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06-E The PACE Group Executive Search Consultants I I I I I I I I I I I I I I I I I I I Paris, Texas Executive Search Proposal G R 0 U P Executive Search Consultants Tupelo, Mississippi Austin, Texas Phone: 662-842-1818 www.thepacegroup.com *-,. ,. ._.... '" ,... ~ .-.,. I I I I I I I I I I I I I I I I I I I Table of Contents I. Qualifications and Experience Page 3 II. Work Plan Page 7 III. Suggested Timeline Page 8 IV. Cost Proposal Page 9 V. References Page 10 VI. Client Comments Page 11 VII. Example Job Description Page 12 (}!telit 2 G R 0 U P r- I I I I I I I I I I I I I I I I I I I I. Qualifications and Experience The PACE Group is a customer focused executive search firm that specializes in placing CEO and senior level officers throughout the United States. · The PACE Group has experience in over 40 states and 300 communities. · The President and CEO is a former Principal Partner ofPHH Fantus, and co- managed the Executive Search Group in Chicago and New York. · The PACE Process is a proven, consensus building process that works. · The Client makes all of the decisions. · The PACE Group offers a one year guarantee on the person selected. The PACE Group has a successful track record across the United States. Some of our clients include: · Temple, TX Economic Development Corporation · City of South Bend, IN · Colleton County, South Carolina · City of Huntsville, AL The Commonwealth of Kentucky · The North Dakota Department of Commerce · The State of Mississippi · The State of Oklahoma · The Kansas City Area Development Council · Whirlpool, Inc. · Ashland, Inc. · The James N. Gray Company · The Alliance (Benton Harbor, MI) · The San Joaquin Partnership (Stockton, CA) · Spokane, Washington . The Southern Company · The Birmingham, AL Chamber of Commerce · The Community Development Foundation (Tupelo, MS) · The Metro Jackson Chamber of Commerce The PACE Group currently has six searches under contract. Two of which are in the Healthcare Industry. The other four are with state and local governments. 3 I I I I I I I I I I , I John M. Lovorn, President and CEO John Lovorn is founder of The PACE Group, with over 30 years of experience in economic development, Chamber of Commerce management and targeted executive search. Over his career, John has lived in Virginia, Chicago and Mississippi working for hundreds of clients in more than 40 different sates and over 300 communities - and he's worked with scores of private-sector clients, as well, including such Fortune 500 giants as Whirlpool, Cooper Tire, Progress Energy and Ashland, Inc. He is a sought after public speaker, and is best known for his hundreds of presentations on community and economic development and addresses to more than 20 different State Press Associations on the important role of newspapers in their communities. After a career as Vice President and a Principal ofPHH Fantus Group in Chicago, where he founded the executive search profit center at the nations oldest and largest site selection, economic development and executive search firm, John founded The PACE Group in 1993, after PHH Fantus was sold to Deloitte Touche. Since its inception, The PACE Group has emerged as a leading executive search firm in the United States, with clients in over 40 different states. A graduate of the University of Southern Mississippi, the Economic Development Institute at the University of Oklahoma and the U.S. Chamber's Institute for Organization Management at the University of Georgia and Southern Methodist University, John started his career with hands-on experience from the ground up, working in the economic development field and running community Chambers of Commerce and Economic Development organizations. John also is a member of the Board of Governors of the Mississippi Economic Council (State Chamber of Commerce) and on the board of directors for the University of Southern Mississippi Foundation and the Big Brothers Big Sisters Association of Mississippi. In his hometown of Tupelo, MS he serves on the boards of the Big Brothers Big Sisters and Good Samaritan Free Clinic. He is active with the Sanctuary Hospice House and Touched by an Angel Ministries. He is a former administrative board member of the First United Methodist Church, where he is an active parishioner. John and his wife, Elaine, have two grown children - Barrett and Carley. He is an avid swimmer, walker, hunter and Tennessee Titans football fan. 4 I I I I I I I I I I I I I I I I I I , Daniel Logan, Chief Operating Officer and Partner Daniel joined The PACE Group in 2003 as Executive Vice President. The Board of Directors appointed Daniel Chief Operating Officer in 2005. Daniel has conducted CEO searches in 16 states. He specializes in economic development, chamber of commerce, non-profit, government, private industry, and healthcare executive search, strategic planning, and marketing consulting. Prior to joining The PACE Group, Daniel was the President of the Franklin County, AL Development Authority. The Franklin County Development Authority was a start-up organization that hired Daniel to be its first President. During his time in Franklin County, Daniel announced over 600 new jobs with investments totaling over $10,000,000 in just 18 months. Before heading up development efforts in Franklin County, Daniel served under Kentucky Governor Paul Patton of Kentucky as the youngest Director in the Revenue Cabinet. He managed the $150M Coal Severance Tax program for the cabinet. Prior to returning to public service, Daniel served in the private sector with Mountain Stone Products of Bowling Green, Kentucky. He was responsible for all of the business aspects of this small company including sales, marketing, and business development. Upon graduation from college Daniel was asked by Governor Patton to join his staff and was quickly promoted to Deputy Director of Appalachian Development. In this capacity he was able to help create thousands of jobs in the Eastern part of Kentucky. Daniel is a graduate of Millsaps College where he earned a degree in Business Administration. He and his wife, Nikki, have a daughter, Grace, and a son Vince. ~.a 5 G R 0 U P Allison A. Morris, Vice President, Executive Recruitment Allison joined the PACE Group in 2005. Allison has conducted healthcare searches in Arkansas, Mississippi, North Dakota, and Texas. She previously worked with Kolar Advertising and Marketing in Austin, Texas. She worked on the account teams for DelFM and TRIADTM Food Groups. Allison coordinated interactive projects for the DelFM Employee Purchase Program email marketing program and worked on Dell™ Services direct mail campaigns. She researched marketing statistics, developed communication plans, and created and maintained production schedules for these clients in an effort to help manage interactive and print campaigns. Prior to this engagement, she served with National Instruments in Austin, Texas, where she worked in both the Community Outreach and Employee Communication Departments. There she recruited volunteers and worked to coordinate National Instruments outreach programs and international company events. She was awarded the Corporate Communications Intern Excellence Award for two consecutive semesters for her work. Allison received two degrees from the University of Texas at Austin. She excelled in the highly competitive Business Honors Program and also obtained a Bachelors of Business Administration in Marketing. Allison graduated at the top of her class while maintaining leadership roles in her school and community. Throughout college, Allison worked as a freelance choreographer and dance instructor developing her sales, marketing, and management skills while growing a successful small business. Allison is a native of Texas. She and her husband Jeffrey reside in Austin, Texas. 6 r- ~ I I I I I I I I I I I I I I I I I I II. Work Plan The Client Needs Assessment . The PACE Group will interview leaders as identified by the selection committee . P ACE will present the detailed job specifications to the Board of Directors for review and approval. . PACE will submit a recruitment profile to the Search Committee for approval. Identify Targets The PACE Groups looks for individuals: . Both internal and external candidates are given equal consideration. . Who are NOT looking for ajob. . We have the experience and sensitivity to handle local candidates. Candidate Recruitment . PACE will conduct the search for the very BEST candidates. . P ACE will sell the Area's quality oflife. . P ACE will update the Search Committee with detailed status reports. Candidate Presentation . Candidates are presented in a professional presentation notebook. . The Candidates resumes are standardized according to the PACE developed resume format for ease of reading. . A DISC Personality Profile will be included on each candidate. . Reference checks will be conducted on each candidate. Candidate Interviews . P ACE recommends all candidates interview the same day on a staggered schedule. . P ACE recommends using a matrix scorecard for candidate evaluation during the interview. . P ACE recommends behavior interview questions are asked during the interview. . P ACE conducts background checks on finalist selected. The Offer . P ACE will assist with all phases of the negotiation (intermediary role). . P ACE will recommend a salary range that is competitive within the industry Timeline . P ACE can present candidates within 60 days from the signing of a contract. ~d 7 G R 0 U P - I I I I I I I I I I I I - - I - - - III. Suggested Search Timeline Date Activity January 4-5, 2007 P ACE will conduct Listening Sessions with Leaders. January 12,2007 P ACE presents results of interviews (Listening Sessions ). Discussion of project approach PACE starts recruitment process of BEST candidates January 28,2007 Written status report of search to date to be shared with selection committee. Discussion on salary of potential candidates March 5, 2007 PACE presents 3-5 finalists. Request Confidentiality Agreement and Pledge signed by all parties. March 8, 2007 Interviews with candidates selected by search committee. March 15, 2007 Second round with top candidate(s)--ifneeded March 18,2007 Selection and Announcement by everyone ~1Jl 8 GROUP '.. I I I I I I I I I I I I I I I I , , - IV. Cost Proposal The PACE Group's Fees are standard to that of the executive search industry and are equivalent to 33.33% of the candidate's first year salary plus reasonable out of pocket expenses. . 9 .. ~ ~ I I I I I I I r t I I [ I I t I I I I I , I v. The PACE Group References 1. South Bend, Indiana Mayor Stephen Luecke - 574-235-5851 Fax: 574-235-9021 sluecke@sbcg1oba1.net 2. Temple, TX EDC Steve Wright, Chairman- 254-778-4495 Fax: 254-778-0601 S teve@wrightbuilders.com 3. Colleton County, South Carolina Steve Murdaugh, Chairman County Council- 843-549-1006 Fax: 843-549-7215 amurdaugh@lowcountry.com 4. Denison, Texas Mayor Bill Lindsay - 903-464-4440 5. Danville, Virginia Jerry Gwaltney - 434-799-5100 6. Kentucky Cabinet for Economic Development Gene Strong, Cabinet Secretary- 502-564-7670 7. Texas Economic Development Council Carlton Schwab, CEO - 512-480-8432 8. Kansas City Area Development Council John Novak - 913-663-5656 10 l"" VI. Client Comments The PACE Group is renowned for success. From local governments to state agencies to Fortune 500 companies, organizations all over the United States are finding renewed success with our services, from strategic planning to executive searches. Below are just some of the many, fulfilling comments we have received from our clients. - I "You are very good at your profession and we enjoyed working with you. At first I thought we could get the job done on our own, but I was wrong. We needed you. " Richard Solberg President and CEO State Bank & Trust, Fargo, North Dakota "Over the past 30 years I have been involved in many searches in our community. Our recent search for the President of our Economic Development was the best I have ever been involved with. " Wayne Cabaniss President Landmark Bank, Denison, Texas. "The executive search that John Lovorn and the PACE Group did for our organization was outstanding. The selection of Jeff Noel was the perfect fit. During the past eight years Jeff has revolutionized Benton Harbor. We would not hesitate to use The PACE Group again for future searches." W.O. "BiII" Marohn former President of Whirlpool Corporation Current Chairman, Cornerstone Alliance, Benton Harbor, Michigan "1 am always impressed with the energy and extra effort you bring to the table. Thank you for helping Gainesville once again!" Marilyn Tubb Shands Healthcare, Gainesville, Florida IlJlfd 11 GROUP r- l'P I l f I ~ ~ f f I i I : J I I t I I ~ I l ~ VII. Example Job Description . ~'~ VeJ1tucJi'1~) I~UNBRjaLf:O SPlRtT~ Commissioner Department of Innovation and Commercialization for a Knowledge Based Economy The PACE Group is conducting a national search to identify an outstanding professional to lead the Kentucky Economic Development Cabinet, Department of Innovation and Commercialization for a Knowledge Based Economy. Department - PROFILE Budget: $600,000 (Operating) Staff: 4 Reports to: Economy Development Cabinet Secretary and Chief of Staff JOB PROFILE - Commissioner Executive position within the State of Kentucky's Economic Development Cabinet. Candidates should be qualified to lead efforts to establish a technology based economy in the Commonwealth in biotechnology (natural products), life sciences, energy and environment, advanced manufacturing, information technology and in safety and security; oversee a statewide system of regional economic development initiatives designed to link investors, universities, and entrepreneurs to enhance the region's economic development; work closely with the Commonwealth's two major research universities in the commercialization of their research; and to assist the Secretary of the Economic Development Cabinet in the recruitment and retention of technology based companies RESPONSIBILITIES · Aggressively promote Kentucky in New Economy Markets · Generate suspects and prospects that result injob creation and capital investment. · Establish and maintain close working relationships with the major research universities. · Create a climate that will maximize positive economic growth through creative leadership. · Create affective channels of communication with all levels of stakeholders. · Manage the day to day operations of the Department. - 12 G R 0 U P QUALIFICATIONS · Proven track record in economic development or related New Economy experience. · Previous experience working with university officials and researchers. · Understand venture capital and its role in potential start-up businesses. · Vast real-life business knowledge. · Strong leadership skills. EDUCATION · Bachelor Degree . Advanced Degree Desired WEBSITES http://www.thinkkentucky.com http://www.thepacegroup.com fj{{1t-~ 'GROUl" 13