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GSA MOBIS Understanding of Requirements
Monterey Consultants, Inc. has provided a full range of consulting services to our customers which have resulted in significant project successes, not only for Monterey, but more importantly, for the customer. In addition to the outstanding technical competence, managerial expertise, and business acumen which Monterey staff members possess, Monterey brings to the customer a deep experience base which includes backgrounds in military, government, defense contractor and academia. The Monterey approach to each individual project has always resulted in reduced costs and risks to the customer while increasing productivity. Skilled Monterey staff can provide consulting services that include:
Strategic and Business Planning
Monterey uses our proven management tools, techniques and expertise to provide customers with strategies which increase productivity and quality, reduce costs and risks, and ensure complete success in the tasks at hand. Our services support MOBIS by enabling the customer to control current processes, manage improvement initiatives, and measure performance in progress using clearly defined criteria. The Monterey approach uses a structured digitally assisted methodology that enables our client organizations to define their mission and vision, and control their future. Monterey’s services assist client managers to evaluate their current position, define future directions, identify activities required to effect necessary changes, plan their implementation, and oversee the accomplishment of organizational and/or process changes.
Organizational Assessments/Planning
Monterey provides both long and short-term assistance to organizations by identifying management criteria, information requirements, and management information systems to gather, sort, and store relevant management documentation. These services allow managers and workers alike to perform tasks and effectively manage diverse organizations. Monterey’s organizational assessments are designed to identify the skills, information and quality processes required to effectively manage a wide range of functions within both complementary and competing organizations. Monterey’s identification of alternative processes and information management solutions allow managers to select those recommended options which best meet their program and mission requirements.
Program Audits and Evaluations
Monterey’s services assist managers by defining program requirements and milestones and providing quantifiable entry and exit criteria against which to measure performance. Monterey’s concise reports provide managers with clear roadmaps to achieve program success, effectively managed organizations, and consistently high levels of customer satisfaction. Monterey’s approach uses a controlled, repeatable data collection, storage, and sorting system to assist managers in identifying and evaluating key program metrics. Monterey’s custom tailored data presentation systems provide easily discernable comparisons against previously established program metrics to highlight organizational shortfalls at a glance.
System Audits and Reviews
Monterey’s services provide assistance to organizations by identifying system requirements and management information improvement processes. These MOBIS related services aid managers by helping them identify system shortfalls affecting customer service requirements, and quantifiably measure their ability to provide cost effective solutions to support their client base. Monterey’s approach institutes a system of quality checks throughout the data collection and entry process that results in eliminating duplicate entries, leading to more easily verifiable data. Monterey’s data quality assurance system allows Air Force managers to more effectively manage and monitor their programs by providing verified data with which to assess established program and system metrics.
Database Administration
Monterey builds and maintains the databases that are used to monitor progress in each program. Discriminators are built into each database, which will alert as to the problems areas, as/if they arise.
Mentor-Protégé ( M-P ) Programs
Monterey can provides program management/oversight support for Mentor-Protégé programs of all Government Agencies. There are no other small businesses available which have as many seasoned M-P professionals on their staff. Monterey provides valuable M-P expertise in the areas of: source selection, program management, program control, program reviews, handbook updates, mentor liaison, protégé liaison, cost tracking, quality control and database administration.
Source Selection
Monterey consulting services provide assistance to the customers in the areas of (1) Requests for Proposals ( RFP ), (2) Broad Agency Announcements ( BAA ), (3) Source Selection and Negotiation, (4) Award, and (5) Contract Agreement. In addition, Monterey develops criteria and standards to be used during source selection. Further, Monterey develops associated spreadsheets and other software tools to assist in the source selection process.
Monterey Consultants, Inc. consulting services fully support MOBIS by providing flexible, responsive approaches, which result in exceptional management support across the broad spectrum of program/project consulting requirements.
Monterey Consultants, Inc. provides a wide range of facilitation services from planning assistance for scheduled meetings to complete planning and facilitation of conferences/symposiums for audiences of over 200 attendees, which have resulted in significant project successes. Monterey has actively planned and conducted conferences, meetings, and workshops involving all segments of the defense industry as well as government program offices including: DoD , NASA, DOE , DOT , SBA , and GAO . Skilled Monterey staff can provide facilitation services that include:
Defining and Refining the Agenda
These activities require close coordination with meeting and conference sponsors to achieve a full understanding of the intent and purpose of the activity. Monterey works in harmony with its clients, and fully understands the requirements of any such activity in which we are involved. Monterey conducts preplanning activities to develop initial agenda and schedules, and then coordinates with all concerned agencies to brainstorm and refine the agenda to meet both overall objectives and specific topical requirements. Monterey assists client managers in conducting MOBIS related tasks by developing agendas designed to maximize the productivity and effectiveness of our customer’s activities.
Meetings and Conferences
Experienced professionals who are closely attuned to the customer’s requirements and objectives conduct Monterey’s facilitation services. This knowledge and experience allows us to enhance the effectiveness and efficiency of any planning, decision making, or instructional meetings regardless of the audience size or the nature of the customer’s requirement. These services typically encompass scheduling, acquiring, and providing appropriate meeting facilities, providing and operating video teleconferencing facilities, and any other activities required to ensure a successful conference or meeting. Monterey thoroughly understands the necessity of creating the proper meeting environment to ensure productive and empowered participation by all attendees. Monterey pays particular attention to the physical facilities in which meetings are to be held, as well as taking the necessary steps to create a professionally comfortable atmosphere that engenders a free exchange of information and ideas. When coupled with Monterey’s extensive agenda and workshop development capabilities, these services enable managers to conduct highly successful meetings and conferences.
Workshop Facilitation
Monterey has extensive experience in planning, developing, and leading workshops concerning a variety of subjects. Monterey understands that workshops should be designed to encourage the flow of information on a two-way street. We actively work to involve all attendees in workshop activities so that they become true participants, and not merely an audience. Monterey develops role portrayals, and incorporates them into scenarios designed to illustrate salient points of relevant conference topics. In doing so, Monterey creates interactive, participatory workshops, which greatly aid our customers in the generation, presentation, and refinement of various topics and ideas. This results in the implementation of enhanced management tools regarding the subject areas of these workshops.
Convening and Leading Large and Small Group Briefings and Discussions
Monterey routinely leads both large and small group briefings and discussions. Many Monterey employees are former military officers who have received extensive training on briefing techniques and public speaking, and who are experienced in presenting briefings on a variety of topics. This experience is used to present a structured approach to developing briefings and discussions. Monterey’s goal is always to lead discussions so that all attendees are active participants. Our experienced facilitators seek common grounds upon which to draw meeting attendees so they may contribute in a meaningful manner. Monterey seeks to identify specific differences and points of view and arrive at coordinated solutions. In this manner, Monterey assists managers in resolving organizational communication that may impact mission performance.
Providing a Draft for Permanent Record
Monterey is experienced in conducting and documenting management meetings, seminars, workshops, and conferences. Monterey uses a variety of documentation techniques, ranging from videotape to voice transcription and shorthand to record and capture the proceedings. Monterey also captures and tracks all action items, including point of contact, estimated completion date, status reporting, etc. Monterey provides draft copies of minutes for management review and for inclusion of pertinent slides and presentations to be made a part of the permanent record. Monterey insures complete coordination of all meeting documentation before publishing any formal minutes. Conference and meeting proceedings are published in both hard copy and in digital format for posting on websites.
Debriefing and Overall Planning
Monterey has extensive experience in planning and conducting conferences, meetings, seminars, and workshops. From developing agenda, to securing meeting and conference facilities, to documenting, coordinating, and posting minutes of proceedings, Monterey employs a wide range of skills, abilities, and repeatable quality control activities. Monterey conducts post-conference reviews to achieve several goals. First, we want to ensure that all conference, or meeting, objectives were met. Secondly, we want to ensure that all minor inconveniences were properly resolved and their root causes identified. Lastly, we want to ensure that all lessons learned, good and bad, are identified and documented. By conducting such post-conference reviews and critiques, Monterey ensures that each succeeding conference learning curve is shortened, and that managers’ valuable time and resources are not wasted in future endeavors.
Monterey Consultants, Inc. facilitation and management services fully support MOBIS by providing flexible, responsive approaches, which result in exceptional management support across the broad spectrum of program/project facilitation requirements.
Monterey Consultants, Inc. has provided a full range of survey services to our customers which have resulted in significant project successes, not only for Monterey, but more importantly, for the customer. In addition to the outstanding technical competence, managerial competence and business acumen which Monterey staff members possess, Monterey brings to the customer a deep experience base which includes backgrounds in military, government, defense contractor and academia. Monterey’s approach to each individual project has always resulted in reduced costs and risks to the customer while increasing productivity. Skilled Monterey staff can provide survey services that include:
Needs Assessment
Monterey’s highly experienced staff approaches organizational needs assessments and surveys from a total systems perspective. Monterey reviews program documentation and conducts customer interviews to determine specific program needs and management expectations. By focusing on both management’s current requirements and the documented program directives, Monterey is able to provide quality needs assessments that identify not only the existing shortfalls, but will position the organization to fulfill its long-term objectives as well.
Planning Survey Design
Monterey conducts those activities required to develop the scope, objectives, and expected results for the planned survey. Monterey’s skilled staff will determine the type survey that is best suited to collect the required information and achieve the expected results. Monterey employs statistical modeling methodologies to determine the optimum sample size. We then select the type survey that best meets the statistical requirements. These may include targeted customer questionnaires, broad-based internet questionnaires, individual interviews, focus groups, telephonic sampling, or other manual and automated information capture methods.
Survey Development
Monterey performs all required functions necessary to develop survey instruments such as questionnaires, interview guide sheets, instruction packages for survey participants, electronic tabulation tools, and templates. Additionally, Monterey conducts standardization training for the surveyors to eliminate possible skewed results due to differences in individual survey techniques. Monterey’s goal is to develop each individual survey to be as empirically objective as possible. Monterey’s quality assurance procedures ensure repeatable, objective survey instruments that are responsive to our customer’s needs, and that meet all known statistical examinations.
Database Administration
Monterey is skilled in all activities necessary to store, sort, access, and analyze collected survey data. Monterey designs databases that are usable to not only our own skilled staff, but to our customer’s staffs as well. Monterey’s database design and administration services are centered on providing usable tools to the customer, and to make the customer self-sufficient at the end of Monterey’s period of performance. Monterey recognizes that survey data may be a valuable resource for purposes other than those for which the original survey was designed. Monterey’s user-friendly database designs allow the customer to extract, sort, and analyze data to meet future as well as current requirements.
Analyses of Quantitative and Qualitative Data
Monterey performs all tasks relevant to the collation, statistical analysis, graphical representation, and qualitative analysis of survey findings and results. Monterey’s statistical analysts employ best practice empirical analysis techniques to assess quantitative survey results. For qualitative surveys, our experienced management analysts employ operations research and statistical analyses, coupled with their strong management backgrounds to provide objective analyses of subjective data.
Production of Reports
Monterey produces survey reports that are written in clear, concise language understandable to the statistical layman. The Monterey staff understands that our customers are not statisticians, or data analysts, but managers who are relying on us to provide the most usable products to enable them to increase the effectiveness of their organizations. We use state of the art graphics and reproduction methods to ensure that our reports are clearly presented. When requested, we also provide CD ROM development, editing, and reproduction of both our products as well as those of the customer.
Results Implementation
Monterey provides our customers with all management assistance necessary to interpret and implement the recommendations and results of our qualitative and quantitative surveys. Monterey’s skilled staff may provide a full range of training, facilitation services, program management support, and management consultation services to ensure our clients receive the assistance they need to improve the effectiveness of their organization to support program requirements. Monterey’s goal is to assist the customer by developing documented process improvement actions that enable managers to apply the best quality assurance practices to their program support activities.
Monterey Consultants, Inc. survey services fully support MOBIS by providing flexible, responsive, approaches which result in exceptional management support across the broad spectrum of program/project survey requirements.
Monterey Consultants, Inc. provides a full range of program and project management, integration, liaison and oversight services which have resulted in significant project successes, not only for Monterey, but more importantly, for the customer. In addition to the outstanding technical expertise, managerial competence and business acumen which Monterey staff members possess, Monterey brings to the customer a deep experience base which includes backgrounds in military, government, defense contractor and academia. Monterey’s typical approach to a project includes an organized project management strategy that enables the customer to reduce costs and risks while increasing productivity. Skilled Monterey staff can provide program support services that include:
Program Management
Monterey has used proven management tools, techniques and expertise to provide customers with tailored strategies, which increase productivity, reduce costs and risks, and ensure complete success in the tasks at hand. Monterey provides program management assistance to clients both by actually managing the program, or by working closely with the client’s managers to assist them in managing the program. Monterey’s program management services include working with the customer to define program requirements and parameters, developing budgets, schedules, and program milestones, providing daily hands-on guidance, establishing entry and exit criteria for each program activity, and reporting program status.
Project Management
Monterey clearly separates its program oversight activities from its program management services. Monterey’s program oversight services are not usually involved in the daily management activities associated with program management. Program oversight involves the review and evaluation of a program to determine if the program is effectively achieving its goals. Program oversight may involve monitoring and evaluation, as well as periodic surveys of program participants to determine the overall health of the operation. Monterey provides concise, factual reports to the customer containing objective observations and recommendations. Specifically, key program management, program oversight, and project management areas where Monterey provides expertise includes:
- Program Oversight
- Work Breakdown Structures
- Strategic Planning
- Tracking and Control
- Quality Management
Program Integration
Monterey provides program integration support services for multi-task programs. Monterey provides program liaison with multiple contractors (large and small companies) who participate as mentors and protégés in the Air Force Mentor-Protégé Program in the areas of:
- Program Objectives
- Technology Transfer
- Training
- Program Metrics
- Program Schedule
- Quality Assurance
- Contract Deliverables
- Subcontracting opportunities provided to the protégé(s)
- Opportunities provided to Historically Black Colleges/Universities and Minority Institutions (HBCU/MIs), and Tribal Colleges/Universities.
Monterey Consultants, Inc. program integration and project management services fully support MOBIS by providing flexible, responsive approaches, which result in exceptional management support across the broad spectrum of program/project management requirements.
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