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CONSULTING Proposal h JG Consulting I I A One-Fourth Consulting, LLC Company
CONSULTING
Proposal
h
JG Consulting I www.J0C:9r!~u!ting,y~ I A One-Fourth Consulting, LLC Company
J CONSULTING CONTENTS
CONTENTS .................................................................................................................................•...........•.. 2
MEMORANDUM ........................................................................................................................................ 3
INTRODUCTION & BACKGROUND ................................................................................................................. 4
SUPERINTENDENT EXECUTIVE SEARCH: WORK PLAN ................................................................................... 5-6
SUPERINTENDENT EXECUTIVE SEARCH: SAMPLE TIMELINE .............................................................................. 7
EXPERIENCE: CONSULTANTS ....................................................................................................................... 8
REFERENCES: SCHOOL DISTRICTS ................................................................................................................. 9
SUPERINTENDENT EXECUTIVE SEARCH: COST .............................................................................................. 10
ADDITIONAL SERVICES: PROFESSIONAL DEVELOPMENT ................................................................................ 11
ATTACHMENTS & EXHIBITS ....................................................................................................................................................... 12
JG Consulting I WWW)0f::Qt1~\ll!i!1Ji,\l5 I A One-Fourth Consulting, LLC Company 2
J CONSULTING MEMORANDUM
Dear East Baton Rouge Parish School Board:
JG Consulting welcomes the opportunity to serve the East Baton Rouge Parish School System (EBRPSS) as the firm to manage the executive search process for the purpose of identifying a Superintendent. Our firm will manage the recruitment process in collaboration with the School Board. Our mission is to provide an equitable process while maintaining the district's standard of quality. We aim to accomplish this objective in a timely and cost-efficient manner with a benchmark of professional achievement and integrity. JG Consulting represents the school district and not the individuals seeking the position of Superintendent.
JG Consulting works with school districts to find Superintendents, CEO's, Directors, executive-level administrators, regional-level administrators, principals and teachers. We are committed to the longterm success of our district partners. Our commitment begins with successfully matching candidates and school districts upon the completion of the position profile. JG Consulting acknowledges the importance of supporting the executive search needs to ensure a strong intersection of talent.
Our recruitment efforts will span the country among various educational entities. The business methodologies implemented during the recruitment process will equip the district with access to every facet of our country's education landscape to achieve the district's objective of successfully identifying a Superintendent. JG Consulting will be a dedicated partner of the district and will make every effort to communicate accordingly with everyone involved in the Superintendent Search process.
Our firm's expertise is perfectly aligned to serve EBRPSS during the executive search process. We understand the ultimate goal is to improve the academic achievement of every student, and we welcome the opportunity to partner with the district to achieve this goal. Lastly, JG Consulting will guarantee a successful search for a Superintendent. JG Consulting will conduct the Superintendent search again in its entirety at no cost to EBRPSS if the hired candidate serves the district less than two years.
Respectfully,
James Guerra President & CEO
JG Consulting I a "One-Fourth Consulting, LLC" company P: (888) 765-3731 C: (214) 934-5537 E: [email protected]
Corporate Office: 723 W. University Ave., Ste. 110-194 Georgetown, TX 78626
JG Consulting I www.JGf:Qil$1!Jting,y~ I A One-Fourth Consulting, LLC Company 3
J CONSULTING INTRODUCTION & BACKGROUND JG Consulting has specific attributes unique to the firm:
JG Consulting focuses on human capital.
JG Consulting works nationwide with extensive experience in Louisiana.
Our success has strengthened our relationships with many administrators across the country and we have talent ol that has made ional commitments to in various markets.
~~~~~
JG Consulting has integrated a unique technology platform for recruitment efficiency.
Our firm is connected to rising talent in districts across the country and we need to effectively connect with f!Vf!rvrlnP in real-time.
~~~=
JG Consulting accessibility and team members.
JG Consulting is committed to working in any district seeking to recruit talented educators.
We pride ourselves in supporting specific districts with intentional focus. We do not aim to support every superintendent search opportunity because we want to build long-term relationships with districts committed to seeking the most qualified candidates for their school system.
JG Consulting will provide a national or regional scope for the Superintendent Search.
We work with school districts and district leaders every day. Our commitment is grounded in best practices to promote academic achievement.
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J CONSULTING SUPERINTENDENT EXECUTIVE SEARCH: WORK PlAN
1. Planning Discussion & Board Interviews
• Interviews with each Board Member; .. Staff, Student, Stakeholder and community-
related meetings;
• Define the scope of work for the search;
• Review and provide input on the job description, qualifications, competencies, selection criteria, legal requirements, newspaper and educational publications, announcements, search calendar and compensation package;
• Discuss any issues and expectations for the position;
• Determine the search and selection procedures including the search calendar;
• Discuss the recruitment of candidates;
• Discuss the screening process and preliminary evaluation;
• Discuss the interviewing process;
• Discuss the selection and hiring activities .
2. Communication Protocols • We will assist with marketing, advertising and
communication for the available position. These efforts will include advertising in educational publications, various websites with state organizations, national organizations and higher education institutions. We will develop an advertising plan for the Board's approval.
3. Candidate Recruiting • We will create a search strategy according to the unique needs of the district. We will not rely solely on
advertising and job postings. Our firm will proactively engage with candidates across the vast educational ecosystem including national and state affiliations, private sectors and non-profit sectors;
• JG Consulting will distribute countless e-m ails with the position profile and make countless phone calls to potential candidates and sources;
• We ensure a balance of gender and ethnicities among the qualified candidates we present to the Board. We will actively recruit traditional and non-traditional candidates that have successfully demonstrated leadership capacity;
• Our national networks will provide access to the for-profit, not-for-profit and other education communities nationwide. We utilize these channels in every search. Our network includes individuals within national and state education boards, political leaders and business leaders.
4. Candidate Reviews • We will review all communication from interested candidates seeking information on the position to
determine if they meet the minimum qualifications; • Candidates who meet the minimum requirements will be asked to furnish additional information that will
enable us to further evaluate their skills and experience according to the position profile; <> The Board will have access to each candidate's profile throughout the duration of the executive search.
JG Consulting I www,J§f:Q[l~l!lting,!,J§ I A One-Fourth Consulting, LLC Company 5
CONSUL lNG 5. Applicant Screening
• Candidates that successfully pass the pre-screening process will be presented to the district for discussion and determination for the first phase of interviews. We do not work with a "stable" of candidates;
• Additionally, JG Consulting will conduct thorough background checks of each candidate with a third-party; • JG Consulting is a registered agent withE-Verify; • JG Consulting does not discriminate against any employee or job candidate because of his race, color,
religion, national origin, sex (including pregnancy), physical or mental disability, or age.
6. Candidate Interviews
• JG Consulting will provide comprehensive profiles of each candidate selected for an interview; • Profiles will include: a synopsis completed by the firm, access to the Montage Talent, Inc. interview portal
for each candidate, responses to preliminary screening questions, detailed responses from the personal interview rubric, a comprehensive background check by a third-party, completed reference checks and original resume. We work with each group to ensure that the candidates have been vetted.
7. Deliberation in the selection process of candidates for final consideration.
• Arrange for School Board candidate district visits (quantity and locations to be determined by the Board); if applicable.
8. We will support the district when requested on final interviewing protocols.
9. Closure
• We will contact all candidates as a process of the closing phase of the executive search. JG Consulting will also prepare final reports or a summary of expenses and assist in the announcement of the appointment, if requested by the Board. We will serve as an intermediary to construct the Superintendent's contract, if requested by the School Board.
Example Stakeholder Meetings1
:•P<~rerits •students •LQtalTaxpayers
"-----...:..:..:;,_,}
1 Stakeholder recommendations will be made by the School Board. We will also post an online survey accessible on the EBRPSS website to protect the anonymity of the public and staff.
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J CONSULTING SUPERINTENDENT EXECUTIVE SEARCH: SAMPlE TIMEliNE
8. Select a candidate for hire
*Timeline is customizable to the needs of the School Board.
2 All dates will be aligned to meet the deliverables of the School Board. JG Consulting I Y'IY\IY'/,}9£<?.rl.$!lltil1£.,\l§ I A One-Fourth Consulting, LLC Company 7
J CONSULTING EXPERIENCE: CONSUlTANTS
JG Consulting experience.
Consulting Team Information:
James Guerra President & CEO Corporate Office: 723 W. University Ave., Ste. 110-194 Georgetown, TX 78626 P: (888) 765-3731 C: (214) 934-5537 E: [email protected]
Dr. Patricia Linares Chief Search Officer [email protected] {817) 996-5982
Mr. Alton Frailey Senior Search Consultant [email protected] {832) 748-0602
JG Consulting has successfully managed more than 70 executive searches nationwide during the past 5-years. We have dedicated Faculty strategically located in the nation's largest markets. JG Consulting is the only fullservice firm supporting school districts nationwide. We are also the only firm to host an annual Leadership Academy© to support the career development for aspiring leaders and superintendents.
Testimonials
Editorials
Please refer to individual credentials and other acknowledgements of the designated consultants associated with the Superintendent Search Firm Services (following pages}.
Other Search Consultants on the Faculty
Dr. Jesus Chavez Dr. Mike Escalante Dr. Robert Jaklich Dr. Dan Mclendon
Dr. Abe Saavedra Rod Townsend Dr. Delores Warnell
Client Officers
MicaiAii Jacinto 'Cinto' Ramos, Jr.
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J CONSULTING REFERENCES: SCHOOl DISTRICTS
Fort Worth Independent School District Jacinto Ramos, Jr., Board President 100 N. University Drive Fort Worth, TX 76107 P: (817) 814-1920 E: [email protected] Superintendent Search: 87,000 Students Placed: Dr. Kent Scribner
McAllen Independent School District Sam Saldivar, Jr., Board President (former) 2000 N. 23rd Street McAllen, TX 78501 P: (956) 607-0750 E: [email protected] Superintendent Search: 24,000 Students Placed: Dr. Jose Gonzalez
Hutto Independent School District Connie Gooding, Board President 200 College Street Hutto, TX 78634 P: (512) 517-4320 E: [email protected] Superintendent Search: 7,000 Students Placed: Dr. Celina Estrada Thomas
Crosby Independent School District Carla Windfont, Board President 706 Runneburg Crosby, TX 77532 P: (281) 883-7083 E: [email protected] Superintendent Search: 6,200 Students Placed: Dr. Scott Davis
South San Antonio Independent School District Angelina Osteguin Board President (former) 5622 Ray Ellison Boulevard San Antonio, TX 78242 P: (210) 835-6709 E: [email protected] Superintendent Search: 9,100 Students Placed: Dr. Alexandra Flores
San Marino Unified School District lisa link, Board President 1665 West Drive San Marino, CA 91108 P: (626) 590-8766 E: [email protected]
San Benito Consolidated Independent School District Michael Vargas, Board President 240 N. Crockett Street San Benito, TX 78586 P: (956) 357-5506 E: [email protected] Superintendent Search: 11,000 Students Placed: Dr. Nate Carman
Victoria Independent School District Ross Mansker, Board President (former) 102 Profit Drive Victoria, TX 77901 P: (361) 935-6149 E: [email protected] Superintendent Search: 14,300 Students Placed: Dr. Quintin Shepherd
DeSoto Independent School District Carl Sherman, Board President (former) 200 E. Belt Line Road DeSoto, TX 75115 P: (972) 595-4510 E: [email protected] Superintendent Search: 9,700 Students Placed: Dr. D'Andre Weaver
Donna Independent School District Efren Ceniceros, Board President (former) 116 N. 101h Street Donna, TX 78537 P: (956} 225-7250 E: [email protected] Superintendent Search: 14,800 Placed: Dr. Hafedh Azaiez
JG Consulting I www:.JG\=9!:t~JJI.ti.rm>Jl5 I A One-Fourth Consulting, uc Company 9
J CONSULTING SUPERINTENDENT EXECUTIVE SEARCH:
Analysis
The Superintendent Search will begin immediately upon award. JG Consulting will correlate to the timeline goals
set forth by the School Board.
The firm will work diligently onsite in the district with the School Board and community stakeholders as often as
requested. The team of consultants will also engage in various remote activities to ensure maximum productivity.
Bid Contact Person:
James Guerra President & CEO Corporate Office: 723 W. University Ave., Ste. 110-194 Georgetown, TX 78626 P: (888) 765-3731
. C: (214) 934-5537 E: [email protected]
10
CONSULTING ADDITIONAL SERVICES: PROFESSIONAl DEVElOPMENT
The JG Consulting team and faculty can serve as a resource for the newly hired Superintendent with on boarding and transition planning, if applicable. EBRPSS may engage with JG Consulting to provide 1:1 or small group coaching with various levels of district leadership. This level of service is available in-person and/or online. The School Board, Superintendent, executive-leadership team and site-based staff will have an opportunity to engage with our Faculty when needed.
Our distinguished Faculty may support the School Board and District Leadership with professional development opportunities. The design of the training workshops is dependent on the goals and needs of the district. The JG Consulting team will customize a plan of action according to the unique goals and needs of the School Board and District Leadership with ongoing support consisting of onsite work sessions and regular communication. Our goal is to serve the district as a resource to promote continuous improvement for EBRPSS starting with the School Board and District Leaders.
90-Day Advertising Plan 3
Description
Association of Latino Admin. & Supts. (ALAS)
Direct Recruitment of Administrators (National)
Linkedln
American Association of School Admin. (AASA)
JG Consulting Website, Twitter (2) & Facebook
National Alliance of Black School Educators (NABS E)
Details Total Estimate4
60-Day Listing Included
Supts./C-Level Admin. Included
60-Day listing Included
Length of Search Included
Countless Views Included
Length of Search Included
The costs associated in Advertising Plan will be incurred by JG Consulting. No advertising .fees will be charged to EBRPSS;
3 Advertising plan will correlate to our proposed timeline (page 7 of the JG Consulting proposal); we will customize the plan to meet the needs of the Board. Each national organization includes their state affiliates. 4 The cost associated with each advertisement will be incurred by JG Consulting.
11
J CONSUL lNG ATTACHMENTS & EXHIBITS
Attachments:
i. Section V: RFQQ Exhibits Exhibit A: Certifications and Assurances (Page 18)
ii. Signed Sample Board Resolution iii. Financial Proposal {Endosed, Page 10) hr. Consultant Resumes v. Art ide, "Pathway to Superintendency"
12
SECTION V: RFQQ EXHIBITS
EXHIBIT A: Certifications and Assurances
1/wo make the following cortirications and assurances as a required element of tho proposal to which it Is attached, understanding tlmt tho truthfulness of tho facts arfirmod hero and lho continuing compliance with thoso requirements are conditions precedent to the award or continuation of tho related agroemont(s):
1. 1/wo declare that all answers and statements made In the proposal are true and correct.
2. Tho prices and/or cost data have boon determined indopondently, without consullatlon, communication, or agreement with others for tho purpose of restricting competition, However, 1/wo may fro ely join with other persons or organizations for the purpose of pro son ling a single proposal.
3. The allached proposal is a firm proposal for a period of 90 days following receipt, and it may be accepted by EBRPSB without further nogoliation (except where obviously required by lack of certainty In key terms) at any time within the 90-day period.
4. In preparing this proposal, llwo have not boon assisted by any current or former employee of tho EBRPSB whoso duties relate (or did relate) to this proposal or prospective agreement, and who was assisting in other than his or her official, public capacity. (Any exceptions to these assurances are described In full detail on a· separate page and attached to this document.)
5. 1/we understand that EBRPSB will not reimburse me/us for any costs Incurred in tho preparation of this proposal. All proposals become the property of EBRPSB, and 1/we claim no proprietary right to the ideas, writings, items, or samples, unless so stated in this proposaL
6. Unless otherwise required by law, the prices and/or cost data which have been submitted have not been knowingly disclosed by the Respondent and will not knowingly be disclosed by hlm/hor prior to opening, directly or indirectly to any other Respondent or to any competitor.
7. 1/we agree 1hat submission of the attached proposal constitutes acceptance or the solicitation contents and tho attached sample agreement. If there are any exceptions lo those terms, 1/wo have described those exceptions In detail on a page attached to this document.
8. No attempt has boon made or will be made by the Respondent to induce any other person or firm to submit or not to submit a proposal for tho purpose of restricting competition.
9. 1/we grant EBRPSB the right to contact references and others, who may have pertinent information regarding the Respondent's prior experience and ability to perform the services contemplated in this procurement
Note: If submifled electronically, Include tho following: . On behalf of the flrm su/)mitling tills proposal, my name below attests to the accuracy of the above sfotomanfs,
-~::.............------ignaturo or Respondent
East Baton Rougo Parish Scl1ool Board, RFQQ No. 5-19 Pngo 1B of 18
~---~·--------------------------------------------------------------------------------
James A. Guerra [email protected] I (214) 934-5537
6800 West Gate Blvd., Ste. 132208, Austin, TX 78745
Summary of Qualifications
• Owner of a national consulting firm supporting school systems and K-12 organizations • Manage multiple projects simultaneously including executive searches and partnerships • Texas State University Board Member and Teacher Pipeline Committee {NV) • Facilitate the national JG Consulting Career Summit annually • Manage the JG Consulting Faculty of retired school system administrators {national) • Thought leadership for national organizations {AASA, ALAS and NABSE)
Work Experience
One-Fourth Consulting, llC (D/B/A- JG Consulting): President & CEO Present
• Superintendent and senior leadership executive search services (national) • Align strategies and objectives to recruit best-in-class talent for school systems • Collaborate with Boards of Education and community stakeholders • Support multiple organizations in the education market space simultaneously • Work closely with senior management to establish economies of scale
Knowledge Delivery Systems, Inc.: Sales Director October 2013 to October 2014
• Enterprise sales consultant for large urban districts in AR, AZ, CO, LA, NM, OK, and TX • New business development with state departments and targeted districts • Consultative selling introducing strategic PD models with change management support • Collaborate with district cabinets to ensure effectiveness of new methodologies • Manage each cycle of the sales process to attain annual goal of $2.2 million
Triumph learning: VP of Strategic Sales June 2013 to October 2013
• Work holistically across the country at the state level and district level • Assist with new business development in the large urban markets
• Ensure retention of the top 45 clients • Deploy sales strategies aligned with federal and state level grant opportunities • Work with leadership team to develop new marketing strategies
Education Elements: Regional Director, Growth & Development May 2012 to April 2013
• Consult with all educational systems in AR, AZ, LA and TX • Introduce blended learning strategies for all types of educational institutions • Co-mingle efforts with local and national foundations to support blended learning needs
• Work collectively with state representatives and thought leaders to encourage change • Leverage discretionary grants and federal grants to support our clients' needs ® Collaborate internally among the various teams to ensure fidelity with our partnerships
References Furnished Upon Request
istation: Executive Director, West April 2011 to May 2012
• Work with various governmental offices to support state initiatives in AZ, CA, NV and TX • Manage Requests for Information (RFI) with the State Departments of Education • Establish and maintain revenue with school districts, CMO's and private institutions • Sell a web-based assessment and intervention resource for grades PreK-12 • Responsible for an annual goal of $1,500,000
Triumph Learning: Director of Strategic Sales, National November 2010 to April 2011
• Support the sales team nationally as a working manager • Develop state-wide interest with icore- a digital Math and Science resource K-12 • Work with the leadership teams to meet the demands of state-wide initiatives • Establish and maintain revenue with new and existing accounts (team and individual) • Responsible for a personal goal of $2,500,000 (annually)
Compasslearning: Account Executive, Texas July 2008 to November 2010
• Develop new business for grades K-12 in Regions 7-11 and 15-19 • Sell a web-based solution as a supplemental or core resource to all educational entities • Highly active role of cold-calling and presenting to prospective and existing customers • Work with existing accounts to cross sell and up sell current implementations • Responsible for quarterly and annual goals; annual quota of $1,500,000 (new business)
Cambium Learning: Inside Sales Manager, National October 2005 to July 2008
• Managed the Inside Sales Team and Account Management Team (10 people) • Sell a web-based manipulative for Math and Science grades 3-12 • Sell to all domestic and international accounts • Facilitate daily meetings, funding meetings, and sales objective meetings • Responsible for an annual team goal of $2,800,000
Education
University of Dallas: Graduate School of Management
• Masters of Business Administration, Business Management
Texas State University: Bachelor of Arts, Public Relations
• Major in Mass Communication I Minor in Business Administration ® Sigma Alpha Epsilon Fraternity, President
Professional Organizations
• American Association of School Administrators, Member
• Association of Latino Administrators and Superintendents, Member • National Alliance of Black School Educators, Member
References Furnished Upon Request
Candidate
2004
Present Present Present
11/8/2017 The Pathway to Superintendency Personalized Learning- Medium
Education Elements [Folio~ Feb 27 , 5 min read
The Pathway to Superintendency
Aspiring superintendents face a difficult but worthwhile challenge to
lead a school district. All school districts, for better or worse, are the
subject to immeasurable scrutiny from internal and external
stakeholders. More times than not the scrutiny comes in different forms
and through various outlets- editorials, social media, TV, etc. It is
important for any aspiring superintendent to remain grounded with
these circumstances in mind. We all agree that serving as a
superintendent is a tremendous honor and privilege. The following
"tips" are simply designed to supplement your preparation for the
superintendency ...
Tip 1: Read the job description in its entirety to ensure that you are
qualified for the position. We receive countless applications from
candidates that aren't quite ready to make the leap to a
superintendency. Make a phone call or send an email to the appropriate
individuals managing the executive search process if you need to clarify
anything included in the job description. Do not call a Board Member;
respect the process. A search firm will not take your application
seriously if there is any ambiguity with your application including
information contained in a letter of interest, resume, vita, references,
etc. Clear the air regarding any negative press that might interfere with
your candidacy. Executive search firms and trustees will undoubtedly
learn of any negative press. It is best to inform the executive search firm
https :/ /mcdium.com/pcrsona 1 i zed-learn in g/thc-pat h way-to- su pcrintcndcncy-69 5f4cf306 7 d? _hscnc=p2ANqtz-8TsLhscd3cgFPdsgjR Lw NY9 _PQhsZmSETIJcJH m. . 1 /5
ll/8/2017 The Pathway to Superintendency - Personalized Learning- !vledium
of any past or present issues to preserve your marketability as a
candidate.
Tip 2: Conduct your own investigation about the district you are
applying to lead. Determine if there is any Board, district, or
community-related drama including bureaucratic underpinnings. Be
informed and proceed with clarity because the fac;ade can cloud your
judgment. The average lifespan for a sitting superintendent is 3.2 years
and less than 2.5 years for a superintendent in an urban school district.
There's no doubt that the role of a superintendent is anything but risk
averse. Do your best to take calculated risks by over-preparing during
the recruitment and interviewing process.
Tip 3: Demonstrate your ability to lead and showcase your talents. Be
prepared for at least one or more online interviews during the
recruitment process. School districts, including the Board, are adopting
measures to manage internal processes more efficiently. These
adoptions include the use of online interview resources to pre-screen
candidates for all district-related job opportunities. We cannot
emphasize enough the importance of treating the online interview just
as you would an in-person interview. Be mindful of your dress attire,
posture, body language and backdrop. Test your technology (picture
quality, sound, etc.) in advance of the interview. Lastly, make sure the
executive search firm has provided your application packet to the Board
in advance of any interview, online or in-person.
Tip 4: Build rapport with everyone involved in the executive search
process. The people involved typically consist of the executive search
firm, board trustees, and community stakeholders. Caveat- trustee and
community-stakeholder engagements will occur during the online
interviews or in-person meetings unless you happen to cross paths at a
conference or event. Like any strong relationship, the superintendency
and Board relationship is engendered in trust. Building rapport with
the Board is critical because they will ultimately hire who they connect
with the most from a pool of candidates. The executive search firm is
not involved in the hiring process. However; it is the firm's
responsibility to align each candidate's skill sets including experiences
to the job description. The firm is then obligated to present a final list of
the best candidates from the applicant pool. Rest assured, the Board
will have complete access to every candidate's application packet, if the
executive search firm is transparent during the process. Transparency is
important for a number of reasons but, most importantly, to maintain
an equitable opportunity for those applying for the superintendency.
https://mcdium.com/pcrsonalizcd-lcarning/thc-pathway-to-supcrintcndcncy-695f4cf3067d?_hscnc=p2ANqtz-8TsLhscd3cgFPdsgjRLwNY9_PQhsZmSETIIcJHm. .. 2/5
1118/2017 The Pathway to Superintendency Personalized Learning- Medium
Tip 5: Some states adhere to an open records policy otherwise referred
to as a "Sunshine Law" which simply states that every portion of every
meeting of an agency (District/Board) shall be open to public
observation. Simply put- your candidacy will be made public once you
apply and/or appear for an interview. You have two choices: (I.)
inform your employer that you are considering another job
opportunity, or (2.) do not inform your employer of your interest in
another job opportunity. We'd highly recommend that you inform the
Board or your supervisor once you've been named a finalist for the job,
if you choose the latter of the two options. Sitting superintendents
encounter more risk in either scenario because Boards generally look
unfavorably on the district's leader shopping for a new home.
The "tips" we've provided can serve as an abbreviated guide to the
preparation process. Our firm maintains an open-door policy and
welcomes a conversation with anyone considering a superintendency.
There are a multitude of resources designed to support your career
advancement and we highly encourage you to take advantage of all
resources. To be continued ...
About the Author
James Guerra has served education systems in various roles since
2004. He recognized early in his career that human capital is the
driving force for sustaining and improving all school systems. James
believes that teachers and executive-level leaders are equally
responsible for providing every student with an opportunity for post
graduation success.
https://mcdium.com/pcrsonalizcd-lcarning/thc-pathway-to-supcrintcndcncy-695f4cf3067d? __ hscnc=p2ANqtz-8TsLhscd3cgFPdsg:jRLwNY9_PQhsZmSETJicJHm... 3/5
11/8/2017 The Pathway to Superintendency- Personalized Learning- Medium
Since founding the company in 2014, James had one goal in mind: to
support any school system in the country with a clear focus of retaining
the best-in-class educators while supporting a select group of
educational partners that offer a unique blend of products and services
to ensure that every learner has the necessary tools to achieve
academic success.
James graduated from Texas State University in 2004 with a BA in
Public Relations and currently resides in San Antonio, Texas.
James has served education systems in various roles since 2004. He
recognized early in his career that human capital is the driving force for
sustaining and improving all school systems. James believes that
teachers and executive-level leaders are equally responsible for
providing every student with an opportunity for post-graduation
success.
Since founding the company in 2014, James had one goal in mind: to
support any school system in the country with a clear focus of retaining
the best-in-class educators while supporting a select group of
educational partners that offer a unique blend of products and services
to ensure that every learner has the necessary tools to achieve
academic success.
James graduated from Texas State University in 2004 with a BA in
Public Relations and currently resides in San Antonio, Texas.
https://mcdium.com/pcrsonalizcd-lcarning/thc-pathway-to-supcrintcndcncy-695f4cf3067d?_hscnc=p2ANqtz-8TsLhscd3cgFPdsgjRLwNY9_PQhsZmSETIIcJHm.. 4/5
Alton L. Frailey 22136 Westheimer Pkwy. #864 • Katy, TX 77450 • (832) 748.0602 • [email protected]
Professional Employment
2018-Present Interim Superintendent, Nacogdoches Independent School District (6,400 students, 10 schools, 1,000 employees, 60 miiiion doilar budget)
2007-2016 (Retired)
2005-2007
2002-2005
Superintendent, Katy Independent School District (Houston Suburb) (73,000 students, 60 schools, 9,000 employees, over 700 million dollar budget) Returned district to "Recognized" status in state accountability system for four consecutive years. Established critical issues symposium to solicit community-wide input for development of a comprehensive multi-year work plan. Hosted "Town Hall" meeting and neighborhood based steering committee to discuss options to prevent closing of the neighborhood school due to low enrollment. Created Instructional Focus Oversight Committee and Instructional Support Teams to create a more strategic use of data to identify individual students and schools in need of more support. Created Parent and Patron Assistance Center to provide support for parent and community concerns. Led passage of$459 million (2010) and $748 million (2014) facility improvement bond referendums. Helped district earn Five-Star Honor Circle status in the F.A.S.T. (Financial Allocation Study for Texas) and Superior Achievement in F.J.R.S.T. (Financial Integrity Rating System of Texas) rating systems from State Comptroller.
Superintendent, DeSoto Independent School District (Dallas suburb) (8,400 students 1 1 schools, 900 employees, 61 million dollar budget) Implemented "Academic Excellence by Design" improvement plan. Led passage of$ 1 1 6 million facility improvement bond election. 2005 DeSoto Chamber of Commerce "Patiner of the Year". Utilized Community Forums to solicit parent/community input. Implemented Pre-K-12 uniform dress policy. Recultured central office staff into instructional support model.
Superintendent, Cincinnati Public Schools, Cincinnati, Ohio (39,000 Students, 81 schools, 6,800 employees, 469 million dollar budget) Led design and implementation of "Building Excellence" model resulting in dramatic improvement in student academic performance and· a higher district rating in the state accountability system, coming to within .6 of moving up two categories. Cincinnati moved from the bottom and became the top performing of the three largest school systems in Ohio. Cincinnati averaged a I 36% increase in the number of schools in the state's top three categories and a 48% decrease in the number of schools in the bottom two categories. Led campaign resulting in passage of a $480 miiiion bond levy to complete funding of district's $985 miiiion Facilities Master Plan. Implemented an Alternative to Expulsion plan in order to decrease the number of students expelled to the streets without formal instruction. Implemented a Positive Behavior Supports behavior management plan. Secured public/private partnership to build a K- 12 Performing Arts School. Led creation of the Student Activities Foundation to support all student co-curricular activities. Established a district-wide Parent Council and established "Student Voices" conferences. Hosted weekly radio call-in show, "Achievement Matters".
2002
1999-2002
1997-1999
1997
1995-1996
1990-1995
1987-1990
1983-1987
Assistant Superintendent, Spring Branch Independent School District (32,000 Students; 46 campuses; 265 million dollar budget) Responsible for providing district-wide leadership and oversight for the departments of Athletics, Communications, Community Education, Government Relations, Major Gifts, Partnerships and Volunteers, Spring Branch Education Foundation, Strategic Planning & Site-Based Decision-Making, Student Services & Policy, and Telecommunications.
Area Superintendent, Spring Branch Independent School District Served on four-member instructional leadership council that reorganized district into four vertically aligned PK-12 learning communities. Provided instructional leadership, strategic planning and evaluations for elementary, middle school and high school campuses. Provided leadership and oversight resulting in the district's first "Exemplary" rated comprehensive high school. Provided supervision and evaluation for curriculum and professional support directors. Responsible for developing and opening Westchester Academy for International Studies, a district operated grades 6-12 chatter school, which included an $18.6 million renovation project and houses the district's art museum and The Japanese Institute ofHouston. Coordinated development of$16 million renovation of central athletic and multi-purpose facility proposal.
Executive Director, Governmental Operations, Spring Branch lSD Served as liaison for Spring Branch lSD with local, state and federal government officials/agencies and with the Texas School Alliance and Fast Growth School Coalition. Developed district's legislative program. Coordinated and led statewide effort to draft and pass legislation (HB2544) that restored hold harmless funds for the increased state homestead exemption ($53,522,274 fiscal note). Coordinated school trustee elections. Coordinated district effort to rewrite technology plan and receive approximately 2 million dollars of federal E-rate funds.
Department Director for Administrative Services, Region IV ESC Provided leadership, management and evaluation for the components of Alternative Certification, Field Services, Video Production/Satellite Services, Board Training and Public Information.
Administrative Assistant, Spring Branch lSD Worked directly with General Superintendent. Served as liaison for Spring Branch ISD with local, state and federal government officials/agencies and with the Texas School Alliance. Developed district's legislative program. Coordinated state and federal competitive grants. Developed "Grant $eeker's Handbook".
Principal, Westwood Elementary, Spring Branch lSD Developed campus improvement/strategic plans. Provided teacher/program evaluations. Formalized car,:npus advisory team to include parents, teachers and professional support staff. Initiated campus Partners In Education Program. Implemented the Presidential Academic Fitness Award and positive student behavior recognition programs. Worked with architect, contractor and district staff on $43,000 school renovation project.
Assistant Principal, Lamar Elementary, Goose Creek CISD Provided teacher/program evaluations. Led team in development of the school's first campus discipline management plan and campus improvement plan. Coordinated campus volunteer and business partner programs.
Teacher, Highlands Elementary, Goose Creek CISD Provided instruction for special education and regular education students.
Education
2006 1984-1986 1979-1983
Certification
2006 2002 1986 1983 1983 1983
Superintendent Certification, University of Texas-Tyler M.Ed. Educational Administration, Stephen F. Austin State University B.S. Elementary Education, Stephen F. Austin State University
Texas Superintendent Ohio Superintendent Texas Mid-Management Texas Provisional Elementary Texas Provisional Elementary Reading Texas Provisional Mentally Retarded
Professional/Civic Associations
2015-2021 1999-Present
1998-Present
2005-Present
2007-2016 2005-2016
2011-2016 2008-2016 2007-2016 2007-2016 2005-Present 1999-2002
Board of Regents, Stephen F. Austin State University American Association of School Administrators President, 2016-2017 President-Elect, 2015-2016 Executive Committee, 2011-2018 Governing Board, 2009-2011
Texas Association of School Administrators President, 2014-2015 Urban Superintendents Association of America President, 2012-2013 Texas School Alliance, Boa•·d of Directors Texas Association of Suburban/Mid-U1·ban Schools President, 2012-2013 Board of Directors, West Houston Association Board of Directors, Katy Area Chamber of Commerce Board ofDirectors, Junior Achievement of Southeast Texas Board of Governors, Katy Area Economic Development Council Rotary International, Inc. (Paul Harris Fellow), Presidential Citation Cypress-Fairbanks lSD, Board ofTrustees 200 I State Honor Board
Honors/Recognitions (selected listing)
2016 2016 2012 2010 2007
2006 2006 2004 2003 2003 2002 2001. 1993 1993 1987
Living Legend, Houston Association of Black School Educators Super Trailblazer, Top 50 Black Professionals & Entrepreneurs Distinguished Administrator, Texas Music Educators Association Region 4 Superintendent of the Year Outstanding School Leadership Citation, SF A, Dept. of Secondary Education & Educational Leadership Who's Who in Executives and Professionals Trailblazer Award, South Dallas Business & Professional Women's Club, Inc. First recipient of Center for Children and Families Most Valuable Partner award The Irvin Westheimer Medallion Award, Big Brothers/Big Sisters Recognized as "Most Influential" in Who's Who in Black Cincinnati Invited Participant, 4'" Annual Schools of Quality Conference (Maui) Houston Representative, Intemational Educators to Japan 2001 Featured in PBS documentary "Keepers of the Dream" Life Membership, Texas Congress ofParents and Teachers Outstanding Young Men of America
1997
1993
1992
1982
1979
CJ'atricia}l. Linares 4705 Cinnamon Jtti[, Port Wortli, rr'ex_as 76133
(817} 996-5982 Ceff
Integrity Vision Leadership
Educational and Professional Credentials
Doctor of Philosophy - Education Administration University of Texas at Austin
Superintendent Certification, University of Texas at Austin
Mid-Management Certification, Texas Woman's University
Master of Arts-Bilingual Education, Southern Methodist University
Bachelor of Science- Elementmy Education, Southwest Texas State University, Specialization -Bilingual Education
Texas Certificates
Superintendent Certificate
Mid-Management Certificate
Provisional- Elementary (Grades 1-8) General
Provisional- Bilingual/ESL
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Professional Experience
1996-2010 Fort Worth Independent School District
6/2014- 11/2015 Interim Superintendent Fort Worth Independent School District
2010- 2014
Responsible for a staff of nearly 10,000 employees who serve 87,000 students. The district is composed of 143 campuses including 83 elementmy, 26 middle schools, 15 alternative schools, and 19 high schools. Student population consisted of 62.8% Hispanic, 22.7% African American, 11% Anglo and 3.5% other. Seventy seven percent of our students are economically disadvantaged and 31% are English Language Learners. Responsible for a $ 696 million dollar budget and supervised a 498 million dollar bond program. The district transports 16,727 students daily through 1 ,668 bus routes. As Interim Superintendent, I worked daily with the board to ensure that each and every one of our students were provided a world class education. Increased community partnerships and enhanced our philanthropic support of our school system.
Retired
2009-2010 Deputy Superintendent Fort Worth Independent School District
2005 - Present Deputy Superintendent School Leadership, Student Support Services & Human
Resources
Fort Worth Independent School District
Provide leadership to an urban school district of 80,000 students, 140 schools, with approximately 72% of students on free and reduced lunch. Direct the operation, planning, development, and administration of all student support services, including special education, guidance and counseling, psychological services, drop-out recovery, health services, after school programs and truancy court. Responsible for building strong city and business support for district's community based programs, after-school programs and truancy initiative programs. Direct, monitor and supervise the operations of all Human Resource functions including staffing, employee relations, compensation and investigations.
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Initiatives/ Accomplishments
Student Achievement * Based on accountability data for 2008:
FWISD increased the number of high-performing schools in the 2007-2008 school year from 16 to 34 campuses. As a district, at least 74% of ALL students are passing Reading, Writing and Social Studies at all grade levels, with all student populations passing at a rate of 70% or above. Ninety percent (90%) of all students met the passing standard in Spanish Reading. Sixty two percent (62%) of all middle school students and student populations were at the Commended level in Reading. In elementary mathematics, overall passing rates remain well above the state standard with 72% of all students passing at 3rd grade, 76% at 4th grade and 85% at 51
h grade. Hispanic students had 1% to 3% point gains and grade 3 students tested in Spanish had gains of 5-6% points. The number of schools rece1vmg Gold Performance Acknowledgements Awards increased to 27 for Reading, 21 for Math, 22 for Writing, 21 for Science and 6 for Social Studies.
Secondary Redesign * Developed a Themy of Action for implementing strategies for the
transformation of high schools to small learning communities through the Texas High School Redesign Initiative. Included in this transformation was the implementation of: • a 130: I teacher/student ratio at high school, • teaming for grades 6-10 which included professional development
periods in the day for student conferencing and professional growth,
• AVID implementation at all secondmy schools, • student surveys at all schools, • College Connection with area colleges and universities and, • Summer transition camps for students entering high school and
middle school to provide personalization, assistance, and mentoring for a successful secondary school experience.
* Increased the number of students receiving scholarships fi·om 959 to 1 ,523 with scholarship dollars increasing from $24,296,107 to $55,128,842.
* One of three districts in Texas selected for participation in a national high school reform initiative.
District Initiatives * Implemented the PEAK (Public Educators Accelerating Kids) program for
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the district; an initiative to re-energize and transform Fort Worth schools by reconstituting 9 of the lowest performing schools and instituting a "pay for performance" strategy that rewards collaboration, professional growth and innovative instructional practices. Developed Strategic Plan goals, performance measures and accountability assessments to support a District focus on improving student learning, promoting sound business practices and increasing parental engagement. Designed staffing formulas to increase efficiency while increasing student performance. Coordinated the University of Pittsburgh Institute for Learning-"Principles of Learning" Initiative designed to improve student achievement through efforts-based learning.
Student Support Services * Implemented a successful Special Education Inclusion Model district-wide
to address the needs and academic achievement of our special needs students.
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Developed a comprehensive dropout prevention, intervention & recovery program (Project Prevail) designed to realign current programs and institute new initiatives which provided a comprehensive set of strategies and interventions to diminish the number of potential dropouts, and increase the number of recovered dropout students. Expanded the number of after-school programs to include academic programs and the fine arts in order to increase student involvement and participation. A total of 13,000 (unduplicated number) of students participate in these programs each year. Increased the Adopt-A-School Pmtners to from 244 to 273 in 2007-2008.
Leadership Development * Introduced an annual2 day, off-site Principal's Retreat at the beginning of
each year to provide professional development to principals on data analysis, leadership skills, vertical articulation and effective instructional practices.
* Initiated the Aspiring Administrators Leadership Academy. This medical model, internship/residency program was developed and funded through a 3.5 million dollar grant received by the U.S. Dept. of Education.
* Initiated the restructuring of the principal evaluation system to focus on leadership competencies and real world expectations.
* Restructured monthly Principal and Assistant Principal meetings to focus on leadership development, book studies, curriculum and instruction and data analysis.
Human Resources * Recruited over 800 teachers for the 2007-2008 school year through a
national and international recruiting campaign. The district was fully staffed with over 5,000 qualified teachers on the first day of school.
* Upgraded the data system to better monitor and record employee absences
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2001-2005
1998- 2001
and ensure substitute teachers availability for campuses. * Developed a new HR website to better serve customers to FWISD. * Implemented a comprehensive Market Study of employee salaries and
compensation benefits. * Designed a New Teacher Mentoring and Induction Program with the aid
of an $800,000 grant from the state of Texas.
Deputy Superintendent School Management, Curriculum & Instruction
Fort Worth Independent School District
Responsible for the Curriculum, Instruction, School Management and Student Services departments. Provided direction, leadership, and assistance to the departments of curriculum, instruction, elementmy school management, secondaty school management, special education, guidance and counseling and psychological services.
Initiatives/ Accomplishments * Coordinated the alignment of the curriculum, instruction and the
school management departments to better serve schools. * Directed a comprehensive campus support and intervention model to
provide data analysis, professional development activities, teaching strategies, and mentoring services.
* Implemented an Elementary School Initiative (ESI) to better serve high needs schools, to provide extra instructional days for students and additional professional development for staff.
* Organized the design and opening of two (2) new high schools, two (2) middle schools, four ( 4) 6111 grade centers and 12 new elementary schools following a successful bond approval.
* Increased the number of high performing schools from 16 to 59 during the 2001-2003 school years (TAAS).
* Decreased the number of low-performing schools to 0 during the 2001-2003 school years (TAAS).
* . Decreased the number of student placements into Special Education from 12% to 9%.
* Developed and implemented a Stay-in-School Initiative, which included a city/school district Truancy Court, Stay-in-School coordinators, and credit recove1y labs at every high school in the district.
Associate Superintendent School Operations
Fort Worth Independent School District
Directed the operations all elementary and middle schools, 6th grade centers, high schools, and 25 special schools, of which 20 are alternative schools.
5
1997- 1998
Provided supervision to 319 administrators and approximately 5,200 teachers, department of special education, guidance and counseling and psychological services.
Initiatives/ Accomplishments * Directed the reconstitution of two (2) low-performing schools by
reassigning staff and hiring new principals and faculty to improve student performance.
* Redesigned and implemented assistant principal and principal selection process identifying leadership qualities and characteristics to support district priorities and goals.
* Implemented the Tutoring Initiative targeting all grade levels with the intent to improve reading and math.
* Reorganized the Special Education Depmiment to better serve schools and students by realigning roles and responsibilities of diagnosticians, special education teachers, counselors and psychologists.
* Initiated the Supporting Teachers in Effective Problem Solving (STEPS) pre-referral process with the result being a decline in special education refetTals decreasing 2,628 in 1997-98 to 87 6 in 2001-02.
* Engaged campuses in the Schools Attuned training based on Mel Levine's work, which prepares teachers in the successful modification of classroom techniques for special education students.
Assistant Superintendent Personnel Department
Fort Worth Independent School District
Provided leadership to the District's recruiting, hiring and staffing of 12,000 professional and auxiliary employees. Directed and managed human resources department to ensure legally sound and effective human resource management practices. Responsible for the development of and implementation of resource programs to include wage and salary administration, leave administration, employee relations, employee recruitment, selection and staffing. Interpreted and recommended personnel policies and regulations for the district.
Initiatives/ Accomplishments * Restructured the Human Resources Depmiment to provide better customer
service to schools, customers and patrons of the school district. * Reconstituted offices to improve efficiency and effectiveness of the
department resulting in more efficient and timely hiring of staff. * Implemented a stipend policy to increase the recruiting, hiring and
retaining of minority and critical shortage teachers. * Initiated the district's collaboration with the Ministry of Spain to
implement the Spain Visiting Teacher Program. * Created the Office of Special Investigations to better investigate and
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1996- 1997
1994-1996
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resolve personnel investigated issues. Redesigned the personnel records department to better organize and maintain district personnel files. Oversaw all personnel matters related to legal litigation and grievance procedures for the district.
Executive Director Fort Worth Independent School District Central Instructional Support Team
Responsible for the instructional improvement of 26 campuses, elementary through high school. Supervised 22 curriculum and instruction specialists whose primary responsibility was to provide assistance to campuses by monitoring classrooms, disaggregating data, assisting new teachers, providing demonstration lessons, and conducting professional development at the campus and district level.
1991-1996 Texas Education Agency
Assistant to Commissioner -Governmental Relations
Office of the Commissioner of Education
Senior Director Office School/Community Support Senate Bill 1 Communications
Served as legislative liaison for the Commissioner of Education to the governor, the lieutenant governor, the speaker of the house and the representatives of the house and the senate of the 74th Texas Legislature. Acted as State's spokesperson and liaison in communicating the new education law (Senate Bill 1) and its impact on the daily operation of school districts. Responsible for the development, approval, and implementation of the state's first charter schools. Responsible for providing state and national legislative updates to the State Board of Education.
Initiatives/ Accomplishments · * Coordinated the writing and passage of Senate Bill 1, a comprehensive
rewrite of the Texas Education Code, with key legislators in the Senate and the House.
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Created comprehensive documents for the legislature that included side-by-side comparisons of previous law, commissioner's recommendation and legislative recommendations. Created documents for the Texas Legislative Budget Board identifying fiscal implications of recommended legislative policy changes. Created briefing books and question/answer documents for school districts identifying policy changes, and required actions by school districts for
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1992-1993
1991- 1992
1989- 1991
1988-1989
1987-1988
1986- 1987
compliance with Senate Bill 1.
State Director- Centers for Professional Development and Technology
Texas Education Agency Office of Teacher Preparation
and Certification
Provided leadership in the development and implementation of the Centers for Professional Development and Technology (CPDT), a field-based teacher education program designed to prepare teachers in real life settings while integrating the use of technology in the classroom.
Education Specialist Texas Education Agency Office of Professional Development
Responsible for the implementation of the Texas Teacher Appraisal System (TTAS) in the state. Provided professional development for district representatives in the areas of appraisal, evaluation and men to ring of teachers, Leadership development and strategic planning.
1976-1991 Dallas Public Schools
Principal Robert C. Buckner Dallas lSD
Acted as instructional leader in a culturally diverse school of approximately 600 students with 75% of the students on free and reduced lunch.
Interim Principal John F. Peeler Elementary Dallas lSD
Responsible for taking over a school in crisis with a student population of approximately 780. Student population consisted of approximately 80% Hispanic and 70% on free and reduced lunch.
Assistant Principal James Bowie Elementary Dallas lSD
Served as instructional leader in a school of 50% African-American and 50% Hispanic and 95% of the students of free and reduced lunch.
Teacher Advisor Program Central Administration Dallas lSD
Acted as an instructional support to new teachers and teachers at risk by
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1979-1986
2007-2009
2007-2008
2005-2007
2005-2006
2004-2005
providing classroom assistance, evaluating lessons, and providing demonstration lessons. Assisted principals with monitoring of classrooms to insure effective teaching and improved student learning.
Bilingual Educator Stephen C. Foster Elementary Dallas lSD
Educated students in dual language and transitional programs from grades 1-5 in a school of750 students.
Honors/Organizational Leadership
Executive Board- National Association for Latino Administrators and Superintendents Co-Chair City ofFmi Worth/Fort Worth ISD Coordinating Board
Committee Chair- Technology Committee - Texas Association of School Administrators (TASA)
Executive Board- Texas Association of School Administrators (TASA) Executive Board - National Association for Latino Administrators and Superintendents Co-Chair National Conference- National Association for Latino Administrators and Superintendents (ALAS) Co-Chair City of Fort Worth/Fort Worth ISD Coordinating Board
Partners in Education Award University of Texas at Arlington Outstanding Administrator of the Year- Score a Goal in the Classroom Organization
Cun·iculum and Instruction Committee- Texas Association of School Administrators (T ASA) 2004 Woman Educator of the Year- Cultural Center of the Americas
Professional Activities and Organizations
Texas Association of School Administrators (TASA) American Association of School Administrators (AASA) Association for Latino Administrators and Superintendents (ALAS) Texas Association for Latino Administrators and Superintendents (TALAS) Association for Supervision and Curriculum Development (ASCD)
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