Favor The Kind + Rocky Garza

Proposal April 2018

Leadership can either be the most difficult or the more freeing part of our work world. It can be the catalyst to not only provide us with a much needed change, but to continue to live into who we were created to be or it can be a selfish and lonely road for us and our teams. By starting with a solid foundation, our signature Team Identity Mapping process, we will spend our 1st day not only identifying what makes each of you unique but how that uniqueness can be used to take your leadership to the next level. 

After spending some time with you I believe the following to be the best next steps to improve communication, overall team dynamic, freeing you to do what you do best and increase effectiveness of all employees. As Favor The Kind continues to grow and develop we must continue to invest internally in order to produce the best product possible for our customer and community.

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{SCOPE OF WORK}

Phase 1 - 3 Months


STEP 1: Chief (leadership team) Identity Mapping

approx. 10 hours

It is our belief that in order to make any effective change, then we must start be rebuilding the foundation that we each stand on as a unique individual. Before we can build a team, increase effectiveness and ultimately raise the bottom line, we must start by fully understanding ourselves and one another. We will do this by spending a full day together off site with the Chief Team.

TEAM SCHEDULE

8:30 - Breakfast & hand Poured Chemex Coffee

9:00 - Thoughts, Fears, Hopes, Dreams + Values

12:00 - Family Style Lunch 

12:30 - Strengths, Awareness, Leadership + Application

5:00 - All Done & Conquer the World

WHAT WILL WE COVER?

  • 8 hours of TEAM assessment and unplugged intentionality
  • Identifying Core Values - WHY you do what you do
  • Assessing Strengths - HOW you do what you do
  • Owning Self-Awareness - WHAT you are actually doing
  • Process - What do I do now
  • Team Dynamics - Identifying how your team works best
  • Hand-poured Chemex coffee
  • Family Style Breakfast + Lunch
  • Afternoon Drinks
  • 60 Page Workbook

STEP 2: 1-on-1 Meeting with Each Staff Member

approx. 15 hours

After we have completed our team assessment and walked each member through our Identity Mapping Process I will meet with each team member 1-on-1 to determine a development plan to look at strenghts, areas for growth and defining team culture.

Each member will have a 60-minute coaching session with Rocky each. Along with these Rocky will meet with Carley for a 2 hour follow up post the event.


STEP 3: Strategic Planning + Development Plan

approx. 10 hours

After we have completed our team assessment and walked each member through our 1-on-1 coaching, we will create a strategic and development organizational plan for Favor The Kind. This will include but is not limited to:

  • Role descriptions
  • Identifying new hires/fires
  • Culture cultivation
  • Communication needs
  • Team dynamic
  • Goal setting
  • Increased efficiancy

INVESTMENT | $2000 a month for 3 month retainer

work to start in May


WHO WE'VE WORKED WITH

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References:

Olivia Cole: COO Greenlight Ad || olivia@greenlightad.com || 214-393-8470

Joanna Singleton: Executive Director Jackson|Spalding || jsingleton@jacksonspalding.com || 214-269-4401

Samantha Reitmayer Sano: CEO Swoon the Studio || sam@swoonthestudio.com || 817-707-6799

YOUTUBE: Here

INSTAGRAM: Here

~Testimonials~

Rocky led a full-day team transformation experience for the me and my direct reports, the People & Culture Leadership team of Grant Thornton. The focus of the work was preparing the team for a leadership transition given my planned departure through the exploration of our individual and collective values, strengths and powers. Rocky skillfully orchestrated an experience that was intimate, raw and empowering. His deep listening skills coupled with his authentic approach to engaging created the ideal environment for the team to participate vulnerably and whole-heartedly. In his opening, Rocky claimed, "at the end of the day you will know yourself more deeply than you ever have." Without exception, we did! I highly recommendRocky Garza to any individual or team who is looking to become known, seen and empowered not through gimmicks but through real conversation.

PAMELA HARLESS||CHIEF PEOPLE & CULTURE OFFICER || GRANT THORNTON

I've been to a lot of "workshops" and team building "off sites" over the last 12 years. Today our leadership team spent the day with Rocky and this is the best I've experienced. Rocky has an unique gift for helping individuals and teams give words to their core values and strengths while providing practical, actionable takeaways that lead to greater influence and impact. If you lead a team and are looking for an incredible resource to increase the scope of your group's impact, you have to check out Rocky!

KYLE SIMS|SR. REGIONAL VICE PRESIDENT | AXA FINANCIAL

With just a brief orientation, Rocky ‘got us.’ He delivered a session to our leadership team regarding core values and discovering our why. He was able to effectively weave our strategic meeting themes through the session which resulted in a fantastic kick-off to our team’s time together. Rocky effortlessly engaged the team from the first minute and created a safe space to share and continue the dialogue even after our time with him was over. I would highly recommend Staff Retreat Co. and Rocky to any organization looking to build a dynamic and highly engaged team/organization.

TRACEY MCSHANE-WILSON || EXECUTIVE DIRECTOR OF TALENT & ACQUISITION || GRANT THORNTON

If I could describe having Rocky lead our annual leaderhsip confernce, I would say “incredible”. He lead our opening keynote, lead an afternoon breakout session and closed the conference the next day. It was a powerful to say the least and honestly, the way he closed it left out entire 100+ leaders in a standing ovation. He fully immersed himself in our culture and custom fit all the sessions to our staff perfect. He is a MUST hire.

DUSTIN LIVINGOOD || VICE PRESIDENT OF MARKETING||MONOGRAM REALTY TRUST

"Our time with Rocky exceeded my expectations. As a manager, I was thrilled to see my team fully embrace the process and let their guards down to get the best possible experience. In a corporate setting, it's rare to be so honest and vulnerable with your co-workers. Rocky encouraged all of us to dig deeper, communicate effectively and how to treat one another through our identity mapping discoveries. I saw this as an investment in my people- personally and professionally. Rocky was the perfect person to guide us through this process and I cannot think of a better way to spend a day outside of the office!"

BLAIR NELSON || BRAND MANAGER || WFAA


Identity Maps - We will create 1 of these for each staff member, as well as a Team Leader Booklet for each Team Leader.

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Example: Team Leader Guide