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06/18/1996 (2) : : ,f'c , ' I , 'I' , ,. ' ~. \ ~~f.,;\',', ,::-: >': ',-'-:" ':, " ,. . ':"i <') , . '''If .1 COMMISSION City Commission Minutes ',0 Date JfV1 e. la, /qq~ i I I , J i ! , " : . , -1- /3 16 ~ , '.' . , ' , ' . . . , ,'. J ._'. :~'/ " ' " -.;, ~}",: " /) CITY COMMISSION SPECIAL MEETING Strategic Planning CITY OF CLEARWATER June 18, 1996 Present: Rita Garvey J. B. Johnson Robert Clark Ed Hooper Karen Seal Elizabeth M. Deptula Kathy S. Rice Pamela K. Akin Pamela Skyrme Cynthia E. Goudeau Mayor/Commissioner Vice.Mayor /Commissioner Commissioner Commissioner Commissioner City Manager Deputy City Manager City Attorney Organization & Employee Development Director City Clerk The meeting was held at the Solid Waste Complex Conference Room and called to order at 9:03 a.m. 'I " """\ ,,,,,,,,,I The\ City Manager introduced Doctor Pam Skyrme, Director of Organization & Employee Development. She stated the method being proposed is applied strategic planning. She also recommended the Commission consider participating in a session called "people mapping". She reported this process helps groups to really understand how to approach and communicate with each other. Deputy City Manager Rice referred to the Principles of Operation and indicated this was adopted by the former Commission. She stated there needed to be value to it. Commissioner Hooper agreed saying there is a perceived belief that if differing view points are expressed, they are not heard. He stated there is a need to overcome that. Doctor Skyrme indicated that today, the team will decide whether or not applied strategic planning is a reasonable thing to do, She admitted she is a proponent of strategic planning but she will try not to sell it to the team. She stated a vision of where the City is going will help staff and the Commission in that we need to know where we are going in order to know how to get there. The City Manager emphasized this is a 9 person team, not Commissioners and staff. Commissioner Hooper agreed stating he expected to have dialogue among the team members and there may be some disagreement. Doctor Skyrme emphasized the need to be focused as a team on planning for the future. She stated this is an informal meeting and dialogue is meant to trigger thoughts and there is nothing wrong with agreeing and disagreeing. L-.J msp06c.96 1 06/1 8/96 ,~~:',', ' " ~ I She reviewed some definitions that indicated how strategic planning is different from other types of planning. She stated stratgic planning is a way to envision the future and' plan how to get there. Decisions being made should have an impact on what the future will be. What values are wanted in the future needs to be determined. She stated once this has been established, the departments use the vision as a framework for carrying out their functions. Envisioning is not just predicting the future but being able to change the future by the decisions and actions we take now. Critical factors in understanding the concept of stratgic planning were reviewed. Discussion ensued regarding the meaning of the City being in business. It was clarified that this meant what functions (services) should it be concerned with. As an example, the City Manager indicated that through the strategic planning process, it may be decided the City does not want to be in any business that a private industry can' do. Concerns were expressed regarding changes occuring on the Commission. It was emphasized that with strategic planning, it is believed core values will remain and the strategic plan will transcend these changes. i Doctor Skyrme indicated there were four types of planning, reactive, inactive, preactive and proactive. She stated that proactive is the best kind of planning as it designs what is wanted to happen. ..~'~ ;~,......,..,I Discussion ensued regarding who should be on the planning team. Doctor Skyrme cautioned it would not be wise to go beyond twelve members but the entire organization would be included throughout the process. Doctor Skyrme distributed and reviewed an output checklist which included areas for planning to plan, a values scan, mission formulation, strategic business modeling, performance audit, gap analysis, integrating action plans, contingency planning, and implementation. The strategic planning team is currently in the planning to plan stage. Discussion ensued regarding the values scan that had been pursued during the previous strategic planning sessions. Consensus was the values scan should be revisited. The previous process stopped at mission formulation. The City Manager indicated a mission statement for the City had been written in 1993, however, it was felt it was not inspiring. It needs to be a goal that people would work toward. Doctor Skyrme indicated the step of strategic business modeling is time consuming and is where the visioning process starts. A request was made that information previously provided regarding Best Run Cities be recopied to the Commission. l~ msp06c.96 2 06/18/96 , . , " ,~, ' .'. " /' I'", I ' , i..w., . -\ t Doctor Skyrme stated strategic business modeling developes critical success indicators. The next step is the performance audit which determines here is what we have and here is what we need. Analysising that gap takes place to determine how to close it. This has to be done prior to integrating action plans. Doctor Skyrme indicated it is in development of the action plans when the departments really get involved. Once the action plans are developed, then contingency planning takes place. This considers those things most likely to derail the action plans and how to deal with those contingencies. The plan is then implemented. Environmental monitoring is an on-going activity throughout the entire process. Doctor Skyrme indicated the recommendation of the designers of the applied strategic planning process Is to have a 2 or 3 day retreat every 6 weeks or so. She stated this is not possible in this organization but the process needs to be completed. Discussion then turned to the development of the list of stakeholders of the City. The City Manager indicated that quite a bit of time was spent during the last strategic planning session in determining who those stakeholders are. Letters were sent to all of them with questionaires. She did not remember if a good response to the questionaires was received. <:> She stated the former strategic planning team did try to predict what values the stakeholders had but the process did not confirm or deny those assumptions. It did find some data indicating people generally think the City is doing a good job. A question was raised regarding whether or not resources in place are considered. Doctor Skyrme indicated that is taken into consideration during the performance audit. It was emphasized that the decision regarding what business we are really in needs to be made prior to that taking place. The meeting recessed from 10:31 a.m, to 10:43 a.m. A strategic planning questionaire was handed out to the group and is attached as Exhibit A to these minutes. Each individual filled out the questionaire on their own and the responses were reviewed as a group. In general, responses indicated the team expects strategic planning to provide direction for the future through proactive planning with understanding and acceptance by 'all stakeholders. It was felt strategic planning was needed in order to develop that direction and to define the future of Clearwater. Key factors for success were felt to be commitment, cooperation, team building, communication, and trust. It was felt this process would not be successful if there was no follow up, if the appropriate data was not obtained, and if the organization got bogged down in the process rather than obtaining the goal. '...; msp06c.96 3 06/18/96 {';:..: ~'1 It was also emphasized there needs to be constant environmental scanning. As conditions and situations change adjustments need to be made to the plan. It was felt the team currently in the room support the proposed strategic planning process as do many of the department directors, some citizens, and employees, however, many are unaware of the process. It was felt many of the stakeholders and employees could care less about the process, Most of the members of the strategic planning team were commited to the process, however, some reservations were expressed regarding having enough time to complete the process appropriately and the fear of getting bogged down in the process rather than obtaining the goal. Discussion ensued regarding the time commitment that would be needed. Doctor Skyrme recommended the process finish in time for the fiscal year 1997-98 budget process. She stated this would be approximately a six month process and there would need to be a commitment to begin in August. This would allow plenty of time for the 1997-98 budget process. In response to a question, Doctor Skyrme recommended six weeks in between meetings. This would allow time for information to be gathered and processed. Discussion ensued regarding whether or not the sessions should be whole days of half days. It was felt it would depend on the topic c::s some topics would take an entire day or more. As an example, strategic business modeling may require a three day session. '::) Concerns were expressed regarding the ability of the Commissioners and staff to commit the time needed. Discussion ensued regarding the team. It was indicated all the Commissioners need to be involved and only in an emergency would they not attend one of the sessions. Discussion ensued regarding who else needed to be on the team with the current team's strengths and weaknesses being listed. Strengths included such things as commitment, the ability to disagree and still respect each other, diverse backgrounds, innovativeness, good communicators, intellect, common sense. etc. Weaknesses included such things as being new to the group, baggage inherited, personal missions, etc. Questions were raised regarding what other talents were needed on the team. It was suggested it would be logical to add the new Economic Development Person who is to be hired in the near future. Also, whoever fills the vacancy in the Assistant City Manager position. Further discussion ensued regarding whether or not additional individuals should be included on the team. Consensus was that the current 9 member team, plus Doctor Skyrme as the facilitator, the new Economic Development individual and new Assistant City Manager was appropriate. It was emphasized, as the process progresses, other individuals would be brought in for input and involvement. \~ msp06c.96 4 06/18/96 ~ , 'i{' ;',,:,,'", '{1t,:'::,:" ,~ It was agreed the applied strategic planning process would continue with the team being as just outlined. The goal would be to be ready for the next budget process and the strategic planning would begin in August. A question was raised regarding whether or not the Commission wished to participate ,in the people mapping session that was mentioned at the beginning of the meeting. Doctor Skyrme stated she thought the team was becoming a cohesive group and the process would be valuable. Consensus of the Commission was to have a people mapping session on July 30, 1996, from 9:30 a.m. to 5:00 p.m. with the location to be announced. The next strategic planning session would be on August 5, 1996, from 1 :00 p.m. to 4:30 p.m. with the location to be announced. A question was raised regarding the discussion now taking place about a possible beach community redevelopment agency and whether or not that would change the direction regarding the reconstitution of the DDB. It was indicated this is something that will need to be talked about. I I I , ! In response to a question, the City Manager indicated she has talked to County Administrator Fred Marquis. There are some concerns regarding the budget and condemnation powers for the reconstituted DDS which would serve as the CRA. I.......~.\ , ..--/ A question was raised regarding condemnation powers and the City Attorney indicated the CRA has broader powers in that the City can not condem property for public use. The City Attorney emphasized the County controls the condemnation powers and they would have to approve those powers for the new entity. The meeting adjourned at 1 :00 p.m. ATTEST:~ C /YJ. City Clerk . msp06c.96 5 06/18/96 I ., I! ~' , I'" '.," , . ~,.~-( ~>,~.,.,., . , :,:~*,~";t:.: : ':'; " , ,<,' .. " ~ :.' \ ~ 'd '-llrlfY S~~ P'J ~ ~ Strategic Planning Questionnaire 1. What do you expect to accomplish by doing strategic planning? (Please state two or three specific goals. Record and clarify them before answering the next question.) 2. Describe previous efforts by your organization to do strategic planning. . What was your role in these efforts? I I I I [ . What worked well in these efforts? ::) . What seemed not to work well? 3. Describe your previous involvement with doing strategIc planning in other organizational settings. 4. Why is your organization considering doing strategic planing now? v G '\B.(\~ Exh A \ of '3 , , . , "". II'. \ .. ,. , , ~:~.f:~<:'t\;>:,':"'/:' ;:";.:;;:;':';;;: ,; ;';','( ~~::<}\,\!: ': '~ ':,: ".:' .'. . ::. .~, I~:'" '; \,.~ " <. . , , .'.-...... , .I ......'~'1 S. What factors could lead to success in this upcoming strategic planning process? , , 6. What factors could lead to failure in the process? 7. Who strongly supports the proposed strategic planning process? , ~ I' ! 1 j 'I I I I ,."", ,1,--.) 8. Who could probably "care less. about the process? ,0 ~'lg'9G Fxh A aot- 3 " \ ': , ., . . " , ' .. ~ ~ I ' . _ ~ ~~~i~.; ~:,::~.Cl~\" 1 .:' " , t ., 'I , :,...;1 ~>,.. " t' < }', . " .~ ~,~.~~:...;tIJ:"'."',~~:C~t,',.,~,::,~ ,.,' l'.' .1 ;c,~l,. , "'\, ' , ':'.I,..C':,: :":'''" ji"'~; . .;. '""\ ' ('f\l{,! 9. What Is your personal level at commitment? , .11". '.' ., 10. What else would you like to say about the proposed strategic planning effort? "> ' ' '~.. " " ""'0 .', [ " " u G'l8.Cl(, ,~x~ A 3~f 3