human Services
Organization Type: Public Agency: County
http://www.co.amador.ca.us/depts/health_human/
SEI guided this agency of the County of Amador through the development of a long-range strategic plan and integrated detailed business or operational plan for integrating two previously-separate departments encompassing Mental Health and Alcohol and Drug programs. Activities performed by included extensive facilitation with stakeholder teams, development of the strategic business plan document, building stakeholder team consensus for the plan, and creation of a pragmatic short-term action plan for implementing the directions called for in the long-range plan. (2006-2007)
Services Used:
Strategic planning
Operational/business planning
Implementation planning
American Association of Public Health Dentistry
Organization Type: Regional Association
http://www.aaphd.org
SEI facilitated planning sessions that engaged the national membership of this association in orderto revise their long-range strategic plan for 2004. (2004)
Services Used:
Bridgeway, Inc.
Organization Type: Non-Profit
http://www.bridgewayinc.org/
Bridgeway contracted with SEI to perform a comprehensive assessment of all aspects of their fiscal operations and make specific recommendations for enhancing their financial management capabilities. (1999)
Services Used:
Financial management
Bristlecone Family Resources
Organization Type: Non-Profit
http://www.bristleconereno.com
North Star and SageWind contracted with SEI to identify and facilitate discussions to reach agreement on all significant “business” issues related to the merger of these two independent, nonprofit organizations providing drug and alcohol prevention, intervention, and treatment services. Some of the issues addressed were: how governance of the combined entity would be structured, the identity of the new organization, staff roles and reporting relationships, assumption of debt and ownership of assets, etc. Once all issues of the merger were addressed, a strategic business plan was developed for the new organization. Finally, SEI helped to identify and implement the steps necessary to effect the merger of the two organizations. (2002)
Services Used:
Merger Support
Butte County Children & Families Commission
Organization Type: Public Agency: County
http://www.buttecounty.net/bccfc/
SEI worked with the local Children and Families Commission to design its strategic plan. The process included facilitated decision making related to mission, vision, core values, strategic results, indicators, evaluation and fund allocation. (2000)
Services Used:
Strategic planning
Facilitation
C*A*R*E* Chest, Inc.
Organization Type: Non-Profit
http://www.carechest.com
A systematic assessment of the organization was conducted by SEI in six areas: Governance, Services, Finance, Human Resources, Management and Operations, and the Physical Plant. The project included identification of action priorities and needed steps. (1999)
Services Used:
Organizational assessment
Calaveras County Behavioral Health Services
Organization Type: Public Agency: County
http://co.calaveras.ca.us/cc/Departments/BehavioralHealthServices/MentalHealthProgram.aspx
SEI assisted with the state review of Calaveras County's Mental Health Services Act (MHSA) Three-Year Community Services and Supports Plan by reviewing and responding to State-level comments on the County's proposed plan, revising the plan based on state guidance, and providing staff support for implementing state-approved components of the County's plan. (2006)
Services Used:
Program planning and implementation
Calaveras County Child Care Council
Organization Type: Public Agency: County
http://www.theresourceconnection.net/info/doku.php?id=cccc:home
SEI conducted a supply and demand analysis for early care and education services within Calaveras County, California and prepared an in-depth report of assets and needs related to ECE services. (2003)
Services Used:
Community assessment
Calaveras County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5calaveras.org/
SEI contracted to develop a 10 year county wide Strategic Plan designed to support the healthy development and well being of children and youth ages 0-18. Both youth and adult volunteers were recruited and trained to serve as Community Advocates to support the process at a grassroots level. The process included a comprehensive assessment of community strengths, resources, and needs. The Strategic Plan resulted in a vision of the community created by the community, specific goals to be achieved, strategies to achieve those goals, a plan for evaluating progress and success, a resource plan to determine how to finance the strategies and sustain progress over time, and an implementation plan showing who would do what by when through the first year. (2001-2003)
Services Used:
Strategic planning
Community assessment
Implementation planning
California Alliance of Information & Referral Services
Organization Type: Statewide Association
http://www.cairs.org
SEI researched potential sources of grant funding for the association, facilitated decisions by the Board regarding specific sources to pursue, prepared letters of inquiry and developed tools for submitting full grant proposals. (2003-2004)
Services Used:
Sustainability services
Revenue generation
California Association of Nonprofits
Organization Type: Statewide Association
www.canonprofits.org
SEI performed a comprehensive organization assessment involving internal and external stakeholders, including focus groups, interviews, surveys, and independent research. Results were then analyzed, recommendations were developed, and SEI assisted the organization in developing a comprehensive operational plan to position it for future success. (2001-2002)
Services Used:
Operational/business planning
Organizational assessment
California Child Care Resource & Referral Network
Organization Type: Statewide Association
http://www.rrnetwork.org/
The California Child Care Resource & Referral Network contracted with SEI to design and present a series of workshops for Child Care Resource and Referral networks related to leadership and work force retention. Best practices for staff orientation, training, development and retention were presented. (2001)
Services Used:
Human resources
California Children & Families Commission
Organization Type: Public Agency: State
www.ccfc.ca.gov
SEI facilitated a planning session of over 15 state and county representatives to define guidelines for use in creating a statewide system of evaluation support services to measure outcomes of early childhood development programs in California.
Services Used:
Evaluation design
Facilitation
California Dental Association
Organization Type: Statewide Association
www.cda.org
SEI facilitated deliberations between oral health experts and an Advisory Committee related to Perinatal Oral Health Clinical Guidelines during pregnancy and early childhood, based on current science and the consensus of a number of key stakeholders. (2009)
Services Used:
Program planning and implementation
California Department of Aging
Organization Type: Public Agency: State
http://www.aging.ca.gov/
SEI developed, distributed, and supported a Management Information System for statewide use by long-term care ombudsman programs throughout California that delivers extensive computerized information on program activities and outcomes. (1998-2002)
Services Used:
Information systems selection
California Long Term Care Ombudsman Association
Organization Type: Statewide Association
http://www.ltcombudsman.org/static_pages/memex/California.cfm
SEI planned and conducted focus groups to gather input from over 40 local ombudsman programs around California, prepared a report of focus group results, facilitated a strategic planning session with the Board, and developed a summary plan and supporting resources based on the board. (2004)
Services Used:
Strategic planning
Center for Health Improvement
Organization Type: Non-Profit
www.centerforhealthimprovement.org
SEI conducted a detailed assessment and comparison of computer software and related support services offering evaluation/outcomes management, contract management, and program management capabilities. An in-depth report was produced and distributed to all 58 County Children and Families Commissions in California. (2001)
Services Used:
Information systems selection
Center for Health Improvement / Prop. 10 Technical Assistance Service Center
Organization Type: Non-Profit
www.centerforhealthimprovement.org
The center contracted with SEI to write a guidebook and related toolkit on organizational development for County Children and Families Commissions. The guidebook covers governance, organizational design, human resource management, operational planning, budgeting, open meeting laws, conflict of interest laws, risk management, and other topics. (2000)
Services Used:
Operational/business planning
Human resources
Financial management
Center for Health Improvement/ TASC
Organization Type: Non-Profit
www.centerforhealthimprovement.org
SEI facilitated various group sessions at a one-day workshop on Results Based Accountability. (2000)
Services Used:
Facilitation
Center for Health Training
Organization Type: Non-Profit
http://www.centerforhealthtraining.org
SEI prepared and conducted a series of workshops on organizational assessment and development for grantees of First 5 San Joaquin, and provided a self-assessment instrument and other resource materials for use by workshop participants. (2004)
Services Used:
Organizational assessment
Center Street Mission
Organization Type: Non-Profit
The Mission hired SEI to prepare a grant application to the federal Housing and Urban Development (HUD) agency for funding homeless service facilities. (1999)
Services Used:
Revenue generation
ChangeHaven
Organization Type: Non-Profit
http://activecause.com/nonprofit-profile/changehaven-inc/id/393a3d3a3d3f212224
SEI developed a business plan for this developing nonprofit substance abuse treatment program based upon leading edge research regarding effective practices for specific populations. The plan included market research, goals and objectives, organizational design, financial forecast and mission and core values of the agency. Implementation of the plan was also included in the project. (2000)
Services Used:
Operational/business planning
Child Care Council of Nevada County
Organization Type: Public Agency: County
http://www.first5nevco.org/
SEI conducted research and data analysis to update the countywide assessment of child care needs within Nevada County, California. The project included a survey of employees of the County of Nevada regarding their child care needs and current care arrangements. (2004)
Services Used:
Community assessment
Churchill County Social Services
Organization Type: Public Agency: County
http://www.churchillcounty.org/welfare/
Provided various forms of staff support for implementation and management of the Homeless Services Continuum of Care for 2005-06 and facilitated planning and development of the HUD Continuum of Care strategy for program year 2006-07. (2005-2006)
Services Used:
Community assessment
Collaboration development
Revenue generation
City of Reno
Organization Type: Public Agency: County
http://www.cityofreno.com
SEI prepared and facilitated a series of meetings for the Regional Housing Task Force to assist the Task Force with setting priorities and making recommendations related to housing in the region. The results of the Task Force’s efforts were documented in a report that was used to communicating priorities and recommendations and educating the community about housing issues and the region’s approach to addressing these issues. (2006-2008)
Services Used:
Program planning and implementation
Facilitation
City of West Sacramento
Organization Type: Public Agency: City
http://www.cityofwestsacramento.org/
SEI provided facilitation, research and analysis to develop a plan to provide quality preschool programs to all four-year old children in the City of West Sacramento over the next ten years. The project included evaluating current preschool capacity, projecting future demand for preschool services, projecting the cost of providing preschool for all, and assessing potential financing. (2004-2005)
Services Used:
Community assessment
Program planning and implementation
Colusa County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5colusa.org/
SEI initially worked with the local Children and Families Commission to design their fund allocation process, including the grant application and contracting procedures. The commission then contracted with SEI to develop a one year operating budget, evaluate the commission's existing financial management and reporting systems, and recommend and implement a new financial management and reporting system. (2001)
Services Used:
Fund distribution
Financial management
Grantmaker services
Committee to Aid Abused Women
Organization Type: Non-Profit
http://uwayreno.communityos.org/sys/profile.taf?profiletype=agency&recordid=3053&_UserReference=B5978608ABE50143C2C29154
This domestic violence education and shelter provider engaged SEI to develop a business plan for expanding services and strengthening agency operations. (2004)
Services Used:
Operational/business planning
Communities United for Children and Families
Organization Type: Non-Profit
SEI assisted this relatively new organization operating Family Resource Centers and other family support programs by providing governance training and support for the Board of Directors and training and tools for the management team to use for internal communications and human resource management with staff and volunteers. SEI also conducted a preliminary feasibility audit to help the organization decide whether to pursue new entrepreneurial earned income ventures and to assess opportunities for entrepreneurial ventures. (2007)
Services Used:
Board effectiveness
Human resources
Revenue generation
CompassPoint Nonprofit Services, Inc.
Organization Type: Non-Profit
www.compasspoint.org
SEI conducted a comprehensive assessment of CompassPoint, a nonprofit management support organization in six areas: Governance, Services, Finance, Human Resources, Management and Operations, and the Physical Plant. The project included identification of action priorities and needed steps. (2000)
Services Used:
Organizational assessment
Consolidated Agencies of Human Services
Organization Type: Public Agency: City
SEI assisted this agency, which serves a three county region in Nevada, with strengthening its governance capabilities through an assessment of current governance functioning, training for the board on effective governance, and development of a Board Manual with tools and materials covering many different aspects of effective governance. (2007)
Services Used:
Board assessment and design
Board effectiveness
Contra Costa County Children & Families Commission
Organization Type: Public Agency: County
http://www.firstfivecc.org/
SEI worked with staff to define requirements for computer software to manage relationships with community members and community-based organizations, reviewed commercial products to assess their fit with the requirements and made recommendations on software make-versus-buy decisions. (2004-2005)
Services Used:
Information systems selection
Council on Aging Orange County
Organization Type: Non-Profit
http://www.coaoc.org
The council contracted with SEI to develop multiple computer reports to meet various information needs of the agency. SEI also provided technical assistance on computer software questions. (2000)
Services Used:
Information systems selection
CPM Systems
Organization Type: For-Profit
www.cpm.com
SEI provided various support for the development of a new for-profit venture and related nonprofit agency. Support included market analysis, business planning, organizational development, grant writing that led to over $1 million in federal Small Business Innovation Research funding, executive coaching, and product design. (1997-1999)
Services Used:
Operational/business planning
Revenue generation
Crisis Call Center
Organization Type: Non-Profit
http://crisiscallcenter.org/
SEI worked with the Board of Directors and Staff to evaluate current funding mechanisms and identify and evaluate potential funding opportunities including for profit enterprises. As a result, SEI created a fund development plan which included options and financial forecasts by option. (1999)
Services Used:
Revenue generation
David and Lucile Packard Foudation
Organization Type: Foundation-Private
http://www.packard.org
Conducted an assessment of developmental issues, prepared recommendations and facilitated a one-day retreat for a statewide collaborative group working to establish universal preschool access in California. (2003)
Services Used:
Facilitation
Del Norte County Children and Families Commission
Organization Type: Public Agency: County
http://www.delnortekids.org/
SEI developed a first-ever Children's Report Card for the county showing key demographic trends and indicators of health and well-being for young children and their families. The data from the Report Card was then used to support a comprehensive revision of the countywide strategic plan for early childhood development services in order to focus resources in the areas expected to have the greatest positive impact for children. Finally, a five-year financial plan was developed to manage the use of financial resources needed to implement the strategic plan. (2007)
Services Used:
Strategic planning
Community assessment
Dental Health Foundation
Organization Type: Foundation-Private
www.dentalhealthfoundation.org
SEI facilitated a one-day event with oral health experts to support planning of statewide projects to promote improved oral health of children ages 0-5 in California. (2002-2003)
Services Used:
Program planning and implementation
Facilitation
El Dorado County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5eldorado.com/
Building upon strategic planning work previously done by SEI with a multi-agency collaborative group, we facilitated additional planning for a Ready By 21 initiative to coordinate community efforts to support children and youth in being ready for success in life by age 21 in the Georgetown Divide region of El Dorado County, California. The diverse collaborative included representatives serving children ages 0-5, 6-14, 15-18 and 18-21. (2009)
Services Used:
Strategic planning
Collaboration development
Environmental Health Institute
Organization Type: Non-Profit
http://app.nea.gov.sg/cms/htdocs/category_sub.asp?cid=130
SEI assisted this startup nonprofit organization in the Central Valley of California with the development of a business plan to define service offerings, marketing strategies, organization structure, and other aspects of the agency. The project included planning and facilitating a one-day Board Retreat to define steps to implement the organization's business plan. (2002-2003)
Services Used:
Operational/business planning
Implementation planning
Family Promise of Reno/Sparks
Organization Type: Non-Profit
http://www.familypromisereno.com/
SEI guided an organizational assessment and strategic planning process for the agency, including development of a web-based survey to obtain stakeholder input on various aspects of the organization's activities and public image, followed by development of a strategic plan and associated one-year implementation plan. In a separate phase of the project, SEI developed a volunteer handbook to use in training and managing volunteers. (2007-2008)
Services Used:
Strategic planning
Implementation planning
Human resources
First 5 Association of California
Organization Type: Statewide Association
www.f5ac.org
SEI developed and conducted a half-day workshop on the topic of Sustainability of Programs and Initiatives as part of the annual statewide First 5 conference. (2004)
Services Used:
Sustainability services
First 5 Inyo County
Organization Type: Public Agency: County
http://www.inyocounty.us/first5/
SEI prepared and conducted two one-day group training workshops, one in the fall of 2010 and the other in the spring of 2011, that trained contractors on the core elements that drive sustainability and proven strategies for enhancing long-term sustainability. SEI also prepared and conducted monthly video conferences with those partner organizations.
Services Used:
Facilitation
Food Bank of Northern Nevada
Organization Type: Non-Profit
http://www.fbnn.org/
The Food Bank of Northern Nevada contracted with SEI to provide support, tools, and coaching for the board of directors and staff to assist both groups in understanding their new/expanded roles, and be ready and able to fulfill those roles as the organization transitions operations to the new Regional Food Distribution Center site. SEI facilitated processes to assist the board in setting goals, evaluating performance, having measurable objectives, and evolving into a fund raising board. SEI also worked with staff to understand their expanded roles and responsibilities, create an operations manual, and establish a cross-training, leadership and skills development approach. (2003)
Services Used:
Board effectiveness
Human resources
Foundation Consortium for California's Children and Youth
Organization Type: Foundation-Private
SEI guided the planning of the California Family Resource Association, a new state association in California dedicated to serving family resource centers and other types of family support programs. SEI led an in-depth process to create a strategic business plan for forming and launching the association that included gathering statewide input from current family support service providers. Once the business plan was completed, SEI provided staff support in forming the initial Board of Directors, developed bylaws and other governance policies, led the selection of a web-based information system for association membership and communications, and other operations support. (2004-2005)
Services Used:
Operational/business planning
Board assessment and design
Board effectiveness
Human resources
Information systems selection
Operations support
Fresno County Children & Families Commission
Organization Type: Public Agency: County
http://www.first5fresno.org/
As part of a revision to the First 5 strategic plan for the county, SEI facilitated sessions to set goals and adopt strategies related to early care and education. (2004)
Services Used:
Strategic planning
Facilitation
Fund for a Healthy Nevada
Organization Type: Public Agency: State
http://www.healthynevada.state.nv.us
In partnership with the Center for Health Improvement, SEI developed an evaluation framework to measure the results of grants from the Fund and provided statewide technical assistance to grantees to implement the evaluation methods. (2003-2004)
Services Used:
Evaluation design
Evaluation implementation
Glenn County Children & Families Commission
Organization Type: Public Agency: County
http://www.glenncountyfirst5.com/
SEI facilitated all aspects of the development of a non-competitive grant making program for this funder of early childhood development and family support programs. The process included extensive community involvement from nonprofit, public and other service providers. (2006-2007)
Services Used:
Fund distribution
Grantmaker services
Glenn County Children & Families Services
Organization Type: Public Agency: County
http://www.glenncountyfirst5.com/
Glenn County Child and Family Services (CaFS) contracted with SEI to conduct a two-day planning retreat for 20-25 program staff, Parent Policy Council members, and managers and directors in order to develop annual Implementation Plans in each of three years following adoption of a strategic plan. (2002-2005)
Services Used:
Implementation planning
Facilitation
Glenn County Children's Interagency Coordinating Council
Organization Type: Public Agency: County
The Glenn County Children's Interagency Coordinating Council (CICC) contracted with SEI to assess current structure and activities of the Council for compliance with State regulations. SEI also worked with the CICC to develop a 3-year Strategic Plan, and subsequently developed a Universal Release of Information form for members of the CICC. (2000-2001)
Services Used:
Strategic planning
Organizational assessment
Glenn County Local Child Care Planning Council
Organization Type: Public Agency: County
http://www.glennlpc.org/
SEI prepared and facilitated sessions to create a new 5-year strategic plan with the Planning Council. The strategic plan included an assessment of the early care and education environment within the County together with the mission, vision, guiding principles. (2005-2006)
Services Used:
Strategic planning
Community assessment
Governor's Council on Developmental Disabilities
Organization Type: Public Agency: State
www.nevadaddcouncil.org
SEI planned and facilitated a council retreat that included the development of a mission statement, core values, operating agreements and goals. (2008)
Services Used:
Facilitation
Great Basin Primary Care Association
Organization Type: Regional Association
www.gbpca.org
This association contracted with SEI to plan, design and facilitate a one day strategic planning retreat with key stakeholders of the Covering Kids Coalition. SEI assisted in the development of goals, objectives and strategies for action. (2000)
Services Used:
Strategic planning
Facilitation
Harmony Health Family Resource Center
Organization Type: Non-Profit
SEI assisted the agency with developing its first strategic plan and a two-year budget for implementing the strategic plan. The process resulted in defining the mission, vision, guiding principles, goals and objectives, and strategies for the organization along with performing a situation analysis and approach for evaluating and revising the plan. (2007-2008)
Services Used:
Strategic planning
Head Start of Northeastern Nevada
Organization Type: Non-Profit
http://www.hsnn.org/
SEI analyzed the current salary and benefit structure for this regional provider of Head Start and Early Head Start services in order to determine whether compensation levels are competitive with local market conditions, and prepared a report with findings and recommendations for use by the agency. (2006-2007)
Services Used:
Human resources
Head Start Regional Association - Region IX
Organization Type: Regional Association
http://www.r9hsa.org/
SEI was contracted to plan and facilitate a two-day board meeting for the purposes of orienting and working with new board members to become knowledgeable about and positioned to achieve the goals of the reorganized Regional Association. This included developing tools and processes to enable them to work more efficiently and effectively.
Services Used:
Board effectiveness
Facilitation
Health Impact
Organization Type: Non-Profit
SEI assisted this startup nonprofit organization with the development of a business plan to define service offerings, marketing strategies, organization structure, and other aspects of the agency. (1999)
Services Used:
Operational/business planning
Health Management Systems
Organization Type: For-Profit
www.hmsy.com
SEI provided support for this international health care software and consulting firm including human resource process improvements, selection and implementation of project management systems, training on project management techniques, development of internal billing software and management information systems, and support for design of commercial software products. (1997-1999)
Services Used:
Human resources
Financial management
Information systems selection
Project management
HelpSource
Organization Type: Non-Profit
www.helpsource.org/
SEI was contracted to develop a comprehensive budgeting process for this $8 million nonprofit organization. SEI created all the tools required to support the budgeting process and provided training and support to implement it. (2002)
Services Used:
Financial management
Hispanic Dental Association
Organization Type: Statewide Association
http://www.hdassoc.org/
SEI facilitated a two-day international symposium on improving oral health among Hispanic/Latino populations and engaging Latino oral health professionals. The results of the symposium were documented as an article submitted to scholarly journals for publication. (2004-2005)
Services Used:
Facilitation
Human Resource Council
Organization Type: Non-Profit
www.theresourceconnection.net
SEI assisted with the planning and facilitation of a multi-session retreat for the agency's Board of Directors and staff that was a forum for planning the future direction of the organization, and then documented the results of the retreats. (2006)
Services Used:
Facilitation
Human Resources and Services Administration - Region IX Head Start
Organization Type: Federal Program
HRSA contracted with SEI to create a survey and agenda for the June 2002 Region IX Head Start meeting convened to assist members with identifying barriers and issues, and developing recommendations for systems that would enable children and families to have better access to oral health care. Additionally, SEI edited the previous report to include decisions made at the June meeting.
Services Used:
Program planning and implementation
Event planning and management
I Can Do Anything Charter High School
Organization Type: Public Agency: County
www.icdachs.com
SEI performed the first 3-year compliance assessment of Nevada's first charter high school. This project included working with parents, students, teachers, staff, board and community members to develop a strategic plan to guide the school's activities. (2001)
Services Used:
Strategic planning
Organizational assessment
Ian F. Burns & Associates
Organization Type: For-Profit
SEI developed a business plan to define future plans for client services, competitive positioning, marketing strategies, internal organizational development, and financial growth. (1999)
Services Used:
Operational/business planning
Inyo County Children and Families Commission
Organization Type: Public Agency: County
http://www.inyocounty.us/first5/
SEI prepared materials and facilitated a one-day retreat for the Children and Families Commission to assist them with evaluating different organizational models to consider, such as whether to remain within the County Health and Human Services Department or become an independent public entity. (2005)
Services Used:
Board assessment and design
Facilitation
Kentucky Department of Aging
Organization Type: Public Agency: State
http://chfs.ky.gov/dail/default.htm
The Department of Aging contracted with SEI to license and install the SEI-developed OmView Ombudsman Management Information System, and then train and support the state Office of Aging Services and four regional offices in using the system. (2000-2005)
Services Used:
Information systems selection
Kern County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5kern.org/
SEI coordinated technical assistance activities funded by First 5 California for an eight-county region of County Children and Families Commissions located in the Central Valley/Coast area of California. TA coordination includes planning and organizing training events and follow-up technical assistance to build on training outcomes, coordinating efforts with other regional TA Coordinators and First 5 California contractors, and making counties aware of TA resources. (2003-2006)
Services Used:
Technical assistance coordination
Kids Korner
Organization Type: Non-Profit
http://www.washoesheriff.com/patrol-kids-korner.htm
SEI developed a program operations manual for use in training and guiding staff and volunteers in conducting multidisciplinary outreach to families living in weekly-rented motels and other unstable living situations. This included developing job descriptions for several staff positions. (1999)
Services Used:
Program planning and implementation
Human resources
Kings County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5kc.org/
SEI facilitated a retreat for the Commission intended to improve internal communications and other aspects of the functioning of the Commission as a governing board. (2002-2003, 2004)
Services Used:
Board effectiveness
Facilitation
Lake County Children & Families Commission
Organization Type: Public Agency: County
http://www.first5lake.org/
SEI assisted the Commission with understanding its options for legal status and strengthening interactions between Commissioners. (2001)
Services Used:
Board assessment and design
Lake Tahoe Humane Society and S.P.C.A.
Organization Type: Non-Profit
www.laketahoehumaneandspca.org
SEI conducted a feasibility study for the agency to use in making decisions about the direction of the organization. The final report included a market analysis, budget projections, and implications regarding governance, staffing and other resources, as well as a prioritized list of funding sources to consider. (2002)
Services Used:
Operational/business planning
Board assessment and design
Revenue generation
Lassen Children & Families Commission
Organization Type: Public Agency: County
http://www.lassenfirst5.com/
SEI provided on-going technical assistance to the First 5 Lassen County Children and Families Commission, and grantees of the Commission (family resource centers, oral health and home visiting programs) in implementing program evaluation techniques; conducted an assessment of the program design for a countywide home visiting program that led to enhancements to the program design and evaluation framework; updated the assessment of community needs for children age 0-5 and their families that is used for strategic planning; and facilitated the revision of the strategic plan for the Commission. (2006-2008)
Services Used:
Program planning and implementation
Evaluation design
Evaluation implementation
Little People's Head Start
Organization Type: Non-Profit
SEI reviewed the agency's existing program monitoring system (policies, procedures and tools) that are used to evaluate the effectiveness of program services, recommended improvements to the monitoring system, developed tools and reporting templates to help implement recommendations, and provided coaching to the agency's staff on evaluation techniques. (2007)
Services Used:
Evaluation assessment
Evaluation design
Long Term Care Ombudsman, Chico
Organization Type: Non-Profit
www.passagescenter.org/ombudsman
The Chico Ombudsman's office hired SEI to develop multiple computer reports designed to meet various information needs of the agency and provide technical assistance regarding computer software questions. (1999)
Services Used:
Information systems selection
Long Term Care Ombudsman, Santa Barbara
Organization Type: Non-Profit
http://www.ombudsmansb.org/
SEI developed multiple computer reports to meet various information needs of the agency and provided technical assistance on computer software questions. (2000)
Services Used:
Information systems selection
Los Angeles County Children and Families Commission
Organization Type: Public Agency: County
http://www.lachildrenscommission.org/
SEI developed and conducted training for the Commission’s staff on group facilitation and team building methods for the staff to use internally and in their work throughout the county. (2002-2003)
Services Used:
Human resources
Lyon County Human Services
Organization Type: Public Agency: County
http://www.lyon-county.org/index.aspx?NID=175
SEI provided an analysis of different commercially-available information systems for use in county human services programs for case management and program reporting, and also provided tools and guidelines for the county to use in conducting their own evaluation of information systems and selecting a system to license. (2007)
Services Used:
Information systems selection
Madera County Children & Families Commission
Organization Type: Public Agency: County
http://www.first5madera.net/
SEI was hired to review the initial strategic plan, conduct research on effective practices and design a revised strategic plan template and process to include a community-wide report card with a focus on school readiness. Additionally, SEI edited the final revised strategic plan. (2001)
Services Used:
Strategic planning
Mariposa County Children and Families Commission
Organization Type: Public Agency: County
http://www.mariposacounty.org/
SEI assisted the Commission with the latest revision to the countywide strategic plan for early childhood development services, and also with developing a Request for Proposals (RFP) to use in their grantmaking activities. (2002)
Services Used:
Strategic planning
Grantmaker services
Mendocino County Children and Families Commission
Organization Type: Public Agency: County
http://www.mendochildren.org/
SEI developed a Request for Proposal for evaluation support services that First 5 Mendocino County could use in soliciting proposals from qualified evaluators and select a preferred vendor from among the applicants. (2007)
Services Used:
Evaluation design
Merced County Children & Families Commission
Organization Type: Public Agency: County
http://www.first5mercedcounty.org/
SEI conducted a comprehensive organizational assessment for a large nonprofit organization funded by First 5 Merced, and then provided a series of capacity building services including grant research and grant writing support, health and safety manual development, service tracking and evaluation systems support and executive coaching. (2003-2005)
Services Used:
Mono County Child Care Council
Organization Type: Public Agency: County
http://www.monokids.org/iyc/publish/article_123.htm
SEI guided the Child Care Council through a comprehensive revision of its strategic plan, producing a new five-year plan for the period 2006-2011. Our role included preparation for planning retreats, facilitation of planning sessions, and development of the plan document. (2006)
Services Used:
Strategic planning
Facilitation
Mono County Children and Families Commission
Organization Type: Public Agency: County
http://www.monokids.org/
The commission contracted with SEI to provide coaching and support during the updating of the strategic plan for early childhood development. This included facilitation of planning sessions and the drafting of the initial strategic plan document. (2002)
Services Used:
Strategic planning
Mono County Office of Education
Organization Type: Public Agency: County
http://www.monocoe.k12.ca.us/
SEI conducted a countywide assessment of needs for early care and education services for Mono County, California. The assessment included outreach to child care providers, families, businesses and other stakeholders to understand the demand for services. (2005-2006)
Services Used:
Community assessment
Montana Department of Health & Human Services
Organization Type: Public Agency: State
http://www.dphhs.mt.gov/
SEI conducted an extensive analysis of the early care and education system covering the entire State of Montana. It included analyzing existing service capacity and gaps in service by geographic area, and recommendations for future improvements to the early care and education. (2004)
Services Used:
Community assessment
Monterey County Children and Families Commission
Organization Type: Public Agency: County
http://first5monterey.org/
SEI prepared and conducted a two-day training series on project planning, managing projects once they have been planned, individual time management and organization-wide workload management. (2008)
Services Used:
Project management
Mountain Oaks School
Organization Type: Non-Profit
http://www.mountainoaks.org/
SEI helped organize, facilitate and document an annual planning retreat for this charter school. (2006-2007)
Services Used:
Strategic planning
Facilitation
Mountain State Genetics Regional Collaborative Center
Organization Type: Federal Program
http://www.msgrcc.org/
SEI was contracted with MSGRCC to facilitate an open forum that allowed consumer advocates and genetic professionals the opportunity to participate as equals in addressing relevant genetic services and issues. The results of the focus groups were compiled and analyzed in a final report to MSGRCC.
Services Used:
Facilitation
Mountain Valley Health Centers
Organization Type: Non-Profit
http://www.mountainvalleyhealth.com/
SEI prepared and facilitated a strategic planning retreat, and used the results of the retreat to develop a three-year strategic plan and corresponding one-year implementation plan. (2005-2006)
Services Used:
Strategic planning
Implementation planning
Napa County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5napa.org/
SEI provided facilitation, research and analysis to develop a plan to provide quality preschool programs to all eligible children in Napa County. The project included outlining the implementation steps and resources needed to implement Preschool for All and document the results of community engagement, supply and demand study and implementation into a Preschool for All plan. (2006)
Services Used:
Strategic planning
Community assessment
Program planning and implementation
National Automobile Museum
Organization Type: Non-Profit
http://www.automuseum.org
SEI was contracted to facilitate the 2003 Board Retreat, including the pre-Retreat planning and preparation through documenting decisions made during the Retreat. (2003)
Services Used:
Facilitation
National Leadership Institute
Organization Type: Federal Program
SEI conducted workshops on information systems selection and human resource management at the regional conference for substance abuse prevention and treatment providers. SEI also facilitated group sessions to identify opportunities for greater collaboration between providers. (1999)
Services Used:
Human resources
Information systems selection
Facilitation
Nevada Association for the Education of Young Children
Organization Type: Statewide Association
http://www.nevaeyc.org/
SEI facilitated a one-day planning summit for this statewide association to establish the Association’s goals for the next five years and set guidelines for programs and services that are sought by the membership. (2002)
Services Used:
Strategic planning
Facilitation
Nevada Bicycle Advisory Board
Organization Type: Public Agency: State
http://www.bicyclenevada.com/
The Nevada Bicycle Advisory Board (NBAB) was created by the Nevada Legislature in 1991 to advise appropriate agencies of the state on policies, programs and facilities, and promote programs and facilities for the safe use of bicycles in the state. NBAB contracted with SEI to facilitate and document the results of a mission, goals and objectives discussion during the NBAB’s September 25, 2008 meeting. Results of the session will be used to guide activities in the coming year. (2008)
Services Used:
Facilitation
Nevada County Children & Families Commission
Organization Type: Public Agency: County
http://www.first5nevco.org/
SEI conducted a comprehensive assessment of current fiscal management capabilities, developed recommendations for improvement, and provided training to the Commission's staff in implementing recommendations that included setup and training on use of QuickBooks Pro software. (2003-2004)
Services Used:
Organizational assessment
Financial management
Nevada Division of Mental Health & Development Services
Organization Type: Public Agency: State
http://mhds.nv.gov/
SEI assistance with the development of an application for funding on behalf of the Rural Clinics Community Mental Health Centers by reviewing funder requirements, identifying gaps in the agency's research and data that must be addressed in order to submit. (2006)
Services Used:
Revenue generation
Nevada Early Head Start
Organization Type: Public Agency: State
SEI conducted a survey of staff members and facilitated a one-day staff retreat to create greater clarity about staff roles in alignment with organizational goals. (2002)
Services Used:
Human resources
Facilitation
Nevada Museum of Science, Technology & Industry
Organization Type: Non-Profit
SEI facilitated business planning activities, working with the founding board to identify its mission, vision and core values and to research and evaluate organizational models and approaches to establish a museum of science and industry in Nevada. (2000-2002)
Services Used:
Operational/business planning
Nevada RAVE Family Foundation
Organization Type: Non-Profit
http://www.raveforkids.org/
SEI was contracted to plan and facilitate a board retreat to adopt mission and vision statements and develop goals and measurable objectives for a Strategic Plan and to outline criteria and a job description for a new Executive Director. (2002)
Services Used:
Strategic planning
Facilitation
Nevada Rock Art Foundation
Organization Type: Non-Profit
http://www.nvrockart.org/
The Nevada Rock Art Foundation (NRAF) contracted with SEI to develop tools, plan and facilitate a planning retreat for the board and executive staff to review and update NRAF’s strategic plan. This included developing a shared understanding of conditions and trends influencing NRAF, and affirming the goals, objectives and strategies to pursue. (2008)
Services Used:
Strategic planning
Facilitation
Nevada Rural Housing Authority
Organization Type: Public Agency: State
http://www.nvrural.org
SEI worked with numerous public and private nonprofit agencies to assess needs and priorities for services to prevent and address homelessness, develop the Rural Continuum of Care Homeless Services strategy, documented results and developed the Continuum of Care funding application to the federal Housing and Urban Development Department (HUD) for program years 2003-04, 2004-05 and 2005-06. (2002)
Services Used:
Strategic planning
Community assessment
Collaboration development
Revenue generation
Facilitation
Nevada State Bar Association
Organization Type: Public Agency: State
http://www.nvbar.org/
This statewide project was to determine the Access to Justice for Civil Legal Needs in the state of Nevada. Project activities included research and analysis, trend analysis, provider surveys and interviews, client focus groups and documentation of the unmet need for legal aid in Nevada related to civil justice issues. The report included unmet need, an analysis of existing resources, recommendations and goals to increase access to justice in Nevada, resulting in an action plan. (2007-2008)
Services Used:
Strategic planning
Community assessment
Nevada State Oral Health Program
Organization Type: Public Agency: State
http://health.nv.gov/CC_OralHealth.htm
SEI assisted with planning and then facilitated a statewide summit of oral health experts in three different years to update the state strategic plan for improving oral health in Nevada. (2003-2004, 2004-2005, 2007-2008)
Services Used:
Strategic planning
Event planning and management
Facilitation
North Star Treatment Center / SageWind
Organization Type: Non-Profit
http://www.northstarcenter.com/
North Star and SageWind contracted with SEI to identify and facilitate discussions to reach agreement on all significant business issues related to the merger of these two independent, nonprofit organizations providing drug and alcohol prevention, intervention, and treatment services. Some of the issues addressed were: how governance of the combined entity would be structured, the identity of the new organization, staff roles and reporting relationships, assumption of debt and ownership of assets, etc. Once all issues of the merger were addressed, a strategic business plan was developed for the new organization. Finally, SEI helped to identify and implement the steps necessary to effect the merger of the two organizations.
Services Used:
Operational/business planning
Merger Support
Northcoast Advocacy Services
Organization Type: Non-Profit
This senior services agency hired SEI to assist with the exploration of a merger with another local agency. This project resulted in the successful merger of Northcoast Advocacy Services and the Humboldt Senior Resource Center. (1998)
Services Used:
Merger Support
Northern Area Substance Abuse Council (NASAC)
Organization Type: Non-Profit
SEI provided technical assistance with the implementation of action steps identified during the organizational assessment conducted by SEI in the prior year. (2000)
Services Used:
Operations support
Northern Nevada Center for Independent Living
Organization Type: Non-Profit
http://www.nncil.org/
SEI facilitated a Board and staff committee to identify, evaluate and select a for-profit venture to diversify the agency's current funding sources. This project involved conducting research and documenting results into a feasibility study. (2000)
Services Used:
Operational/business planning
Revenue generation
Northern Nevada Early Head Start - UNR
Organization Type: Public Agency: State
SEI facilitated the development of a staff strategic plan for Early Head Start. The process included the development of mission and vision statements, a situational analysis, the establishment of both short and long term goals, and recommendations for future operations.
Services Used:
Strategic planning
Northern Nevada RAVE Family Foundation
Organization Type: Non-Profit
http://www.raveforkids.org/
In early 2002, SEI was contracted to plan and facilitate a board retreat to adopt mission and vision statements and develop goals and measurable objectives for a Strategic Plan and to outline criteria and a job description for a new Executive Director.
Services Used:
Strategic planning
Human resources
Facilitation
Oakland Fund for Children & Youth
Organization Type: Public Agency: City
http://www.ofcy.org/
SEI prepared a comprehensive assessment of the needs and priorities facing children and youth in Oakland, assisted with the development of a four-year strategic plan for funding children and youth services, and authored the strategic plan. (2001-2002)
Services Used:
Strategic planning
Community assessment
Oakland Unified School District
Organization Type: Public Agency: City
www.ousd.k12.ca.us/
The Complementary Learning department within the Oakland Unified School District manages an extensive array of student support services including 38 preschools, 90 before- and after-school programs, district-wide summer learning programs, a network of school-based Family Resource Centers and Health Centers, school health and mental health services, Supplemental Educational Services and other supports. SEI led an inclusive process to develop a strategic plan for the department and develop a communications plan to use in building support among key stakeholders for the Complementary Learning model. (2008-2009)
Services Used:
Strategic planning
Marketing and communications
Parasol Tahoe Community Foundation
Organization Type: Non-Profit
http://www.parasol.org
SEI prepared and facilitated a one-day meeting of public and nonprofit agencies involved in education and youth development in the North Lake Tahoe area, in order to promote more effective collaboration and better working relationships among the agencies. (2007)
Services Used:
Collaboration development
Passages Adult Resource Center
Organization Type: Non-Profit
http://www.passagescenter.org/
SEI designed and facilitated a one-day strategic planning retreat to assist the Advisory Council for the agency with defining roles and responsibilities for the Council. (2007)
Services Used:
Strategic planning
Pathways to Child and Family Excellence
Organization Type: Non-Profit
SEI performed a limited scope evaluation of the agency's project to address Fetal and Alcohol Syndrome Disorders. The evaluation activities included reviewing the completion of activities in the implementation plan and documenting the results achieved to date by the project. (2006)
Services Used:
Evaluation assessment
Placer County Child Care Planning Council
Organization Type: Public Agency: County
http://www.placer.ca.gov/bos/ComComNu/PC_ChildCareLPC.aspx
SEI conducted a community assessment of early care and education needs and assets in Placer County, including research and analysis regarding early care and education needs of children with special needs. The assessment findings were incorporated into a written report that was used to guide planning to address unmet needs in the county. (2004-2005)
Services Used:
Community assessment
Plumas County Child Care Planning Council
Organization Type: Public Agency: County
http://www.plumaschildcare.com/
SEI assisted with the planning, development and documentation of a countywide assessment of child care needs. Once the assessment was completed, SEI worked with the Council to develop a strategic planning framework and a three-year strategic plan. (2005-2006)
Services Used:
Strategic planning
Community assessment
Plumas County Children & Families Commission
Organization Type: Public Agency: County
http://first5plumas.com/
SEI prepared and facilitated a one-day retreat for the Children and Families Commission that included strategic planning dicsussions and training for commissioners on California's public meeting laws. (2004)
Services Used:
Facilitation
Quality Medi-cal Adjudication
Organization Type: For-Profit
The organization contracted with SEI to customize a project management training program for all staff to develop capabilities and improve effectiveness in planning and executing projects, programs and services. (1998)
Services Used:
Project management
Region 9 Head Start Association
Organization Type: Regional Association
http://www.r9hsa.org/
SEI was contracted to plan and facilitate a two-day board meeting for the purposes of orienting and working with new board members to become knowledgeable about and positioned to achieve the goals of the reorganized Regional Association. This included developing tools and processes to enable them to work more efficiently and effectively. (2002)
Services Used:
Board effectiveness
Reno Cancer Foundation
Organization Type: Foundation-Private
This foundation contracted with SEI to facilitate Board discussions about the organization's past achievements and future direction. This included outlining key issues and identifying preliminary resources and action steps. (2002)
Services Used:
Facilitation
Reno Construction
Organization Type: For-Profit
Reno Construction hired SEI to develop a business plan to define future plans for client services, competitive positioning, marketing strategies, internal organizational development, and financial growth. (2000-2001)
Services Used:
Operational/business planning
Restart, Inc.
Organization Type: Non-Profit
http://www.restartinc.org/
SEI facilitated all aspects of the recruiting process to select and hire a new Executive Director for this nonprofit homeless services agency. (2008)
Services Used:
Human resources
Ridge House
Organization Type: Non-Profit
http://www.ridgehouse.org/
SEI provided technical assistance to enable the organization to apply for accreditation of their substance abuse prevention/treatment programs and rehabilitation programs by the national Commission on Accreditation of Rehabilitation Facilities (CARF). (2007-2008)
Services Used:
Program planning and implementation
Operations support
Rural Action Knight's Landing
Organization Type: Non-Profit
SEI facilitated all aspects of the development of a strategic business plan for this collaborative family resource center and wrote the plan. Elements of the plan included mission and values, strategic goals, programmatic strategies, communications plan, organizational structure and a long-range financial plan with revenue generation strategies. (2004)
Services Used:
Strategic planning
Operational/business planning
Rural Housing Authority - Rural Continuum of Care
Organization Type: Public Agency: State
SEI was contracted by the Rural Housing Authority to work with agencies providing northern Nevada's Rural Continuum of Care Homeless Services to coordinate collaborative planning among service providers across the rural areas of the state and develop the 2002 application to the Department of Housing and Urban Development for federal homeless services funding for the region.
Services Used:
Collaboration development
Revenue generation
San Diego County Children & Families Commission
Organization Type: Public Agency: County
www.first5sandiego.org
In partnership with the Center for Health Improvement, SEI conducted a comprehensive assessment of child health needs, community assets, and gaps in services for each of six regions within the county as well as for the county as a whole. (2003-2004)
Services Used:
Community assessment
San Joaquin County Children and Families Commission
Organization Type: Public Agency: County
http://www.sjckids.org/i
SEI led a coordinated process involving over ten public and nonprofit organizations to select an information system that could be implemented across the different agencies to support case management, information and referral, program reporting, grant reporting and other functions. The project included developed a set of system requirements that met the needs of all participating organizations, prioritizing those requirements, identifying system vendors, evaluating different commercially-available software products and selecting the software product that best met the needs of the collaborative group. (2007)
Services Used:
Information systems selection
San Luis Obispo Child Care Planning Council
Organization Type: Public Agency: County
http://www.sanluischildcare.org/
SEI worked with the Child Care Planning Council to develop a 5-year strategic plan using the Results Based Accountability model of planning. This included developing a 1-year implementation plan for the Council to use as a management tool to ensure activities were carried out as planned. (2001-2002)
Services Used:
Strategic planning
Implementation planning
San Luis Obispo Children & Families Commission
Organization Type: Public Agency: County
http://www.first5slo.org/
SEI analyzed the current organizational design covering issues such as clarity of organizational roles between staff and the governing board, staff size, configuration of staff positions, and interactions between the staff and the governing board. We then prepared findings and recommendations, and facilitated a Commission meeting to take action based on the recommendations. (2004)
Services Used:
Board assessment and design
Organizational assessment
Human resources
San Mateo County Children & Families Commission
Organization Type: Public Agency: County
http://www.first5sanmateo.org
SEI developed a fund allocation process to distribute over $4 million in funds to agencies serving children and families. This included drafting the request for proposal, evaluation protocols and materials. SEI also designed and conducted bidders conference, technical assistance workshop and evaluators training associated with fund allocation. Additionally, SEI assisted in the identification and training of proposal evaluators and conducted an internal review of proposals which included recommending distribution of the $4 million in funds to applicants in areas of health, school readiness, child care and literacy. (2000)
Services Used:
Fund distribution
Grantmaker services
Santa Barbara County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5santabarbaracounty.org
SEI prepared and facilitated a one-day retreat for agencies participating in a countywide Early Mental Health and Other Special Needs initiative in Santa Barbara County. (2007)
Services Used:
Facilitation
Santa Barbara Family Care Center
Organization Type: Non-Profit
http://www.sbfcc.org/
SEI assisted the Center with conducting a comprehensive self-assessment of their organization, using SEI's "Organizational Assessment Results Management System" tools, by compiling and analyzing the results of the organizational self-assessment surveys. (2006)
Services Used:
Organizational assessment
Senior Advocacy Services
Organization Type: Non-Profit
http://www.senioradvocacyservices.org/
SEI was contracted by this Sonoma County-based senior services agency to create communication tools to promote the agency and its programs with funding sources and the general public, and to develop grant proposals for the agency. (2003)
Services Used:
Revenue generation
Marketing and communications
Serenity House
Organization Type: Non-Profit
www.ncsh.org
SEI initially facilitated a one day training and strategic planning session with the Board of Directors to define roles and responsibilities and to refine the agency's strategic plan. SEI also conducted a systematic assessment of the organization in six areas: Governance, Services, Finance, Human Resources, Management and Operations, and the Physical Plant. Both of these processes included identifying priorities and steps for action. (1999-2000)
Services Used:
Board assessment and design
Organizational assessment
Facilitation
Shasta Child Care Planning Council
Organization Type: Public Agency: County
http://www.shastacoe.org/page.cfm?p=3147&pback=2642
The Local Planning Council contracted with SEI to develop a 5-year strategic plan and develop a 1-year implementation plan for the Council to use as a management tool to ensure activities were conducted within identified timeframes by persons responsible. (2000)
Services Used:
Strategic planning
Shasta County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5shasta.org/
SEI compiled and analyzed the results of a survey seeking feedback from grantees on the effectiveness of the Commission’s operations. As a separate part of this project, SEI researched board assessment instruments and developed a self-assessment instrument for the Commission to use in evaluating its effectiveness and identifying ways to improve effectiveness. (2002-2003)
Services Used:
Board assessment and design
Grantmaker services
Sierra Local Child Care Planning Council
Organization Type: Public Agency: County
http://www.buildingchildcare.org/index.php?page=sierra-county
The Local Planning Council contracted with SEI to develop a 5-year strategic plan and develop a 1-year implementation plan for the Council to use as a management tool to ensure activities were conducted within identified timeframes by persons responsible. (2001-2002)
Services Used:
Strategic planning
Implementation planning
Sierra Nevada Journeys
Organization Type: Non-Profit
http://www.sierranevadajourneys.org
SEI was contracted with Sierra Nevada Journeys to assist in development of their long range strategic plan. The objectives were to plan for growth and expansion of SNJ's educational programs over the next 3-5 years, and to identify organizational (operating) goals that are needed to support the long range educational goals. Upon completion of this project, there was broad-based support and engagement among the SNJ's Board, staff and community stakeholders towards a shared vision of the future, a framework that supported evaluation of progress towards meeting desired outcomes and organizational capacity (2010-2011).
Services Used:
Strategic planning
Facilitation
Sierra View Training Consortium
Organization Type: Regional Association
The Sierra View Training Consortium (SVTC) is comprised of Head Start programs covering approximately twelve counties in Northeastern California, serving to combine resources and funding among the Northeastern Head Start programs to provide training on common needs and issues. SVTC contracted with SEI for assistance in developing an evaluation plan and accountability framework to measure the effect Head Start are having in two key result areas: Family Self-Sufficiency and Children's School Readiness. (2004)
Services Used:
Evaluation design
Silver Sage Manor, Inc.
Organization Type: Non-Profit
SEI conducted a comprehensive organizational assessment for this nonprofit senior housing developer, covering all aspects of Governance, Services, Finance, Human Resources, Management and Operations, and the Physical Plant. The results of the organizational assessment and other research activities were then used to guide the organization through a process to develop a long-range strategic plan that clarified the mission, vision, goals, strategies and current priorities of the organization. (2007-2008)
Services Used:
Strategic planning
Facilitation
Siskiyou County Children and Families Commission
Organization Type: Public Agency: County
www.first5siskiyou.org/
SEI was contracted by the commission to support the creation of a new nonprofit organization. Activities included developing a business plan for the new agency, incorporating the organization, establishing the Board of Directors and bylaws, preparing and filing applications for recognition of federal and state tax-exempt status, and providing other organizational development support. (2001)
Services Used:
Operational/business planning
Board assessment and design
Operations support
Solano County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5solano.org
SEI designed a self-assessment instrument for this public commission to use in evaluating key aspects of its functioning, compiled and analyzed assessment results, and then prepared and facilitated a one-day planning retreat for the Commission. (2005)
Services Used:
Board assessment and design
Board effectiveness
Facilitation
Stanislaus County Children and Families Commission
Organization Type: Public Agency: County
http://www.stanprop10.org/
SEI prepared and conducted two one-day workshops on the topic of Strategies for Sustainability, providing comprehensive research-based strategies for long-term sustainability of children and family services. One workshop was geared toward public agencies and the other was oriented for nonprofit organizations. (2008)
Services Used:
Sustainability services
Stanislaus County Office of Education
Organization Type: Public Agency: County
http://www.stancoe.org/
In order to support Stanislaus County with gauging community attitudes and interests related to expanding preschool services, SEI designed a community survey and a series of outreach tools used to gather public input, prepared a facilitation guide for community outreach events, and trained a group of staff and volunteers on the outreach methods and tools. (2009)
Services Used:
Community assessment
Program planning and implementation
State of Nevada - Head Start Collaboration
Organization Type: Public Agency: State
http://dhhs.nv.gov/HeadStart.htm
SEI conducted a process evaluation of the Nevada Head Start-State Collaboration program to determine the extent to which the Collaboration had helped in building early childhood systems and enhanced access to comprehensive services and support for low-income children, had encouraged widespread collaboration among Head Start and other appropriate nitiatives, and had augmented Head Start’s capacity to be a partner in state initiatives on behalf of children and their families. Multiple data collection methods including surveys, focus groups, interviews and site visits were used to inform the evaluation. (1999-2000)
Services Used:
Collaboration development
State of Oregon Office of the Long Term Care Ombudsman
Organization Type: Public Agency: State
http://www.oregon.gov/LTCO/index.shtml
The State Long Term Care Ombudsman Office within the State of Oregon Department of Aging contracted with SEI to license and install the SEI-developed OmView Ombudsman Management Information System, and then provide on-going technical support and assistance with developing new reports to meet emerging information needs. (1999-2002)
Services Used:
Information systems selection
Step 2 / Lighthouse of the Sierra
Organization Type: Non-Profit
http://www.step2reno.org/
SEI worked with agency staff, board, and over 40 community collaborators to develop a business plan, including a market study, operations plan, marketing strategy, and financial plan for development and operation of a long term substance abuse treatment and affordable housing campus. The project included building collaborative relationships among a diverse group of service providers to assist clients at the campus. (1999-2000)
Services Used:
Operational/business planning
Collaboration development
Strategies
Organization Type: Non-Profit
http://www.familyresourcecenters.net
SEI licensed its comprehensive organizational self-assessment instrument for use with 30 family resource centers (FRCs) and other family support programs in California as part of a larger project to provide technical assistance to enhance the long-term sustainability of these agencies. In addition to the self-assessment tool, SEI trained the Strategies team on using the tool in their technical assistance efforts, and also provided a software application that the FRCs could use to analyze the assessment results, develop action steps to strengthen internal capabilities, and track the progress. (2005)
Services Used:
Organizational assessment
Tahoe Rim Trail Association
Organization Type: Non-Profit
http://www.tahoerimtrail.org/
SEI assisted the Board and staff by guiding the organization through a self-assessment of their status and operations, preparing a one-day planning retreat, facilitating the retreat and documenting results. (2006, 2007)
Services Used:
Organizational assessment
Facilitation
Tehama County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5tehama.com/
The commission contracted with SEI to develop its fund allocation process for distributing over $500,000 in funds to agencies serving children and families. This involved drafting the request for proposal, evaluation protocols and materials, designing and conducting bidders conference, technical assistance workshop and evaluators training, facilitating proposal evaluation and funding award process, and finally drafting and negotiating contracts with applicants of successful proposals. (2000-2001)
Services Used:
Fund distribution
Grantmaker services
The Children's Cabinet
Organization Type: Non-Profit
www.childrenscabinet.org
SEI worked with agency staff, board, and community experts to develop a business plan, including a market study, operations plan, marketing strategy, and financial plan for development and operations of a Technology Outreach Center for delivering the agency's programs and services. (1999-2000)
Services Used:
Operational/business planning
The Children's Cabinet at Incline Village
Organization Type: Non-Profit
http://www.cciv.org/
SEI facilitated a one-day planning retreat with the board and staff to refine the organization's mission, goals and strategies and identify the operational and funding implications of the long-term strategies. (2008)
Services Used:
Strategic planning
Facilitation
The Fielding Institute
Organization Type: Non-Profit
www.fielding.edu
SEI assisted the Institute with project planning for a new annual budgeting process and provided customized project management training for all staff to develop capabilities and improve effectiveness in planning and executing projects, programs and services. (1999-2000)
Services Used:
Project management
Triad
Organization Type: Non-Profit
Triad contracted with SEI to evaluate whether managed care contracting was a good strategy for business/funding diversification for this substance abuse treatment provider and to assess the readiness of the organization to engage in managed care contracting. (1999)
Services Used:
Revenue generation
Trinity County Children and Families Commission
Organization Type: Public Agency: County
http://www.trinitycounty.org/Departments/Grants/First%205.htm
The commission contracted with SEI to assist with various aspects of the development of a countywide strategic plan for early childhood development services. SEI also authored the commission's first strategic plan. (1999-2000)
Services Used:
Strategic planning
Truckee Meadows Regional Planning Agency
Organization Type: Public Agency: City
http://www.tmrpa.org/
SEI assisted with evaluating the affordability of housing for the workforce of Washoe County, Nevada by researching existing affordable housing and workforce housing policies in the area, researching standards and best practices from other communities related to workforce housing, and facilitating a process with the Truckee Meadows Regional Planning Agency staff and its Technical Advisory Committee to identify policy changes to be recommended to the Regional Planning Commission. (2006)
Services Used:
Program planning and implementation
Truckee Meadows Tomorrow
Organization Type: Non-Profit
http://www.quality-of-life.org/
SEI assisted Truckee Meadows Tomorrow (TMT) in developing an action plan outlining TMT's goals and strategies for an 18 month period. The plan addressed critical issues for TMT including fundraising, membership growth, human resources, criteria and processes for program development and revision, and business planning. (2002)
Services Used:
Operational/business planning
Implementation planning
Tulare County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5tc.org/
SEI provided technical assistance to staff on revising the countywide plan for early childhood development and facilitated a one-day planning retreat with the Commission. (2002)
Services Used:
Strategic planning
Facilitation
Tuolumne County Children and Families Commission
Organization Type: Public Agency: County
http://www.tccfc.org/
SEI planned, prepared and conducted a series of three workshops for the First 5 Northeast Region on the topic of "Capacity Building Leading to Sustainability." The workshops were targeted to a broad range of children and families service providers, as well as First 5 Commissioners and staff, to present proven strategies for long-term sustainability of services and results for children. (2005)
Services Used:
Sustainability services
United Cerebral Palsy of San Joaquin
Organization Type: Non-Profit
http://www.ucp.org/ucp_local.cfm/38
SEI conducted a comprehensive organizational assessment of this local chapter of the national United Cerebral Palsy system, and also facilitated a decision making process with the Board and staff related to staff positions (resources) to be added to the organization. (2005)
Services Used:
Organizational assessment
Human resources
United Way of Northern Nevada and the Sierra
Organization Type: Foundation-Private
www.uwayreno.org
SEI developed a business plan for implementing a computer system for integrated case management to link numerous health and human service providers in the greater Reno area. (2003)
Services Used:
Information systems selection
United Way of Southern Nevada
Organization Type: Foundation-Private
www.uwsn.org
SEI supported the first year implementation of the Clark County School District (CCSD) 5-Year Family Engagement Plan by (1) building the capacity of each of the five high schools (Clark, Eldorado, Silverado, Sunrise Mountain and Western) through mentoring the AmeriCorps members and site leaders to capture data needed to demonstrate project results locally and to United Way Worldwide, and (2) synthesizing and analyzing data into understandable quarterly reports. SEI also assisted UWSN to identify cost-effective ways to engage families, support parents at the school level and facilitate productive discussions in a manner that can be leveraged and duplicated in other schools.
Services Used:
Strategic planning
Program planning and implementation
Fund distribution
University of California San Francisco CAN DO
Organization Type: Public Agency: State
http://dentistry.ucsf.edu/cando/
The Center to Address Disparities in Children's Oral Health (CAN DO) is a research center located within University of California, San Francisco's School of Dentistry. SEI facilitated the development of a strategic plan, with an emphasis on the sustainability of CAN DO and strategies to best support CAN DO’s research mission. The project included a situation analysis in order to identify and prioritize critical issues to address in the strategic plan. (2004-2005)
Services Used:
Strategic planning
Facilitation
Ventura County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5ventura.org/
SEI analyzed the current employee benefits package for staff, developed recommendations for potential improvements, and provided technical assistance to the Executive Director in evaluating different insurance plans and selecting new benefit plans. (2003-2004)
Services Used:
Human resources
Washoe County
Organization Type: Public Agency: County
http://www.co.washoe.nv.us
As a follow-up to the initial development of a ten-year strategic plan for enhancing senior services in Washoe County, SEI conducted an additional survey of community members that targeted specific demographic groups that were underrepresented in previous efforts to obtain community input. (2006)
Services Used:
Community assessment
Washoe County - Continuum of Care
Organization Type: Public Agency: County
www.raahnevada.org
SEI has worked for the past eight years with a broad network of local agencies to develop the Continuum of Care Homeless Services strategy for the Reno/Sparks/Washoe County area, coordinate quarterly counts of homelessness, document results, and develop the annual Continuum of Care funding application to the federal Housing and Urban Development Department (HUD) for program years 2001-02 through 2009-10. In one of those years, SEI also developed a strategic plan for the Reno Area Alliance for the Homeless. For the 2010?2011 Continuum, the focus was on maintaining existing activities that support a successful CoC, and revising systems, processes and goals to meet HUD’s new adoption of the HEARTH Act. SEI continued to facilitate the funding process while working to strengthen HMIS participation and ensuring greater accountability of grantees. SEI continued the positive development of RAAH while focusing on its long?term sustainability. This positioned the CoC to be competitive for new funding that may be available in 2010?2011 through the HEARTH Act. SEI utilized a five?phase approach. The five phases that occurred throughout the 12?month period of time included: Coordination and Communication, Data Collection and Facilitation, Training, CoC Subcommittee Facilitation, and Developing the CoC Strategy Document.
Services Used:
Collaboration development
Revenue generation
Operations support
Washoe County Education Collaborative
Organization Type: Non-Profit
http://www.e-collaborative.org/
Following the merger of two nonprofit organizations resulting in the Collaborative, SEI designed and administered a board and staff survey and facilitated a Board retreat to set strategic direction for the new agency and to address cultural issues resulting from the merger. (2001)
Services Used:
Board assessment and design
Facilitation
Washoe County School District
Organization Type: Public Agency: County
http://www.washoe.k12.nv.us
SEI provided technical assistance to the school district related to setting up a child care registry and developing a Core Knowledge Area Implementation Plan. (2003-2004)
Services Used:
Implementation planning
Program planning and implementation
Yolo County Children and Families Commission
Organization Type: Public Agency: County
http://www.first5yolo.org/
SEI facilitated group sessions designed to improve the internal functioning of the Commission. As a result SEI developed operating protocols and revised bylaws to reflect decisions made in the group sessions. (2001)
Services Used:
Board effectiveness
Facilitation
Yolo Family Resource Center
Organization Type: Non-Profit
http://www.yolofrc.org
SEI guided preparations to implement an Integrated Case Management (ICM) computer system across numerous agencies serving families in Yolo County. The ICM plan included the partnership structure for the agencies that would be using the system, evaluation methods, pricing structure for system use, and approach to expanding the partnership. Plans and tools were then developed to help market the ICM system to stakeholders throughout the county. (2004)
Services Used:
Information systems selection
Yuba County Children and Families Commission
Organization Type: Public Agency: County
http://first5yuba.org/
SEI assisted the Commission with understanding different options for its organizational structure and selecting an option. The project included developing a job description for the Executive Director. (2000)
Services Used:
Human resources