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RAFTELIS FINANCIAL CONSULTANTS, INC. (#2025490)
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RAFTELIS FINANCIAL CONSULTANTS, INC. (#2025490)
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Last modified
7/7/2025 4:51:12 PM
Creation date
7/7/2025 4:48:59 PM
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CONTRACTS
Description Type
Professional Services
Contract Type
New
NAME
RAFTELIS FINANCIAL CONSULTANTS, INC.
Contract Record Series
704-05
Munis Contract #
2025490
Contract Expiration
6/30/2025
NOTES
STRATEGIC PLANNING AND CITY COUNCIL RETREAT FACILITATIONS AND STRATEGIC PLANNING SERVICES.
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RAFTELIS 2 <br />In advance of the Council workshop, Nancy and Rod will interview each member of the City Council to obtain <br />information that will help us prepare for the session. They will ask questions such as: <br />What are some key accomplishments of the City over the past year? <br />What are key challenges facing the City? <br />top three to five priorities to address through City resources (budget, staff <br />time)? <br />How do you describe the roles of the City Council, Mayor, City Manager, and City Attorney? <br />What do you view as the attributes of a highly effective Council/staff team? <br />We will consolidate the feedback received and meet virtually with you to review the information. <br />Activity 2: Prepare For and Facilitate City Council Workshop <br />We will then design the Council workshop and prepare a slide deck and draft agenda, along with other handouts <br />that will be helpful for the discussions. We have significant resources, such as best practice examples from other <br />cities, that we will utilize to support the discussions. <br />Possible agenda topics include (to be informed by Council interviews and discussions with you): <br />Discussion of good governance practices, including norms, roles, and responsibilities <br />Review of financial resources available for the coming year as context for discussion of priorities <br />Discussion of interests of members of the Council regarding desired outcomes over the coming year <br />Consensus on Council priorities for the upcoming two-year budget <br />Nancy and Rod will review the draft materials with you and finalize them based on feedback received. We will <br />coordinate workshop logistics with your staff, including room setup, supplies, and other needed items. <br />The workshop will be designed in such a way as to facilitate open dialogue among members of Council, you, and <br />others from your staff who will be present. During the session, the primary role of the facilitators is to ensure that <br />the environment is respectful and conducive to open and constructive dialogue, so the established objectives are <br />ultimately met. <br />Within two weeks after the workshop, we will provide a summary report documenting the results. <br />Activity 3: Provide Executive Coaching <br />Raftelis will be pleased to provide executive coaching for the City Manager. Rod Gould will serve as Executive <br />Coach. We have significant resources to assist with this, which includes creating a coaching plan and a series of <br />coaching sessions. <br />Docusign Envelope ID: AF9B1F54-F4AA-4684-8053-73FF4456BB2CDocusign Envelope ID: 0AE19FB4-94DC-42D8-9154-6DA4F0413C5E
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