community high school district 99 overview of community ... · in addition, our analyses are not...
TRANSCRIPT
Presentation to
Community High School District 99
Overview of Community Engagement Qualifications, Strategies & Services
December 5, 2016
Our Approach is Focused on Listening
The greatest compliment that was ever paid me was when one asked me what I thought, and attended to my answer.— Henry David Thoreau
“”
Every shortcut has a price usually greater than the reward. —Bryant McGill“ ”
…And Respecting All Community Members(Parents, Staff, Students, Taxpayers)
Paul Hanley, a Senior Vice President with George K. Baum & Company, has been involved with hundreds of successful tax-related ballot measures over the past 24 years on behalf of school districts, community colleges, municipalities, counties and special districts throughout the nation. The past three years alone, Mr. Hanley assisted more than 30 public entities with voter-approved ballot measures.
With a strong commitment to meeting both the needs of his clients and their respective taxpayers, Mr. Hanley has been extremely successful in helping to generate strong voter support for bond ballot measures and other tax-related referenda. He coordinates a team of seasoned public policy, communications and public opinion research professionals who are uniquely experienced in helping public entities implement comprehensive public information programs.
Mr. Hanley’s areas of expertise include public policy training, public opinion research, strategic planning, voter analyses, community task force facilitation, public information programs, bond ballot development, campaign branding and messaging, grassroots training, campaign resource allocation, direct mail, print advertising, fundraising and canvassing.
Mr. Hanley is a frequent speaker on public policy and election strategy at local, state and national conferences. His public policy and election work has received the Gold Medallion Award from the National Council for Marketing and Public Relations.
Mr. Hanley holds an MS from the University of Colorado and BGS from the University of Michigan.
Paul Hanley(800) [email protected]
Team Leaders…
Marcia Sutter is the founder of Minding Your Business, a consultancy that provides project management, communication, and community engagement support to educators, entrepreneurs, and non-profits. Her advertising and marketing experience, coupled with her deep understanding of public education, enable her to produce communication materials and community engagement strategies that resonate with all school stakeholders—community members, board members, parents, staff, and students.
Ms. Sutter worked with the Winnetka Public Schools from 2010-2015. She developed the District’s first integrated communication plan and was instrumental in completing their strategic plan. She was an Illinois School Public Relations Award (INSPRA) winner in 2011, 2012, and 2013, and received a Golden Achievement Award for Winnetka’s strategic plan and community engagement project.
A resident of the North Shore, Marcia understands the culture and climate of school districts, Illinois school finance, and local governance. In additional to Winnetka District 36, her education clients include Oak Park and River Forest High School District 200, Glencoe School District 35, North School District 112, New Trier Township High School District 203, and River Trails School District 26.
She holds a BS in Communication and Film from Boston University’s School of Public Communication.
Marcia Sutter(847) [email protected]
Team Leaders…
Team Leaders…
Jim Hobart, a Vice President at Public Opinion Strategies, has directed survey research for hundreds of projects, including surveys on behalf of cities, states, school districts and special districts throughout the nation as well as some of the nation’s most active Super PACs.
Over the past three election cycles, Mr. Hobart has been part of the polling team in some of the most competitive and important elections in the nation and in 2013, he received the prestigious Rising Star Award from Campaign and Elections Magazine. And in 2009, Mr. Hobart was a part of the polling team that was named Pollster of the Year by the American Association of Political Consultants.
In addition to political polling and survey research on behalf of school districts, community colleges and other public entities, Mr. Hobart has also directed research on projects for numerous Fortune 100 clients, including Bank of America, Wal-Mart and Verizon.
Public Opinion Strategies polls on behalf of 13 U.S. Senators, more than 75 members of Congress, six Governors and numerous State Legislators and local election officials across the nation. The firm is also part of the bi-partisan research team that conducts the NBC News/Wall Street Journal poll.
Mr. Hobart is a contributor to National Public Radio and CNN regarding campaign strategy and public opinion polling.
Jim Hobart(303) [email protected]
The Path to Engaged Stakeholders and Informed Board Decisions…
Step 1: Needs Assessment (“Additional Homework”)
Step 2: Public Information Program
Step 3: Community Comment
Step 4: Follow-Up/Final Decision
Involving the Entire Community in the Planning Process...
1. Kick-Off Strategy Meeting
2. Review Current Proposal
3. Refine Key Influencer Database
4. Assemble Supporting Information
5. Conduct Voter Analysis
6. Develop Core Argument
7. Finalize Estimated Costs / Financing Plan
8. Meet With Top Key Influencers to Discuss Proposal
9. Recruit Citizen Task Force
10. Task Force Vets Proposal (Helping Refine Proposal to Test District-Wide)
: NEEDS ASSESSMENT (“ADDITIONAL HOMEWORK”)STEP1
Involving the Entire Community in the Planning Process...
1. Staff Outreach Meetings
2. Website Update
3. Letter/Attachment to Key Influencers
4. Letter/Attachment to All Households
5. Outreach Meetings/Tours (“Come to Us”)
6. Presentations (“Go to Them”)
7. Earned Media
8. FAQ Newsletter to All Households
9. Social Media
: PUBLIC INFORMATION PROGRAMSTEP2
Involving the Entire Community in the Planning Process...
1. Public Meetings & Public Comment at Board Meetings
2. Mail Survey
3. Phone Poll
4. Additional Task Force Meetings & Final Recommendations to Board of Education
: COMMUNITY COMMENTSTEP3
Involving the Entire Community in the Planning Process...
1. Follow-Up Mailer to All Households
2. Adoption of Question, If Pursued
: FOLLOW-UP & BOARD’S DECISIONSTEP4
Why we’re the ideal partner for District 99... 1. We have a winning game plan (that builds long-term trust)2. No green horns assigned... Paul Hanley, Marcia Sutter, Jim Hobart3. We can hit the ground running (the November 2016 cycle is behind us!)4. We’re highly flexible and responsive5. We don’t pack up if the ballot question is adopted
The information contained herein and in our presentation is provided for informational purposes only. It is not intended as advice nor does it create an advisor/client relationship between George K. Baum & Company and any readers or recipients (to the extent such relationship does not already exist). Readers should consult with George K. Baum & Company or their own advisors to discuss how these matters relate to their individual circumstances. Reproduction in whole or in part is prohibited without the express written consent of George K. Baum & Company.
This presentation was prepared for the benefit and internal use of Community High School District 99 in order to indicate, on a preliminary basis, the range of a possible transaction or transactions and does not carry any right of publication or disclosure to any other party.
The information in this presentation reflects prevailing market conditions and our views as of this date, all of which are subject to change. Any actual transaction would be subject to market conditions at the time of execution and the related documentation. To fully understand the economic and legal terms and conditions of any transaction, Community High School District 99 must carefully review the related documentation and should consult its own legal, tax and financial advisors.
In preparing this presentation, we have relied upon and assumed, without independent verification, the accuracy and completeness of all information available from public sources or which was provided to us by or on behalf of Community High School District 99 or which was otherwise reviewed by us. In addition, our analyses are not and do not purport to be appraisals of the creditworthiness of Community High School District 99, which may affect the results.
Opinions expressed in testimonials may not be representative of other client experiences, and there is no guarantee of future performance.