Proposal Template Team Champion

121 Windsor Ave. Narberth, PA 19072 | PH: 610.668.2346 | EM: [email protected] http://www.TeamConceptsInc.com

Team Concepts

Proposal:

XYZ Company: High Performance Teamwork

Submitted By:

Team Concepts Inc. 121 Windsor Ave,

Narberth, PA 19072 Telephone | 610.909.1411

Fax | 610.688.2349 Email | [email protected]

Web | www.TeamConceptsInc.com

Leadership Development & Team B


Team Concepts Leadership Development

Proposal Overview

I N T E G R A T E D L E A R N I N G

The Integrated Solutions Approach ................. 3 Overview ........................................................ 3

Proposal .............................................................. 4 Team Champion (Rowing) .......................... 4

Inspirational Leadership™ ............................ 7

Pricing/Contract Terms ................................ 8

Company Information ....................................... 9 Leadership Team .......................................... 9 Testimonials .................................................. 11

Team Champion - Rowing

Team Hollywood – Film-making

Team Olympia – Lake Placid

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Team Concepts Overview

The Integrated Solutions approach increases retention by as much as 50%

eam Concepts is a Leadership Development and Team Building company founded by World Champion and Olympic oarsman, Dan Lyons. Dan's background competing and coaching elite level teams for over 20 years as well as his experience as a retired Naval Commander (Annapolis Academy Graduate) has formed the foundation of the Team

Concepts Inspirational Leadership™ philosophy. Dan has culled together a Team of athletes, academics, business leaders, military professionals and artists from every field of endeavor with expertise in high performance leadership. Based on Dan’s expertise in observing and coaching High Performance Teams, Team Concepts has developed a unique and proven Leadership Development process of Integrated Learning combining academic instruction with innovative, entertaining, experiential programs that are designed to get teams out of their comfort zones and guide them to think critically about their leadership style and how to manifest a culture of high performance achievement throughout their organization. In addition to our work in the corporate sector we are pleased to be partnered with the leading Executive Education programs in the country including: The Wharton School, The Darden School, Emory University, Columbia University and Thayer Leadership Academy (at West Point).

This powerful combination provides the framework for building and maintaining high performance teamwork. Our fundamental belief is that you if you are going to engage real transformational leadership cross organizationally you have to tap into "the hand, the heart and the head" to drive successful organizational change. Through the Integrated Learning process teams are constantly engaged and coached from those "who have walked the walk" with regards to leadership, incorporating your organization’s critical areas of focus while teaching teams in a practical hands on way how to build and sustain high performance teamwork cross organizationally. Our Integrated Learning approach combines several key elements:

! Experiential Learning: Participants are divided into teams, emphasizing the psychology of bonding mechanisms. Teams are introduced to challenging but fun experiential programs such as rowing, film-making or Olympic Festival games emphasizing elements of stress, time, and competition to heighten awareness and open participants up to learning.

! Seminar: Dan Lyons leads participants through the Inspirational Leadership™ philosophy he developed from his background competing on the world stage, his military service and study of high performance teams. The seminar component always links the observations from the experiential event.

! Break-out Learning: Teams break out to discuss the internal issues facing the group and its Global implications for the company and develop strategic road maps toward achieving their goals.

! Assessments: Personality profiles such as MBTI, Birkman, Belbin, 360 Leadership Inventory, and Positive Psychology based assessments can also be administered to help identify team traits, skill sets and personality types to help understand inner-team dynamics.

The Team Concepts approach emphasizes the importance of creating teams that are fully engaged at all times. Programs are never ‘static’ with an ‘authority based’ figure speaking at participants. The Leadership process weaves the goals of your company, narrative, and action-learning with an Inspirational Leadership™ approach.

T



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Proposal XYZ Company: High Performance Teamwork Team Concepts is pleased to present to XYZ Company a proposal for a High Performance Team Building & Leadership program for XYZ Company’s Management Team. The XYZ Company Management Team will examine in a visceral hands-on way High Performance Teamwork and Leadership through Team Concepts signature Team Champion (Rowing) experience. The objectives of this program are:

! Create a powerful bonding experience that will strengthen the ties that bind among the

XYZ Company Management Team ! How to shape a powerful vision of the future, create energy and excitement around that

vision ! Emphasis on Teamwork and how to Create and Lead High Performance Teams. ! Additional topics maybe covered and further developed at client’s request.

The staff of Team Concepts is comprised of individuals who have expectations for high performance, and have already achieved at a high level - Olympic medalists, world champions, scholars, and leaders of industry. With this program, the XYZ Company Team and Team Concepts will become a team dedicated to training XYZ Company leaders in high performance teamwork.

TEAM CHAMPION: Team Concepts will provide an exciting catalyst program of integrated learning based on the sport of rowing. This catalyst program will instill in its participants the Inspirational Leadership philosophy. Rowing—known as the ultimate team sport—will be used as an experiential element in this program. Team Concepts has assembled an accomplished staff of individuals dedicated to the sport of rowing. Dan Lyons, the company founder and President, is a member of the US Rowing Hall of Fame, as is Carol Bower and Ted Nash, two Team Concepts Associates. Each has represented the US in Olympic competition, and together they have amassed dozens of championships, including Olympic, World, and Pan American Games gold medal victories. For 15 years, Team Concepts has specialized in training novice corporate teams to row and race in a safe and fun learning environment. Participants are divided into learning teams in which the psychology of bonding mechanisms are highlighted and a journey of discovery into their leadership styles begins. Rowing is a team sport in which technique, discipline, and mental tenacity combine to determine the success of a particular boat. Each eight-person crew is required to draw upon each other’s strengths in order to move the boat effectively. Teamwork is not just ideal but is essential to achieve performance and flow in the boat.



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Columbia University

Comcast


Drexel University


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Georgia Tech

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INSEAD

Johnson & Johnson

Merrill Lynch

NASA

Starbuck’s

Tommy Hilfiger



United States Army

The Vanguard Group

The Wharton School

Program Description

The Team Concepts Team Champion Rowing program will follow Team Concepts’ unique method of integrated learning, consisting of experiential, classroom, and motivational elements, as described below. Your team will be taking part in its own Regatta - including training, a race, and medal ceremony.

Seminar & Breakout Sessions Team Concepts leadership philosophy of Inspirational Leadership will be presented by Dan Lyons. The seminar component will be delivered after each experiential component in the day directly relating observations made on the water. The Inspirational Leadership™ philosophy will be directly linked to the leadership goals of the XYZ Company Management Team and re-enforced in the team break-out sessions. Team Formation Your group will be divided into equal teams. The team members will be provided with team shirts, and hats, and each team will be assigned a rowing shell (boat), coach, and supporting crew. They will be asked to create banners that reflect their team’s unique personality, objectives, and unifying forces. Teams will develop a name, motto, symbol/mascot, and goal that reflect their commonalities as individuals. This process demonstrates the basic elements of team bonding and acts as a mechanism for group formation and synergy.

Experiential Component After an on-land introduction and ergometer (rowing machine) training, the teams will be trained to row together during a two-hour experiential session on the water. While on the water, professional coaches and athletes will emphasize the themes of Inspirational leadership and high performance teamwork. The on-water program involves physical activity, although participants are able to take part within the limits of their own abilities. Each individual is required to sign a standard waiver, a copy of which will be made available upon request. In instances where the participant is physically unable to take part in the rowing, he or she will be assigned a role to support a team in the coaching and training component of the activity.



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AT & T

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Campbell’s Soup

Columbia University

Comcast


Drexel University


GSK


Georgia Tech

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INSEAD

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Merrill Lynch

NASA

Starbuck’s

Tommy Hilfiger



United States Army

The Vanguard Group

The Wharton School

Agenda: The following tentative agenda outlines the proposed progression for the event and maybe customized for learning objectives:

8:30AM Introductions: Introduction to Inspirational Leadership™ and XYZ Company Leadership Goals / Team and Banner Formation

9:00AM Introduction to the Sport of Rowing on Ergometers and Water Safety

9:30AM On the Water with Teams and Coaches: Coaches work on basics of stroke rowing by pairs, by fours

emphasizing: • Becoming a Leader in an unfamiliar

environment • Individuals leveraging their strengths and

relying on other crew members to compliment their weaknesses

11:30AM Seminar and Breakout I: Dan Begins first part of the 1986 World Championship Story

12:30PM LUNCH 1:00PM On the Water with Teams and Coaches:

• Crews beginning to row by all Sevens • Timing & Boat Set • Teams discovering the power ‘of the

Swing’ – and the value of the collective ego vs individual

2:00PM Seminar and Break-out II: • Observations on the water discussed • Driving toward ‘Swing’ • Channeling the individual ego to the

collective 3:00PM The XYZ Company Regatta! 3:30PM Debrief and Discussion / Conclusion of the 1986 World

Championship Story / Medals Ceremony 4:30PM End of Program



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Drexel University


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Tommy Hilfiger



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The Vanguard Group

The Wharton School

Inspirational Leadership™

The cornerstone philosophy of Team Concepts Leadership programs are Inspirational Leadership™, which consists of 8 key elements derived from the achievements of its staff and based on the fundamental aspects of human nature. Inspirational Leadership™ leads organizations to create and sustain high performance teamwork, inspirational leadership, noble purpose, and energy and spirit among its employees.

! Everyone Wants To Be Part of Something Bigger Than Themselves. The recognition of commonality in human experience and the awareness to bring people together based on that.

! Everyone Wants to Feel Valued. The methodology around taking care of your people.

! Define the Performance Objective. Clearly articulate the specific objectives of the team, including the expected timeframe for achieving the objectives. Create objectives that are both challenging and achievable.

! Ennoble the Effort. Help individuals to feel part of something bigger than themselves. Highlight the intrinsic value of the team in its historical and organizational framework.

! Empower Individuals Within Team Synergy. Make each team member special. Provide the framework for individual accomplishment to support team objectives.

! Celebrate the Journey. Win every day. Create awareness of the rewards that occur along the journey.

! Foster Personal Responsibility. Challenge each team member to make a personal commitment to be the best they can be. Develop the value of the team's objectives within individual team members.

! Positive Engaged Energy. The importance of passion and attitude.



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AT & T

Bausch & Lomb

Campbell’s Soup

Columbia University

Comcast


Drexel University


GSK


Georgia Tech

Godiva Chocolatier

Home Depot

INSEAD

Johnson & Johnson

Merrill Lynch

NASA

Starbuck’s

Tommy Hilfiger



United States Army

The Vanguard Group

The Wharton School

PRICING & CONTRACT TERMS: Program Dates: XXX / FD or Half day Number of Participants: Up to XX participants Location: XXX PRICING Program Price Team Champion - Full Day $XXX

TERMS & CONTRACT

A 50% deposit is due 21 days before the program date, and the balance will be due 30 days following program delivery. If full payment is not received 30 days following the program date, a fee of 1% of the balance due will be added each month.

**Please note for all credit card transactions a 4% service charge will be applied to program cost. Payment by check or Direct Deposit is preferred.

Team Concepts appreciates the opportunity to present this proposal to XYZ Company and looks forward to developing a successful relationship.

REVIEWED AND ACCEPTED BY: XYZ Company _________________________________ (PRINT NAME) _________________________________ (TITLE) _________________________________ (SIGNATURE) _________________________________ (DATE)

Please sign and return this page to Team Concepts, Inc:

1) by fax: 610-668-2349 2) by email:

[email protected] 3) by mail: Team Concepts, 121

Windsor Ave, Narberth PA 19072



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AT & T

Bausch & Lomb

Campbell’s Soup

Columbia University

Comcast


Drexel University


GSK


Georgia Tech

Godiva Chocolatier

Home Depot

INSEAD

Johnson & Johnson

Merrill Lynch

NASA

Starbuck’s

Tommy Hilfiger



United States Army

The Vanguard Group

The Wharton School

Leadership Team President & CEO Team Concepts Dan Lyons is the Founder and President of Team Concepts, Inc. As an oarsman, Dan rowed on seven US National Teams, during that period winning two world bronze medals, a world gold medal, and a Pan American gold medal. In 1988, he competed in the Seoul Olympics in the coxed pair. He has won 11 National Championships in various events. Dan has coached since 1983 at the US Naval Academy, St. Joseph’s Prep in Philadelphia, Oxford University, Stanford University, Drexel University, Georgetown University, and is now an elite coach at Penn Athletic Club in Philadelphia. His remarkable rowing career was recognized in 1997 with his induction into the US Rowing Hall of Fame in Mystic, CT. Dan received his BS from the US Naval Academy in 1981, MS from Oxford University, England, in 1987, and MA in history from Villanova University in 1989, and is pursuing his Ph.D. in Military History and Foreign Policy. He has taught history at the US Naval Academy and Rutgers University, Camden.

The cornerstone Leadership philosophy of Team Concepts is Inspirational Leadership™ which is based on Dan’s 20 years competing on the World Stage and coaching elite level teams. Through careful research and execution Dan’s expertise has demonstrated the powerful impact Inspirational Leadership™ and Integrated Learning has had on dozens of Fortune 500 and 1000 companies. Dan is noted for his intelligent, witty and thought-provoking seminars on a wide range of topics related to teams and leadership, reflecting his unique combination of high achievement in the sport of rowing, his perspective as a coach, and his extensive knowledge of military and ancient history.



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AT & T

Bausch & Lomb

Campbell’s Soup

Columbia University

Comcast


Drexel University


GSK


Georgia Tech

Godiva Chocolatier

Home Depot

INSEAD

Johnson & Johnson

Merrill Lynch

NASA

Starbuck’s

Tommy Hilfiger



United States Army

The Vanguard Group

The Wharton School

Jason Caldwell, Executive Officer, Team Concepts: Jason attended Sonoma State University where he obtained a B.S. in Business with a concentration in marketing in 2005. Jason played baseball and was on the crew team for Sonoma, where he was awarded the inspirational and dedication awards in 2005 in Crew and was a scholar athlete all four years. Upon graduation Jason was invited to Vesper Boat Club, an elite level training team for rowing, located in Philadelphia’s historic Boathouse Row where he rowed for three years winning various races to include a National Gold medal in the Men’s Eight in 2007 and Silver in the men’s four that same year.

It was during his interim at Vesper that Jason began working for Team Concepts, where he served as program manager and facilitator eventually working to his current title of Executive Officer. Jason enjoys opportunities to travel, which have taken him such places as Japan and Singapore, as well as

Switzerland, Italy, Germany, and other parts of western Europe. He also takes Arabic lessons where he is currently at an intermediate level for reading and writing, and a conversational level for spoken. Jason currently splits his time between Philadelphia and the San Francisco Bay Area. Mike Nicholls, Ph.D. Director of Leadership Development & Curriculum Design, Team Concepts:

As the Director of Leadership Development and Curriculum Design, Michael brings an attitude of high expectations for everything that he does. He has a served as a college instructor, coach, consultant and business professional. Michael‘s combination of unique academic and business skills have been tested through his work in the corporate and governmental environments. As an independent consultant he has worked on high profile projects for The World Bank, U.S. Department of Justice, U.S. Department of Energy and American Express. He previously served as the Director of Research for MIG Companies, a nationally ranked pension advisor.

Like many Team Concepts employees, Michael also maintains a history of high performance as an athlete and as a coach. His service and commitment to student life, leadership and the

sport of rowing was recognized in 1998 when the University of North Carolina named their boathouse in his honor.

Michael received his B.S. in Political Science and Geography from the University of Minnesota. He earned his Master‘s degree and Ph.D. from the University of North Carolina at Chapel Hill in Economic Geography. He has taught at both the graduate and undergraduate levels.



Astra Zeneca

AT & T

Bausch & Lomb

Campbell’s Soup

Columbia University

Comcast


Drexel University


GSK


Georgia Tech

Godiva Chocolatier

Home Depot

INSEAD

Johnson & Johnson

Merrill Lynch

NASA

Starbuck’s

Tommy Hilfiger



United States Army

The Vanguard Group

The Wharton School

Client Testimonials I find the Eight Secrets to be so powerful in their truth and simplicity that I carry a copy of them with me wherever I go. Team Concepts has helped transform the culture of Vanguard over the past three years. Bill McNabb CEO, Vanguard I highly recommend this leadership philosophy to anyone who desires success at the highest level, whether you are a recent graduate just beginning your career, or a seasoned executive. Brian Edgar SVP, Tommy Hilfiger, Canada The Team Concepts’ “Leading Teams for Growth & Change” was the best adult Executive Education program I’ve ever participated in. Mark Rossi Director, Northrop Grumman I wanted to add my kudos and share the evaluation summary from participants. Bravo! We love working with Team Concepts for a number of reasons – most importantly you treat us as a partner which engenders trust. Thank you! Pam Tipton Director, Executive Programs Emory Executive Education – Goizeueta Business School – Emory University I am obviously a huge believer in the system. It is by far the best exercise of translating the concept to team building to actual practice I’ve ever been involved with. Rick Martin Director M&I Strategic Accounts I want to thank-you for the great job you and your staff did for our sales team with your wonderful program on the “Eight Secrets of Inspirational Leadership.” The unique nature of the day was highlighted by the intense, but fun, competitive exercises, motivational talks, and the breakout sessions that allowed everyone in the group the opportunity to learn and apply the lessons of the course to our challenging work environment. Your Olympic experiences and video presentations were outstanding! It helped everyone see their possibilities and gave all the determination to succeed. Our entire staff came back to work refreshed, motivated, and with easily applied and long lasting lessons for the future. I couldn’t be happier. The entire department is working toward achieving our second quarter goals so we can work with you again on a “rowing” team-building event. Judith O’Flynn Kayser Ritz Carlton I thought it was not only a great experience, but a valuable lesson in true team participation. It was very obvious that all oars needed to be in the water a the same time in order for the boat to go smoothly forward. Any variation would cause the boat to do strange things. The same thing is true with a business team. Failure to execute results in a lost sale, an unhappy client and a loss of revenue. It was the most appropriate team training exercise t that I have ever been through. M. Holan SEI

Date post:	17-Jul-2015
Category:	Leadership & Management
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Proposal Template Team Champion

Leadership & Management