04 - Laserfiche WebLink

Send the survey link to City staff for distribution. Analyze and prepare summary of the results. ■ Environmental Scan. City staff will prepare an environmental scan with advice from our team. An environmental scan will provide important information for discussions in the workshop described in Activity 3. Types of information that could be gathered for the environmental scan include: ■ Budget information and forecasts, • Service demand drivers; • Demographic trends and projections; • Infrastructure needs profile; and ■ Regional and state mandates. We will provide examples of environmental scans to staff. After City of Pleasanton staff prepares the scan, we will review it and provide feedback. We suggest staff present the information in a PowerPoint format. It will be a useful part of the discussions in the first workshop. We will summarize the results of the data gathering, for use in the first strategic planning workshop as described in Activity 3 below. We will meet with you to review the information gathered. Activity 3 — Design and Facilitate Executive Team Workshop During this activity, we will prepare for and facilitate a full-day workshop on site with the City's executive team. This will be conducted in person. Workshop Preparation. To prepare for the workshop, we will complete the following tasks. • Prepare draft agenda. We will prepare a detailed agenda for the workshop. • Prepare workshop materials. Management Partners will prepare a PowerPoint slide deck, and a workbook for the workshop, which will include the results of information gathered in Activity 2. We will meet with you to review the draft materials for the workshop and finalize them after receiving your input. The workbook and other handouts will be provided to the City to be copied for the workshop. During the workshop we will engage executive team members in a dialogue about the following items: ■ Results of the data gathering (employee and community surveys, community input sessions, mid- manager focus groups, gap analysis, and environmental scan); • Vision, mission, and values; • Long-range goals; • Strategies to achieve the goals; • How success will be measured; and • Agenda for the Council/executive team strategic planning workshop. Our workshops are engaging and interactive and include teambuilding activities. We will work in a combination of small and large groups to ensure full participation and meaningful dialogue. Summarize workshop results. After the workshop, we will summarize the results and incorporate them into a draft Strategic Plan (as described below). Activity 4 — Design and Facilitate Council/Executive Team Strategic Planning Workshop During this activity we will prepare for and facilitate the second one-day strategic planning workshop which will be held with the Council and executive team. This will be conducted in person. Workshop Preparation. To prepare for the workshop, the following tasks will be completed. • Prepare draft agenda. We will prepare a detailed agenda for the workshop and review it with you. Paque 1 l of 15