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• Prepare workshop materials. Management Partners will prepare a PowerPoint slide deck and workshop materials to aid in discussions. These will be provided to the City to be copied. • Prepare draft Strategic Plan. We have found it most useful to have a draft for the Council to use as a starting point. It will incorporate the input that they will have provided early in the process, along with input from the data gathering outlined in Activity 2 above. See Activity 5 for more details. During this workshop we will engage the Council and the executive team in a dialogue about the following items: • Discuss the community input received; ■ Discuss staff input from the employee survey, mid-manager input, gap analysis and environmental scan; • Finalize the vision, mission, and values; • Finalize several broad, multi-year goals and strategies for each broad goal; • Establish Council priorities for the first two years of the Strategic Plan; • Discuss how success will be measured for the Strategic Plan, along with reporting and accountability mechanisms; and • Discuss how the strategic plan will be rolled out to stakeholders. After this workshop, Management Partners will finalize the content for the Strategic Plan document. Activity 5 — Prepare Strategic Plan As noted above, following the workshop with the executive team (Activity 3), we will prepare the content for a draft Strategic Plan. We understand the City will have its designer create the Strategic Plan document using its design and branding guidelines. We will start the process early by framing an outline of the document to seek your approval on its structure, which can then go to the City's designer. We will also ask City staff for photos for the document. The elements of the Strategic Plan that may be included (which will be determined through consultation with you) are: ■ Background and context for the strategic plan, • Vision, mission, values; • Multi-year goals; ■ City Council priorities for the first two years of the plan; • Several strategies for each goal; • Implementation process: and • Tracking and reporting on the Strategic Plan. We will review the draft content and structure with you and make modifications based on your input. Once the content is approved, staff will provide it to the City's designer. Activity 6 — Provide Guidance for Implementation Action Plan Once the Strategic Plan is approved, our team will create a template for an Implementation Action Plan (IAP). Having a comprehensive Implementation Action Plan is the best way to ensure that the content of the Strategic Plan gets integrated into the work of Pleasanton and into future budgets. The Implementation Action Plan template will contain the following elements, subject to modification based on discussion with staff: • Key tasks, • Timeline (start and completion dates), • Resources needed and currently available (and sources), • Staff assigned (including a lead person), and • Milestones. We will place the goals and strategies into the template. We will also prepare guidelines for City staff to use in completing the details of the Implementation Action Plan. It should be considered a"living" Pa_z 12 of 15