HomeMy WebLinkAboutAgenda Report - December 17, 2003 I-01AGENDA ITEM I � O 1
&Sk CITY OF LODI
COUNCIL CONOdUMCATION
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AGENDA TITLE: Presentation of Proposal by Bill Mathis and Associates and Selection
of Facilitator for Team -Building Sessions with Council Members.
MEETING DATE: December 17, 2003
PREPARED BY: Deputy City Manager
RECOMMENDED ACTION: That following a presentation by Dr. Bill Mathis of Bill Mathis and
Associates, Council select a facilitator to conduct team -building
sessions.
BACKGROUND INFORMATION: On July 30, 2003 Council Members agreed that a facilitator should
be brought on board to work with the Council on building better
internal relations. The team -building concept was further
endorsed by Council Members Land and Hansen when they volunteered to contact and interview
potential facilitators.
After reviewing letters of interest from five candidate facilitators, Council Members Land and Hansen
scheduled and conducted conference call interviews with four of the five candidates and one in-person
interview with one of the candidates.
Council Members Land and Hansen subsequently invited both Dr. Bill Mathis and Pastor Dale Edwards
to attend the November 19, 2003 Council meeting to speak with the full Council during this agenda item
regarding their respective perspectives on team -building opportunities. On November 19, 2003, Pastor
Dale Edwards discussed with Council his perspective on team -building strategies and offered to provide
the service to the Council at no cost.
Dr. Bill Mathis was unable to attend the November 19th Council meeting and will therefore make his
presentation to Council during the December 17, 2003 Council meeting.
At the conclusion of the presentation Council is requested to select one of the two facilitators so that the
team -building discussion can be moved forward to implementation.
FUNDING: $0 - $6,000 (to be determined) — Contingency Fund
Janet. Keeter
Depu City Manager
X/sl
APPROVED:
Rxon Flynn, City Manager
Mathis & Associates, Articles
Page 1 of 1
Dr. Mathis has written several articles. Please
contact his office if you would like copies of
any of the articles listed below. You may
contact Dr. Mathis by e-mail:
rmathis1(a)-napanet.net or you may call, fax or
mail a request to:
Mathis & Associates
3435 Valle Verde Drive
Napa, CA 94558
Tel: (707)252-2151
Fax: (707)252-1349
7 Symptoms of the Manager in Trouble",
Public Management, 1990
"Reclaiming a Balanced Life: Reinventing our Schedules"
Public Management, January, 1999.
"Manager Appraisals Can Be Nothing but a Benefit",
Public Management, December, 1999.
'When Is It Time to Leave? Here Are 7 Signs of When to Quit!",
Public Management, April, 2000.
"When the Council is Unhappy with the Manager",
"Dr. Mathis Must Have The Patience of Job"
L. A. Times Editorial, August, 2001.
http://www.mathisassociates.com/articles.html 11/12/2003
Bill Mathis & Associates
Page 1 of 2
Glenn Southard
City Manager
City of Claremont
909/399-5441
Kevin O'Rourke
City Manager
City of Fairfield
707/428-7400
Norm King Director
San Bernardino Associated
Governments
909/884-8271
Sally Reed, CAO
Monterey County
831/755-5338
Bob LaSala
City Manager
City of Sunnyvale
408/730-7500
Mathis & Associates
3435 Valle Verde Dr.
Napa, CA 94558
Tel: 707/252-2151
Fax: 707/252-1349
rmathisl Ca-napanet.net
References
Rod Wood
City Manager
City of Novato
415/897-4389
Greg Hulsizer
General Manager
California Private
Transportation Co
714/637-9191
George Caravalho
City Manager
City of Riverside
909/826-5771
Dan Hobbs
City Manager
City of Fresno
559/498-2799
Jeff Kolin
City Manager
City of Santa Rosa
707/543-3020
Bruce
Hollingsworth
Executive Director
Port of San Diego
619/686-6201
Jerry Fulwood
City Manager
City of La Canada
818/790-8880
Don Hopper
City Manager
City of Monrovia
626/359-3231
Dan Princetich
City Administrator
City of Sun Valley,
Idaho
208/622-4438
Dave Boesch
City Manager
City of Menlo Park
650/858-3360
http://www.mathisassociates.com/references.html 11/12/2003
Bill Mathis & Associates Page 2 of 2
Lew Bauman Director Rich Inman Jim Starbird
Public Works City Manager City Manager
Monterey County City of Calexico City of Glendale
831/755-4831 760/768-2177 818/548-4844
Hector Apodaca Tamara Gates Dave Wear
City Manager City Manager City Manager
City of Perris City of Sierra Madre City of La Mesa
909/943-6100 626/355-7135 619/667-1101
Robert DeLoach General Eric Haley Executive Bill Garrett
Manager Director City Manager
Cucamonga County Water Riverside County Transit City of El Cajon
District Corp 619/441-17
909/987-2591 909/787-7141
John Danielson City Manager Ed Tewes
City of Elk Grove City Manager
916/478-2200 City of Morgan Hill
408/779-7271
http://www.mathisassociates.com/references.html 11/12/2003
Bill Mathis & Associates, Services
Page 1 of 2
Dr. Robert William Mathis has impacted many cities and counties through
the years in his expertise at getting to the core of the problems in the
workplace.
Dr. Mathis is the founder of Mathis & Associates — a sole proprietorship.
The firm's main office, located in Napa, California, provides both general
management and clinical consulting services to public and private sectors.
High risk, safety, law enforcement and crisis related situations are special
niches of Dr. Mathis. He has consulted in the Public Sector as well as the
Private Sector for over thirty years as an expert in the following areas:
. Corporate leadership
. Team Building
. Organizational
analysis
. Management
productivity
. Planning
. Corporate growth
Executive Services provided by Mathis & Associates staff include
these areas:
. Communication skills
. Managerial Strategies
. Staff Interactions
. Personnel
Testing/screening
for filling new/existing
position
Dr. Bill Mathis is a well -know writer and speaker; he has published
articles related to City Council and its relationship to the City Manager,
Symptoms of the City Manager in trouble, and When it's time for a City
Manager to leave. His "whole team" concept of intermingling business
consultants with psychologists brings a value-added concept to his
clients. As an adjunct to other services, Mathis & Associates can assure
early detection and resolution of personal crises, which insidiously
damage productivity and performance in the workplace.
Dr. Mathis and his consultants offer a wide variety of services such as:
http://www.mathisassociates.com/services.html 11/12/2003
Bill Mathis & Associates, Services
. City Manager/City Attorney
Evaluation
. Team Building/Goal Setting
. Style Analysis — Individual/Group
. Effective Communication
. Problem Solving / Project
Management
Page 2 of 2
. Organization /
Department Audits
. Coaching / Mentoring
. Change management
Strategies
. Personnel Conflicts /
Out patients
Service
By way of background, Dr. Mathis holds a Ph.D. in Clinical/Industrial
Psychology from the University of North Dakota at Grand Forks, a
Master's Degree from the University of Portland in Oregon
(Psychology), and a Bachelor's degree from the University of Puget
Sound, Tacoma, Washington (Chemistry).
Mathis & Associates are members of public organizations including
International Independent City Managers Association (ICMA), California
City Manager's Foundation (CCMF), National League of Cities (NLC),
and League of California Cities (LCC).
CLICK HERE to view the 8th ANNUAL NAPA VALLEY CITY MANAGERS RETREAT
http://www.mathisassociates.com/services.html 11/12/2003
Bill Mathis & Associates, About Dr. Mathis
Page 1 of 1
Dr. Mathis holds a Ph.D. in Clinical / Industrial
Psychology from the University of North Dakota at
Grand Forks, a Master's Degree in Clinical Psychology
from the University of Portland in Oregon and a
Bachelor's degree in Chemistry / Biology and
Psychology from the University of Puget sound in
Tacoma, Washington.
Dr. Mathis is the founder of Mathis & Associates, a sole
proprietorship. The firm is currently located in Napa,
California. The firm provides both general management
and clinical consulting services to public and private
sectors. High risk, safety, law enforcement and crisis
related situations are special niches addressed through
the clinical psychologists on staff.
Dr. Mathis is a well- known writer and speaker, whose
published well-read articles include "When Council is
Unhappy with the City Manager," " What Councils want
from their Managers... but do not Tell Them," "The
Business Journal," and "The 7 Symptoms of a Manager
in Trouble..., " Public Management. He is well known
throughout the United States and is frequently seen in
both western and east coast cities. His "whole team"
concept of intermingling business consultants with
psychologists brings a "value added" concept to his
clients.
http://www.mathisassociates.com/about.html
11/12/2003