Peg Tallet & Geneva Williams
Four Woodside Park Boulevard Pleasant Ridge, MI 48069 &
8162 E. Jefferson Detroit, MI 48214
Brandon Samuel Department of Technology Management & Budget DTMB Procurement PO Box 30026 Lansing, MI 48909 Dear Mr. Samuel: It is our pleasure to respond to the State of Michigans Request for Information for Project Number #0071411138000035 regarding Social Impact Bonds Pay for Success Model with the attached documentation of our expertise and experience. As requested, we have also submitted this information electronically, via the Buy4Michigan.com bid submission process. It would be our pleasure to further discuss how our qualifications can be of service to the State in this exciting and innovative effort. Please feel free to contact us via phone or email. Many thanks. Sincerely, Margaret A. Tallet Geneva Williams email@example.com firstname.lastname@example.org 248-259-5000 313-550-6164
Peg Tallet & Geneva Williams . . . a partnership of committed Community Practioners
With decades of combined professional experience, recognized leadership, extensive networks, strong work ethic, a shared commitment to success and a deep understanding of the non-profit services sector, Geneva Williams and Peg Tallets collaboration brings extraordinary expertise to client engagements. Their accomplishments in both the public and private sectors demonstrate innovative styles and unique perspectives that produce results. They have worked in and with various governmental entities, and recognize the benefits of public/private partnerships, along with their complexities. Having served in professional and consultative roles with social service, cultural and educational organizations, Geneva & Peg have a profound understanding of what it takes to make these groups function at their highest potential, and how to evaluate and measure performance along the way. In addition, each has a proven track record of identifying potential supporters, procuring philanthropic resources and sponsorships, long-term donor and investor cultivation, and ensuring that all partners are informed, invested and satisfied. While the Social Impact Bond Pay for Success model is new, Geneva & Peg bring the experience and expertise, as well as analytic skills and innovative spirit, necessary to create a path to success. They are both acknowledged problem solvers who can assess circumstances, coalesce opinions, and encourage collaboration and buy in to reach desired goals.
Margaret A. Tallet
Margaret A. Tallet, principal of Peg Tallet Strategic Consulting, is deeply committed to effective, sustainable non-profits as core community assets. She has been active in fund raising, marketing communications and collaborations in metro Detroits arts & cultural, social service and education communities for three decades. She held leadership positions in some of the area's most successful organizations, including Chief External Relations Officer at the Detroit Zoo, Senior Director of Institutional Advancement at The Henry Ford, President of the Music Hall Center for the Performing Arts, where she oversaw the Detroit International Jazz Festival-- the nations largest free music event, and the Detroit Institute of Arts. Her unique "external engagement" approach encourages institutions to align all outward facing functions, including marketing, public and media relations, membership, community and government affairs, special events and sponsorships with development effort to increase its efficacy and better serve its mission. Peg has a proven record of accomplishment in creating strong donor/investor relationships with top area philanthropists and global businesses, a few of which are Microsoft, Cisco Systems, Ford Motor Company, Deloitte, Blackrock Financial, Disney, AT&T, Edwin C. Levy, Chrysler and Toyota, and for building collaborations among both for-profit and non-profit organizations. As principal of Peg Tallet Strategic Consulting and vice president at Franco Public Relations/Ross Roy Advertising, her consulting engagements have included: branding and capital development for Gleaners Community Food Bank, where she played a key role in obtaining funding
for the expansion of its warehouse headquarters, which allowed the regional asset to grow its services by more than 400%, working with more than 100 feeding agencies
creating the signature celebration of Henry Ford's 150th birth year, with a day-long event at his Fair Lane estate that attracted more than 5,000 people for a commemoration of his contributions to the automobile, music and dance, agriculture, local food sourcing and environmental sustainability through a partnership between Historic Ford Estates, Ford Motor Company, Oakwood Health and more than a dozen Ford-focused community groups
fund raising and communications planning for a regional arts and culture brand involving more than 120 arts, history and science non-profits, to be launched in 2014 by CultureSource (formerly the Cultural Alliance of SE Michigan)
capital campaign communications and planning, and institutional branding for the Marshall Fredericks Sculpture Museum at Saginaw Valley State University
other services such as strategic planning, gap evaluation, effectiveness analysis, special events and external engagement for Marygrove College, the Engineering Society of Detroit, the International Science Fair, DAPCEP (Detroit Area Pre-College Engineering Program), Detroit Public Television, Michigan Women's Foundation, Hospice of SE Michigan and others
She has counseled corporations and businesses on maximizing the benefits of their community involvement by aligning it with their company goals. She has a MBA from the State University of New York at Binghamton, with a concentration in Arts and Nonprofit Management, and a BA in Community Organization from St. Marys College/University of Notre Dame.
Among her most treasured experiences are serving as the driving force behind The Inspiration Project The Campaign to Transform The Henry Ford, raising over $150 million to support the development and implementation of new exhibits and capital improvements to the 80-year-old institution, and as the co-founder and 20-year advisor/cheerleader for The Women's Power Breakfast that has raised awareness for the hunger issue and more than $2 Million for Gleaners. Ms. Tallet actively participates on boards and committees for many high-profile community organizations in metro Detroit,. She is frequently a featured speaker at national conferences and events, and has been recognized for her work with many important causes. She and her husband Peter reside in Pleasant Ridge, Michigan with their SharPei, Sirius. She loves to travel and to cook for family and friends. Margaret A. Tallet . Four Woodside Park Boulevard . Pleasant Ridge . Michigan . 48069 . email@example.com . 248-259-5000
RESUME Margaret Anne Tallet Four Woodside Park Boulevard 248.259.5000 mobile phone Pleasant Ridge, Michigan 48069 248.546.7059 home phone Professional Experience Principal - Peg Tallet Strategic Consulting Pleasant Ridge, Michigan - May 2012 - present Providing collaborative counsel, direction development and implementation assistance on all elements of External Engagement for non-profits & corporations. Services include evaluation and recommendations regarding strategic direction to enhance Return On Investment for existing programs, practices and assets as they relate to the mission, and serve both long and short term goals for revenue generation, relationship enhancement, audience development and organizational positioning. Counsel centers on developing mutually beneficial synergies within and between development, marketing, communications, public and media relations, branding, sales, special events, teams and programs. Services run the gamut from senior counsel to existing institutional leadership and execution teams to hands-on implementation. Client engagements include fund raising and marketing for CultureSource's regional arts marketing effort: IXITI; organizational and gap analysis for Habitat for Humanity; special events creation for Historic Ford Estates in conjunction with Ford Motor Company, branding and capital campaign planning for the Marshall Fredericks Sculpture Museum; gap analysis, development and special events for Michigan Women's Foundation, Chief External Relations Officer - Detroit Zoological Society Royal Oak, Michigan 2009 - 2012 Oversaw departments that constitute the Zoological Societys externally focused operations, including Development, Marketing, Advertising, Sponsorships, Special Events, Community and Government Affairs, Public Relations, Communications, Membership and the Call Center. In 2011, these departments were responsible for generating more than $9.9 million of donated and earned revenue, as well as supporting over $10 million of admissions, attractions and concession income. Developed strategies to grow membership and retain membership that met or exceeded annual goals. Created and executed plans to enhance donor relationships resulting in increased annual, restricted and capital campaign giving, as well as sponsorships and other partnerships. Identified and designed plans for new earned revenue streams, including group admission and catering-based sales, special events and tour/travel programs. Supervised launch of phase 1 of a capital campaign with a goal of $32 million. Served on the five-person Executive Leadership Team, Cabinet and Management Group, and attended all Executive and Finance Committees and Board meetings. Acted as internal liaison to Development, and Community and Government Relations Committees. Major accomplishments: Successful integration of departments directly involved in external engagement resulted in increase in membership from 46,000 to over 54,000 households with a corresponding 23% increase in revenue in one year; a totally overhauled catering sales/facility rental program that grew by 240% over two years; a group sales effort that attracted more than 300 corporate affiliate partners and is slated to generate $280,000 of incremental income in its first full year. Integrated the zoo's Vitamin Z brand into all communications and, in collaboration with DZS's advertising agency, launched a highly successful new campaign that won the Brass Ring Award for best zoo or aquarium commercial throughout IAAPA's (International Association of Amusement Parks and Attractions) global membership. Senior Director of Institutional Advancement The Henry Ford (Promoted from Director) Dearborn, Michigan - 2003 - 2009 Responsibilities included design and implementation of staff, board and volunteer efforts to raise $155,000,000 for The Inspiration Project, the Campaign to Transform The Henry Ford. Served as liaison to top donors and partners, to foster
ongoing relationships for operating, capital and special project support of the five-venue museum complex. Oversaw Annual Fund campaign, including major gifts, and Board and staff giving. Developed and implemented major museum events, including exhibition openings, festivals, donor and cultivation events, etc. Played a key role in the development of a global brand focus for the institution, utilizing examples from its exemplary collections at prestigious events, including the Goodwood Festival of Speed in Chichester, UK, and concours d'elegance at Pebble Beach, Hilton Head and Meadowbrook. Spearheaded a partnership development tour with Toyota Corporation in Nagoya and Tokyo, Japan. Supervised Board Fund Development Committee, served as member of executive development team and on institutions senior management and experience review teams. Major accomplishments: Established direction and strategies that resulted in capital campaign gifts of nearly $86 million, from 800 donors, many of whom were first time contributors to the institution. Developed plan for corporate sector of capital campaign, with multi-industry leadership, resulting in more than $25,000,000 of contributed revenue and fostered ongoing relationships that provided in-kind support and counsel. Assumed responsibility for Annual Fund campaigns during very challenging economic times, while more than tripling the number of unrestricted operating gifts. Principal, Peg Tallet Strategic Consulting Of counsel to Avance Communications, Airfoil Public Relations, CSA & Associates, Quell Communications & Caponigro Public Relations Pleasant Ridge, Michigan - 2000 - 2003 Provided strategic planning, communications, fund-raising and organizational development counsel to not-for-profit organizations throughout southeast Michigan. Clients included Cultural Coalition of Southeast Michigan, Detroit Renaissance, Northeast Guidance Center, Science and Engineering Fair of Metropolitan Detroit, Diversified Youth Services, Boysville of Michigan, Oakland Community College, City of Detroit Department of Cultural Affairs and Samaritan Center. Served agency corporate clients with philanthropy and community involvement counsel. Major accomplishments: assisted in development of pitch to bring International Science and Engineering Fair to Detroit and raised the $3.5 million needed to host the highly successful event; lead several organizations through branding and strategic communications planning that resulted in strengthened fundraising and positioning; and played a leadership role in a collaborative effort among the 17 largest regional cultural organizations to raise $7 million to fund a ballot initiative. President - Music Hall Center for the Performing Arts Detroit, Michigan - 1995 - 2000 Chief Operating Officer for $6.7 million historic theatre, arts presenting organization and rental facility, managing staff in charge of all aspects of operation, including financial management and budgeting; artistic vision, direction and execution; marketing, public relations and audience development; fund raising and sponsorship recruitment, cultivation and retention; partnerships and collaborations; facility management and preservation. Music Halls signature programs included the Ford Detroit International Jazz Festival, the nations largest free music event, the Dance Theatre of Harlems most extensive residency program and Youtheatre, one of the countrys most successful professional performing arts programs for children and families. Music Hall served over 1 million annually, with a variety of programming in dance, music, drama and comedy. In addition, nearly 200,000 children were reached in their schools and other satellite locations. Major accomplishments: increased paid attendance by 400% in three years; increased attendance at free jazz festival by nearly 20% in two years; fostered media contacts resulting in greatly enhanced press and electronic media attention; built...