Working Smart – The Art of Delegation

As managers and/or entrepreneurs, we all too often tend to think we, “can do it all”.

Spoiler Alert – No one can be good at every task and skill that is required to run a small business or manage an organization, and sooner or later some sort of division of labour becomes necessary for survival.

Our individual personalities will dictate our delegation beliefs but the bottom line is, that a manager who does not delegate, is simply not managing.

Perhaps some of us simply don’t know how to delegate. So let’s start with what delegation is.

Delegation is the assignment of responsibility or authority to another person, (normally from a manager to a subordinate), to carry out specific activities.[1] 

It involves giving away operating work to persons who have the skills and ability to successfully complete it.

In order for them to take on the responsibilities you assign, delegation includes empowering them to do what is necessary to carry out the tasks effectively and then making them accountable to you for the results.

 A Quick Word about Delegation and Outsourcing

The terms “delegation” and “outsourcing” are similar but their use depends on the business you’re in. In practice, delegation and outsourcing are often indistinguishable.

Organizations with employees will tend to use the term “delegation” because it’s often in reference to the transfer of responsibilities to employees, whereas, the term “outsourcing” involves purchasing goods or subcontracting services from an outside company. Outsourcing is often deemed more comfortable because it is not connected with the idea of “giving up control”.

Sometimes we make up excuses for not delegating. Any of these sound familiar?

  • I don’t have enough time to bring someone up to date with what I want done
  • The job is way too important for me to risk someone not doing it right
  • I can do the job best
  • I’m the only one who knows how to do it

What Can be Delegated?

Well, contrary to what most of us might believe, almost everything can be delegated or assigned to someone else, except for the responsibilities that demand your personal attention, such as those decision-making tasks which involve high-risk for your business or organization.

As an example, my management style as a municipal Chief Administrative Officer, was always to set out the tasks to be accomplished and then empower staff to apply their skills and talents to get it done (the art of delegation). However, now as an entrepreneur of a growing company, I am quickly learning I cannot complete all the required tasks myself, (nor am I good at them all), so I am entering the world of outsourcing some of the work.

The art of delegation can really be accomplished in 5 phases:

Preparation – establish the goals of the delegation, specify the task and decide who should do it

Planning – meet with the individual, describe the task and ask them to develop a plan of action

Discussion – review the objectives, the plan of action, any obstacles and ways to avoid or deal with them

Monitor – check the progress of the delegation and make any necessary adjustments to respond to unforeseen problems

Appreciation – accept the completed task and acknowledge the efforts

It’s always best to track and record your delegation efforts – and I have a template for doing so. If you would like it, just email me and I’m happy to send it to you.

Addressing these 5 phases will help ensure you have the right people and resources in place that will contribute to the growth and success of your organization – and most of all, help you work smarter.

Susan Shannon, [email protected]

(Susan’s experiences as both a municipal Chief Administrative Officer and now as a consultant, led to the development of muniSERV.ca and have provided her with the insight she needs to help municipalities and professionals connect)

[1] http://en.wikipedia.org/wiki/Delegation

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Municipality Newsletter – March 2015

 
March 11, 2015 – In This Issue:

10 CRITICAL ERRORS YOU MUST AVOID IN DEVELOPING A SUCCESSFUL STRATEGIC PLAN
We thought we’d share this article by SmartDrive, from January 2014.  It serves as a good reminder of the common, critical mistakes that can doom strategic plans.   
 

FREE WEBINAR – LEADING LOCAL GOVERNMENT TEAMS FOR HIGH PERFORMANCE
 
Leading Local Government Teams for High Performance

 

In the dynamic environment of local government, leaders need broad perspectives, expansive vision, and acute awareness of the trends and developments shaping their organizations. As a leader in local government, you must have the skills to guide, coach, partner and inspire your staff -sometimes simultaneously – and make it easier for others to communicate, accept responsibility and problem solve.

 

How are you doing leading your team to high performance? Are you clear about the results you are looking for, the deliverables you expect and the desired behaviours essential for the success of your organization? Based off of a recent workshop at the Local Government Managers Association of British Columbia CAO Forum, this webinar aims to help you reflect on your leadership style and how you can support your organization and your team increase their performance, motivation, and overall effectiveness.

 

Please register here for this free 1-hour webinar.

 

 Date:      April 23, 2015

Time:     2:00 – 3:00 (Eastern Daylight Savings Time, Canada)

                              

 

Presenter: Rob Cooke (@robcooke2) is an ICF-Certified Executive and Leadership Coach. He helps middle and senior level leaders who are smart, ambitious, and represent the future leadership of their organizations. He works with these leaders and their teams to accelerate performance and clarify desired outcomes.

  

A LITTLE ABOUT US…
Why muniSERV?
 

For those of you who do not already know me, for most of my career I was a municipal CAO in Ontario. I know municipalities often need to engage the services of consultants and professionals.  And I also recall how frustrating it was to find the number of professionals I needed to fill quote requirements and comply with procurement policies. Often my only option was to ask a neighbouring municipality, “Who did you use?”. There simply was no one place to find the consultants and professional services I needed.

 

So, muniSERV.ca was created to help municipalities and professionals connect.  The main features for municipalities are the searchable database, which is categorized into the service offerings of our professional members, and the free RFP upload feature.

 

How does muniSERV work with our procurement policies?

 

muniSERV does not conflict with your procurement policies.  In fact, using muniSERV actually enhances your procurement processes, because it broadens your servicing options and enhances your ability to acquire more quotes – and ultimately, more competitive quotes. 

 

Something you may not be aware of too, is that recently we’ve been hearing from our professional members, that they are no longer subscribing to other RFP sites due to policy changes that have now made getting access to your bid documents, quite restrictive for them. This may result in you getting fewer responses and makes posting your bid documents on muniSERV instead of, or in addition to, your own municipal website and/or other RFP sites you may be using, an even more attractive alternative for you.

 

 

NOW 180 CANADIAN CONSULTANTS AND PROFESSIONALS STRONG!

We strive to continually bring you the best selection of consultants we can and word is spreading. In the past 3 weeks we’ve had 20 new professional members join muniSERV!

 

These new members offer a wide variety of consulting and professional services – including fire and life safety expert opinions, service delivery reviews, business continuity plans, IT and social media training, project management and executive coaching, to name just a few. Please continue to check out the service offerings of our 180 professional members to find the services you need.

 

 

STAY INFORMED:

 

Like us on Facebook, follow us on Twitter and LinkedIn and join the discussion on our muniSERV LinkedIn Group

 

FEATURED CONSULTANTS
muniSERV provides a searchable database of Canadian consultants and professionals that assist municipalities. Here’s some of our reputable consultants.
 
 
 

             

 
 
 

 

 Susan Shannon
1-855-477-5095

We’re always working to improve muniSERV.ca. Please share with us any comments you may have. 

 

Since muniSERV is made to assist any department in your municipality, please share this newsletter with the other members of your staff.  
Gray

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10 Critical Errors You Must Avoid in Developing a Successful Strategic Plan

Article by SmartDraw – January 2014

A new year is a great time for re-thinking your organization’s strategy. But all strategic plans are not created equal. Successful strategic planning involves awareness and avoidance of common, critical mistakes that doom many plans to failure.

Here are 10 pitfalls you must avoid in order to develop a strategic plan that you can successfully execute

1. Lack of Total Team Commitment

Having a valid, executable strategic plan is in everyone’s best interest. But it is crucial to get buy-in from leadership throughout the organization. Without this shared vision and commitment, even the best strategy is unlikely to succeed.

2. Not Getting the Right People Involved

Who are the right people in the strategic planning process? The simple answer is anyone who is crucial to setting forth the organization’s vision as well as those responsible for carrying it out. Having all of the key stakeholders involved in planning helps ensure team commitment.

3. Failing to Focus on the Big Picture

Strategic planning is intended to focus on high-level thinking. What is the organization’s vision? Is the mission clearly defined? Make sure to give priority to those major, over-arching issues critical to the organization’s success.

4. Not Making an Honest Assessment of Where You Are

It’s easy to see ourselves as we want to be seen, or how we envision ourselves down the road. But it is absolutely crucial to make a real, honest assessment of internal and external issues as they exist today. This may even involve bringing in one or more third parties. But without an accurate assessment of where you are, your strategic plan will be flawed.

5. Failure to Consider the Realities Around You

Changing forces, both inside and outside of an organization, require you to constantly assess what is happening around you. Management teams must be acutely aware of these forces. Assess how they affect the organization, its markets, its customers, and its future.

 6. Unwillingness to Change

It is crucial to constantly assess and adapt to change. A good plan yesterday may no longer apply today. Successful leaders must be nimble and ready to adjust with change, rather than fight against it–or even worse, ignore it.

7. Failure to Set Reasonable Goals and Timelines

A good strategic plan sets forth a vision, but also provides a working framework within it. Make sure that goals and milestones are set, and develop a timeframe for achieving them.

8. Failure to Put the Plan into Action

If you don’t put your plan into action, then you are just wasting time. Too often, organizations fail to take the vital next step of transforming knowledge into action – “The Knowing-Doing Gap”[1]

9. Lack of Accountability

It’s pretty simple. If no one is held accountable, nothing gets done. Putting the plan into action is only the beginning. To make sure things get done, assign areas of accountability to specific people. Share the plan openly with the entire team, so all members are openly held accountable.

10. Failure to Monitor and Follow Through

Set regular intervals for formal review of the strategic plan and action items. Most strategic planning experts suggest this be done at least on a quarterly basis.

 [1] The Knowing-doing Gap – 2000, Jeffrey Pfeffer and Robert I. Sutton

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18th Annual Customer Service Conference May 6th & 7th

CSPN Logo

40% Savings for Public Sector & Not-for-Profit Organizations

Each year, Customer Service Professional’s Network (www.myCSPN.com) hosts a conference for customer service professionals.  Conference delegates include leaders from municipalities, various levels of government and corporations.  Join us to expand your knowledge in sessions presented by experts in the field, meet with exhibitors and to share stories on how to create a great customer experience.

The 2015 conference will be held at the Pearson Convention Center in Brampton.

Cocktail Reception sponsored by Interactive Intelligence, May 6, at 4:45 pm

This year we have 24 dynamic speakers, including David Forget, Manager of Quality Service and Special Projects at the Town of Ajax, and Jacqueline Spencer, Director of Retail Customer Care of the Central Region at ServiceOntario. 

Join us to learn more about:

  • How social media is changing the business world
  • Coaching for Performance
  • Building a Culture of Continuous Improvements
  • Increasing employee engagement and efficiency through Customer Service
  • Leading Influentially
  • Optimizing Workplace Performance

This conference is sold out every year, so hurry and register before you miss out.  We promise you will learn, discover, and glean new insights! The early bird registration deadline is March 6, 2015.  For more information, please contact us;905-477-5544 or [email protected]

Visit the Conference Website:  www.amazeyourcustomer.com

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Consultant Newsletters – January 2015

 
January 30, 2015 – In This Issue:

6 YRS AND COUNTING FOR ACCESSIBLE WEBSITES!
While there are 10 years before a fully accessible Ontario, there are less that 6 years for websites to be compliant.  Will you and your website be ready? 
 

THE FIRST OF OUR SPONSORED WEBINARS FOR CONSULTANTS IS HERE
Are you interested in working with municipal clients to improve organizational performance? 
 

If so, you are invited to attend a one hour information session that will provide an overview of a turn-key and cost effective consulting toolkit that provides a unique assessment, training, and development program.

 

The program is based on leading global excellence models that have been validated by 25 years of research and uses a leading edge technological platform that helps to identify business leads, save time and money on assignments, and provides big data for knowledge leadership. This toolkit can be delivered at your own per diem rate and can be customized for your clients.

 

Preliminary information on the toolkit may be found on the Organizational Excellence Specialists Website and there is an opportunity to try the technological platform on the home page of the website. The teaser assessment allows the respondent to self-assess their organization against the nine principles common to high performing organizations and delivers a complimentary report to their inbox within minutes.

 

Date:                    February 19, 2015

Time:                   10:00 – 11:00 am (Pacific Time, Canada) 1:00 – 2:00 (Eastern Standard Time)

Registration:       Click here to Register (limited to 25 participants)

 

Presenter – Since 1984, Dawn Ringrose has consulted to management in areas that positively contribute to organizational performance. She has worked across the public, private, and non-profit sectors with small, medium, and large organizations, with particular expertise in the service sector.

 

Dawn is author of the Organizational Excellence Framework publication and consulting toolkit. She has worked with clients to earn the prestigious Canada Awards of Excellence and is the representative for Canada on the Organizational Excellence Technical Committee and the Global Benchmarking Network.

 

Her academic and professional credentials include: Bachelor of Science Specialization, Master of Business Administration, Assessor of Quality Systems, Registered ISO 9000 Specialist, Fellow Certified Management Consultant, Certified Excellence Professional, and Certified Organizational Excellence Specialist.

INNOVATIONS WELCOME

Do you have a new innovative product or service but you’re having  difficulty getting it in front of the key municipal decision makers you need to reach?

 

muniSERV has heard from a number of you who have expressed that you are experiencing this very problem. We have listened to your requests and we are busy developing a unique new program to help you.  Watch for more information in our next newsletter but in the meantime, if you would like more information, contact [email protected] for more details.

ANOTHER GREAT TESTIMONIAL
We’re always delighted to hear from our members!
 
Here’s what Robert Walker, Principal, People Strategies and Performance Inc. has to say about muniSERV:
 
“This is a fantastic resource for both suppliers and consumers. Rich information, easy to navigate and especially useful in identifying potential collaboration opportunities with other consultants locally, across regions and nationally. Very helpful to independents like me who are just starting out.”

 

Thanks Robert! 

CURRENT RFPs
A listing of Current Request for Proposals from Municipalities
Quote Due: Jan 30, 2015

Location: Otonabee-South Monaghan, Township of 

 
Quote Due: Jan 31, 2015

Location: Puslinch, Township of 

 
Quote Due: Feb 12, 2015

 

Quote Due: Feb 13, 2015

Location:  Penetanguishene, Town of 

                                                    

Quote Due: Feb 19, 2015

 

Tender- Supply of one 2015 New Diesel Power Detachable Snow Blower

Quote Due: Jun 12, 2015

Location: Penetanguishene, Town of 

 

Feel free to pass these along to your professional colleagues!

Like us Facebook, follow us on Twitter and LinkedIn, and join the discussion in our muniSERV LinkedIn Group.
 
Susan Shannon
1-855-477-5095

We’re always working to improve muniSERV.ca. Please share with us any comments you may have. 

PARTNERS
 
                      
                       
 
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6 Years and Counting for Accessible Websites

There are 10 years until a fully Accessible Ontario – but there are less than 6 years for websites to be compliant. Will you and your website be ready? 

https://www.linkedin.com/pulse/6-years-counting-accessible-websites-susan-shannon?trk=prof-post

The Ontario government enacted the Accessibility for Ontarians with Disabilities Act (AODA) in 2005, with a clear goal and timeframe to make Ontario accessible by 2025.

The AODA defines “disability”, and while you should go to the Act to see the full definition, generally a disability can be defined as; any degree of physical disability, infirmity, malformation or disfigurement, blindness or visual impediment, deafness or hearing impediment, muteness or speech impediment, a condition of mental impairment or a developmental disability, a learning disability, or a dysfunction in one or more of the processes involved in understanding or using symbols or spoken language, or a mental disorder.

Under the AODA, there are 5 Accessibility Standards – Customer Service, Information and Communication, Employment, Transportation and Built Environment. For the purposes of our discussion here on making websites accessible, it’s the Accessibility Standard for Information and Communications that we will take a closer look at because it’s the one intended to help Ontario businesses and organizations make their information accessible for people with disabilities.

By January 1, 2021, all “new” internet websites and web content on those sites must conform with WCAG 2.0 Level AA (excluding live captioning and audio description). A “new” website means, a) a site with a new domain name, or b) a site with an existing domain name undergoing a significant refresh (e.g. new look and feel, changes to navigability, majority of content being updates or changed)

Before you panic though, it’s best to go to the legislation and standards themselves to determine if the legislation/standards apply to your business or organization. There are lots of great sites, but here’s a handy site[1] I found.

Once you’ve determined if the Act applies to your business or organization, then the easiest way for you find out what you have to do and when, is to go to the accessibility compliance wizard. The Wizard will give you a personalized summary of what you have to do to comply. The Wizard can be found at www.Ontario.ca/AccessON.

So, what are these WCAG standards?

Simply put, the WCAG guidelines [2] explain how to make web content more accessible to people with disabilities. WCAG 2.0 is an internationally accepted standard for web accessibility developed by the World Wide Web Consortium (W3C), an international team of experts. WCAG 2.0 sets out guidelines for organizations to follow to make their websites more accessible for people with disabilities. The guidelines cover things like writing web content in clear language, providing alternate text for images and making sure someone can navigate your website with just a keyboard. Following these guidelines should make it easier for everyone to access your website and content, including people without disabilities.

Even if the AODA or the Standards do not apply to your business or organization, having an accessible website is a socially responsible thing to do to assist the public and your clients with disabilities.

So how do I go about making my website accessible for those with disabilities?

Well, when you think about website accessibility, there are two main considerations – the way your website is built and the content on it.

Build Your Website

When you build your accessible website keep all your users in mind; those with colour blindness, hardness of or loss of hearing, low vision or blindness, dyslexia, repetitive stress injuries and temporary injuries to name a few. For example, like the image in the link above, don’t use colour contrasts that may be too bold or hard for those with colour-blindness to distinguish. You should also ensure you don’t have navigation and menus that are difficult for screen readers to process, etc.

Accessible Content

Here are some things to consider to make your content accessible[3]:

  • Headings/Subheadings – every page must have a brief heading and use subheadings to break up content
  • Tables – Use tables to organize content and tables need captions
  • Images – Avoid putting text in images because screen readers can’t read it. Use Alt-text and keep the description of the image brief but to the point
  • Links – Every link must have alternative text that describes where it goes. Incorporate the links into sentences ( i.e. “Visit muniserv.ca today and check out our professional memberships.” not , “To visit muniserv.ca, click here, and to check out our professional membership, click here.“)
  • Alt text[4] – be sure you use Alternative text for tables, images, links
  • Videos – if you post instructional videos, be sure they are captioned for people with hearing loss

Accessible content is also good content that improves Search Engine Optimization (SEO).

SEO techniques are good for accessibility and elements that make you rank higher in search engines are more easily read by people using screen readers. In addition, keywords in content, headings, etc., play into both SEO and accessibility – plus accessible content adds important words to web pages, which also increases visibility in search engines.

So, remember to build content with all different types of users in mind and keep the content accurate and up-to-date to build trust and improve search engine rankings.

In summary then:

1. Check the AODA and the WCAG Guidelines to determine if/when your business or organization must be in compliance

2. Use the Accessibility Wizard to determine what you need to do and when.

3. Take a look at your website and see if the content currently meets the accessibility standards, and,

4. Talk to your web designer!

Note: This article is provided for information only and is not intended to be legal advice. It is the reader’s responsibility to ensure accuracy of all the information provided.

[1] http://www.mcss.gov.on.ca/en/mcss/programs/accessibility/info_sheets/info_comm/website.aspx

[2] http://www.w3.org/WAI/WCAG20/glance/

[3] eSolutions Group – Open Web Accessibility Conference

[4] http://webdesign.about.com/od/accessibility/a/great_alt_text.htm

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Municipality Newsletter – December 2014

 
December 10, 2014 – In This Issue:

HOW ARE YOU USING SOCIAL MEDIA IN YOUR MUNICIPALITY?
Municipalities are often skeptical about the usefulness of social media. However, the number one reason social media has not taken off, or is in decline according to GovLoop, is really all about the money for governments.  Read the full article – Learn More

TELL US
 

muniSERV.ca has just celebrated its first anniversary – and what a great year it’s been!

Municipal Members: We have welcomed registered municipal members and decision-makers from across Canada – 85% from Ontario, 7% from Alberta, 4% from PEI and the remainder split evenly between BC, Nova Scotia and Newfoundland. Thank you!  And please continue to spread the word and encourage other municipalities to use and join muniSERV.

 

Professional Members: We have welcomed hundreds of professional members to muniSERV, offering hundreds of consulting and professional services to municipalities. The number of professional members continues to grow almost daily – so check the site often.

 

If you’re having trouble finding a consultant that offers a specific service that is not in our database yet, just let us know and we’ll use our contacts to look for you.

 

Here’s what Luis Moreno, Manager/Lead Business & Technology Training – Strategic Learning Consulting, Ministry of Health & Long Term Care had to say about muniSERV. “Thanks Susan, this is a great service to us the consulting community.”

 

What’s Next?

 

We’re working on a number of new features and tools for our muniSERV members. During 2015 we will be introducing a pre-qualification screening program for our consultants and professional members so you won’t have to spend time investigating if they have insurance, WSIB, etc. You’ll be able to simply let us do that for you.

 

Other features we’re working on include the introduction of automation features that will match your RFPs, Bids, etc. directly to the consultants/professionals who offer that service. (Don’t forget you can always upload your solicitation documents for free!)

 

Here’s what Wendy Macke, of the Township of Georgian Bay had to say. “I’ve been using muniSERV for postings and its great…..easy and free!”

 

We are also concentrating on improved member communication, (i.e. developing newsletters, surveys, focus groups, etc.) and we are working on collaborations with some of our professional members to develop webcasts and training sessions on topics of interest to our municipal members.  Check out our Partners listed at the bottom of the newsletter too.  These valued partnerships will make it possible for us to continue to find new ways to serve you better. 

 

So, TELL US what you think, and if there are any features you would find useful and would like to see added to muniSERV, let us know!

—– 

AND THE WINNER IS….

We attended the MFOA and OMAA conferences this fall and were overwhelmed by the positive response to muniSERV.ca.  We wanted to thank those municipalities who registered by November 30th, by giving away a ASUS 7″ tablet for their municipalities. A random draw was held on December 1st –  And the winner is …. muniSERV.ca

 

COLLABORATING WITH OTHERS TO ASSIST MUNICIPALITIES
Forming new relationships to benefit you

 

We’re pleased to announce muniSERV’s recent collaboration with Cambridge Solutions Inc. – RFP Project Management Solutions and QCsolver – Vendor Performance Management Systems.

 

We love the products they offer because we know that many municipalities simply do not have the dedicated, experienced in-house staff necessary to undertake RFP and vendor performance management processes, that if not done correctly, can expose the municipality to risk. 

 

This collaboration is important to municipalities because muniSERV.ca, Cambridge Solutions Inc. and QCsolver all have the same mission – that is to provide low cost, and often no cost tools to municipalities, to save them time and money – plus help them mitigate risk. 
 

muniSERV will continue to work with QCsolver and Cambridge Solutions in 2015 to bring great new service offerings to our Municipal Members.  If you’d like to learn more, or find out how we can work together to assist with RFP and Vendor Performance Management processes, contact us at [email protected]

 

Learn more about QCsolver and Cambridge Solutions

 

FEATURED CONSULTANTS
muniSERV provides a searchable database of Canadian consultants and professionals that assist municipalities. Here’s some of our reputable consultants.
 
 

      

Cambridge Solutions Inc. – RFP Project Management Solutions

 

Do you have a project approved but you don’t have the staff in-house to design the RFP, manage the project, and then ensure bidders meet the RFP criteria? Cambridge Solutions Inc. can take care of any component of the RFP project management process you like. You determine the level of involvement you need and they will suggest a RFP management solution that works best for your municipality. Learn More.

 

 
Susan Shannon
1-855-477-5095

We’re always working to improve muniSERV.ca. Please share with us any comments you may have. 

Please also feel free to share this newsletter with any of your municipal or professional colleagues too.  

 

Happy Holidays and All the Best in 2015! 

 

 

PARTNERS
 
                      
                       
 
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Consultant Newsletter – December 2014

 
December 10, 2014 – In This Issue:

HOW ARE YOU USING SOCIAL MEDIA IN YOUR MUNICIPALITY?
Municipalities are often skeptical about the usefulness of social media. However, the number one reason social media has not taken off, or is in decline according to GovLoop, is really all about the money for governments.  Read the full article – Learn More

TELL US
 

muniSERV.ca has just celebrated its first anniversary – and what a great year it’s been!

Municipal Members: We have welcomed registered municipal members and decision-makers from across Canada – 85% from Ontario, 7% from Alberta, 4% from PEI and the remainder split evenly between BC, Nova Scotia and Newfoundland. Thank you!  And please continue to spread the word and encourage other municipalities to use and join muniSERV.

 

Professional Members: We have welcomed hundreds of professional members to muniSERV, offering hundreds of consulting and professional services to municipalities. The number of professional members continues to grow almost daily – so check the site often.

 

If you’re having trouble finding a consultant that offers a specific service that is not in our database yet, just let us know and we’ll use our contacts to look for you.

 

Here’s what Luis Moreno, Manager/Lead Business & Technology Training – Strategic Learning Consulting, Ministry of Health & Long Term Care had to say about muniSERV. “Thanks Susan, this is a great service to us the consulting community.”

 

What’s Next?

 

We’re working on a number of new features and tools for our muniSERV members. During 2015 we will be introducing a pre-qualification screening program for our consultants and professional members so you won’t have to spend time investigating if they have insurance, WSIB, etc. You’ll be able to simply let us do that for you.

 

Other features we’re working on include the introduction of automation features that will match your RFPs, Bids, etc. directly to the consultants/professionals who offer that service. (Don’t forget you can always upload your solicitation documents for free!)

 

Here’s what Wendy Macke, of the Township of Georgian Bay had to say. “I’ve been using muniSERV for postings and its great…..easy and free!”

 

We are also concentrating on improved member communication, (i.e. developing newsletters, surveys, focus groups, etc.) and we are working on collaborations with some of our professional members to develop webcasts and training sessions on topics of interest to our municipal members.  Check out our Partners listed at the bottom of the newsletter too.  These valued partnerships will make it possible for us to continue to find new ways to serve you better. 

 

So, TELL US what you think, and if there are any features you would find useful and would like to see added to muniSERV, let us know!

—– 

AND THE WINNER IS….

We attended the MFOA and OMAA conferences this fall and were overwhelmed by the positive response to muniSERV.ca.  We wanted to thank those municipalities who registered by November 30th, by giving away a ASUS 7″ tablet for their municipalities. A random draw was held on December 1st –  And the winner is …. muniSERV.ca

 

COLLABORATING WITH OTHERS TO ASSIST MUNICIPALITIES
Forming new relationships to benefit you

 

We’re pleased to announce muniSERV’s recent collaboration with Cambridge Solutions Inc. – RFP Project Management Solutions and QCsolver – Vendor Performance Management Systems.

 

We love the products they offer because we know that many municipalities simply do not have the dedicated, experienced in-house staff necessary to undertake RFP and vendor performance management processes, that if not done correctly, can expose the municipality to risk. 

 

This collaboration is important to municipalities because muniSERV.ca, Cambridge Solutions Inc. and QCsolver all have the same mission – that is to provide low cost, and often no cost tools to municipalities, to save them time and money – plus help them mitigate risk. 
 

muniSERV will continue to work with QCsolver and Cambridge Solutions in 2015 to bring great new service offerings to our Municipal Members.  If you’d like to learn more, or find out how we can work together to assist with RFP and Vendor Performance Management processes, contact us at [email protected]

 

Learn more about QCsolver and Cambridge Solutions

 

FEATURED CONSULTANTS
muniSERV provides a searchable database of Canadian consultants and professionals that assist municipalities. Here’s some of our reputable consultants.
 
 

      

Cambridge Solutions Inc. – RFP Project Management Solutions

 

Do you have a project approved but you don’t have the staff in-house to design the RFP, manage the project, and then ensure bidders meet the RFP criteria? Cambridge Solutions Inc. can take care of any component of the RFP project management process you like. You determine the level of involvement you need and they will suggest a RFP management solution that works best for your municipality. Learn More.

 

 
Susan Shannon
1-855-477-5095

We’re always working to improve muniSERV.ca. Please share with us any comments you may have. 

Please also feel free to share this newsletter with any of your municipal or professional colleagues too.  

 

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Consultants – 5 Ways to Find Municipal Work

If your marketing is not hitting your target audience, it’s like trying to get someone’s attention, by winking at them in the dark!”

It is a known fact that municipalities share success and horror stories about experiences they have had with a particular consultant or professional they used. They quite literally pick up the phone and ask other municipalities, “who did you use”. They do this because municipalities differ from the private sector, in that they are not in competition with each other, so they freely share their success stories/best practices, etc.

While this works very well for municipalities, this reliance on the word- of- mouth exchange of information can often make it difficult for consultants and professionals to find that first opportunity to work with a municipality and get them to become part of one of those, “who did you use” conversations. Connecting and marketing to municipal clients to get your consulting and professional services known, is also extremely challenging, because the typical advertising methods do not necessarily always work with municipalities.

For instance, there are a limited number of printed municipal publications that reach municipal clients. And of them, how many are sitting on a table in the municipal lunchroom collecting dust? It’s doubtful too, whether they’re even being read by the decision-makers you need to reach. Even if they do read the publication, your ad is only effective until the issue is tossed into the recycling bin.

Social media marketing to municipalities is like the quote above – you’re kind of just, “winking in the dark”, because social media is generally not yet widely accepted or used to its full potential, by many municipalities. So your social media marketing efforts most likely will not produce the results you want because they simply may not be reaching your target market.

Some of us used to like sending personal email messages to municipal decision-makers – that is if we could find their email addresses on their municipality’s website. But now, with Canada’s Anti-Spam legislation (CASL) in effect, unless we have “implied” or “express” consent to do so, we can no longer use email to let municipalities know what we have to offer. This has really taken the wind out of our collective sails (and sales).

From my experience, possibly the best forum to reach municipal decision-makers, is to attend municipal conferences. However, the actual ROI (return on investment) of attending municipal conferences is sometimes questionable when you start adding up all the costs associated with doing so. (the number of them per year you need to attend to get adequate exposure, the cost of exhibit space, hotels, meals, travel expenses, and the list goes on.)

So, where does that leave consultants and professionals who are trying to find work in municipalities, if they are not already part of those, “who did you use” conversations? How do they make those first connections?

Well there are ways, and there is hope.

1. Don’t limit yourself to wanting to work in just the large municipalities – Smaller municipalities need and use consultants and professionals too – in fact in some cases more so because they do not always have the in-house staff with specialized expertise for all projects or because they want remove any bias or perceived bias from the project.

2. Search the Municipality’s Website to Learn their Procurement Processes – Admittedly, this is time-consuming, but you need to search the websites of the municipalities you want to work with and familiarize yourself with their procurement processes/policies. If they have a VOR (Vendor of Record) system, you will need to be on that list first before you’ll be able to quote on any project they have – whether it’s posted on their website or a RFP website. Do your homework and find out how to become one of their VORs. Many smaller municipalities do not use a VOR process so that’s another good reason to research and determine which municipalities you want to work with.

3. Review Minutes and Staff Reports Attached to Meeting Agendas – To find work that’s coming up, look at the staff reports attached to council agendas. It will most often be the department heads who have identified a need to bring in a third party professional to assist with a particular project, and they will usually outline the reasons why they need an outside expert, in a report to council. Reading the report will give you insight into what they need so you’re prepared to respond to their solicitation document, once posted. Of course you’ll narrow your search to only the reports from the departments to which you want to offer your expertise. You might also find clues as to upcoming work by looking at council resolutions in the minutes. In smaller municipalities look for wording like, “be it resolved that staff is hereby authorized to call for quotes (or advertise by public tender, etc.) for the services of a consultant to undertake ……..”

4. Send Good Old Fashion Flyers to Council Members – In Ontario, we’ve just had municipal elections and what better time to get your information out to new members of council? Being new to council they are generally keen for information and sometimes in smaller municipalities, you really do need to market to the Mayor and Councillors. In fact, some municipal by-laws actually require staff to include any mail that is addressed to “Mayor and Council”, as Miscellaneous Correspondence on a council or committee of the whole agenda. So, try mailing the municipality an information package (brochures, business cards, etc.), about your business and your service, include one copy for each member of council and make sure you address it to “Mayor and Councillors”.

5. Set up your profile on muniSERV.ca I know I’m running the risk of appearing a bit biased here, but honestly, this really is the quickest and easiest opportunity for you to showcase your services directly to municipal decision-makers – and better yet, to HAVE THEM SEARCHING FOR YOU INSTEAD. After all, the more municipalities search, the more opportunity there is for them to find you – and the less you’ll be winking at people in the dark!

Susan Shannon, Principal, muniSERV.ca

[email protected] / t.f. 855.477.5095

** Note – This information is drawn from my own experience as a consultant and a former municipal CAO in Ontario and processes may be somewhat different in other provinces in Canada

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And the Winner Is ……

Thank you to all the municipalities who recently registered on muniSERV.ca and became muniSERV municipal members. Those that registered by November 30th, 2014 had their municipalities automatically entered into the draw to win the ASUS HD 7, Memo Pad – and now that they’re registered, they can upload their RFPs, Bids and Tenders for FREE! 

AND THE Winner is —

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