Management Plan
Suntiva completed a comprehensive Management Plan for the CFPB to include OD and Coaching Services in alignment with the goals outlined for the programs. These goals included:
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Increase the level of inter-personal trust and cooperation among CFPB employees and leaders
Create a culture of continuous performance improvement and alignment around shared CFPB goals
Increase CFPB employee satisfaction, commitment, and motivation
Improve CFPB’s organizational problem solving capability, increase collaboration, and
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• effectively manage conflict by confronting problems as they arise
Promote open lines of communication and information sharing across CFPB leading to new ideas and innovations
Enhance the quality and speed of CFPB decision-making
Make change easier and faster; promote organizational agility
The program goals were derived from analysis of root cause issues and organizational factors identified in the CFPB organizational assessment and were then discussed and validated with our OCHCO clients. The management plan also addressed key success factors, an approach to engage stakeholders and communicate the value of OD and Coaching services to the Bureau, business processes associated with standing up and managing OD and Coaching programs, and evaluation criteria and a plan to measure impact and ROI. Forms associated with the Management Plan were also developed and included an Intake
Form to capture all OD work including a description of the request for OD support, a description of the proposed OD intervention, pricing, and signature fields for the Client PM and COR. We also developed a
Facilitation Evaluation Form and a Programmatic Evaluation Form. Each document enabled us to capture information about the quality of the work and recommendations for improvement.
(Service) Delivery
• 0001: OD - Over the course of the 16 month contract, we completed 18 Organization
Development tasks. o Completed several team engagements focused on defining Team Fundamentals to include mission, strategic goals, roles and responsibilities, and team operating agreements. o Supported organizations in developing and aligning around strategic priorities, identifying organizational and individual behaviors that support achievement of the priorities, and the steps required to prepare for organizational change efforts to include communications planning.
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0002: Coaching o Completed Program Analysis, Recommendations, and Strategies, along with Coaching
Management Plan o Launched coaching programs designed for different CFPB Bands (81/82/90, and also selected 71/72 for targeted engagements). o Leveraged CFPB provided 360 assessments as well as Suntiva Interview-Based 360s. o Launched 4 Career Ladder, 5 SEFL, and 21 mixed leader level coaching engagements.
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0003: Facilitation o Facilitate Leadership Excellence Seminars for SEFL

o Manage a team of five SME Facilitators from preparation through onsite delivery o Review CFPB-provided instructional materials and providing feedback as appropriate. o Responsible for ensuring high-quality, consistent facilitation and tracking facilitation activities including developing a program utilization summary for CFPB.
Coordination, Tracking and Reporting
• Provided CFPB several coordination, tracking, and reporting tools to ensure proper alignment
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• and to enable proactive planning and budgeting. First, we provided weekly updates on hours used by labor category. We also tracked Coaching Clients, hours of coaching each month,
Coaching dates, and hours remaining.
Maintained a highly detailed spreadsheet which tracked the financials by labor category for each OD and Coaching engagement. This information was provided monthly to the CFPB PM and COR.
Provided a written status report of all activities completed in the current month and planned for the following month on a regular, monthly basis. Status meetings were generally conducted every other week with frequent communication in-between to address action items.
Evaluation
• Evaluations for all facilitated events were provided to the CFPB COR after each engagement.
The evaluations provided both quantitative and qualitative data about the quality of the facilitation, the degree to which the facilitated meeting met stated objectives, and how well the facilitator helped the group to prepare. We also collected data re: the most valuable aspects of the facilitated meeting and areas for improvement. o Participants described themselves Very to Extremely Satisfied with the facilitation of meetings/off sites (4.5/5.0) o Participants were Very Satisfied that facilitated sessions met stated objectives (4.14/5.0)
• Data from two completed engagements, RMR and Consumer Engagement, was also collected and shared with the CFPB COR and PM. This evaluation form gathered data relevant to the overall business value of the OD engagement and quality of the OD Consultant. o A leader from Consumer Engagement had the following to say relative to Suntiva’s overall performance within his organization, “The team at Suntiva has been a critical resource in helping my team to manage the rapid growth we’ve experienced this year while maintaining a mission-driven approach to our work here at the CFPB. Having a partner in managing this change gave me perspective on my organization I’d never have seen had I gone it alone.”
Assessments
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OD: For multiple interventions, collected and analyzed data through interviews and focus groups; themed to protect confidentiality; then reported back to the group leader and ultimately to the participants of the group.
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MBTI – SEFL facilitation
• Suntiva 360 Assessments for coaching