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HomeMy WebLinkAboutStudy Commission_ Communications Strategist - Mountain Strategies & Operations - 6_30 @5From:Aileen Gleizer To:Bozeman Procurement Cc:aileengleizer@gmail.com; beckyfranks2414@gmail.com Subject:[EXTERNAL]Study Commission: Communications Strategist - Mountain Strategies & Operations - 6/30 @5 Date:Monday, June 30, 2025 4:24:05 PM Attachments:Proposal to the Bozeman Study Commission_ Communications Strategist.pdf CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. Hello, Please find my submission for the Study Commission Communications Strategist. Please let me know if you have any questions. Best, Aileen Aileen Gleizer (she/her) Social Impact and Public Health Consultant Mountain Strategies and Operations, LLC (#) 917-957-3681 (e) aileen@mountainstrategies.org / aileengleizer@gmail.com Schedule a time to meet using my Calendly! Proposal to the Bozeman Study Commission: Communications Strategist Mountain Strategies & Operations, LLC Aileen Gleizer, MPP 01. Executive Summary Mountain Strategies & Operations proposes to serve as the Communications Strategist for the Bozeman Study Commission, leading a multi-channel and adaptive public communications strategy. With a focus on education and engagement, our approach supports the Commission’s communications goals: • Inform the Public: Ensure the public is aware of the Study Commission's goals, progress, and key milestones. In addition to the Engagement plan, multi media will be used to reach ordinary people in our community who may not naturally have their eye on our work. • Engage the Public: Actively solicit and collect feedback and suggestions from the public on relevant issues. • Build Trust: Foster transparency, credibility, and two-way communication with the community. • Promote Participation: Encourage a broad range of citizens to participate in the process. We will co-create a messaging framework, and deploy a multi-channel roadmap including press, digital media, email, events, and print collateral. The approach includes structured feedback loops to assess performance and course-correct in real time. This project is led by Aileen Gleizer, a seasoned strategist with two decades of experience in nonprofit, governmental, and international development sectors. Her portfolio includes work with Bridgercare, Montanans for Choice, the Montana Abortion Access Program, and Blue Mountain Clinic, where she has driven public visibility, communications, press, and fundraising through storytelling, data, and community-responsive communications. We look forward to partnering with the Study Commission. Please find the full proposal and required sections: Executive Summary * Firm/Individual Profile * Scope of Project General and Technical Requirements * Related Experience with Projects Similar to the Scope of Services * Description of Proposed Solution * Proposed Schedule * Present and Projected Workloads * Recent and Current Work for the City of Bozeman * References * Training * Price Proposal 02. Firm Profile Mountain Strategies & Operations is a woman-owned communications and strategy practice focused on social impact and community engagement. It was founded by Aileen Gleizer, an independent consultant who works with global foundations, Fortune 50 companies, local and federal government, U.S. nonprofits, and international non-governmental organizations. She has expertise in communications, strategy, media, program management, policy/advocacy, and fundraising. A complete resume is attached. More information is available at www.mountainstrategies.org and www.linkedin.com/in/aileengleizer. 03. Scope of Project Mountain Strategies will design and execute a communications plan that educates and engages Bozeman residents and stakeholders in the Study Commission’s work. This scope includes: ○ Message Development & Narrative Design: Develop compelling and values-aligned messaging that reflects the Study Commission’s goals and resonates with personas across the Bozeman community. Messaging will be tested and refined through feedback loops to ensure it drives understanding and participation. ○ Strategic Communications Planning: Develop a communications plan that includes goals, audience segments, channels (e.g., press, email, social media, public events), and key performance indicators across checkpoints to validate approaches.. ○ Community Engagement: Disseminate content including key messages, FAQs, newsletters, website copy, and press materials. Lead/support with community stakeholders through outreach and public-facing events to inform residents of the Commission’s work and process. TBD PENDING COMMUNITY OUTREACH SCOPE. 04. General and Technical Requirements Our team brings experience in strategic planning, communications, and community engagement. We are committed to work that is inclusive, adjustable, and built on a feedback loop that reflects community needs and voice. a. Messaging and storytelling: Our communications outputs include tailored messaging as well as videos, graphics, and stories of impact. b. Channels: Our team is experienced in managing digital and print communications tools including owned, earned and paid media i.e. websites, social media, survey delivery, email, advertisements, press, flyers, and events. c. Adaptability: Our work includes assessments of reach and feedback loops to ensure eectiveness in real time. We adjust messages, channels, and tactics throughout the campaign as needed. Related Experience with Projects Similar to the Scope of Services Please find work samples showcasing strategic planning, communications, and fundraising outputs. Clients include organizations in healthcare, technology, and environmental justice across communications, operations, and management. ● Provide executive and transitional management to leaders. ● Design and implement organizational systems for planning, budgeting, HR, and multi-year programs. ● Create strategic plans with data and stakeholder interviews to produce actionable roadmaps and measurable KPIs. ● Lead strategic communications, rebrands, and donor strategies using earned, owned, and paid media e.g. press, social media, radio, billboards. ○ Launched statewide acquisition resulting in 1,300 new supporters. ○ Secured 150+ media placements including Reuters, NPR, New Yorker. ○ Directed donor communications that achieved record donations. 05. Blue Mountain Clinic (Missoula) a. Authored the first organizational Impact Report, an external document geared towards donors and partners that showcases accomplishments across service delivery and advocacy. b. Led Blue Mountain Clinic's rebrand, website launch, and member communications including driving vision, managing vendors, and leading all content. c. Directed donor communications that achieved record donations. 06. Montana Abortion Access Program (Statewide) Secured over 100 press hits across state and national outlets including Jezebel, National Public Radio, New Yorker, and a photojournalism spread in Reuters. More press hits here. 07. Save the Children (Global) a. Managed a global portfolio and led strategic planning for programs spanning reproductive health, nutrition, and outbreak preparedness. Authored and collaborated across multi-sectoral program areas for Save the Children’s strategy document for humanitarian health, Public Health on the Frontline. 08. Bridgercare / Montana Sexual & Reproductive Health Collective (Statewide) a. Oversee communication with Collective members and uplift their work across communication platforms. b. Lead development and execution of social media eorts to increase public awareness, highlight member eorts, and deepen engagement. 09. Description of Proposed Solution Our proposed solution combines strategic communications, inclusive engagement, and adaptive implementation to support the Study Commission’s eorts to educate and involve Bozeman residents. ● Co-Create Messaging Begin with a discovery phase to understand insights and personas from stakeholders including Study Commission members, City ocials, and Bozeman residents. Next, create a messaging framework that will drive communications and outreach across all channels. ● Multi-Channel Communications Develop and implement a communications roadmap with key milestones across multiple-channels. This includes a foundational messaging guide to drive consistency across materials, a content and dissemination calendar, and paid, earned, and owned media strategies i.e. websites, social media, survey delivery, email, advertisements, press, flyers, and events. ● Feedback Loops and Course Corrections We incorporate ongoing feedback to enable adjustments across messages, strategies, and channels based on what’s working and what’s not. ● Dissemination and Community Engagement Embed dissemination and outreach into communication goals, and partner on community engagement. 10. Proposed Schedule Phase Description Timeline Date Phase 1: Onboarding + Discovery Identify personas, review materials, draft messaging framework Weeks 1–3 July 28-Aug 15 Phase 2: Communications Strategy and Roadmap Develop communications roadmap across multiple-channels Weeks 4-7 Aug 18-Sept 12 Phase 3: Launch + Initial Campaign Rollout for print and digital, materials distribution, event promotion Weeks 7–9 Sept 15-October 3 Phase 4: Adjustment + Feedback Loop Mid-point review, messaging and channel adjustments, additional asset creation Weeks 13–15 October 6-24 Phase 5: Continued Implementation Additional outreach push, engagement to unresponsive audiences, follow-up Weeks 17–20 October 27-Nov 14 Phase 6: Wrap-up Handover as needed, closeout report with lessons learned Weeks 21–22 Nov 17-28 11. Present and Projected Workloads Ongoing client work with Montana-based nonprofit and private sector clients. Sta availability will be tied to key dates confirmed with the Study Commission. 12. Recent and Current Work for the City of Bozeman Not applicable. 13. References Tess Fields Executive Director, Blue Mountain Clinic tess@bluemountainclinic.org | +1 503 459 9157 Current client Jerey Coopersmith Founder, Coopersmith Law and Strategy je@coopersmithlaw.com | +1 206 343 1000 Current client Laurel MacLaren Associate Vice President, Program Quality and Impact, Save the Children lmaclaren@savechildren.org | +1 314 606 1430 Former client Celina Schocken Co-founder and Advisor, TogetHER for Health cschocken@hotmail.com | +1 202 669 0386 Former colleague 14. Training Virtual and in-person trainings available upon request. 15. Price Proposal The timeline is based on the Proposed Schedule attached and always moves at a pace that makes the most sense for our clients and the desired outputs. While we’ve outlined a suggested timeline and process, aspects may change depending on where the work takes us. The estimated cost for this scope is $60,000. Phase Description Timeline Phase 1: Onboarding + Discovery $8,000 Weeks 1–3 Phase 2: Communications Strategy and Roadmap $10,000 Weeks 4-7 Phase 3: Launch + Initial Campaign $12,000 Weeks 7–9 Phase 4: Adjustment + Feedback Loop $6,000 Weeks 13–15 Phase 5: Continued Implementation $8,000 Weeks 17–20 Phase 5: Wrap-up $4,000 Weeks 21–22 Paid Advertising $10,000 N/A Travel and Supplies $2,000 N/A