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Strategic Planning Retreat

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Strategic Planning Retreat Agenda Overview Discussion on Trends Revisit Mission & Vision Discuss Business Center Successes & Key Challenges Review & Modify 5-Year ... – PowerPoint PPT presentation

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Title: Strategic Planning Retreat


1
  • Strategic Planning Retreat

2
Agenda Overview
  • Discussion on Trends
  • Revisit Mission Vision
  • Discuss Business Center Successes Key
    Challenges
  • Review Modify 5-Year Strategic Plan
  • Create the Business Plan (12-18 month) Goals
  • Revisit Performance Expectation Areas, Review
    Results, Measures, Goals, Strengths, Areas for
    Improvement
  • Have FUN!

3
DESIRED OUTCOMES...
BUSINESS CENTER 5-YEAR STRATEGIC PLAN
BUSINESS PLAN GOALS 12-18 months Executive
Leadership Committee
TACTICAL INITIATIVES lt 12 months Operations
Committee
4
GROUND RULES
  • Have FUN
  • Think OUTSIDE of the BOX
  • Think POSSIBILITIES
  • Allow BRAINSTORMING
  • Be BOLD
  • TRUST the PROCESS
  • FOCUS on ISSUES NOT People
  • 3 HAND RULE

5
Future Trends Projections
  • Community
  • Industry
  • Human Resources
  • Customer

6
What are the COMMUNITY TRENDS for the coming year?
  • Population Growth Projections
  • Citizens Survey
  • Political Climate
  • BCC Strategic Initiatives

7
Functional Population Projections
8
Municipal Unincorporated Functional Population
Projections
9
Sarasota County Citizens SurveyThe Condensed
Version
  • 2001
  • Prepared
  • By the Florida Institute of Government, USF

10
Conducted in May 2001
  • Sample Size - 800 of which 97 are residents year
    round.
  • 61 have lived in the County gt10 years
  • 61 live in south county (south of Center Rd.
    to Charlotte County Line)
  • Two-thirds are 50 years of age or older
  • 21 have a child under 18 years of age
  • 86 own their homes
  • 57 have a household income below 50,000

11
Opinions...
  • Quality of life today versus 5 years ago
  • 27 better 39 same 21 worst
  • 33 favor higher residential density to preserve
    open space
  • 52 oppose it because it would negatively impact
    their quality of life

12
Problems Facing Sarasota County
  • 29 - Water
  • 25 - Population New Development
  • 15 - Public Schools
  • 10 - Traffic Transportation
  • note 4 issues make up 79 of all first mentions

13
Opinions on Best Ways to Improve Growth Management
  • 83 - Better cooperation between County and
    Cities
  • 79 - Widening existing roads
  • 78 - More restrictions on commercial water use
  • 71 - More attention to availability of
    affordable housing

14
Opinions Continued
  • 70 - Paying more attention to disaster
    Preparedness
  • 67 - Improving Mass Transit System
  • 65 - Building new roads
  • 59 - More restrictions on residential water use
  • 50 - Installing more traffic lights

15
Neighborhood versus County Problems
  • County
  • 87 Traffic Volume
  • 84 Crime
  • 80 Juvenile Crime
  • 77 Speeding
  • 73 Flooding/drainage
  • 73 Condition of Housing
  • Neighborhood
  • 41 Speeding
  • 34 Traffic Volume
  • 29 Water Availability
  • 29 Water Quality
  • 25 Juvenile Crime

16
Additional Validation (344 participants)-Neighbor
hood Initiative ProjectTop Seven Issues
Identified
  • Water - Supply
  • Roads - Traffic Issues
  • Roads - Construction Issues
  • Growth Management
  • Housing - Affordable
  • Public Transportation
  • Government - City/County Issues

17
Sources of information utilized to acquire
information about County Government
  • 73 Newspapers
  • 52 Television (46 watch County Channel 19)
  • 4 Radio
  • 3 Friends and Neighbors
  • 2 Internet

18
More Opinions...
  • 42 rate officials communication excellent/good
  • 50 rate officials communication fair
  • 66 give officials good marks for allowing
    citizens to state concerns
  • 52 favor approach that cuts or does not raise
    property taxes
  • 42 prefer approach that raises property tax

19
Political Climate
  • What are your thoughts on the political climate
    in Sarasota County?

20
Business CenterStrategic Initiatives
  • Business Center
  • Alignment

21
Neighborhood Preservation/Enhancement
  • Provide infrastructure and amenities
    __________________________________________________
    ______________________________
  • Preserve character ______________________________
    __________________________________________________
  • Make safe _______________________________________
    _________________________________________

22
Growth Management
  • Constrain sprawl ________________________________
    ________________________________________________
  • Increase the quantity and quality of open space
    __________________________________________________
    ____________________________

23
Water Resources Management
  • Adequate water supply and distribution to meet
    projected population land use and natural system
    requirements ____________________________________
    ___________________________________________
  • Minimal flood damage ____________________________
    __________________________________________________
    __

24
Fiscal Sustainability
  • Withstand local, regional and state economic
    disruptions _____________________________________
    ___________________________________________
  • Keep tax, assessments and fee rates stable
    __________________________________________________
    ______________________________

25
Transportation
  • Enhanced mobility _______________________________
    __________________________________________________
    _______

26
Economic Development
  • Expand and attract desirable businesses and
    industries ______________________________________
    __________________________________________

27
Human Services
  • Establishment of a community alliance to
    coordinate the provision of human services
    __________________________________________________
    ______________________________________

28
What are the emerging Industry Trends for our
Business Center?
  • The Crystal Ball

29
Small Group Activity
  • Within your groups, select a scribe and a team
    leader.
  • Imagine you had the ability to see the future.
  • Discuss some of the issues you (realistically)
    foresee impacting the services we provide for our
    citizens - Identify these issues into 2
    categories
  • Things that may occur within the year.
  • Long term events that may occur in the future.
  • Select 5 short term issues and 5 long term
    events.
  • List these concerns on an easel sheet and be
    prepared to share them with the large group.
  • You have 10 minutes.

30
Its time to multi-vote for the Seven Emerging
Trends!Get your yellow post-it notes out!
31
What are the emerging HUMAN RESOURCE trends?
  • External Human Resource Trends

32
The State of the Workforce..
Rick Baron, Employment Manager 861-5809 Joanie
Whitley, Compensation Classification Manager
861-5822
33
CURRENT COMPENSATION TRENDS
  • PAY BUDGETS HAVE DECREASED IN REPSONSE TO REDUCED
    PROFITS AND LABOR MARKET INFLATION
  • METHOD OF PAY HAS SHIFTED TOWARD VARIABLE PAY
    BASED ON BUSINESS REUSLTS
  • EMPHASIS FURTHER PLACED ON A COMBINATION OF
    INDIVIDUAL AND TEAM PERFORMANCE
  • RAPID SHIFT TO A TOTAL COMPENSATION PERSPECTIVE
    AS BENEFITS COST HAVE INCREASED FASTER THAN
    SALARIES
  • MERIT INCREASES HAVE DROPPED FROM DOUBLE DIGIT IN
    THE 80S TO UNDER 5 THE NATIONAL SALARY
    INCREASE FOR 2002 WAS PROJECTED TO BE ABOUT 4

34
CURRENT COMPENSATION TRENDS (Cont.)
  • MANY COMPANIES INSTITUTED LUMP SUM INCREASES VS
    BASE PAY INCREASES TO REDUCE LONG-TERM IIMPACT ON
    SALARY INCREASES
  • LARGER REWARDS FOR KEY CONTRIBUTORS ON THE
    SPOT OR ONE-TIME BONUSES ARE SEPARATE FROM
    INCENTIVE PLANS
  • POPULAR SHIFT TOWARD PAY FOR PERFORMANCE
    MEASURE EMPLOYEES PERFORMANCE BASED ON AGREED
    UPON GOALS, OBJECTIVES, OUTCOMES AND TIME LINES

35
  • HR Trends Affecting Businesses
  • Healthcare Costs
  • Workers Compensation Costs
  • Aging Workforce
  • Generation X and Y
  • 9-11-01
  • Work/Life Scheduling
  • Diversity
  • Workplace Violence
  • Educational System

36
Lets BRAINSTORM...
  • WHAT DO YOU THINK?
  • In your small groups - brainstorm the specific HR
    trends or challenges we should focus on for the
    Business Center.
  • Select 3 - 5 trends or challenges to share with
    the large group and list them on an easel sheet.
  • You have 5 minutes.
  • Multi-Vote Process

37
What are the CUSTOMER TRENDS?
  • BC Customer Trends
  • BC Market Share
  • Emerging Customer Groups

38
Let's take a Look at BC CUSTOMER TRENDS
39
BC Market Share
40
Emerging CUSTOMER GROUPS
41
BREAK TIME Take 10
42
Mission_________________________________________
______________________________________________
  • A Mission answers the question, What matters
    most to us? This is what gives us the passion to
    do what we do.

43
Vision__________________________________________
_____________________________________________
  • A vision begins with the end in mind - answers
    the question, Where are we going? And creates a
    clear sense of direction and focus.

44
Reflecting on the past year - what were our
SUCCESSES?
45
Now, lets think about our key CHALLENGES. What
are the challenges or events we need to prepare
for, AND if not addressed, could negatively
impact the organization?
46
Heres the PROCESS...
  • Break into your teams and select a new scribe and
    team leader.
  • Discuss -What are the challenges or events we
    need to prepare for, AND if not addressed, could
    negatively impact the organization.
  • List 5 - 8 challenges on an easel sheet and be
    ready to share with the large group.
  • Compile List
  • Multi-vote Process

47
Strategic Plan
  • Keeping our key challenges in mind, does the
    Strategic Plan include the things we need to do
    to stay ahead of the game and be the best at what
    we do?

48
A Reflection on Leadership
49
Creation of the Business Plan
50
Revisit Performance Expectation Areas
  • Customer Perspective
  • Business Process Perspective
  • Learning and Growth Perspective
  • Financial Perspective
  • Are these the appropriate areas to measure for us
    to achieve our vision. Should we reword or revise
    an area?

51
A Closer Look at Customer Perspective
  • Review Results Discuss Any Trends
  • Review Specific Measures Target and Stretch
    Goals
  • Identify Strengths as they pertain to Customer
    Service - What are we good at?

52
Identify Areas or Opportunities for Improvement
  • How can we better achieve our performance
    expectation?
  • What areas or issues should we look into that are
    the most important to our success and overall
    performance?
  • If you were a customer utilizing our services,
    what would you want us to focus on?

53
PLEASE REVIEW THE LIST AND SELECT YOUR TOP THREE
AREAS OR OPPORTUNITES FOR IMPROVEMENT. Indicate
your top 3 selections on the Post-it Note.
54
Clarify the specific GOALS for each selection.
55
A Closer Look at Business Process
Perspective/Operational Excellence
  • Review Results Discuss Any Trends
  • Review Specific Measures Target and Stretch
    Goals
  • Identify Strengths as they pertain to Business
    Process/Operational Excellence - What areas
    within operational excellence are we good at?
    Finish the statement, We are awesome at _________.

56
Identify Areas or Opportunities for Improvement
  • How can we better achieve our performance
    expectation?
  • What areas or issues should we look into that are
    the most important to our success and overall
    performance?
  • If you were a customer utilizing our services,
    what would you want us to focus on?

57
PLEASE REVIEW THE LIST AND SELECT YOUR TOP THREE
AREAS OR OPPORTUNITES FOR IMPROVEMENT.
Indicate your top 3 selections on the Post-it
Note.
58
Clarify specific GOALS for each selection.
59
A Closer Look at Learning and Growth Perspective
  • Review Results Discuss Any Trends
  • Review Specific Measures Target and Stretch
    Goals
  • Identify Strengths as they pertain to Learning
    and Growth Perspective - What areas are we good
    at?

60
Identify Areas or Opportunities for Improvement
  • How can we better achieve our performance
    expectation?
  • What areas or issues should we focus our
    attention on to increase the proficiency and
    motivation of our workforce?
  • As an employee within the Business Center what
    would you want us to focus on?

61
PLEASE REVIEW THE LIST AND SELECT YOUR TOP THREE
AREAS OR OPPORTUNITES FOR IMPROVEMENT.
Indicate your top 3 selections on the Post-it
Note.
62
Clarify specific GOALS for each selection.
63
A Closer Look at Financially Responsible
Accountable
  • Review Results Discuss Any Trends
  • Review Specific Measures Target and Stretch
    Goals
  • Identify Strengths as they pertain to being
    financially responsible and accountable - What
    are we good at?

64
Identify Areas or Opportunities for Improvement
  • How can we better achieve our performance
    expectation?
  • What areas or issues should we look into that are
    the most important to our success and overall
    performance?
  • As a citizen within Sarasota county, what would
    you want us to focus on?

65
PLEASE REVIEW THE LIST AND SELECT YOUR TOP THREE
AREAS OR OPPORTUNITES FOR IMPROVEMENT.
Indicate your top 3 selections on the Post-it
Note.
66
Clarify specific GOALS for each selection.
67
One final discussion item...
  • What worked well - what did you like about the
    process and would want continued next year?
  • What should we consider doing differently?
  • Any other comments you would like to share?
  • Please take a few minutes to fill out the survey.

68
THANKS FOR A GREAT DAY!
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