RAFTELIS FINANCIAL CONSULTANTS, INC. (2)

RAFTELIS 2 ACTIVITY 1: BEGIN ENGAGEMENT We will begin by holding a virtual meeting with you and your leadership team to ensure we understand the intended outcomes of the process and what you hope to accomplish at the staff workshop. This initial meeting will also cover the following items: • In what way the all-staff workshop will be used to review information gathered by your team in advance pertaining to Strategic Plan. We are proposing below that we include information gathered by your team in a workbook that will be used at the workshop as an easy way to encourage and focus staff discussion and input. Then, after the workshop, the Strategic Plan document would be prepared, containing the goals and strategies that would have had the benefit of the staff’s comments. • The steps your team is currently taking and the timeline of those tasks so we can understand what is being done and when. • The format you may have in mind for the new Strategic Plan. Raftelis has a number of examples we can offer. • Any specific topics or exercise(s) you currently have in mind for the all-staff workshop. ACTIVITY 2: REVIEW INFORMATION GATHERED To aid in the efficiency of preparing the final information that will be included in the new Strategic Plan document, we will review the format of the information and offer any insights that may be useful. Then, once the information is gathered by your team, we will review the information and offer feedback as to how it may be best organized for presentation and discussion at the all-staff workshop in October. ACTIVITY 3: PREPARE FOR AND FACILITATE WORKSHOP We will design the workshop and prepare a slide deck and draft agenda, along with other handouts that will be helpful during the day. One of the items we will prepare is a workbook containing the results of the information gathered by your team. This will enable the staff to review suggested goals and strategies and provide their input in an organized way. We will review the draft materials with you and finalize them based on your feedback. We will coordinate workshop logistics with your staff, including room set up, supplies, and other needed items. The workshop will be designed in such a way to facilitate open dialogue among your staff. We would anticipate that the workshop would entail teambuilding activities as well as a focus on the Strategic Plan. During the session, the primary role of the facilitator is to ensure that the environment is respectful and conducive to open and constructive dialogue, so the established objectives are ultimately met. ACTIVITY 4: PREPARE STRATEGIC PLAN DOCUMENT Early in the process, we will create an outline of the document and obtain your feedback and concurrence to ensure it will meet your needs. The current structure of the plan can easily be modified based on your preferences and to align with the City’s Strategic Plan. Additionally, we will obtain your input on the design of the document. After the staff workshop, we will prepare a draft Strategic Plan for your review. We will then incorporate your edits and other changes as needed and provide you with the final Strategic Plan document. DocuSign Envelope ID: 444F2A54-0EC8-4DFE-B6F4-684E5C05679A