FROM: Debby Cherney, Chief Executive Officer
SUBJECT: Professional Services Agreement for Organizational Effectiveness & Leadership Partnership with Vision Clarity Consulting
RECOMMENDATION:
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Recommend the Board approve a Professional Services Agreement for Organizational Effectiveness & Leadership Partnership with Vision Clarity Consulting in the amount of $57,500 to provide employee engagement survey services, executive performance evaluation support, and continued employee training and development, and authorize the Chief Executive Officer to execute the agreement.
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BACKGROUND:
SBCERA is committed to providing a positive work environment where employees feel valued, supported, and equipped to succeed. Understanding employee perspectives, providing meaningful feedback to leadership, and investing in professional development are important components of maintaining a strong organization and delivering quality service to our members.
In 2026, SBCERA partnered with The Centre for Organization Effectiveness and Seth Yelorda from Vision Clarity Consulting to provide a DISC-based Leadership and Team Development Series for all employees. The training focused on understanding individual communication styles, improving working relationships, and adapting communication approaches to work more effectively with others. The series provided employees with a common language and practical tools to support communication and collaboration.
At its July 16, 2026 meeting, the Executive Committee gave staff direction to provide a recommendation for a third party to help redesign and facilitate the performance evaluations for the Chief Executive Officer and Chief Counsel which will include components of the employee engagement survey that was already contemplated in the current strategic plan.
Staff recommends bringing all of these components together under one professional services agreement with Vision Clarity Consulting in 2027 through an integrated a...
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