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HISTOIRICAL OUTLINE OF
LAKEFRONT CONSULTING SERVICES PROGRAM
Purpose: To share with Lakefront staff and external customers the program’s mission, needs of the
target market and delivery methods used by the CS Program.
PROGRAM HISTORY
Who we were:
1991 Tracking Form
1992 Feasibility Assessment
1993 Demonstration Project
1994 SRO Summer School and 2-Day Blended Management Training
1995 TA Program
1997 Business Plan and 1st
BM Training
1998 Hired Project Manager
Who we are …2000
a) Purpose of Program
b) How we fit into the agency’s mission and strategic plan
c) Internal growth needs
d) Responding to market damand
Who we are going to be:
a) Dec 1997 Planning Session
b) Strategic Plan Context
c) 2000 CS Workplan
CUSTOMER PROFILES
a) Who are our customers?
b) Types of groups and services
c) Where the money comes from
d) Negotiating contracts
MEETING OUR CUSTOMERS NEEDS
a) Targeted training
b) On-the-job training
c) Capacity building
d) Creating Models
e) Workshops
f) Consulting
Unique and individual
Technical information and its application
Styles
Flexibility
PROGRAM ADMINISTRATION
a) Department structure
b) Program administration
c) TA delivery process
d) Documentation/Consulting Services Delivery Report

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e) Expenses
LAKEFRONT STAF INVOLVEMENT
Staff Qualifications
a) Understand Lakefront’s mission, structure and programs and have the ability to articulate it
b) Competent in their current position
c) Supervisor’s referral/approval
d) Outstanding performance in current field and position
e) Competent in group facilitation and problem solving
BENEFITS AND CHALLENGES OF LAKEFRONT STAFF PROVIDING CONSULTING SERVICES
TO EXTERNAL CUSTOMERS
BENEFITS CHALLENGES
New experiences Thinking outside the box
Career development Commitment to CS customers
Sharing expertise Unfamiliarity with environment
See other ways/models (benchmarking) Unknown things “come up”
Bring new information back to Lakefront Scheduling conflicts increase
Obtain new knowledge and resources Short notice
Keeps Lakefront visible External customer focus
Moving from one-way/LF-way approach

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PROGRAM ADMINISTRATION
Lakefront owns the rights to the information used and distributed in TA and training. The use and reproduction of
materials is prohibited without consent from Lakefront SRO. The TA and Training Program is administered through the
Program Division. Administrative tasks include marketing, networking, responding to inquiries, monitoring and tracking
contracts, record keeping, file maintenance and billing. Task details include:
Outreach and Responding to Inquiries
Identify potential leads
Outreach
Conduct tours
Mailings/responses/information
Follow-up on leads
Prepare proposals
Contract Execution
Negotiate and prepare contract
Get approval from Sr. V.P. and 1st
BM Training workshop
Mail unsigned copy to client for signature
Upon receipt have contract executed by Sr. V.P.
Program Development
Design Curriculum
Set up logistics
Update documents
Prepare work-plans
Maintain supplies
Copyright materials
Policy enforcement
Market TA Program locally, regionally and nationally
Monitoring and Tracking
Schedule TA
Identify LF staff to deliver TA
Schedule and coordinate delivery of TA
Maintain master TA schedule
Reporting to customer/clients
Create and document contract files
Record-Keeping
Document TA contacts
Prepare monthly activity report
Prepare quarterly report
Prepare DOH and other necessary report
Maintain financial tracking log
Prepare billings
Prepare income and cash flow projections and reports
File Maintenance
Set up files
Maintain filing system
Maintain mailing lists