
BELL CREEK
consulting
Proposal support materials
Table of Materials
Featured prior projects
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Workforce ecosystem analysis and employer engagement (Markle Foundation)
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Research to inform place based philanthropic pathways strategy (Gates Foundation Washington State Initiative)
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Scaling a national funders economic mobility and workforce initiatives (Gates Foundation Economic Mobility and Opportunity)
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Recommending priorities for statewide partnership for youth-centered economic mobility (Dalio Foundation)
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Ecosystem mapping and engagement to shape strategy for public sector funds (New Haven, CT)
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Expanding apprenticeship access for underserved populations through learning and employer engagement (NC A&T and DoL)
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Shaping “good jobs” and training initiatives by linking national insights with local needs (Deputy Mayor of Education, Washington DC)
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Evaluating a philanthropic strategy and its impact on the education to employment data ecosystem (Gates Foundation Data)
Featured tools & approaches
Key interest holder inventory
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Career pathway map (DC Design)
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Systems and Ecosystem Mapping
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Regional education ecosystem map (DC Design)
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Fact base of performance measures and outcomes
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Public Funding Analysis
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Federal and philanthropic funding mapping by domain (co-authored by Brett Theodos)
Detailed biographies
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Engagement Lead—Garrett Ulosevich
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Project Manager—Patrick Casey
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Community Engagement & Mapping Lead—Durell Coleman
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Evaluation Lead—Karen Jackson, PhD
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Funding Flows & Policy Lead—Brett Theodos
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Workforce Data Analysis Lead—Sean Brazier, PhD
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Advisor—Ellen Badger
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Advisor/Facilitator—Kate Jackson
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Consultant—Sharon Lu, PhD
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Consultant—Melissa Rey
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Consultant—Victoria Stafford
Policies & practices
Featured prior projects
Workforce ecosystem analysis and employer engagement
(Markle Foundation)
Client & Objective
BCC supported the Markle Foundation to design and stand up Skillful (a state-level labor market integrator), Rework America (a national cross-sectoral labor market influencer), and Rework America Business Network (comprising 15 Fortune 500 employers committed to a skills-based labor market).
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Description of activity
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For Skillful, BCC helped to analyze the Colorado labor market ecosystem to identify gaps in performance and a convening role that Skillful could play to facilitate local employers, state government, and local job coaching organizations to position job-seekers for jobs of the future
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For Rework America, BCC supported the execution of cross-sectoral initiatives, such as fostering innovation in technology-enabled career coaching for low-income Americans
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For Rework America Business Network (RABN), BCC facilitated employer members’ shared strategy-setting by listening to their needs and challenges and shaping initiatives that would meet their (and their employees) need for a labor market based on skills rather than degrees (e.g., overcoming digital skills deficits
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Results delivered
The Markle Foundation was positioned to improve workforce outcomes for ~5 million adults without college degrees in Colorado and Indiana, work closely with 15 Fortune 500 CHROs on skills-based hiring, and convene and facilitate a 50-member multi-stakeholder task force on moving job-seekers and low-wage workers into good jobs.
Research to inform place based philanthropic pathways strategy (Gates Foundation Washington State Initiative)
Client & Objective
BCC supported the Gates Foundation’s Washington State Initiative (WSI) to reorient their multi-year strategy and implementation plan to fully embed place-based principles to improve pathways through post-secondary to good jobs.​
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Description of activity
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In collaboration with DC Design, Bell Creek gathered qualitative research of young adults and production of personas and ecosystem insights through interviews and focus groups to inform WSI’s place-based strategy
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Supported the groundwork for WSI’s implementation plans and integrated research-informed partnership models, legislative implications, and data justice protocols to make actionable data available across a diverse learning network of researchers and practitioners
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Hosted a series of team workshops to help align and finalize a 4-year investment roadmap, outlining distinct annual investment streams, impact scenarios, and risks and trade-offs for WSI’s place-based principles.
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Results delivered
WSI shifted from a traditional programmatic strategy to a multi-year, integrated implementation plan informed by the needs of diverse student populations, regional partners, and long-term community engagement.
Scaling a national funder's economic mobility and workforce initiatives (Gates Foundation Economic Mobility and Opportunity)
Client & Objective
BCC supported the scaling of the Gates Foundation’s Economic Mobility & Opportunity (EMO) team, from an initial two team members and $~20M invested annually to a mature state of ~15 team members investing $~120M annually in economic mobility for low-income adults.
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Description of activity
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Supported senior leadership in evidence-based strategy setting and program officers in strategy execution and sense-making from massive streams of data
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Conducted landscaping analysis, metrics definition, and strategy for 6 key portfolios such as Training and Worker Supports, Benefits Access, Employer and Job Quality, and Research and Data
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Helped to facilitate portfolio reviews and guided strategy refresh processes by surfacing cross-portfolio insights, aligning investments with the foundation’s long-term goals, and documenting critical team questions to guide future decision-making
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Results delivered
The Gates Foundation EMO team grew from early-stage to maturity, expanding investments sixfold with substantial impact (e.g., $2B in new benefits accessed) while equipping the foundation team with cross-portfolio insights, clear grantmaking strategies, and robust impact measurement
Recommending priorities for statewide partnership for youth-centered economic mobility (Dalio Foundation)
Client & Objective
BCC supported the stand-up of the Dalio Philanthropies Partnership for Connecticut, a public-private partnership with the State of Connecticut aimed to strengthen outcomes for disconnected youth.
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Description of activity
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In collaboration, Bell Creek and Dalio identified and prioritized landscape levers and partner needs to allocate $300M across potential interventions in Connecticut
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Helped to define, analyze, and prioritize population and geographic focus areas to shape and implement a place-based knowledge approach
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Supported the design of a 100-day plan for the new initiative with roadmaps for early stakeholder engagement
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Results delivered
Dalio Philanthropies adopted a data-driven and systems-level approach that directly shaped and informed their long-term strategy in youth mobility.
Ecosystem mapping and engagement to shape strategy for public sector funds (New Haven, CT)
Client & Objective
BCC team member DC Design supported New Haven, CT, in prioritizing and allocating $35M in American Rescue Plan funding, with the goal to close the racial wealth gap for Black and brown residents
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Description of activity
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In collaboration with DC Design, BCC conducted human-centered ecosystem mapping to develop a strategic framework for three major investment initiatives aimed at improving wealth and economic mobility for Black and brown residents
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Designed and led community convenings and sharing back sessions to build trust and relationships, which informed the evaluation and long-term sustainability of investment strategies
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Results delivered
Guided the city’s $8M investment in new vocational pathways, including a nursing program for residents without college access and initiatives for high-paying trade careers and entrepreneurship
Expanding apprenticeship access for underserved populations through learning and employer engagement (NC A&T and DoL)
Client & Objective
BCC’s Evaluation Lead supported the North Carolina A&T State University (NCAT) in creating a national network to support apprenticeship efforts focused on pathways into IT
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Description of activity
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In collaboration with NCAT, mobilized a national network of employers and local intermediaries to establish apprenticeship standards for 10+ IT occupations
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Supported the design of innovative learning modules, including rural IT training camps, and an online platform to connect pre-apprentices and employers
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Provided expert assistance across states for employers and workforce agencies including leveraging federal funds, leading employer involvement, and embedding national insights to local contexts
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Results delivered
Produced scalable, employer-driven and federally aligned apprenticeship pathways that certified hundreds of IT apprentices and talent pipelines in multiple states.
Shaping “good jobs” and training initiatives by linking national insights with local needs
(Deputy Mayor of Education, Washington DC)
Client & Objective
BCC supported the Deputy Mayor for Education & Workforce to identify the highest-leverage strategies to position the city’s labor market so that job-seekers and employers can thrive in a rapidly evolving economy.
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Description of activity
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Partnered with the Deputy Mayor’s Office on strategic planning and management to define “good jobs” for priority populations, including coordinated investment strategies across government and the workforce ecosystem
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Designed and executed a strategic initiative to translate client expertise into real-world impact by identifying high-quality workforce training priorities
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Facilitated the Deputy Mayor’s Office in a transformation planning process to establish new local and national partnerships that strengthened leadership effectiveness and drove long-term organizational health in the city’s workforce system
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Results delivered
The Deputy Mayor for Education established a national-local knowledge sharing forum that strengthened cross-sector agency coordination for 50+ government decision makers and increased publication and socialization of upward mobility research.
Evaluating a philanthropic strategy and its impact on the education to employment data ecosystem (Gates Foundation Data)
Client & Objective
BCC worked with the Gates Foundation’s Data strategy team to systematically evaluate their field-level impact and their internal impact (in support of other foundation strategies) to inform a comprehensive strategy refresh
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Description of activity
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Developed evaluation frameworks to utilize both qualitative and quantitative data to define and measure the internal and external impact of the strategy
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Incorporated insights from dozens of performance reviews and in-depth evaluations, performed quantitative analysis identifying patterns across hundreds of investments, and conducted focus groups & surveys of internal and external stakeholders
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Synthesized learnings into strategic recommendations for strengthening impact and internal support function
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Results delivered
The Data team developed a comprehensive strategy refresh, incorporating several major pivots with confidence in their understanding of the greatest sources of value generation internally and in the field
Featured tools & approaches
Key interest holder inventory
Career pathway map (DC Design)
Description
Visualization of how individuals navigate the system on the pathway to becoming a physician, contextualized by key influences for each population segment.​
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Client application
National healthcare accreditation nonprofit

Systems and Ecosystem Mapping
Economic mobility local systems map
Description
Interest holder map of individuals and organizations supporting an applied economic mobility framework. Includes interest holder roles, relative influence, and relationships, with a central focus on local decision maker
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Client application
Large philanthropy program focused on economic mobility

Regional education ecosystem map (DC Design)
Description
Ecosystem map of key education interest holders. Used as a workshop tool to introduce participants to one another and identify relationships between interest holder
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Client application
K-12 district

Data flow map and data infrastructure assessment
Description
Mapping of education and workforce data flows from source to user. Identified key metrics, bottlenecks, and pain points across data infrastructure and data collection processes
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Client application
Philanthropic team focused on strengthening education and workforce data systems

Fact base of performance measures and outcomes
Workforce map and labor assessment
Description
Interactive map that visualizes workforce performance measures across U.S. metro areas; compares bachelor’s attainment, skilled trades, and STEM/soft-skills profiles through maps, charts, and ranking
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Client application
Multiple applications for economic development-focused strategic planning and decision making

City-level supply-and-demand analysis of workforce and career training
Description
Assessed the state of training provider capacity in D.C. relative to high-demand gateway jobs to determine opportunities to expand or improve training.
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Client application
Public sector workforce organization

Public Funding Analysis
Federal and philanthropic funding mapping by domain (co-authored by Brett Theodos)
Description
Mapped public funding flows from federal government, as well as philanthropic resources, to key economic mobility interventions
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Client application
Public tool for economic mobility practitioners and researchers

Biographies
Garrett Ulosevich
Engagement Lead
Selected expertise
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Nearly 20 years leading national workforce and economic mobility initiatives
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Strong track record in conducting and qualitative and quantitative analysis to inform strategy
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Expertise in employer demand, skills-based hiring, and job quality improvement
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Cross-sector experience advising philanthropy, government, K12, higher education, and employers
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Skilled facilitator of multi-stakeholder initiatives at regional and national levels
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Biography
Garrett Ulosevich is a Principal Consultant at Bell Creek Consulting and leads the firm’s work on economic mobility, workforce, and labor market issues. He has nearly two decades of experience supporting foundations, nonprofits, and government leaders in designing and delivering initiatives that expand economic mobility.
Garrett has advised philanthropic leaders at the highest levels on developing strategies for economic mobility driven by evidence and their unique context. He has led Bell Creek’s work with the Gates Foundation on economic mobility and education-to-employment pathways, specializing in new strategies or major pivots driven by learning and evaluation. He also led work with the Markle Foundation, where he supported the launch of the Rework America Task Force, Rework America Business Network, and Skillful, an initiative focused on building a skills-based labor market in Colorado. His work has also included engagement with SUNY, community foundations, the Office of the Deputy Mayor for Education in Washington, DC, and others
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Prior to founding Bell Creek, Garrett served as an Associate Principal in McKinsey & Company’s Washington, DC office, where he was a leader in the Public Sector and Transformational Change practices. He also worked on the Obama-Biden Transition Team, helping establish agency review processes and cross-agency collaboration models. Garrett holds an MBA from Northwestern University’s Kellogg School of Management, where he was an Austin Scholar, and a BA in Economics from Trinity University, where he was elected to Phi Beta Kappa.
Patrick Casey
Project Manager
Selected expertise
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Employer practice change and job quality improvement
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Advising philanthropic sector leaders on workforce investments
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Aligning employer demand with equitable career pathways
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Strategy development, organizational design, and cross-sector facilitation
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Biography
Based in Kansas City, Patrick is a Senior Consultant leading Bell Creek’s Good Jobs Practice. He advises philanthropic and nonprofit clients on strategies that increase economic mobility for workers while enhancing employer performance. Patrick brings a workforce ecosystem perspective, helping partners align employer demand with training provider capacity and jobseeker outcomes. He has experience managing large and complex teams that integrate client, consulting, practitioner, and expert participants.
At Bell Creek, Patrick has advised the Gates Foundation’s Economic Mobility and Opportunity (EMO) team on nearly $100M in philanthropic investments to advance economic success for U.S. workers and job seekers living below 200% of the federal poverty line, with a focus on shaping employer practices. He also supported the Markle Foundation in launching the Rework America Business Network, which brought together Chief Human Resources Officers from Fortune 500 companies to advance skills-based hiring. Patrick brings to bear expertise in workforce ecosystem analysis and stakeholder facilitation, producing actionable recommendations that strengthen equitable pathways to good jobs.
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Patrick is effective at building trust with employers, leveraging his private sector experience, experience working with HR executives on their dollars-and-cents issues (e.g., hiring, upskilling, etc.), and experience translating their needs into the priorities of workforce and philanthropic partners.
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Finally, Patrick brings to his clients an ability to make sense of complex data environments, with a knack for translating data into actionable insights (e.g., prioritizing opportunity jobs, ranking high-performing workforce providers, identifying anchor employer hiring leadership, etc.).
Patrick began his career at McKinsey & Co. in Washington, DC, serving clients across the public, private, and social sectors. He studied economics at the University of Virginia. Based in Kansas City, he is deeply committed to supporting local and national initiatives that expand equitable economic mobility.
Durell Coleman
Community Engagement & Mapping Lead
Selected expertise
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Human-centered design and systems thinking for lasting impact
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Ecosystem mapping across philanthropy, government, nonprofits, employers, and jobseekers
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Workforce and career development strategies rooted in equity
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Complex stakeholder engagement and co-creation across divides
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Translating data and lived experience into actionable strategies
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Biography
Durell Coleman is the Founder and CEO of DC Design, a social impact strategy and design firm dedicated to eliminating generational poverty and expanding equitable economic mobility. A two-time Stanford graduate trained in engineering and design at the d.school, he brings expertise in human-centered design and systems thinking, helping partners understand complex ecosystems and focus on the highest-leverage opportunities for impact.
Durell has partnered with Santa Clara County, CA, reducing jail recidivism by 14%; the City of Newburgh, NY, helping reduce homelessness by 12 families per month; and the James B. McClatchy Foundation, increasing Pre-K enrollment for English learners by 120% in California’s Central Valley. He led his team in creating the Milwaukee BOSS platform with JPMorgan Chase and local CDFIs to expand entrepreneurship and wealth pathways for people of color. And, with New Haven, CT, he supported leaders in designing the investment approach for $53M in ARP funds to shape new workforce development pathways.
Durell’s approach combines human-centered design with systems thinking to co-create solutions alongside employers, training providers, philanthropy, and jobseekers. He helps partners turn data into actionable strategies, balancing rigor with flexibility, and bridging the gap between boardroom vision and frontline implementation.
He teaches at Stanford University’s d.school and Graduate School of Business, created the award-winning Design the Future program, and has been recognized with the Jefferson Award for Public Service. His work is featured in the PBS documentary Extreme by Design.
Karen Jackson, Ph.D.
Evaluation Lead (President, American Evaluation Association)
Selected expertise
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Evaluation design and implementation that is is equity-centered, transformative, culturally responsive and developmental
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Workforce development systems, career pathways, and employer engagement
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Multi-stakeholder collaboration across philanthropy, government, higher education, and community organizations
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Strategic planning, curriculum development, and organizational capacity building
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Biography
Dr. Karen Jackson is an evaluation leader and higher education scholar with expertise in equity-centered evaluation, workforce development ecosystems, and community-engaged research. She brings nearly two decades of experience designing and leading large-scale evaluations, mixed methods research projects, and workforce development initiatives across government, philanthropic, and community contexts.
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Dr. Jackson served as a co-Principal Investigator for the U.S. Department of Labor’s Information Technology’s Opportunity Network (IT’s ON), a $7.5M national initiative to expand IT registered apprenticeships for underrepresented populations. She has also led or co-led evaluations and research for the National Science Foundation (Broadening Participation in Research and ADVANCE), the U.S. Department of Justice (Community Violence Intervention Initiative), and Center for Community Self-Help Credit Union , among others.
Her work includes ecosystem mapping, stakeholder engagement, surveys, qualitative inquiry, and strategy design, producing outcomes such as expanded workforce pathways, increased access to capital for underrepresented entrepreneurs, and actionable evaluation frameworks for community and government partners.
Dr. Jackson’s approach combines rigorous evaluation methods with deep community engagement. She is skilled at convening diverse stakeholders—employers, training providers, government agencies, philanthropic funders, and jobseekers—and translating findings into metrics, KPIs, and actionable recommendations. Known for her ability to move between the boardroom and community level, colleagues and clients value her strengths in equity-focused analysis, strategic communication, and flexible, collaborative leadership.
Dr. Jackson holds a Ph.D. in Educational Research and Policy Analysis from North Carolina State University. She currently serves as President of the American Evaluation Association (2025) and Associate Professor at North Carolina A&T State University, where she teaches doctoral courses in leadership, ethics, and research methods.
Brett Theodos
Funding Flows & Policy Lead (Senior Fellow, Urban Institute)
Selected expertise
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National expert in community, economic, and workforce development
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Highly skilled in capital flow tracking, mapping, and analysis for regions, cities, and neighborhoods
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Cross-sector fluency in philanthropy, business, finance, nonprofits, and government
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Performance measure creation, data collection, analysis, visualization, and reporting
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Program evaluation for workforce development supports and employment training
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Biography
Brett Theodos directs the Local Finance and Growth practice at the Urban Institute. A respected national leader in the small business, mission finance, and community/economic development fields, he has authored over 100 publications, planned and conducted over 200 convenings and presentations, testified multiple times before Congress, written commentaries, and been cited as an expert in hundreds of news articles including in leading outlets. Dr. Theodos is regularly called upon by practitioners and policymakers to inform how to better expand prosperity in the US.
Dr. Theodos serves on the Board of Directors of the Center for Community Progress and the Housing Authority of Prince George’s County. He helped found and was a board member of the Douglass Community Land Trust. He served as a visiting scholar with the Federal Reserve Bank of Philadelphia for two years. Dr. Theodos has developed a foundational set of analyses that track capital flows (from public, impact, and mainstream sources) into regions, cities, and neighborhoods. This includes categorizing and calculating all federal appropriation and tax expenditure investments in the US for economic mobility.
Dr. Theodos has conducted several program evaluations in the area of workforce development supports and employment training. He was lead investigator on an impact evaluation of the Latin American Youth Center’s Promotores Pathway program, which combines employment and mentoring supports for young adults. Dr. Theodos also led two RCT evaluations of a youth workforce and education preparedness program—both of which evaluated Urban Alliance, an organization which provides on-the-job work opportunities, training, and case management/coaching support to youth and young adults in Baltimore, Chicago, Northern Virginia, and Washington, DC. Both studies investigate programmatic impacts as well as program processes and implementation.
Finally, for more than 15 years, Dr. Theodos has been working to assist nonprofit organizations in developing their capacity in the area performance measurement including logic model and theory of change development, indicator or performance measure creation, data collection, analysis, and visualization and reporting. He started and leads Measure4Change, a multi-funder effort in the greater Washington DC region.
Sean Brazier, Ph.D.
Workforce Data Analysis Lead
Selected Expertise
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Nearly two decades of experience helping communities and businesses create good jobs and supporting people to access them
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Proven ability to design and scale education-to-employment and job quality initiatives
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Skilled at translating research and data into strategy, strategy into action, and action into impact
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Effective at aligning systems around equity-centered goals, metrics, and implementation plans
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Cross-sector fluency spanning public policy, education, workforce, and economic development
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Biography
Sean is a Senior Consultant at Bell Creek, where he brings nearly two decades of experience designing, scaling, and evaluating workforce, economic development, and economic mobility initiatives. He integrates data-driven research and insights and ecosystem mapping to help partners strengthen career pathways, improve job quality, and align employer demand with training provider capacity.
At Bell Creek, Sean has advised the Gates Foundation across multiple teams on strategy, research, and evaluation to improve education-to-workforce pathways and job quality—particularly for overlooked learners and workers. He has supported regional leaders in Philadelphia and Baltimore to advance cross-sector economic mobility strategies that align education, workforce, and economic development goals. His work emphasizes data-driven insights, system coordination, and human-centered design to create pathways that are both effective and equitable.
Prior to Bell Creek, Sean led the Economic Competitiveness team at the Virginia Economic Development Partnership, where he oversaw statewide workforce and business engagement strategy and helped secure Amazon’s HQ2 through a cross-sector effort that elevated the state’s talent pipeline and storytelling. He also co-launched a cluster of PreK–12 schools for Purpose Built Schools Atlanta, transforming one of Georgia’s lowest-performing feeder patterns into a community-driven turnaround model. Earlier in his career, Sean led national scale-up efforts for Generation U.S., McKinsey’s nonprofit job training initiative, launching programs in six cities and building deep partnerships with employers, colleges, and training providers. He began his career at McKinsey & Company, serving clients across sectors with a focus on public and social impact.
Sean holds a Ph.D. in Public Policy from Virginia Commonwealth University, an MBA from Harvard Business School, an MSc from the London School of Economics, and a BA in Economics from Morehouse College. His academic and professional path reflects his commitment to aligning public policy, workforce systems, and economic development to create opportunity at scale.
Ellen Badger
Advisor
Selected expertise
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Over two decades of experience in economic mobility, workforce development, and strategic philanthropy
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Proven success in complex stakeholder engagement, facilitation, and coordination across employers, government, higher ed, nonprofits, and philanthropy
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Deep experience translating national best practices into local workforce strategies
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Track record of building organizational capacity and sustainable partnerships
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Biography
Ellen is a Senior Consultant at Bell Creek Consulting, where she leads projects at the intersection of workforce development, economic mobility, and strategic philanthropy. She brings more than two decades of experience across nonprofit, philanthropic, and consulting sectors, helping communities align national best practices with local realities.
At Bell Creek, Ellen has advised the Gates Foundation on education-to-workforce issues, with a particular focus on resolving labor market failures and helping workers match to better jobs, supporting local leaders in implementing economic mobility strategies, and building strong local pathways from education to work. Her experience also includes engagement with the Philadelphia Foundation on workforce development and multiple state governments on education strategy and system improvement. Prior to Bell Creek, Ellen was an Associate Partner and leader in McKinsey’s Public Sector and Transformational Change practices, and also led global learning and leadership development for partners. Prior to business school, Ellen worked directly in local nonprofits and was a grantmaker at Share Our Strength.
Ellen has worked extensively with organizations navigating moments of change–with new strategies, challenging external environments, and increased ambitions for impact. She has been an advisor to CEOs, governors, foundation leaders, nonprofit executives, and community leaders. She has facilitated multi-stakeholder convenings with employers, government agencies, nonprofit providers, and philanthropy—bridging diverse perspectives and translating real-world data into actionable recommendations.
Ellen holds an MBA from the Wharton School at the University of Pennsylvania and a BA in Economics from the University of Notre Dame. She currently serves on the boards of the Lenfest Institute, a funder of local news sustainability and owner of the Philadelphia Inquirer, where she was the board lead for a recent strategic planning effort, and Weavers Way, a large, sustainability-focused food co-op in the Philadelphia region.
Kate Jackson
Advisor/Facilitator
Selected expertise
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More than 15 years leading organizational change across public, private, and nonprofit sectors
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Expertise in workforce development, human capital, equity-centered organizational design, strategic planning, and operational excellence
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Cross-sector experience advising foundations, employers, government, and NGOs
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Strong track record in stakeholder engagement, facilitation, and human-centered experience design
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Skilled at translating data and metrics into actionable strategies for economic mobility
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Biography
Kate Jackson is an Advisor at Bell Creek Consulting, and is currently the coach for the Senior Director, Workforce at Kauffman. At Bell Creek, Kate also supports philanthropic, nonprofit, and public-sector clients in a wide range of areas including workforce and career development initiatives. She brings extensive experience in organizational transformation, human capital, and equity strategy, helping clients design and deliver solutions that expand opportunity and strengthen career pathways. Kate combines a national perspective on best practices with a commitment to place-based experiences and practical implementation, ensuring strategies are both evidence-based and grounded in the realities of local stakeholders.
Kate has managed engagements for a large philanthropic foundation focused on economic mobility, supporting field-building activities, collaborative learning, and strategy development for tech-enabled career navigation and worker support. She has also advised a leading national NGO on career coaching, strengthening operations alongside leadership development and facilitating internal task forces. Previously, she authored Bell Creek’s virtual convening design resources, which informed client projects including SUNY’s Task Forces on AI, Microelectronic Packaging, and Biotechnology. Her broader experience includes leadership roles in equity and belonging, leadership learning and development, and organizational design at Capital One and Wayfair, as well as directing networks and strategy at Grist, the non-profit journalism and network building organization, to launch a leadership program for sustainability entrepreneurs.
Kate’s approach emphasizes stakeholder engagement and inclusive facilitation, helping align employers, training providers, philanthropies, and policymakers around shared workforce priorities. She is recognized for ensuring that metrics and KPIs do more than measure progress — they engage the team to strengthen understanding and alignment, guide real decisions and support systemic change. Colleagues and clients value her ability to balance rigor with flexibility, moving seamlessly between advising executives, facilitating community and team conversations, and synthesizing insights into actionable recommendations.
Beyond Bell Creek, Kate serves as Chief Operating Officer at the Health Growth Advisory Network, overseeing product, technology, HR, finance, and strategy. She previously held executive HR and talent roles at Wayfair and Capital One, and served as Director of Networks at Grist, where she launched and scaled a leadership program for sustainability entrepreneurs. Earlier in her career, Kate was a Senior Knowledge Expert (Associate Partner equivalent role) at McKinsey & Company, a global health NGO program officer, and a community organizer on environmental and social justice campaigns. She holds an MBA from Northwestern University’s Kellogg School of Management and a BA from Harvard University, and is credentialed as a SHRM Senior Certified Professional.
Sharon Lu, Ph.D.
Consultant
Selected Expertise
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Strategic planning, program and experience design, and impact evaluation for place-based initiatives and capacity-building programs
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Bridging rigorous quantitative analysis with qualitative insight for equity-centered strategies
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Research rigor and analytical skills applied to complex systems
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Facilitating multi-stakeholder, community-centered processes that turn insights into actionable strategies
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Biography
Sharon Lu is a Lead Strategy and Design Consultant at DC Design with a PhD in Neuroscience and a decade of experience at the intersection of research, strategy, and design. A creative bridge-builder, she partners with nonprofits, foundations, and governments to catalyze collaboration, data-informed decision-making, and community-centered design. Sharon uniquely integrates scientific and design research, transforming both quantitative data and lived experience into practical strategies that elevate equity and drive lasting change.
Sharon has led strategic planning, ecosystem mapping, and pathway design for mission-driven organizations across the country. She facilitated bilingual community co-design sessions and created a strategic and storytelling roadmap to expand early education and economic opportunity in East San Jose. She shaped equity-centered student success strategies that bridge educational and employment outcomes for a Minority-Serving community college. To address persistent health disparities and strengthen Kansas’s health ecosystem, Sharon also guided the Kansas Health Foundation to develop long-term partnerships grounded in racial equity, systems change, and community-centeredness.
Sharon’s approach reflects DC Design’s commitment to partnering with community to build enduring pathways to prosperity. She is recognized for holding complexity, empathy for diverse stakeholders, and spaces where community members, service providers, and civic leaders co-create solutions. She bridges rigorous quantitative methods with qualitative insight, ensuring strategies are practical, evidence-based, and transformative. Having navigated across cultures, disciplines, and sectors—from Taiwan to the United States, from academia to social impact—Sharon brings a lifelong practice of connecting worlds and building bridges. Whether designing evaluation frameworks, facilitating multi-stakeholder convenings, or guiding advocacy efforts, she helps partners move from insight to real life impact with clarity and intentionality.
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Sharon holds a PhD in Neurosciences from Stanford University and a BS in Biology from the University of Wisconsin–Madison. She has guided strategic coalition-building across sectors and advocacy efforts to garner national investment in brain research. She co-founded the Taiwan-America Student Conference, a bi-national leadership incubator, and has led cross-cultural collaborations for over a decade. Sharon lives in New York City and speaks four languages.
Melissa Rey
Consultant
Selected expertise
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Extensive experience in workforce development strategy, economic mobility, and education-to-employment alignment
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Proven track record designing and launching youth work-based learning programs and social impact initiatives at the local, state, and national levels
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Skilled in public-private partnerships and scaling workforce initiatives
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Project-managed philanthropic RFP worth $7.6M in grants to support innovative hiring programs for underserved youth
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Commitment to equitable and accessible economic mobility opportunities, with a focus on communities with disabilities
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Biography
Melissa Rey is a Consultant at Bell Creek Consulting with expertise in youth apprenticeship, workforce partnerships, and public–private collaboration. She has designed and scaled apprenticeship programs that create meaningful education-to-employment pathways and helped secure multimillion-dollar federal and philanthropic funding for workforce initiatives. Her work reflects an ability to connect national practices in apprenticeship and skills-based hiring with the local needs of schools, employers, and communities.
At Bell Creek, Melissa advises philanthropic and nonprofit clients on strategies for workforce inclusion and youth pathways. Previously, she served as Chief of Staff at CareerWise New York, where she oversaw more than 400 apprenticeships and helped raise $2.5 million in federal and over $2 million in philanthropic support. While at CareerWise USA, Melissa helped project-manage the launch of three apprenticeship programs. Earlier, she worked at the Markle Foundation, where she helped build the Skillful State Network, a coalition of governors to endorse and adopt skills-based talent practices.
Melissa draws on strengths in stakeholder engagement, program design, complex project management and aligning ecosystem stakeholders to expand workforce opportunities. She has experience developing strategic plans aligning stakeholder priorities with data insights while emphasizing equity and community voice.
Melissa holds a degree from Pomona College, where she completed a thesis on mindfulness-based stress reduction for students with learning disabilities. She has also completed certificate programs for complex project management. Based in Seattle, Melissa is dedicated to local mutual aid initiatives and civic engagement.
Victoria Stafford
Consultant
Selected expertise
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Expertise in integrated workforce development, economic mobility, and strategic philanthropy
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Strong background in nonprofit advocacy, policy, and philanthropy partnerships
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Skilled at ecosystem mapping and stakeholder engagement
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Commitment to equity, sustainability, and community-driven strategies
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Ability to connect national policy insights with local implementation
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Biography
Victoria is a Consultant at Bell Creek Consulting, where she leads the firm’s local practice and diversity, equity, and inclusion functions. She brings an equity lens to projects on economic mobility, job quality, and strategic philanthropy, and brings experience in local workforce upskilling, employer and community engagement, and environmental sustainability.
At Bell Creek, Victoria has advised the Gates Foundation's Economic Mobility and Opportunity (EMO) team on strategy-setting and impact measurement for grantmaking portfolios supporting job quality and career navigation for low-income workers. Prior to joining Bell Creek, she managed multi-stakeholder administration of a youth-focused workforce development program in San Francisco, with a focus on improving graduation rates and increasing student eligibility for apprenticeships.
Victoria ensures that equity considerations are centered in strategy-setting, impact measurement, and implementation. Colleagues and clients value her ability to connect authentically with a wide variety of community stakeholders and navigate different sets of stakeholder priorities, motivations, and desired outcomes with nuance and care.
Victoria studied business, environmental policy, and global poverty and practice at UC Berkeley. She currently serves on the boards of HEAL Utah and Slow Food Utah, bringing grassroots and place-based perspectives to her consulting work.
Policies & practices
Applying Equitable and Responsive Evaluation Frameworks to Workforce Development
The Bell Creek Consulting team brings a multi-framework approach to workforce development evaluation that centers adaptability, equity, and cultural context. For this KF engagement we would integrate the following evaluation frameworks and approaches to ensure findings are credible, actionable, and community-grounded:​
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Primary framework: Developmental Evaluation
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Key Characteristics: Developmental evaluation is designed for innovation and complexity. It emphasizes real-time feedback, adaptive learning, and supporting emergent strategies rather than static summative judgments.
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Application: Workforce development ecosystems are dynamic. Developmental evaluation will guide how findings are communicated back to funders, policymakers, and community partners in real-time to adapt strategies. For example, early data trends about employer engagement could inform adjustments to outreach approaches while the landscape study is still underway.
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Additional frameworks we would draw from include
​Culturally Responsive Evaluation (CRE)
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Key Characteristics: CRE emphasizes centering the cultural knowledge, values, and lived experiences of diverse stakeholders, especially historically marginalized groups. It ensures evaluation questions, data collection, and interpretation reflect the voices of those most affected.
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Application to Workforce Landscape Study: CRE will shape stakeholder engagement and data collection strategies to account for Kansas City’s diverse workforce communities. For example, interviews and focus groups will intentionally include perspectives from underrepresented populations, ensuring KPIs such as “access to apprenticeships” or “entry into high-demand sectors” are interpreted through a cultural and community lens.
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Equitable Evaluation Framework (EEF)
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Key Characteristics: EEF calls for evaluation to be in service of equity by examining structural and systemic drivers of inequities. It emphasizes shifting power dynamics in evaluation design, implementation, and reporting.
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Application: EEF will guide the framing of outcomes beyond individual success metrics to also include systems-level KPIs:
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Employer readiness to adopt equitable workforce strategies
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Policy and funding alignment with inclusion goals
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Community perceptions of fairness and access in workforce pathways
EEF ensures the study not only reports “what is working” but also why and for whom it works.
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Transformative Evaluation
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Key Characteristics: Rooted in critical theory, transformative evaluation is explicitly oriented toward advancing social justice, challenging inequities, and shifting paradigms. It values stakeholder empowerment in the evaluation process.
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Application: This approach will inform how we interpret data related to disparities in training, employment, and retention. For example, when examining outcomes such as “number of apprenticeships secured,” a transformative lens ensures we assess whether the system is perpetuating or dismantling inequities. It pushes the study to ask not just “are programs effective?” but “are programs just and inclusive?”
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Integrated Strategy for KPIs and Outcomes
By combining these frameworks, we will:
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Surface Relevant KPIs – Engage stakeholders to co-define key performance indicators that are meaningful at individual, organizational, and systems levels.
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Contextualize Outcomes – Use CRE and EEF to interpret workforce data (e.g., training completion rates, job placement rates) in light of community histories, systemic inequities, and cultural strengths.
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Adapt in Real Time – Apply developmental evaluation to adjust study activities as emerging findings highlight gaps or opportunities.
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Advance Equity and Justice – Employ transformative evaluation to ensure recommendations promote not just efficiency, but equity, inclusion, and long-term systems change.
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This multi-framework approach ensures the landscape study will
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Provide credible KPIs on workforce supply and demand.
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Illuminate equity gaps and opportunities for systemic improvement.
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Support adaptive strategy-making throughout the study.
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Generate findings that are not only actionable but also aligned with the funder’s values around equity, inclusion, and sustainable impact.​​
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Bell Creek Data Stewardship Practices
Bell Creek Consulting takes a stewardship approach to data, ensuring that all information gathering activities (e.g., surveys, focus groups, interviews) protect participant privacy, minimize risk, and uphold equity and trust.
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Surveys. All participants receive clear informed consent explaining data collection, storage, and use. We collect only the minimum PII required and never request sensitive identifiers (e.g., SSN). Responses are encrypted, stored in access‑controlled systems, and analyzed in aggregate. Participants are reminded that responses are reported in aggregate—synthesized and de-identified. Unless given explicit permission otherwise, direct quotes from free-response fields are attributed to a group identifier (e.g., “Kansas Area Middle School Teacher,” “Skill-up Program Participant”), and individual responses are never shared with external parties.
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Interviews and focus groups. All participants receive clear informed consent explaining recording, storage, and use. Participants are reminded that insights are aggregated and anonymized, while direct quotes are attributed to a group identifier (e.g., “Kansas Area Middle School Teacher,” “Skill-up Program Participant”). For focus groups, facilitators reinforce group agreements on confidentiality to create safe conditions for candor.
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Participant rights & data stewardship. We ask participants to sign consent forms for specific data collection and use (which may include name, image, and likeness). Participants may withdraw anytime, request corrections, or ask for deletion. Participants are compensated; their voices are centered with care. Any recordings/transcripts are stored securely with encryption and password protection, and can be destroyed once findings are finalized according to our documentation retention schedules. In the unlikely event of a breach, we will promptly notify affected individuals and follow our incident response plan under applicable law. We never sell or use personally identifiable information for marketing.
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Compliance posture. We apply privacy‑by‑design, role‑based access, least‑privilege permissions, and documented retention schedules; where relevant (e.g., education/training data), we align to applicable data‑sharing rules (e.g., FERPA‑sensitive practices as applicable), and we can partner with Kauffman on IRB‑like reviews where needed.