Partial Listing of Community and Corporate Customers

Allen Systems Allyn International Barron Collier Bears Plumbing Bonita Bay Group Charlotte County Sheriff’s Office Cleveland Clinic of Florida Collier County Airport Authority Collier County Government Collier County Health Department Community Foundation of Collier County Edu Group Executive Title Company Florida Department of Health Immokalee Regional Airport and Industrial Park Info-Express Lee County Electric Cooperative Lee County Government Lee County Health Department Lee County Sheriff's Office Lee Memorial Health System Moorings Park Continuing Care Retirement Community Naples Health Care System Naples Municipal Airport Okeechobee County Health Department Pacific Collier Schulman, Ronca & Bucuvalas, Inc. Smart Disk SW Florida International Airport US Sugar Corporation WCI Communities Incorporated Wilson Miller Engineering

Partial Listing of Technical Reports and Projects

Collier County Airport Authority: Conducted strategic facilitation and consultation for the development of “Strategic Business Plan.” Consultation and facilitation centered around development of strategic issues and direct support for business plan for Airport Authority’s five entities: Administration; Industrial Park; Marco Island Executive Airport; Immokalee Regional Airport; and Everglades Airpark. Naples, FL August 2003 (in progress) Collier County Government (Greater Naples, Marco Island, and the Everglades Office of Tourism): Responded to Request for Proposal (RFP) to conduct multi-year (Two year, with two year, one-year renewals-total four year) research study as sub-guarantee for Schulman, Ronca & Boculavas, Inc (national strategy and research firm). Naples, FL July 2003 (pending) Business and Passenger Survey: Conducted a comprehensive survey of local businesses with a mailing to over 11,000 businesses within region (over 30% response rate) and a series of week long, on-site intercept surveys of passengers (four intercept surveys conducted over a one year time period) for Southwest International Airport in Fort Myers, FL, July 2003 Strategic Facilitation and Measurement: Conducted strategic facilitation of a “measurement selection project for local health department. Lee County Health Department, May 2003 Project Mapping and Business Planning: Conducted a comprehensive project mapping program as well as business planning for large distributor of agricultural products. Pacific Collier, May 2003. Project Mapping: Conducted a comprehensive project mapping program for a variety of large business processes for large electric cooperative. Lee County Electric Cooperative, May 2003 Law Enforcement Staffing Study: Conducted retrospective analysis using comparative benchmark data to develop staffing and finance study for Charlotte County’s Sheriff’s Office, May 2003 Public Opinion Survey: Conducted a random digit dialing phone survey of a representative sample of county’s residents to determine their viewpoints and attitudes toward commercial travel for City of Naples Municipal Airport, Naples, FL, April 2003 Customer Survey: Conducted a web based and mail survey of over 230 customers (developers, contractors, engineers, consultants, etc.) of Lee County Department of Community Development, Fort Myers, FL, April 2003 Strategic Planning and Management Needs Assessment: Conducted a series of activities including a two-day strategic planning retreat, executive team assessment using Myers Briggs Trait Indicator (MBTI), Management Needs Training Analysis of management team, and personal counseling of select management team members for 24 member management team of Bears Plumbing , Naples, FL, March 2003 Management Assessment: Conducted a series of activities to assess 22 mid-management team members in 500 employee, high end continuing care retirement community which included personal interviews (transcribed and analyzed), MBTI, Cultural value scale and leadership scale, for Moorings Park, Naples, FL, February 2003 Bonita Bay Dining Services Focus Group Assessment: Conducted five qualitative focus group session for members of high end development community to determine their opinions regarding a $ 10 million renovation of dining services for Bonita Bay Group, Bonita Springs, FL Jan 2003 Strategic Assessment: Conducted a comprehensive strategic assessment of five operational entities of Barron Collier Company, Silver Strand operation (agricultural groups) which included assessment for current operations (groves, transportation, harvesting, etc.) and new venture operations using both facilitation and development of Business Plans by each entity. December 2002 Strategic Assessment and Process Mapping: Conducted two-day strategic assessment and training and consultation in process mapping for non-profit, electric authority serving five county region; Lee County Electric Cooperative, November 2003 Customer Climate Survey: Okeechobee Health Department. Conducted employee climate survey of health department matching questions to State Health Department Survey and Florida Sterling Award. Okeechobee County Health Department, August 2001 Strategic Workshop and Plan: Okeechobee County Health Department. Conducted strategic facilitation with management team for the development of strategic plan. Okeechobee County Health Department, July 2001 Bonita Bay Group: Analysis of Members Attitudes and Opinions. Conducted over 40 focus groups of high scale golf course community evaluating attitudes and opinions to facilities and benefits. Bonita Bay Group, Bonita Springs Florida. June 2001 Multi-Phase/Multi-Approach Study to Evaluate the Proposed Motorsports Facility in Immokalee, Florida (Economic Impact Study; Residential Impact Study; Ambient Noise Study; and Community Facilitation). Conducted in collaboration with University of North Texas, Center for Economic Development and Research, Denton, TX; Gordon Bricken and Associates, Santa Anna, CA; Track Planning Associates, Oregon, IL; and Conflict Resolution Institute, FGCU, Fort Myers, FL for: Collier County Government and Collier County Airport Authority, Naples, Florida. March 2001 Moorings Park Needs Assessment (Comprehensive qualitative and quantitative assessment of 500 residents of exclusive continuing care retirement community) conducted for Moorings Park, Naples, Florida. November 2000 Leadership Assesment (qualitative and quantitative assessment of leadership team) conducted for Okeechobee County Health Department, Okeechobee, FL. September 2000 External Customer Survey (customer survey of clients and agencies for local health department) conducted for Collier County Health Department, Naples, Florida. June 2000 Feasibility Study for Developing a Truckers Non-Profit Corporation in Hendry County (Feasibility study for Truckers Co-Op) conducted for Hendry County Board of County Commissioners as part of USDA Enterprise Community Grant Program, Empowerment Alliance of SW Florida, Naples, FL. October 2000 Policies and Procedures (Technical Operating Manual for non-profit enterprise community lead agency) conducted for Community Foundation of Collier County as part of USDA Enterprise Community Grant Program, Empowerment Alliance of SW Florida, Naples, FL. September 2000 Workforce Assessment (Comprehensive workforce assessment of 1200 plus employees in local county government) conducted for Collier County Government, Naples, Florida. February 2000 WorkLife Balance Survey (Comprehensive worklife balance survey for large property management organization) conducted for Bonita Bay Properties, Bonita Springs, FL January 2000 Comparable Law Enforcement Agency Survey (National benchmark survey of police departments and sheriff’s offices) conducted for Lee County Sheriff’s Office (Fort Myers, FL) in association with MGT of America, as part of comprehensive performance audit, Tallahassee, FL. January 2000 Organizational Assessment (Comprehensive organizational and workforce assessment of 135 employee in local health department) conducted for Collier County Health Department, Naples, FL. February 2000 Needs Assessment of Non-Profit Agencies and Organizations, Collier County (qualitative and quantitative assessment of non-profit agencies) conducted for Community Foundation of Collier County, Naples, FL. December 1999 Citizen Opinion Survey (Phone survey of random sample of county 400,000 residents) conducted for Lee County Sheriff’s Office (Fort Myers, FL) in association with MGT of America, as part of comprehensive performance audit, Tallahassee, FL. August 1999 Assessment of Organ Donation Education Programs and Student’s Attitude, Knowledge, and Behavior (research study evaluating instructional methods, program material, and electronic survey) conducted for LifeLink of Southwest Florida. December 1998