Strategic Development Client List

	= Collaboration Development		= Community Assessments		= Entrepreneurship/Business Diversification		= Group Facilitation
	= Market Analysis		= Operational/Business Planning		= Strategic Alliances		= Strategic Planning

Alameda County Children and Families Commission	Type:	Public Agency: County
http://www.ackids.org/main2.htm	Products Used:
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.
Alaska Village Initiatives	Type:	Non-Profit
http://www.akvillage.com	Products Used:
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.
Amador Child Care Planning Council	Type:	Public Agency: County
http://www.amadorchildcarecouncil.org	Products Used:
SEI prepared and facilitated a two-day retreat to assess progress made on implementation of the Council's strategic plan (previously developed by SEI) and documented the results by revising the implementation plan according to the decisions made at the retreat.
Amador Child Care Planning Council	Type:	Public Agency: County
http://www.amadorchildcarecouncil.org	Products Used:
Facilitated planning sessions to update the annual plan for implementing long-term strategies contained in the Council's stragegic plan, and revised the annual implementation plan.
Amador Child Care Planning Council	Type:	Public Agency: County
http://www.amadorchildcarecouncil.org	Products Used:
SEI conducted a comprehensive countywide assessment of community assests and needs related to early care and education (ECE) services covering ECE service supply and demand, workforce composition, workforce stability and other important factors.
Amador Child Care Planning Council	Type:	Public Agency: County
http://www.amadorchildcarecouncil.org	Products Used:
SEI originally assisted the Amador Child Care Planning Council to develop a 5-year strategic plan for meeting identified child care needs between October 2001 and September 2006. Following that, SEI worked with the council to develop an Implementation Plan which served as a management and accountability tool for the first year of the strategic plan. At the end of the first year of implementing the strategic plan, the council asked SEI to write a progress report for the first year's implementation plan and facilitate the development of the implementation plan for the second year.
Amador County Chilren and Families Commission	Type:	Public Agency: County
http://www.cffc-amador.com/commission.htm	Products Used:
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.
American Association of Public Health Dentistry	Type:	Regional Association
http://www.aaphd.org	Products Used:
SEI facilitated planning sessions that engaged the national membership of this association in orderto revise their long-range strategic plan for 2004.
American Association of Public Health Dentistry	Type:	Regional Association
http://www.aaphd.org	Products Used:
This national membership organization contracted with SEI to develop a strategic plan, which included facilitation of a planning retreat.
Bridgeway, Inc.	Type:	Non-Profit
	Products Used:
Bridgeway contracted with SEI to assist the Executive Director and Board of Directors with selecting and tailoring a strategic planning process, which included providing tools and materials to help conduct the strategic planning process.
Butte County Children & Families Commission	Type:	Public Agency: County
http://www.ccfc.ca.gov/butte	Products Used:
SEI led a comprehensive process to plan countywide expansion of quality preschool slots. The project included research on the supply of and demand for preschool, forecasting the cost of expanding preschool availability to fully meet the demand, conducting community forums and focus groups to gather community input on needs and gaps related to preschool services, facilitating planning sessions, and preparing a report with all findings and recommendations.
Butte County Children & Families Commission	Type:	Public Agency: County
http://www.ccfc.ca.gov/butte	Products Used:
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.
CA Alliance of Information & Referral Services	Type:	Statewide Association
http://www.cairs.org	Products Used:
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.
Calaveras County Child Care Council	Type:	Public Agency: County
http://www.hrcccr.org/cccc/cccc.htm	Products Used:
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.
Calaveras County Child Care Council	Type:	Public Agency: County
http://www.hrcccr.org/cccc/cccc.htm	Products Used:
SEI initially worked with the council to develop a 5-year strategic plan for meeting identified child care needs in Calaveras County, including data collection and analysis activities. Next, SEI was contracted to develop a 1-year Implementation Plan to operationalize the strategic plan to serve as a management and accountability tool. Following that, SEI conducted stakeholder data collection and analysis activities outlined in the first year Implementation Plan and developed databases and research tools for ongoing staff use. In 2002, SEI developed two executive summaries describing the outcomes of the above activities. One was a compilation of graphs and charts measuring the results of the family and provider surveys, and the other was a study of compensation levels of child care providers in the county.
Calaveras County Children and Families Commission	Type:	Public Agency: County
http://ccfc.ca.gov/calaveras/	Products Used:
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.
California Association of Nonprofits	Type:	Statewide Association
http://www.canonprofits.org	Products Used:
SEI performed comprehensive internal and external assessments, 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.
California Child Care Resource & Referral Network	Type:	Statewide Association
	Products Used:
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.
California Children & Families Commission	Type:	Public Agency: State
http://www.ccfc.ca.gov	Products Used:
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.
California Dental Association	Type:	Statewide Association
http://www.cda.org	Products Used:
This association hired SEI to design and implement a statewide evaluation of the Denti-Cal program. This was accomplished by conducting a series of Town Hall Meetings across California to identify strengths, areas to improve and recommendations for improving the Denti-Cal program. Results were then documented into an action plan for California.
California Dental Foundation	Type:	Foundation-Private
http://www.dentalhealthfoundation.org	Products Used:
SEI was hired to design and facilitate strategic planning sessions to develop California's Oral Health Infrastructure Blueprint. This included documenting all strategic planning results into a blueprint for California.
California Long Term Care Ombudsman Association	Type:	Statewide Association
	Products Used:
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.
California Long Term Care Ombudsman Association	Type:	Statewide Association
	Products Used:
SEI assisted this state association in preparing budget proposals to the state Department of Aging.
C*A*R*E* Chest, Inc.	Type:	Non-Profit
http://www.carechest.com	Products Used:
SEI facilitated a planning retreat for 2006 with the Board of Directors and agency staff.
C*A*R*E* Chest, Inc.	Type:	Non-Profit
http://www.carechest.com	Products Used:
Prepared and facilitated a strategic planning retreat for the Board of Directors in 2004.
C*A*R*E* Chest, Inc.	Type:	Non-Profit
http://www.carechest.com	Products Used:
Prepared and facilitated a strategic planning retreat for the Board of Directors in 2003.
Center for Health Improvement/ TASC	Type:	Non-Profit
http://www.centerforhealthimprovement.com	Products Used:
SEI has facilitated several meetings for CHI, including: a meeting of County Children and Families Commissioners from the San Francisco Bay area, focused on sharing programmatic and operational strategies; a two day Dental Summit involving four counties to design unique solutions to oral health needs in the quad county area; and group sessions at a statewide conference of early childhood education experts. Additionally, CHI contracted with SEI to prepare and conduct a workshop on Leadership and Organizational Effectiveness for a statewide conference.
ChangeHaven	Type:	Non-Profit
	Products Used:
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.
Child Care Council of Nevada County	Type:	Public Agency: County
	Products Used:
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.
Child Care Council of Nevada County	Type:	Public Agency: County
	Products Used:
Conducted a study of the current early care and education workforce in Nevada County, California. This included an analysis of compensation levels for child care providers.
Child Care Council of Nevada County	Type:	Public Agency: County
	Products Used:
The Council engaged SEI to conduct a comprehensive countywide assessment of community assets and needs related to early care and education services, and to use the assessment results to drive the Council’s strategic plan.
City of Reno	Type:	Public Agency: County
http://www.cityofreno.com	Products Used:
The City of Reno contracted with SEI on behalf of a consortium that included the City of Sparks, Washoe County, and homeless service providers in the area in order to facilitate a community process to plan the implementation of a Homeless Management Information System (HMIS) to link homeless services together. Once the plan was developed, SEI was selected for a separate project to guide the process of evaluating HMIS systems/vendors and assisting the consortium in choosing a system to implement.
City of Reno - Continuum of Care	Type:	Public Agency: City
http://www.cityofreno.com	Products Used:
In January 2001, SEI began serving as contract staff for the City of Reno, City of Sparks and Washoe County Continuum of Care (CoC) Strategy for the Homeless community wide planning process. This work included documenting results into a successful CoC application to HUD; devising the initial data collection process to conduct a point in time count of the homeless; facilitating the ranking and rating of community priorities and developing an action plan to address said priorities.
Colusa County Children and Families Commission	Type:	Public Agency: County
	Products Used:
SEI developed an operational policy and procedure manual covering important issues of governance, financial management, and grant making. This included organizing and facilitating a retreat for the Commission to discuss and adopt the policies and procedures.
Colusa County Children and Families Commission	Type:	Public Agency: County
	Products Used:
Facilitated multiple public planning sessions to revise the countywide strategic plan for early development services, and wrote the updated strategic plan document for approval by the Commission.
Colusa County Children and Families Commission	Type:	Public Agency: County
	Products Used:
SEI worked with the local Children and Families Commission to design its structure and develop its first Strategic Plan.
Contra Costa County Children & Families Commission	Type:	Public Agency: County
http://www.cckids.org	Products Used:
SEI conducted a comprehensive assessment of fiscal management functions, evaluating progress made since a previous assessment from two years ago, and facilitated a joint Commission/staff work group to assess adoption of statewide financial management recommendations made by the Government Finance Officers Association (GFOA).
Contra Costa County Children & Families Commission	Type:	Public Agency: County
http://www.cckids.org	Products Used:
The commission hired SEI to prepare and conduct a one-day staff planning retreat to improve teamwork, communications, and understanding of a shared vision.
CPM Systems	Type:	For-Profit
http://www.cpm.com	Products Used:
SEI provided various support for the development of a new for-profit venture and related nonprofit agency. Support included market analysis, organizational development, grant writing, business planning, executive coaching, and product design.
Crisis Call Center	Type:	Non-Profit
	Products Used:
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.
David and Lucile Packard Foudation	Type:	Foundation-Private
http://www.packard.org	Products Used:
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.
Environmental Health Institute	Type:	Non-Profit
	Products Used:
SEI planned and facilitated a one-day Board Retreat to operationalize the organization's business plan.
First 5 Association of California	Type:	Statewide Association
http://www.f5ac.org	Products Used:
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.
First 5 Association of California	Type:	Statewide Association
http://www.f5ac.org	Products Used:
Assessed how foundations and other key stakeholders view the association, providing valuable input for public relations and strategic planning efforts.
First 5 Association of California	Type:	Statewide Association
http://www.f5ac.org	Products Used:
SEI originally facilitated the organizational design and set up of this statewide association. Since then, SEI has provided ongoing leadership support, conference management, meeting facilitation and documentation, website design management and administration, fiscal management, management reporting, and ongoing organization support.
Food Bank of Northern Nevada	Type:	Non-Profit
http://www.fbnn.org/	Products Used:
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.
Food Bank of Northern Nevada	Type:	Non-Profit
http://www.fbnn.org/	Products Used:
The Food Bank contracted with SEI to develop a Strategic Business Plan for the Food Bank’s new Regional Food Distribution Center. SEI worked with Board, staff and other key stakeholders to define the new facility and organization’s function in terms of the facility’s design, how operations will occur, how marketing and partnerships will be developed and maintained, what the management and organizational structure will be at the new facility, the long term goals of the Food Bank given its expanded service capacity and a financial analysis and implementation plan to transition to the new facility.
Fresno County Children & Families Commission	Type:	Public Agency: County
	Products Used:
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.
Fund for a Healthy Nevada	Type:	Public Agency: State
http://www.healthynevada.state.nv.us	Products Used:
SEI conducted research, data analysis and report writing to revise a statewide assessment of public needs and gaps in existing services related to a variety of health and housing issues in Nevada. In a second phase of the project, SEI facilitated a process to set priorities for programs and focus areas to be funded through several sources of state and federal funding.
Fund for a Healthy Nevada	Type:	Public Agency: State
http://www.healthynevada.state.nv.us	Products Used:
In partnership with the Center for Health Improvement, SEI conducted a statewide assessment of health needs and gaps in services for twelve major public health issues, and prepared a report with the assessment results that was used to set priorities for future grant-making.
Glenn County Children & Families Commission	Type:	Public Agency: County
	Products Used:
SEI worked with First 5 Glenn County to assess the needs and assets of children age 0-5 and their families in Glenn County, resulting in an updated community profile. This work involved developing outreach tools for community forums and conducting and analyzing a provider survey, as well as gathering data from a multitude of local and state sources. Next, SEI facilitated development of First 5 Glenn County's 2006-2011 Strategic Plan, accompanied by a one-year implementation plan.
Glenn County Children & Families Commission	Type:	Public Agency: County
	Products Used:
SEI first worked with the Glenn County Children and Families Commission to design its structure and develop its first Strategic Plan. Following that, SEI provided staff support services to begin implementing the Strategic Plan activities for fund allocation. SEI also provided training and support for transitioning staff leadership, including facilitating commission meetings and working with support staff to carry out planned activities.
Glenn County Children & Families Services	Type:	Public Agency: County
	Products Used:
SEI worked with a 30-member planning team to develop a 3-year strategic plan for the Department of Child and Family services, including an assessment of the current Head Start workplan, and staff surveys.
Glenn County Children's Interagency Coordinating Council	Type:	Public Agency: County
	Products Used:
The CICC contracted with SEI to assess current structure and activities of the Glenn County Children's Interagency Coordinating Council for compliance with State regulations. SEI also worked with the CICC to develop a 3-year Strategic Plan, and further develop a Universal Release of Information form for members of the CICC.
Glenn County Local Child Care Planning Council	Type:	Public Agency: County
	Products Used:
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.
Glenn County Local Child Care Planning Council	Type:	Public Agency: County
	Products Used: