Developing a Strategic Plan Facilitated Workshop

Transcription

1 Developing a Strategic Plan Facilitated Workshop April 11, 2017 Ellen Smyth, City of El Paso Tyler Hurd, City of Denton Scott Pasternak, Burns & McDonnell

2 Agenda 2

3

4 Say what s a mountain goat doing way up here in this cloud bank? Where are you now?

5 I ve got it too Omar a strange feeling like we re just going around in circles. Where are you going?

6 Strategic Vision Intuition Market/Customer Understanding Integration Alignment Focus & Prioritization Not Strategic, but Essential Operating Plans & Policies Capital Program Details Budgets Staffing Levels Efficiency Studies/Procedures Organization Charts Staffing Levels & Job Descriptions

7 Strategic Planning Process Overview 7

8 Strategic Plan Team Structure 8

9 Plan Development VISION: What an organization seeks to achieve overall from a high level perspective MISSION: Core purpose VALUES: Those attributes that are fundamental to the way an organization operates both internally and externally VISION MISSION VALUES STRATEGIC PLAN ISSUES STRATEGIES BUSINESS PLAN TACTICS RESULTS ISSUE: A high level problem, concern or challenge that must be addressed to achieve vision/mission and typically include must, needs or should to create sense of urgency and build in prioritization STRATEGIES: Clearly stated solutions that resolve issues TACTICS: Specific work activity to accomplish a Strategy 9

10 Plan Development VISION: What an organization seeks to achieve overall from a high level perspective MISSION: Core purpose VALUES: Those attributes that are fundamental to the way an organization operates both internally and externally VISION MISSION VALUES STRATEGIC PLAN ISSUES STRATEGIES BUSINESS PLAN TACTICS RESULTS ISSUE: A high level problem, concern or challenge that must be addressed to achieve vision/mission and typically include must, needs or should to create sense of urgency and build in prioritization STRATEGIES: Clearly stated solutions that resolve issues TACTICS: Specific work activity to accomplish a Strategy 10

11 Plan Development VISION: What an organization seeks to achieve overall from a high level perspective MISSION: Core purpose VALUES: Those attributes that are fundamental to the way an organization operates both internally and externally VISION MISSION VALUES STRATEGIC PLAN ISSUES STRATEGIES BUSINESS PLAN TACTICS RESULTS ISSUE: A high level problem, concern or challenge that must be addressed to achieve vision/mission and typically include must, needs or should to create sense of urgency and build in prioritization STRATEGIES: Clearly stated solutions that resolve issues TACTICS: Specific work activity to accomplish a Strategy 11

12 Plan Development VISION: What an organization seeks to achieve overall from a high level perspective MISSION: ESD s core purpose VALUES: Those attributes that are fundamental to the way an organization operates both internally and externally VISION MISSION VALUES STRATEGIC PLAN ISSUES STRATEGIES BUSINESS PLAN TACTICS RESULTS ISSUE: A high level problem, concern or challenge that must be addressed to achieve vision/mission and typically include must, needs or should to create sense of urgency and build in prioritization STRATEGIES: Clearly stated solutions that resolve issues TACTICS: Specific work activity to accomplish a Strategy 12

13 Plan Development VISION: What an organization seeks to achieve overall from a high level perspective MISSION: ESD s core purpose VALUES: Those attributes that are fundamental to the way an organization operates both internally and externally VISION MISSION VALUES STRATEGIC PLAN ISSUES STRATEGIES BUSINESS PLAN TACTICS RESULTS ISSUE: A high level problem, concern or challenge that must be addressed to achieve vision/mission and typically include must, needs or should to create sense of urgency and build in prioritization STRATEGIES: Clearly stated solutions that resolve issues TACTICS: Specific work activity to accomplish a Strategy 13

14 Plan Development VISION: What an organization seeks to achieve overall from a high level perspective MISSION: ESD s core purpose VALUES: Those attributes that are fundamental to the way an organization operates both internally and externally VISION MISSION VALUES STRATEGIC PLAN ISSUES STRATEGIES BUSINESS PLAN TACTICS RESULTS ISSUE: A high level problem, concern or challenge that must be addressed to achieve vision/mission and typically include must, needs or should to create sense of urgency and build in prioritization STRATEGIES: Clearly stated solutions that resolve issues TACTICS: Specific work activity to accomplish a Strategy 14

15 Plan Development VISION: What an organization seeks to achieve overall from a high level perspective MISSION: ESD s core purpose VALUES: Those attributes that are fundamental to the way an organization operates both internally and externally VISION MISSION VALUES STRATEGIC PLAN ISSUES STRATEGIES BUSINESS PLAN TACTICS RESULTS ISSUE: A high level problem, concern or challenge that must be addressed to achieve vision/mission and typically include must, needs or should to create sense of urgency and build in prioritization STRATEGIES: Clearly stated solutions that resolve issues TACTICS: Specific work activity to accomplish a Strategy 15

16 City of El Paso Strategic Plan Plan Drivers ESD successfully implemented the 2008 Strategic Plan Over eight years, issues evolved and the department grew 2016 Strategic Plan intended to unify a department of more than 300 staff on the top 3 5 issues 16

17 City of El Paso Strategic Plan 17

18 City of El Paso Strategic Plan Issue 1 Operational efficiency must continue to increase Issue 2 A strong safety focus must be evident in all that we do Issue 3 Issue 4 Customer service must be reliably consistent ESD must focus on educating the public, elected officials and City departments on our key activities 18

19 City of Denton Strategic Plan Plan Drivers Multiple plans developed and successfully implemented over the past 20 years 2016 Strategic Plan allowed the Department to reassess the organization s direction and ensure that programs align with the mission and vision Consistency with the citywide Strategic Plan 19

20 City of Denton Strategic Plan

21

22 Identify and Prioritize Key Issues 22

23 Scott Pasternak Burns & McDonnell Ellen Smyth City of El Paso Tyler Hurd City of Denton

24 Plan Development STRATEGIC PLAN GOALS BUSINESS PLAN KPIs GOALS: Defines when an issue has been resolved - should contain quantifiable numbers (i.e. date, percentage, dollar amount) KPIs: Provides a clear and concise way to measure progress should also contain quantifiable numbers RESULTS 24