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TEMPLETON Advantage

REQUEST FOR PROPOSAL

Westmont Hilltop School District

Superintendent Search and Transition Assistance Briefing

The E7 Framework 4.28.16

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TEMPLETON Advantage

What makes TEMPLETON Advantage Unique? Thank you for the opportunity to conduct the search for the next superintendent of the Westmont Hilltop School District. I believe that my knowledge, industry experience, passion for collaborating with boards, and my commitment to the strength, vitality and endurance of public education, positions me extraordinarily well to provide the district with top-flight service. In fact, the board will begin to notice that my executive search services are truly unique in the marketplace. The entire search will be conducted through the lens of the mission, vision, shared values and goals of Westmont Hilltop. This is the most important methods of securing the best possible ‘fit’ for the district. Through my project, TEMPLETON Advantage, I have developed a comprehensive framework for conducting all aspects of the search for the next superintendent of your district. It is called The E7 Framework, and represents a series of critical core values and competencies needed to truly lead with purpose.

The E7 Framework -- The Path to Radical Excellence Ethics, Expertise, Excellence, Experience, Enthusiasm,

Engagement and Entrepreneurial Spirit

TEMPLETON Advantage will be providing the kind of advice and guidance a board deserves when undertaking an executive search. I would state with humility and pride that the clients I have served over the last 13 years have appreciated my work ethic, diligence, expertise, creativity and candor as I have guided them through identifying, recruiting and retaining exceptional leaders for their school districts and intermediate units. For this reason, I would respectfully submit to you that I am among the most experienced and passionate search consultants in the marketplace today.

My belief is that school districts are the catalysts to a stronger America. Schools serve as key ‘engines’ for developing a highly educated and skilled citizenry. That is what drove me to create TEMPLETON Advantage and to continue my work consulting for school districts. This is a calling for me, and I’ve given every effort of mind, heart and spirit to the cause of public education. Through a deep network of industry sources, leadership experts, and innovative thinkers that regularly collaborate with me, I am driven to providing the most comprehensive service in the industry. This results in outstanding outcomes for my clients.

I have participated in over 100 searches over the last 13 years. I mention this only to impress upon you that, as an advocate for public education, I am convinced that school systems need outstanding leadership in these challenging, complex, and unpredictable times. Rest assured, the Westmont Hilltop Board of School Directors will experience world-class service, and an opportunity to become better board members through the TEMPLETON Advantage Power Sessions. The Power Sessions are a series of short, high-impact workshops and advisories that take a close look at critical governance strategies that have been employed by the best boards in the public, private, social and non-profit sectors.

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Westmont Hilltop Mission, Vision and Values Mission Statement The mission of the WHSD, in partnership with our community, is to prepare each student to be an informed, ethical, responsible adult in a changing and competitive global society through high expectations and a challenging educational program offering knowledge and skills within a safe, nurturing environment.

Vision Statement The Comprehensive Planning Committee envisions a district in which high quality education is the focus and pride of our community—a place where there is a sense of camaraderie and respect among students, parents, faculty, administration, alumni, and community.

Shared Values The Westmont Hilltop School District values:

a well-rounded program of academics, arts, and athletics. Support for students in domains of persona/social, academic, career development. An all-inclusive environment for students that addresses learning support needs, ESL,

enrichment and emotional needs, to name a few. A drug-free, safe, and supportive environment utilizing community resources. A program that infuses advanced level technology into educational program, and also

enables students to learn advanced technology and applications. A positive, bullying-free, supportive environment in which everyone works together to

support and respect each other.

Bidder Qualifications and Background Information TEMPLETON Advantage was created by Tom Templeton in February, 2014 as a leadership consulting service for public schools and non-profit organizations in Pennsylvania. For the last 20 months, Tom has been traveling Pennsylvania extensively, working with many educational leaders on a variety of leadership projects, from seminars and workshops to executive coaching, CEO evaluations and executive searches. Prior to February 2014, Tom Templeton spent 10.5 years conducting a series of leadership and governance services (including executive searches) for school districts and intermediate units throughout Pennsylvania. He served in three capacities with the Pennsylvania School Boards Association, ending his career at PSBA as Assistant Executive Director for School Board and Management Services. Tom’s resume in this proposal provides a more extensive look at his career and accomplishments. TEMPLETON Advantage leverages a deep network of industry contacts throughout Pennsylvania and beyond when conducting searches. In fact, it is safe to conclude that Tom Templeton has perhaps the most robust network of any search consultant in Pennsylvania. From advertising and recruiting to facilitating meetings with internal/external stakeholders, leading interviews, conducting reference checks, coordinating site visits and assisting with the negotiation of the contract, the quality of the entire process leaves boards convinced they received outstanding service – with excellent results.

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REFERENCES

Delaware County Intermediate Unit (Delaware County): Mr. Ed Cardow, Board President | (484) 459-7792.

Grove City Area SD (Mercer County): Mrs. Susan Herman, Board President | (724) 992-1686

West Perry SD (Perry County): Note: I conducted two superintendent searches for the district. Charles Thiemann, Board President. | 717-307-6374. Danny Rice, Board Vice President | 717-385-6689

State College Area SD (Centre County): Note: I conducted two superintendent searches for the district. Jim Pawelczyk, Fr. Board Vice President, Current School Director | 814-360-3902

Avonworth SD (Allegheny County) David Oberdick, Fr. Board President, Current School Director | 412-456-2881

Crawford County SD (Crawford County) Jan Van Tuil, Board President | 814-332-0963 Allegheny Valley SD (Allegheny County) Larry Pollick, Board President | 412-841-4717 Millersburg Area SD (Dauphin County): Mark Rothermel, Board President | (717) 580-

6491 Capital Area Intermediate Unit (Cumberland County) Nancy Fishman, Chair of the Search

Committee | (717) 213-3733.

Many others available upon request.

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Background Information

SELECTED/RELEVANT ACCOMPLISHMENTS

Conducted and participated in over 100 administrative searches in Pennsylvania. Recognized as among the most dynamic and creative educational speakers in the state. Extensive experience helping school leadership teams design reliable solutions. Trained and mentored several outstanding consultants for PSBA. Highly-effective small and large-group facilitation skills. Persuasive writer who has authored many articles for the PA School Boards Association.

PROFESSIONAL EXPERIENCE

Pennsylvania School Boards Association Assistant Executive Director for School Board and Management Services MAY 2009 – NOV 2013

Oversaw a 20-plus person staff in four core service areas, with four direct reports. Oversaw a budget of over $1 million with revenues derived from entrepreneurial services

(policy, board training, administrative searches, compensation studies, negotiations services).

Facilitated the implementation and revision of PSBA’s Standards for Effective School Governance and the Code of Conduct for Pennsylvania School Boards.

o This was a groundbreaking initiative started in 2005 and involved school directors, educational leaders and policy makers from around Pennsylvania. Over 85% of all school entities have adopted the standards and utilize them in various ways.

Regularly presented on leadership topics such as goal setting, board-superintendent relations, school culture, and superintendent evaluations.

Collaborated with other assistant executive directors to coordinate statewide conferences that featured national figures such as Penn State Head Football Coach Bill O’Brien and others.

Routinely advised educational leaders on strategies to solve organization issues. Worked with a team of school directors on PSBA’s Master School Board Member and

Distinguished School Board accreditation programs that recognize outstanding board service.

Served on several task forces involving internal staff and external stakeholders on topics such as Labor Relations, PSBA’s Core Values, and PSBA’s Strategic Planning initiative.

Served as senior advisor to Executive Director and collaborated with senior leadership team to address ongoing administrative challenges facing the association.

Pennsylvania School Boards Association Director, School Personnel Services MAY 2005 – APR 2009

Responsible for implementing entrepreneurial services to meet a budget of $200,000. Directed the development and implementation of all division products and services,

including administrator searches, compensation studies, and employee relations/negotiations offerings.

Collaborated with communications staff on product marketing efforts. Facilitated the development of comprehensive bid proposals for members requesting

services, and successfully presented our services to school boards throughout Pennsylvania. Participated in the development and delivery of board training workshops and seminars.

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Pennsylvania School Boards Association School Personnel Services Representative MAR 2003 – MAY 2005

Performed all aspects of administrator searches for member districts throughout Pennsylvania.

Conducted employee relations services and superintendent evaluation workshops. Wrote articles on educational issues and collective bargaining trends for statewide

publications. Analyzed collective bargaining agreements for school districts and for PSBA’s research

efforts. Researched and responding to hundreds of inquiries from school directors and

administrators. U.S. Representative George W. Gekas District Director MAR 2002 – DEC 2002

Assigned and evaluated the work of five caseworkers in three district offices. Spoke to local groups when representing Congressman Gekas at events. Organized events on trade, transportation, agriculture, Medicare and veterans issues. Monitored congressional district issues and updated the Congressman as needed. Worked with other federal, state and local officials to address regional problems. Collaborated with press secretary to ensure media coverage at congressional/campaign

events. Managed the nomination process for high school students pursuing military academies. Drafted briefs for Congressman on major issues in the congressional district.

U.S. Representative George W. Gekas Congressional Aide JAN 1989 – MAR 2002

Acted as liaison between constituents and federal, state and local agencies. Represented Congressman Gekas at meetings throughout the district. Managed and resolved thousands of constituent requests and supervised caseworkers. Helped constituents understand Congressman Gekas’ legislative agenda. Note: I had a break in service over the thirteen year period to pursue a teaching certificate

VOLUNTEER AND COMMUNITY EFFORTS

Newport School District, School Board Member 1993 – 1997 Newport Youth Sports,: Baseball, Softball and Soccer Coach 1991 – 2010 Highland United Presbyterian Church: Adult Instructor 8 years

PRESENTATIONS AND SPEAKING ENGAGEMENTS (partial list)

Act 72 and Collective Bargaining – Seminar presenter throughout Pennsylvania Board-Superintendent Relations – PSBA Summer Conference Collective Bargaining and Labor Relations – Gannon University Negotiations and Personnel Management – Shippensburg University Standards for Effective School Governance – PSBA Summer Conference Superintendent Search Process – Penn State University and Gannon University Public Employee Bargaining in the Commonwealth – Presenter Superintendent Evaluations – Various locations throughout Pennsylvania Educational trends and issues -- Berks County IU Board President/Superintendent Reception

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PRESENTATIONS AND SPEAKING ENGAGEMENTS (partial list)

Teacher Evaluations and educational trends -- South Hills Area School Districts Association Resumes, Cover letters and the Interview Process – PA Association of School Administrators PSBA Standards for Effective School Governance -- Tri-County Area Chamber of Commerce Fuel-Injected Leadership – PSBA web-conference series Hugh O’Brian Youth Foundation – Seminar Speaker The Dale Carnegie Course – Graduate Assistant Newport School District All-Sports Banquet -- Master of Ceremonies Freshman Orientation speaker – Elizabethtown College Intervarsity Christian Fellowship Club (Millersville University) – Featured speaker An Evening of Magic with John Westford -- Master of Ceremonies Newport High School Football games -- Public Address Announcer Highland United Presbyterian Church -- Adult Education Teacher and Facilitator (8 years) Facilitated hundreds of stakeholder meetings as part of PSBA’s administrator search program.

ARTICLES WRITTEN FOR PSBA PUBLICATIONS (partial list)

“Mastery comes through practicing the fundamentals” “Bargaining begins with preparation” “How administrators hire the best candidate” “Job Descriptions: The foundation for successful employee performance” “Retaining our new teachers” “Superintendents are critical to effective community engagement” “Analyzing a study of superintendent evaluation” (2 part series) “What do they mean, Employee Relations?” “How NCLB affects collective bargaining agreements” “Successful schools…and British Soccer” “Community Engagement and Marcellus Shale” “Can Pennsylvania produce the best schools in America” “Superintendents are critical to effective community engagement” “Do districts suffer from ineffective boards”

EDUCATION

Millersville University, B.S. Speech Communications MAY 1987 Penn State Harrisburg, Secondary Ed, Social Studies DEC 1991

A well-defined methodology for managing a search helps all parties move through a predictable, reliable and structured process, while having the mobility to make important adjustments when unexpected situations arise, which inevitably happens in a large scale project. The three core values driving project management will be trust, communication and collaboration, all of which fits nicely into the E7 Framework.

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Steps in the Executive Search Process and Clients Served All aspects of the search will be completely customized to meet the needs of the Westmont Hilltop. TEMPLETON Advantage facilitates a comprehensive, highly-engaging process for the board, and ensures all details around this crucial assignment are handled with expertise and professionalism.

KEY STEPS in conducting the search include, but are not limited to the following:

Determine the cost for conducting all aspects of the search. Set up a meeting to establish all protocols related to the search process. Determine the process for handling all candidates (internal and external). Develop the search schedule and calendar of events. Identify Strategic Competencies and Leadership Experiences for the next superintendent. Prepare all search promotional efforts and briefings. Blast the advertising and recruiting information throughout Pennsylvania and beyond,

including several states surrounding Pennsylvania. The search will have a national presence as well through websites, industry contacts and publications.

Announce the search via a press release to the entire educational community. Conduct Focus Group discussions with all identified stakeholders. Collect, assess and develop candidate credential files. Collaborate with the board to select applicants to interview. Select second round candidates and check references. Make a final selection and assist in negotiating the contract. Announce selection and immediately set up the Entry Plan process Coordinate the development of all aspects of the evaluation process Maintain close contact with the board to ensure smooth transition for the first year.

Communication Protocols A successful executive search requires outstanding communication amongst all parties. In fact, communication is perhaps the most important component within any project. This is precisely what TEMPLETON Advantage will bring to every aspect of this project – compelling, comprehensive, accurate and timely communication. I’ve developed a simplified, yet highly effective communication protocol that features weekly updates to the board related to all activities in the search, including how information will flow between the parties. The following communication information will be contained within the project communication plan:

Project communication strategy Roles and responsibilities of all team members Project status reports and Project review meetings Weekly status reports and TEMPLETON Advantage Power Sessions Face to face meetings

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Short List of Administrator Searches Conducted

Delaware County Intermediate Unit Grove City Area School District Blue Mountain School District Allegheny Intermediate Unit Capital Area Intermediate Unit Cumberland Valley School District State College Area School District Crawford Central School District South Fayette School District West Perry School District Millersburg Area School District Allegheny Valley School District Avonworth School District Fox Chapel Area School District Allentown School District Erie School District Southeast Delco School District Moon Area School District Souderton Area School District Annville-Cleona School District Central Dauphin School District

Donegal School District Elizabeth Forward School District Kutztown Area School District Hampton Township School District Hanover Public School District South Middleton School District Hempfield School District Iroquois School District Kennett Consolidated School District New Kensington Arnold SD Midd-West School District Millcreek Township School District North Pocono School District Reynolds School District South Allegheny School District Stroudsburg Area School District Tuscarora School District Warren County School District Warwick School District Wilson School District

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Timeline and Methodology for Project Management

From Day #1, all logistics will be outlined, from the timeline and advertising to interviewing and contract negotiations. The purpose of the initial meeting is to establish clear expectations and to develop a communication protocol that will keep all parties well informed throughout this search.

Developing the timeline for the search

We will be developing the timeline for the search during our first meeting together. I will be laying out the process and we will determine the actual dates for the search to unfold. Please bring along your personal schedules so we can establish dates. It normally takes approximately four months to conduct a search; however, that can fluctuate based on board and candidate schedules, additional processes the board would like to undertake, etc. Below are the time frames for the major events in the search. I will be describing each in detail during our meeting.

The search starts with a six to seven week advertising and recruiting period, followed by, Two weeks to review the applications and select first round candidates. One to two weeks to conduct first round interviews. Two weeks to conduct reference checks on candidates moving to the next round. Two to three weeks for next rounds of interviews and selection of candidate One week for negotiation of contract

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Strategic Competencies and Leadership Experiences Cultural Assessment and Strategy Mining

TEMPLETON Advantage will immediately undertake a close analysis of the entire organization (this is already underway) by reviewing key documents in the organization, and setting up stakeholder meetings with internal and external groups. However, unlike any other search firm, TEMPLETON Advantage goes much further. The TEMPLETON Advantage Leadership Library is a comprehensive collection of outstanding leadership and personal excellence materials that will be utilized throughout the entire search.

In conducting these meetings, I will be conducting a high-level SWOT analysis with each of the stakeholder groups to develop a deeper understanding of the organization. As you know, S.W.O.T is an acronym that stands for Strengths, Weaknesses, Opportunities, and Threats. Questions and discussion prompts I will be asking the focus groups include:

What is it that the Westmont Hilltop School District does well? What resources (human, operational, capital) position you well? What advantages do you have over other organizations? Do you have strong professional development for staff? What other positive aspects add value to the organization? What factors that are within your control inhibit your ability to maximize the performance

of the organization? What areas need improvement to accomplish your objectives? What factors beyond your control could place the organization at risk? What leadership qualities are needed in the next superintendent?

TEMPLETON Advantage also undertakes a process called Strategy Mining, which involves the research and analysis of leadership strategies and concepts from a variety of perspectives and industries, and summarizing those findings so they are useful for possible implementation. The board will also participate in a S.W.O.T. analysis, and review all of the findings from the focus groups – and my strategy mining efforts -- to develop a set of strategic competencies and leadership experiences necessary to lead Westmont Hilltop into the future.

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The Power of Partnerships and Networking Advertising and Recruiting Your Ideal Candidate How to design a statewide and national search

TEMPLETON Advantage will tap a tremendous network of industry contacts within and outside Pennsylvania in conducting the search for the next superintendent. As a search consultant, I prioritize the recruitment of candidates unlike any other search firm. This involves several important strategies that will capture the attention of candidates in the marketplace.

Powerful Promotional Materials: TEMPLETON Advantage will develop an executive briefing for candidates that attracts interested leaders to the position and the organization. Any candidate looking at this position must be able to review detailed information about the responsibilities of the position, the dynamics of the board, successes in the organization, and areas that require continued attention – as well as preferred career and educational accomplishments. My job listings will be compelling, persuasive, and attention-grabbing. Make no mistake about it: the marketplace will know the Westmont Hilltop is looking for their next superintendent!

Interacting with Industry Experts: I am perhaps the most connected search consultant in the commonwealth. For over 12.5 years, Templeton has been involved in over 100 searches, and this has afforded him the opportunity to interact with thousands of school directors and hundreds of educational leaders. Also, I will be working closely with highly respected educational leaders who already hold the traits the board may be looking for in the next superintendent. Even if these individuals do not apply, they will have a clear sense of other excellent candidates.

Social Media and LEAD2015: I will also use his highly-regarded e-briefing, LEAD2015, to publicize the position, and promote in other states and regions as per the board’s directive. All traditional methods, including but not limited to EdWeek, PASA Websites, Colleges and Universities, PennLink, Associations and other venues will be utilized.

Interacting with Potential Candidates: As the promotional efforts continue, TEMPLETON Advantage will begin to interact with candidates, and generate ‘leads’ to pursue. These names remain confidential throughout the first round interview with the board in order to maximize the pool of interested candidates. At the board’s directive, I will conduct an initial ‘screening’ of candidates to determine high-level strengths and weaknesses, but the board will see the credentials of every candidate and, ultimately, make those assessments as a corporate body.

The Emerging Leaders Collection: TEMPLETON Advantage has built a database of candidates, both inside and outside Pennsylvania that will also be assessed against specific skills sets and other metrics to determine those that may be well positioned for consideration at Westmont Hilltop. It is called the TEMPLETON Advantage Emerging Leaders Collection, which consists of current CEOs and those who aspire to executive positions.

These broad categories, and other strategies will assist me in developing a robust candidate pool for the Westmont Hilltop Board to consider.

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Selecting and Interviewing Candidates

After the application period has closed, the board and/or board committee will have the opportunity to review all the credential files to determine those candidates best positioned for a first round interview. We will be assessing candidates against the Strategic Competencies and Leadership Experiences that resulted from the focus group discussion and strategy mining activities undertaken by TEMPLETON Advantage. Usually, a board conducts a series of ‘rounds’ in the interview process. I will be providing the board will comprehensive guidance on all aspects of this process, from the legal parameters surrounding the interviews, to specific ‘look fors’ in candidate answers. As a matter of legal compliance, best practices in human resource management, and complete fairness, all candidates will be asked the same questions in the same order during the first round.

TEMPLETON Advantage houses a tremendous databank of traditional, behavioral, and scenario-based questions that can be customized to meet the needs of Westmont Hilltop. From question design and appropriate interview venues, to the involvement of other stakeholders and a detailed analysis on each candidate, the interview process with TEMPLETON Advantage will be thorough, insightful and impactful, which falls in line quite well with the E7 Framework. Additional rounds of interviews beyond the first round are reserved for candidates the board is seriously considering. These candidates undergo a more detailed scrutiny of their backgrounds, including comprehensive reference checking, and a more dynamic interview process that may involve candidate presentations, leadership scenarios, ‘visioneering’ exercises, and other activities designed to determine a candidate’s true fit for Westmont Hilltop.

Reference and Background Checking TEMPLETON Advantage will facilitate all aspects of the reference checking process through the E7 Framework, and will work closely with all appropriate parties at Westmont Hilltop regarding the entire process. Phone calls and interviews will be conducted with individuals who have worked with – or have known – the candidate for years. While it is important to tailor reference check questions to your organization, the job and the applicant being considered, I have developed a structured process for conducting all reference checks, and in a way that yields great information for the board.

Offer of Employment and Negotiating the Contract

After all interviews have concluded and the reference/background checks have been conducted, the board is prepared to offer the position to a selected candidate. This also triggers the process of negotiating a contract. I coordinate all discussions to make sure the board and the candidate are comfortable with the terms and conditions of employment.

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Entry Planning

TEMPLETON Advantage has developed a comprehensive, yet user-friendly entry plan framework for new superintendents so they can enter organizations thoughtfully and efficiently. That is why I will be with you for the next 9 months! An effective entry plan accomplishes four primary objectives: builds trust, enhances communication, improves transition, and maximizes performance. The TEMPLETON Advantage Entry Plan Service process evolved out of years of working with candidates and boards as new leaders transitioned into an organization -- and through aggressive research into the most comprehensive transition planning processes available in the marketplace. It is the result of studying entry plans that have been developed from top school leaders around the country (including universities), and through other industries as well.

Superintendent Evaluation

TEMPLETON Advantage has designed an evaluation process for superintendents that is driven by standards, accountability measures, and qualitative/quantitative measurements. Also, I will provide comprehensive assistance around all aspects of the superintendent evaluation process that fully aligns with the new law passed in 2012. The system was created through extensive research into how organizational leaders are evaluated across a series of industries, with a focus on the education marketplace. The process I have developed also includes a communication protocol that encourages consistent and ongoing dialogue throughout an entire year. I call it a board’s “GPS” system. The ultimate purpose is to maximize the performance of the superintendent, drive continued professional growth, encourage ongoing dialogue between the board and superintendent, and make all parties more effective leaders in the organization.

Board Self-Assessment TEMPLETON Advantage has developed a board self-assessment tool that will be shared with the board, if selected. The tool embodies the traditional elements of the board’s work as well as intangibles -- the attitudes, values and core beliefs that really drive the work of teams. In developing this tool, I’ve researched a series of measures, and researched the best practices in board excellence to really get to the core of what drives organizational excellence and exceptional board governance!

Costs and Fees TEMPLETON Advantage has priced this project at $11,000, plus $1,000 cap for travel.

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TEMPLETON Advantage

ENDORSEMENTS/NOTES OF APPRECIATION

We had Tom Templeton of Templeton Advantage facilitate a board retreat for us. As I took over the presidency, our board was dysfunctional at a time when we had significant challenges facing our district, including a sudden loss of our superintendent! Being a private sector executive with experience in team building facilitated meetings, I came into this meeting with high expectations. Tom flat-out exceeded them. He engaged the entire board with real passion, facilitated a thoughtfully candid discussion, and brought a knowledge base and energy level rarely seen in facilitators. He has more work to do with us, and Tom knows we will be holding him accountable to the highest standards of excellence. He will meet the challenge. One cautionary note to boards looking to bring Tom in: you will be challenged and pushed to excel. Be ready! SCHOOL BOARD MEMBER

Tom’s skill set as a presenter is remarkable. His genuine and knowledgeable demeanor provides the perfect atmosphere for productive, informative, and engaging sessions that benefit all participants. Our board retreat was refreshing and validating on many levels, thanks to Tom’s expertise. DR. WILLIAM HALL

Superintendent, Millcreek Township School District I want to thank you for your help in preparing me for the interview. I felt very confident and was able to answer almost every question with relative ease and weave in my key points in the hour long interview. I found your service to be comprehensive and individualized. The 1-1 sessions were focused, yet responsive to my needs. CLIENT of CAPE INITIATIVE

Thank you for the most engaging and interesting meeting I’ve experienced in 35 years of education. SCHOOL BOARD MEMBER

I received so much positive feedback tonight. Thank you for your expertise. I was extremely proud of what you have completed, and think you are one of the best facilitators I've ever seen. DR. EDWARD ALBERT

Superintendent, Tulpehocken Area School District As an instructional team, we are evaluated by the Motorola Institute at the end of each 12-week course. The Motorola evaluation measures our effectiveness, teaching skills and ability to help students attain their goals. Our team, to include Tom, has never received less than a 96% approval rating. Class members have also requested that Tom be allowed to teach even more. COLLEEN C. OSZUSTOWICZ

Instructor, Dale Carnegie Training I utilized TEMPLETON Advantage for assistance in preparing for the superintendent interview

process and I'm glad I did. Tom spent time listening to my experiences then immediately began teaching me how to frame my answers from a "30,000 foot" perspective. In addition, he took my proficient strengths and polished them into distinguished qualities. Sitting for an in depth interview with nine board members for more than an hour could have been an intimidating experience, but Tom's coaching prepared me and positioned me to showcase my skills. Thank you! CLIENT of CAPE INITIATIVE

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I wanted to share the feedback from the HOBY Ambassadors. 95.4% of the Ambassadors gave rated speakers a 4 or 5 – these are the highest speaker evaluations I’ve seen in the three years I have been working with the program committee. Hope you will consider being a speaker again. PAULA J. BANZHAF

Vice Chair of Programming, Hugh O’Brian Youth Foundation I write on behalf of Elizabethtown College to express our appreciation to you for your presentation to our entering students. I heard several positive comments about your presentation, and I am sure that the challenging remarks you presented will bear fruit. RICHARD R. CROCKER

Dean of College Life I utilized Tom’s interview coaching services, which I found extremely helpful as I prepared to spend an entire day in a school district meeting with various staff groups. I was well prepared, but Tom’s services took my preparedness to a new level. I was pleased at the conclusion of the sessions to be offered a superintendent position. CLIENT of CAPE INITIATIVE

I hired Tom when I served on the staff of U.S. Representative George W. Gekas and he was a deeply committed public servant. He solved many issues for our constituents. And a great speaker! GAYLE D. MILLS

Former District Director, U.S. Senator Arlen Specter Former School Director, West Shore School District I’ve known Tom for over 30 years. He is one of the most creative people I know. He has a fantastic sense of humor that disarms people well, but he also has a certain humility and heart for people that is not evident in many leaders. He engages people, impacts their thoughts, and is passionate about changing lives. Tom is a man of faith – and it motivates him to serve with passion. THE REV. DR. W. THOMAS WARNE, III

Rector, Good Shepherd Episcopal Church I used TEMPLETON Advantage to assist me in writing my resume and cover letter in a way that

would get me noticed by potential employers. His insights were invaluable! I plan to use Tom throughout my job search and beyond. No one has more experience. What a resource! CLIENT of CAPE INITIATIVE

I have shared the stage with some of America’s top entertainers. I’ve seen them command an audience. I’ve also had Tom serve as the Master of Ceremonies for some of my shows. I can tell you that Tom can clearly hold his own with anyone when it comes to stage presence and audience interaction. JOHN WESTFORD

International Illusionist Thank you again for the conversation yesterday. You assisted me in thinking about the language I can use to represent myself more clearly and with greater emphasis upon my strengths; both on paper and during an interview. CLIENT of CAPE INITIATIVE

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I admire Tom for his courage in delivering difficult and challenging information to others in a tense situation without alienating them from accepting this information. He respects confidentiality and he is a person you can trust. In my opinion, Tom has the skills and competencies to help people and organizations gain a competitive advantage. DR. JIM MANLEY

2009 Superintendent of the Year

I've seen Tom give several powerful talks to workshop attendees on a range of topics. Attendees were from the corporate world, the public sector, and education. Smart, humorous and creative -- I would not hesitate to recommend Tom as your event’s speaker! TRACY HUFF

Regional Sales Director at Data Motion, Inc. Having been through a one-on-one session with Tom on how to position myself to be a competitive candidate, I can say without reservation that this was one of the best professional experiences I’ve had since pursuing my doctorate! CLIENT of CAPE INITIATIVE

We brought Tom in to speak to the educational leaders in the southern Pittsburgh region. Tom was among the top speakers we had, and our group clearly wanted him back. A phenomenal speaker with a depth of knowledge and real enthusiasm. I’d recommend him without reservation. PATRICIA SCHIRRIPA

Former School Director and Chair, SHASDA Thank you for your outstanding presentation and for this valuable information. I found your presentation at the PASA workshop "Aspiring to Leadership Workshop" last week to be quite valuable. Thank you for this--great resource… Can't thank you enough. We need this kind of reinforcement about leadership… Thank you for your leadership and inspiration. WORKSHOP ATTENDEE

I used Templeton advantage for an administrative retreat. In 44 years of educational leadership, this was one of the best professional development workshops I have ever attended. Tom Templeton was a thoughtful and passionate presenter with an outstanding ability to connect with the attendees. We're bringing him back! DR. J HUGH DWYER

Executive Director, Central Intermediate Unit # 10 Tom's services were crucial in our selection of the next Superintendent of West Perry. His through attention to detail and ability to navigate our Board through the long and at times tedious process was key to our success. I would recommend TEMPLETON Advantage to anyone. CHARLES THIEMANN

Board President, West Perry School District Thank you again for the phenomenal two sessions. They were very provocative and certainly helped me think and grow. CLIENT of CAPE INITIATIVE

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TEMPLETON Advantage

My Ethical Obligation to You

I am a member in good standing with the Institute of Management Consultants (IMC). All IMC USA members and Certified Management Consultants® (CMCs) pledge in writing to abide by the Institute's Code of Ethics and voluntarily agree to be self-disciplined. As the certifying body and professional association for management consultants in the United States, IMC USA requires its members and CMCs to adhere to this Code of Ethics as a condition of membership and certification. The standards of conduct set forth in this Code provide basic principles in the ethical practice of management consulting.

The purpose of this Code is to help IMC USA members and CMCs maintain their professionalism and adhere to high ethical standards as they provide services to clients and in their dealings with their colleagues and the public. The individual Members and CMCs must use their judgment to apply these principles. Members and CMCs are liable to disciplinary action under the IMC USA Rules of Procedure for Enforcement of this Code if their conduct is found by the IMC USA Ethics Committee to be in violation of the Code or if it discredits the profession or IMC USA...

My Commitment to My Clients

1.0 I will serve my clients with integrity, competence, independence, objectivity, and professionalism. 2.0 I will mutually establish with my clients realistic expectations of the benefits and results of my services. 3.0 I will only accept assignments for which I possess the requisite experience and competence to perform and will only assign staff or engage colleagues with the knowledge and expertise needed to serve my clients effectively. 4.0 Before accepting any engagement, I will ensure that I have worked with my clients to establish a mutual understanding of the objectives, scope, work plan, and fee arrangements. 5.0 I will treat appropriately all confidential client information that is not public knowledge, take reasonable steps to prevent it from access by unauthorized people, and will not take advantage of proprietary or privileged information, either for use by myself, the client's firm, or another client, without the client's permission. 6.0 I will avoid conflicts of interest or the appearance of such and will immediately disclose to the client circumstances or interests that I believe may influence my judgment or objectivity. 7.0 I will offer to withdraw from a consulting assignment when I believe my objectivity or integrity may be impaired. 8.0 I will refrain from inviting an employee of an active or inactive client to consider alternative employment without prior discussion with the client.

My Commitment to Fiscal Integrity

9.0 I will agree in advance with a client on the basis for fees and expenses and will charge fees that are reasonable and commensurate with the services delivered and the responsibility accepted. 10.0 I will not accept commissions, remuneration, or other benefits from third parties connected with the recommendations to a client without that client's prior knowledge and consent; I will disclose financial interests in goods/services that form part of such recommendations in advance.

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My Commitment to the Public and the Profession

11.0 If within the scope of my engagement, I will report to appropriate authorities within or external to the client organization any occurrences of malfeasance, dangerous behavior, or illegal activities. 12.0 I will respect the rights of consulting colleagues and consulting firms and will not use their proprietary information or methodologies without permission. 13.0 I will represent the profession with integrity and professionalism in my relations with my clients, colleagues, and the general public. 14.0 I will not advertise my services in a deceptive manner nor misrepresent or denigrate individual consulting practitioners, consulting firms, or the consulting profession. 15.0 If I perceive a violation of the Code, I will report it to the Institute of Management Consultants USA and will promote adherence to the Code by other member consultants working on my behalf.

Approved by the IMC USA Board of Directors February 3, 2005

This proposal has been presented by:

Tom Templeton TEMPLETON Advantage 58 Hummingbird Lane Newport, PA 17074 (717) 636-3238 tomtempleton@embarqmail.com