A. Start/End Date:
October 1, 2008 through July 31, 2009

B. Symptoms:

High Turnover
Unclear management channels
Nine-year old Alignment
Low Morale

C. Assigned QWLC Team:
Elizabeth Lacroix - Client Lead
Joe Lacroix - Technology Lead

D. Sponsor, Client, and Organization Developer:
Sponsor -
Client - Jim Wilson
OD - Bob Trahan

E. Client Coordinator:

F. CapacityWare Administrator:
Jan Burgess

G. Facilitators, w/MTT-RGB Certification* (Recommended Active Quantity is 10% or 50):
Famuliner, Anna
Finger, Katie

H. Service Level:
High Priority

I. Level of Intensity:
Cycle-1 - Low
Cycle-2 - Moderate

J. Theme(s):

Making a Difference Together!

K. Series Map(s), and Technology Manuals:

L CapacityWare FS:Readers Ratio:

M. Current CW Download (MM/DD/YY):

N. Number of Employees:
165+

O. Current RGB Composite Profile:

See the RGB Completed list.

P. Current Smart-Tailoring Band Population:

Q. Estimated Value of Lost Capacity:

R. Leadership/Management Cohesion Index:

S. Data Collection Results:

LMS Survey
Total returns were 121 (of 165) or 73% (corrected).
Go directly to the Online survey

Workforce Baseline Survey Returns/Receipts as of 1:00pm - January 5, 2009
Total returns on PRBaseline are now 135 or 82% of goal (corrected).
Go directly to the Online Survey

T. QWLC Approach Index:

U. Availability Possibilities:

V. Monthly Activity Count, Projected Rate of Change, and Months to "Ideal.":

W. Participation Ratio:

X. Active Teams:

Data Collection Team:
Marie St. Clair
Andre Manning
Chuck Costas
Bethany Austin
Cindy Lewis-Brown
Matt Black
Pam Jameson
Pat Smith
Elke Mitchell
Cynthia Harris
Greg Burwell
Willie Powell

Added as a result of Signup Sheets and Drafted as needed:
Ed Novi - No Longer on the Roll
Daniel Harper
Mack Baker
Yusuf El-Amin
Samantha Dickenson
Michelle Moses-Breedlove
Patrina George
Nicole Dennis


Data Collection Team Meetings:

#6745 - 1 - October 27, 2008 - City Hall, 4th Floor Public Works Conference Room
Invited List - Attended List - Event Record - Charts - FIRST DRAFT Survey

# 6763 - 2 - November 13, 2008 - 1 - 3p - West Hampton Community Center
Invited List - Attended List - Event Record - Charts - SECOND DRAFT of Survey

#6764 - 3 - November 18, 2008 - 9 - 11a - Rupert Sergeant Building - Room B
Invited List - Attended List - Event Record - Charts - FINAL DRAFT of Survey

#6926 - 4 - May 5, 2009 - 8:30a to 10:30am - Northampton Community Center
Invited List - Attended List - Event Record - Charts

#7021 - 5 - December 4, 2009 - 1:00pm to 2:30pm - North Phoebus Community Center
Attended List - Event Record - Charts

Facilitation Team:
Initial Team - January 2008
Anna Famuliner
Katie Finger

First Expansion - November 2008
Jan Burgess
Andre Manning
Erin McMahon
Christina Ruszczyk-Murry
Marie St. Clair

Second Expansion - Scheduled for January 2009
Synethia Fate
Elke Mitchell
LaVon Marrow
Cynthia Lewis-Brown

Third Expansion - Scheduled for October and November 2009
Dan Harper
Matt Black
Dawn Currier
April Evans
Michelle Moses-Breedlove
John Bradley
Leon Garris - Excused


#6341 - November 4 through 7, 2008 - Peninsula Workforce Center
Invited List - Attended List - Event Record - Charts

Y. Chronology of Key Events:


Leadership Team Meetings and Tagup Meetings:
Cycle-1 - October 2008 through July 2009:
October 9, 2008 - Early-on Decision Book Meeting -
October 30, 2008 - Early-on Decision Book and Tagup (Past and Future)
December 9, 2008 - #6794 - Event Record - Attended List
January 13, 2009 - #6817 - Pre Event Record - Attended List - Chart
February 10, 2009 - #6826 - Pre Event Record - Attended List - Chart(s) - Handouts: A Comparison... - Citizenship is key... - LMS Potential... - 21st...
March 31, 2009 - #6887 - Pre Event Record - Invited List -
April 28, 2009 - #6888 - Post Event Record - Attended List - Chart
May 19, 2009 - #6889 - (Revised) Post Event Record - Attended List - Chart - Handout
June 30, 2009 - #6890 - Post Event Record - Attended List - Charts
July 28, 2009 - #6991 - Pre Event Record (working on Post) - Attended List - Chart
#1 Top Five,
#2 Outline of LMS Experiential Learning,
#3 DRAFT Proposal 2009-2010 Event Schedule,
#4 Team Recommendations Matrix,
#5 The Changes and The Transitions END-Cycle-1, Neutral-Cycle-2, START-Scyle-3.

Cycle-2 - September 2009 through June 30, 2009
T3 - Tag-up Team Training - Go to: www.ltodi.com/LMS_RGB_Guide.htm
September 9, 2009 - #6937 - Pre Event Record - Post Event Record - Invited List - Attended List - Charts
September 16, 2009 - #6940 - Pre Event Record - Post Event Record - Invited List - Attended List - Charts
September 30, 2009 - #6942 - Pre Event Records - Post Event Record - Invited List - Attended List - Charts

October 14, 2009 - #6945 - Post Event Record - Attended List - Charts
October 28, 2009 - #6956 - Pre Event Record - Post Event Record - Invited List - Attended List - Charts

November 4, 2009 - #6957 - Pre Event Record - Post Event Record - Invited List - Attended List - Charts
November 18, 2009 - #6958 - Pre Event Record - Post Event Record - Participant Feedback - Attended List - Charts

December 2, 2009 - #6959 - Pre Event Record - Invited List - Attended List - Post Event Record - Charts
December 16, 2009 - #6960 - Pre Event Record - Evaluation Results - Attended List - Charts


Cycle-2 - August 2009 through July 2010.

February 4, 2010 - #7045 - Tagup with Mr. Wilson at QWLC






CapacityWare Software Installation:
Initial Installation with Jan Burgess - October 7, 2008 -
Jim Wilson - February/March Timeframe
Winnie Lorenzo - February/March Timeframe
LaVon Marrow - February/March Timeframe
Donn Leavenworth - February/March Timeframe
Art Thatcher - February/March Timeframe
Pam Jameson - February/March Timeframe
Christopher Hickman - February/March and September 2009Timeframe

Elke Mitchel - February/March Timeframe
Anna Famuliner - February/March Timeframe
Andre Manning - February/March Timeframe
Marie St. Clair - February/March Timeframe
Katie Finger - February/March Timeframe
Tina Ruzzczyk - February/March Timeframe
Cindi Lewis-Brown - February/March Timeframe
Synethia Fate - July 2009

Martin Miller - September 2009
Chuck Costas - September 2009
Susan Elswick - September 2009
Beth Haines - September 2009
Mertz, Arthur - September 2009
Cathy Morris - September 2009
Michael Phillips - September 2009
Ryan Smith - September 2009

Linda Craig - September 2009
Steve Hobson - September 2009
Stephanie Stacy - September 2009
Beverly Thomas - September 2009
Cynthia Yuille - September 2009
Michelle Moses-Breedlove - September 2009
April Evans - September 2009




RGB Workshops and Orientations (Agenda):

Common Charts for all Orientation 2008 Sessions

#6732 - 1 - October 20, 008 - 8am - Main Hampton Library -
Invited List - Attended List - Event Record - RGB Charts - 10-Stage Charts -

October 20, 2008 - 1pm - Main Hampton Library - CANCELLED (rescheduled as a makeup session for October 30th - AM)

#6733 - 2 - October 21, 2008 - 8am - Sandy Bottom -
Invited List - Attended List - Event Record - RGB Charts - 10-Stage Charts -

#6734 - 3 - October 21, 2008 - 1pm - Sandy Bottom -
Invited List - Attended List - Event Record - RGB Charts - 10-Stage Charts -

#6743 - 4 - October 23, 2008 - 8am - Healthy Families, Meeting Room B -
Invited List - Attended List - Event Record - RGB Charts - 10-Stage Charts -

#6744 - 5 - October 23, 2008 - 1pm - Healthy Families, Meeting Room B -
Invited List - Attended List - Event Record - RGB Charts - 10-Stage Charts -

#6755 - 6 - October 29, 2008 - 8am - Sandy Bottom -
Invited List - Attended List - Event Record - RGB Charts - 10-Stage Charts -

#6766 - LMS Transition Workshop - 1 - Wednesday, November 19, 2008 - 8:00AM to12:00 Noon - Northhampton Community Center, Virginia Room
Corrected Invited List - Attended List - Pre Event Record - Post Event Record - Charts

#6811 - Facilitators Planning Meeting - 1 - Wednesday, December 17, 2008 - 2pm to 4pm - YH Thomas Community Center, Entranceway Classroom
Invited List - Attended List - DRAFT Pre Event Record - Charts

#6795 - Beliefs Set - 1 - Monday, December 22, 2008 - 8:30am to Noon - Grundlund Site
Invited List - Attended List - DRAFT Pre-Event Record - Post Event Record - Charts - Products -

#6818 - Preparation for Data Feedback and Data Fairs, January 23. 2009 - 9am to 11am - Northampton CC
Invited List - Pre Event Record -

#6829 - Facilitation Team Data Fair Follow Through - February 10, 2009 - 11am to 1pm - City Hall
Invited List - Pre Event Record - Charts - List of NEW Volunteers

#6922 - Facilitation Team Meeting - February 13, 2009 - 9:30a to 11:10am - Mingee
Attended List - Post Event Record - Internal Team Assignments and Outcomes - Charts

#6932 - Facilitation Team Meeting - July 23, 2009 - 11:30am to 1:45pm - Woodlands
Attended List - Post Event Record - Charts


The following LMS Problem Solving Teams have been established with individuals who volunteered to be LEAD Facilitators for the Team indicated. Team activity to be initiated January 5th, 2009. Activity will be posted for each team as reported. A Facilitator In Training (FIT) is attributed to those individuals who have as yet not completed the facilitator course.

#6812 - Team A - Written Guidance to do my job... and Operates with clear guidelines...
Lead, Anna Famuliner; Anchor, Marie St Clair; FIT, Synethia Fate

#6813 - Team B - Consistent decision...
Lead, Tina Ruszczyk; Anchor, Jan Burgess; FIT, LaVon Marrow
Recommendations Presented and Accepted on March 31, 2009

#6814 - Team C - LMS Effectiveness...
Lead, Katie Finger; Anchor, Tina Ruszczyk; FIT, Cynthia Lewis-Brown

#6815 - Team D - Employee satisfaction taken seriously...
Lead, Andre Manning; Anchor, Marie St Clair; FIT, Dan Harper

#6816 - Team E - Accurate and timely information...
Lead, Katie Finger; Anchor, Erin McMahon; FIT, Elke Mitchell

Data Feedback and Data Fairs

#6824 - Data Feedback and Data Fairs - February 3 and 5, 2009 - Sandy Bottom Nature Park
Pre Event Attendance - Attendance - Event Record - List of NEW Volunteers

#7058 - Data Feedback and Data Fairs - March 17 through 19, 2010 - Sandy Bottom Nature Park
Attendees - Post Event Record


Coaching Lab and Planning Session

#6892 - Coaching Lab and Planning Session - March 24, 2009 - Sandy Bottom Nature Park - 8:30am to 1:00pm
Post EventAttendance - Pre Event Record - Post Event Record - Charts - FINDINGS - Timeline incorporated in monthly calendars.

#6923 - Clarity Meeting QWLC and Client - April 24, 2009 - 1pm to 2pm - City Hall
Post Event Record


October 19 - 23, 2009 - Orientations

Standard Charts - Standard Agenda from Event Record(s)

#6946 - 1 - Monday AM - Sandy Bottom NC - Invited List - Attended List - Unique Event Charts - Mean: 7.1, Mode: 7

#6947 - 2 - Monday PM - Sandy Bottom NC - Invited List - Attended List - Unique Event Charts - Mean: 5.0, Mode: 5

#6948 - 3 - Tuesday AM - Sandy Bottom NC - Invited List - Attended List - Unique Event Charts - Mean: 6.4, Mode: 5, 6, and 9

#6949 - 4 - Tuesday PM - Sandy Bottom NC - Invited List - Attended List - Unique Event Charts - Mean: 5.8, Mode: 7

#6950 - 5 - Wednesday AM - Northampton CC - Invited List - Attended List - Unique Event Charts - Mean: 7.3, Mode: 9

#6951 - 6 - Wednesday PM - Northampton CC - Invited List - Attended List - Unique Event Charts - Mean: 6.7, Mode: 6, 7, 9

#6952 - 7 - Thursday AM - North Phoebus CC - Invited List - Attended List - Unique Event Charts - Mean: 7.3, Mode: 6 and 8

#6953 - 8 - Thursday PM - North Phoebus CC - Invited List - Attended List - Unique Event Charts - Mean: 6.3, Mode: 7

#6954 - 9 - Friday AM - Northampton CC - Invited List - Attended List - Unique Event Charts - Mean: 6.5, Mode 8 and 9

#6955 - 10 - Friday PM - Northampton CC - Invited List - Attended List - Unique Event Charts - Mean: 6.5, Mode: 6 and 7

Summary: Mean: 6.5, Mode: 7, Range: 0 (No Value) to 9 (High Value) - Remember, the Ideal Score is between 6.5 and 7.5.


RGB Orientations 2009

#6999 - 1 of 3 RGB Orientations - November 3, 2009 - Post Event Record

Z. Certification, Training, and/or Development Event Recommendations:

Team Facilitation - Residency 1:
January 27 - 30, 2009

RGB Certification - Residency 2:
February 23 - 27, 2009

Copyright 2001 Leadagement Technologies, Inc. - All rights reserved. (757) 591-0807 - Fax (757) 591-0817 - Updated: 12-30-08