HomeMy WebLinkAbout1997-09-02 - AGENDA REPORTS - CMTY STRATEGIC PLAN (2)CITY OF SANTA CLARITA
INTEROFFICE MEMORANDUM
TO: Honorable Mayor and Members of the
FROM: George Caravalho, City Manager
DATE: September 2, 1997
SUBJECT: Community Strategic Plan: "Share the Vision III - The Next Decade"
Community Visioning and Strategic Planning Effort
Share the Vision III - The Next Decade
Introduction
More than ever before, communities are being forced to find new and innovative ways to
meet the challenges before them. The issues facing community problem solvers and
visionaries have never been so complex. We require new approaches to address the new
realities of the present and future. Community Strategic Planning and Visioning is a way
to collaboratively and successfully address these realities.
How Do We Do it?
Modeling Success
Successful communities are focusing on ways in which businesses, governments, non
profit organizations, schools, and citizens work together. In reviewing successful
collaborative efforts throughout the country, all possess the following ingredients:
• People with varied interests participated throughout the entire process.
• Individual baggage was set aside in pursuit of common goals.
• Strong leadership came from all sectors of the community.
• All took personal responsibility for the process and outcome.
• The groups produced detailed action plans and recommendations.
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Individuals broke down racial, economic and social barriers and developed
effective working relationships based on trust, understanding and respect.
Participants remained committed.
Collaborative Problem Solving
In a collaborative process, the sharing of information and the pooling of resources builds
understanding and leads to better decisions. Special interests are not as inclined to block
implementation of the plan. It reflects the interests of many and is partially the result of
their efforts.
While collaborative problem solving is not appropriate for every situation, it is absolutely
necessary for community -wide strategic planning and visioning efforts. Collaborative
problem solving should be used when:
• There are a number of interests involved
• Individual and community efforts are required to effectively address the issue
• People are interested and willing to participate
• No single entity has jurisdiction over the problem or the plan implementation
• The issues are complex or can be negotiated
• The resources to address the issues are limited
Nuts and Bolts of the Strategic Planning/Visioning Project
Develop an Oversight/Initiating Committee
This brings together a team of project champions or catalysts from throughout the
organization and community to lay the foundation for the community strategic planning
and visioning effort. A group of 15 to _20 individuals representing the broader
community focuses on the process and logistics of the project - not the content. Their
participation lends credibility because diverse interests and perspectives are represented
from the beginning. Previously this effort was handled exclusively by City staff.
Key Components & Tasks of the Committee
Identify Stakeholders
Shepherd the Process
Set Project Time table - Suggested: September - January
Design Community Outreach /Grass roots Involvement Process
Form a Research Committee
Staff the Project - City Staff and Community Effort
Select a Facilitator
Establish a Project Budget - $15,000 appropriated in 1997198 Budget
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Create a Name - Suggested: Share the Vision III - The Next Decade
Select an Event Site - Options: local High School or College
Project Kick -Off & Education
This serves to promote understanding of the project, demonstrate why an inclusive
approach is being used and develops what the desired outcome for the community may
be. The project kick-off can be a multifaceted effort tied in with the events surrounding
the 10`h birthday celebration and concluding with the actual. Strategic Planning Visioning
effort. This effort could begin in September with the Preliminary Community Outreach
which will introduce the concept to the community and begin identifying issues. In
addition, this preliminary phase is critical for gathering information regarding issues and
vision from various segments of the community. This information gathering is also
essential to providing a foundation of information from all to kick off the actual planning
session.
Components of the Plan
The Environmental Scan
This is similar to the assessment portion of the traditional community strategic planning
model. Here, external forces are identified as well as pressures and trends impacting the
community from a global, national, state and regional level.
Key Components of the Environmental Scan:
Trends in the educational system
Housing quality and affordability
New technology, costs, impact on jobs and community quality of life
Global (etc.) trends impacting the community
Economic factors
Community Profile
This involves determining _worst and best case scenarios previously utilized in prior
planning efforts. Here, participants evaluate the future -facing the community if no
significant intervention occurs. Without this scenario weighed against the desired future
(best case) it would be difficult to define key areas where change must be effected. The
Community Profile can also consist of local indicators to assess how the community is
doing on a variety of levels. These indicators, as well as completion of action plans,
enable us to determine actual impact on quality of life via the Strategic Plan over the
planning period. Sample indicators used by a variety of other communities to monitor the
impact of the strategic planning and vision efforts included:
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• Public high school graduation rates
• Affordability of single family homes
• Index of crimes
• % of people reporting they feel safe walking alone in their neighborhood at night
• % reporting racism as a local problem
• Public library book circulation per capita
• Tourism and TOT revenue
• % registered to vote
• People accurately naming two City Council members
• Average Public Transit ridership per 1000 population
• Recreation program and park usage
• Traffic flow rates
Community Vision Statement
A vision is a powerful statement and a useful tool which focuses hopes and aspirations,
frames the project, and sets priorities. The vision describes where participants would like
to be in key quality of life areas over the time frame of the planning period and beyond. It
is anticipated, given the model suggested, that individual neighborhoods as well agency
as heads come together to outline a vision for the community over the life of the planning
period. Key questions that assist in formulating a vision include:
What do I see as the best possible future for my community
What is possible for us?
What should it like to live here?
What type of legacy would I like to leave for my children and grandchildren?
How do you define quality of life? (Draw a picture)
Action Plans
Participants must integrate. their work and develop a strategy for implementation,
monitoring and follow up. They must identify responsible parties, set timelines, estimate
costs and find sources of support to accomplish the tasks at hand. In this area it may be
helpful to specifically outline the responsibilities of the City as well as others with a
defined role for implementing action plans.
Community Celebration
Strategic Planning and Visioning should always conclude with a community celebration
acknowledging the efforts of all involved, presenting the competed plan to the community
and commencing the implementation phase of the project.
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Shift from Planning to Implementation
The transition from planning to implementation is crucial. The finalized action plan should
have an articulated game plan or specific projects and policy recommendations. The lead
implementers must build on these commitments and begin their work immediately.
Responsible parties should capitalize on the momentum surrounding the celebration and
publication of the report and facilitate rapid movement.
Implementation Committee
A successful Community Strategic Plan and Vision effort must have a group or individual
overseeing the implementation process. This may well be a sub -set of the initiating
committee or City staff. The group ensures that the plan remains on track, assists
responsible parties with action steps when necessary, and troubleshoots when unforeseen
challenges arise.
RECOMMENDATION
City Council receive report regarding the Community Visioning and Strategic Planning
Effort and provide staff with direction to proceed.
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Community Strategic Planning and Visioning Model
1.. Preliminary Community Outreach
Agency Outreach
Issue Identification
Vision Statement
Community/ Neighborhood Outreach
Issue Identification
Vision Statement
2. Environmental Scan: Examine Community Trends and Forces
Evaluate local trends
Evaluate Regional, State & Federal Forces on City (Research Committee Effort)
Assess Global trends and forces impacting Santa Clarita
Economic
Technology
3. Community Profile
What is the desired future? (Best Case scenario)
What is our future with no significant involvement (Worst Case scenario)
Presentation and evaluation of community indicators (TBD)
Examples:
High school graduation
Parks and Recreation usage
Crime statistics
Housing affordability
Tourism and TOT
Civic involvement
Traffic flow rates
Percentage of population registered to vote
• Note: Benchmark of items selected must be complete prior to
initiation of the plan.
4. Community Vision Statement
Design a pictorial representation of the Vision of Santa Clarita
(Integrate agency and community/neighborhood work)
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Possible Visioning Questions:
What makes Santa Clarita distinctive or unique?
What do I see as the best possible future for my community?
What is possible for us?
What should it be like to live here?
What type of legacy would I like to leave for my children and grandchildren?
How do you define quality of life? (Draw a picture)
5. Select Key Performance Areas
(Integrate Community and Agency issues listings)
Create voting methodology to capture top issues
Consolidate issues into like strategic directions and assign team leaders to ensure
common integrated approach
6. Develop Action Plan
Draft Action Plan for each priority issue Action Plan to include:
Common strategic direction for issue grouping
Statement or the issue (What is the issue to be resolved)
What is the anticipated outcome?
How will addressing this issue aid in achieving the shared vision?
Who are the key stakeholders that can assist in resolving the issue?
What resources are potentially required to address this issue?
What is the time line for completion?
Who is responsible (lead and support) for achieving the action item?
7. Community Celebration
Formal release of document w/Marketing Plan
Document to include:
Vision Statement
Complete Strategic Directions and corresponding action plans
8. Implementation and Plan Review
Strategic Direction Leader review every quarter
Community report annually
msWc ciAsharvW.doc
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City Council Study Session
September 2, 1997
Call To Order: 7:05 p.m.
Roll Call: All Councilmembers were present with the exception of Councilmember
Boyer due to a death in the family.
Pledge of Allegiance: Led by Mayor Smyth
Item 1 1(YMANNIVERSARY VIDEO - Public Information Officer Gail Ortiz showed
the City's 10th Anniversary Video.
Council discussion and concerns: would have liked more information on small
businesses and equestrians.
Public Participation: There was none.
Item 2 STUDENT PARTNERSHIP PROGRAM - Community Services
Superintendent Adele MacPherson introduced Lou Trabone, President of the Los
Angeles County Office of Education and members of the Student Partnership
Program, who explained the goals of the program, outlined statistics and some
of the activities the students participate in.
Council discussion and concerns: the location of the school; whether any youths
were from group homes; long-term followup on the success of the program;
having talks with the youth so they understand the cost to the community for
graffiti and shoplifting; looking at a program that leads the youth into further
education and how the curriculum is developed.
Public Participation: There was none.
Item 3 SHARE THE VISION III - THE NEXT DECADE - City Manager George
Caravalho requested Council input on how to proceed with the Community
Visioning and Strategic Planning effort.
Council discussion and concerns: doing a community report card; working with
agencies whose boundaries overlap, such as CalTrans, non profit organizations,
utilities; not supporting an elitist group; giving baseline information to groups
in various areas and going forward; and asking for creative sources of money.
Public Participation: There was none.
Mayor Smyth called for general Public Participation; there was none.
Mayor Smyth adjourned the meeting at 8:43 p.m.
Sharon L. Dawson, CMC, City Clerk