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Strategy 1: Resources Fiscal Year to (Staff, Funding, Other) Lead Manager/Key Tasks Start/Complete Currently Team Members Milestones Available Needed • Reporting on progress in implementing the strategic plan is a key element. As part of the process, a reporting structure and timeline is created. It can range from a quarterly update of each goal and strategy, to a semi-annual review, once as part of the budget process and again in six months, with adjustments made to reflect changing conditions and accomplishments. Proposed plan of work Based on our experience with strategic planning and our understanding of your needs, we have prepared Our process provides for ongoing and meaningful collaboration between our staff and yours. We will provide expert advice, facilitation, and preparation of the strategic plan document and all its component parts. Throughout the engagement, we will be collaborating with you to ensure the desired results are achieved. We envision a combination of remote and in-person work. We expect to conduct meetings remotely and hold workshops in person. We will facilitate the following workshops. • First workshop: Executive team. Outcomes: Feedback on the data gathered in advance, to prepare for the Council workshop. • Second workshop:Council and executive team. Outcomes: Feedback and direction on draft goals and strategies; Council priorities for the first two years of the Strategic Plan. Determine how success will be measured and progress will be reported. • Optional Third workshop: With management team. Outcomes: Create an implementation action plan for the Strategic Plan to identify milestones, timelines, resources and assignments. City staff will be integrally involved in developing the Strategic Plan. The table below shows the anticipated roles of the Pleasanton staff and our team. ManagementCity Staff - - • Schedule meetings and handle workshop logistics • Participate in gap analysis • Design overall process and create detailed • Arrange for all staff to participate in the schedule employee survey • Provide guidance for environmental scan • Prepare environmental scan • Design and administer questionnaires • Manage communications with stakeholders • Facilitate workshops • Facilitate community input sessions • Provide guidance and training pertaining to • Finalize Strategic Plan with graphic designer stakeholder engagement • Prepare draft Strategic Plan • Present Strategic Plan to City Council • Provide language translations, as desired, of • Create Implementation Action Plan any documents Activity 1 — Start Project and Conduct Kickoff Meeting Our team will begin with an initial meeting with you and your project team. During this meeting (which will be conducted remotely) we will review a draft work plan and schedule for the strategic planning process Paize 9 of 1