A Revenue Guide for Local Government 2nd ed

368 views

Published on

Published in: Business, Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
368
On SlideShare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
7
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • Title page
  • Author footer can be altered in the Master slide template and is found under View>Master>Slide Master.
  • Author footer can be altered in the Master slide template and is found under View>Master>Slide Master.
  • Author footer can be altered in the Master slide template and is found under View>Master>Slide Master.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Chapter contents list. Can adjust chapter title size as needed to fit onto one line.
  • Title page
  • A Revenue Guide for Local Government 2nd ed

    1. 1. Strategic Planning for Local Government Second Edition Gerald L. Gordon, Ph.D. President and CEO Fairfax County (Virginia) Economic Development Authority
    2. 2. What Is Strategic Planning? <ul><li>A response to events </li></ul><ul><li>A response to community concerns </li></ul><ul><li>A response to change — present and future </li></ul><ul><li>An exercise in coalescing the community. </li></ul>
    3. 3. Lessons Learned — 2004 <ul><li>Tie the strategic plan directly to business plans, operational plans, and budgeting </li></ul><ul><li>Tie strategic goals and objectives directly to employees’ performance reviews and compensation </li></ul><ul><li>Ensure that citizens, the press, and local stakeholders are aware of the strategic planning </li></ul><ul><li>Ensure that the plan has clear support from senior elected and appointed community officials </li></ul><ul><li>Include existing and ongoing community objectives as well as new goals and objectives </li></ul><ul><li>Develop contingency plans in case parts of the plan are not realized or unexpected events occur. </li></ul>
    4. 4. Step-by-Step Guide <ul><li>Announce and promote the process </li></ul><ul><li>Convene initial strategic planning meeting </li></ul><ul><li>Lay groundwork for committee work </li></ul><ul><li>Set agenda for early meetings </li></ul><ul><li>Carry out the planning process </li></ul><ul><li>Finalize the planning document </li></ul><ul><li>Translate the plan into action. </li></ul>
    5. 5. 1. Announce and promote the process (1) <ul><li>Initial announcement and promotion </li></ul><ul><ul><li>Senior elected official declares support </li></ul></ul><ul><ul><li>Involve key elected and appointed officials </li></ul></ul><ul><ul><li>Inform local government management and staff </li></ul></ul><ul><ul><li>Inform the press </li></ul></ul>
    6. 6. 1. Announce and promote the process (2) <ul><li>Identify active participants </li></ul><ul><ul><li>Choose an in-house manager </li></ul></ul><ul><ul><li>Identify stakeholder groups </li></ul></ul><ul><ul><ul><li>Include each major stakeholder area </li></ul></ul></ul><ul><ul><ul><li>Select people from each group </li></ul></ul></ul><ul><ul><li>Identify participants on planning committee </li></ul></ul><ul><ul><ul><li>Choose a chair of planning committee </li></ul></ul></ul><ul><ul><ul><li>Announce the participants </li></ul></ul></ul><ul><ul><li>Identify a facilitator </li></ul></ul>
    7. 7. 1. Announce and promote the process (3) <ul><li>Rally community support; engage stakeholders </li></ul><ul><ul><li>Use community forums to build support </li></ul></ul><ul><ul><li>Arrange for champions of the process to rally community support </li></ul></ul>
    8. 8. 1. Announce and promote the process (4) <ul><li>Prepare committee members for strategic planning </li></ul><ul><ul><li>Determine time frame and deadline </li></ul></ul><ul><ul><li>Decide on review and approval processes </li></ul></ul><ul><ul><li>Determine subcommittee use; assign committee chairs </li></ul></ul><ul><ul><li>Decide whether meetings will be open to public </li></ul></ul><ul><ul><li>Determine whether to issue interim reports </li></ul></ul><ul><ul><li>Provide background materials and data to encourage early thinking </li></ul></ul>
    9. 9. 2. Convene initial planning meeting (1) <ul><li>Agenda for meeting </li></ul><ul><ul><li>Senior elected official declares support </li></ul></ul><ul><ul><li>Describe purpose, process, and expectations </li></ul></ul><ul><ul><li>Review committee structure and assignments </li></ul></ul><ul><ul><li>Break into subcommittees to review process </li></ul></ul><ul><ul><li>Gain explicit commitments </li></ul></ul><ul><ul><li>Review background material </li></ul></ul>
    10. 10. 2. Convene initial planning meeting (2) <ul><li>Provide formal documents </li></ul><ul><ul><li>Charters </li></ul></ul><ul><ul><li>Previous strategic plans </li></ul></ul><ul><ul><li>Strategic plans of other nearby local governments </li></ul></ul><ul><ul><li>Forecasts and plans from other relevant organizations </li></ul></ul><ul><ul><li>Land use plans; other relevant plans </li></ul></ul>
    11. 11. 3. Lay groundwork for committee work (1) <ul><li>Provide necessary data </li></ul><ul><ul><li>Demographic trends and forecasts </li></ul></ul><ul><ul><li>Social factors </li></ul></ul><ul><ul><li>Economic factors </li></ul></ul><ul><ul><li>Financial indicators </li></ul></ul>
    12. 12. 3. Lay groundwork for committee work (2) <ul><li>Provide other relevant information </li></ul><ul><ul><li>News articles </li></ul></ul><ul><ul><li>Available statements of local core values </li></ul></ul><ul><ul><li>Biographies of committee members </li></ul></ul><ul><ul><li>Survey results </li></ul></ul>
    13. 13. 3. Lay groundwork for committee work (3) <ul><li>Visit by senior official to each committee member to discuss process, roles, responsibilities, structure, and time frames </li></ul>
    14. 14. 4. Set agenda for early meetings (1) <ul><li>Review handouts </li></ul><ul><ul><li>Discover need for additional information </li></ul></ul><ul><ul><li>Define issues and concerns </li></ul></ul>
    15. 15. 4. Set agenda for early meetings (2) <ul><li>Review and revise existing community or local government vision statements </li></ul>
    16. 16. 4. Set agenda for early meetings (3) <ul><li>Construct environmental scanning matrix </li></ul><ul><ul><li>Discover whether additional information needed </li></ul></ul><ul><ul><li>Determine whether additional citizen surveys needed </li></ul></ul><ul><ul><li>Assign lead roles for further research and discussion for each cell </li></ul></ul>
    17. 17. 4. Set agenda for early meetings (4) <ul><li>Acquire additional data </li></ul><ul><ul><li>Acquire additional information for each cell where needed </li></ul></ul><ul><ul><li>Conduct additional surveys if necessary </li></ul></ul>
    18. 18. 5. Carry out the planning process (1) <ul><li>Conduct environmental scanning exercise </li></ul><ul><ul><li>Assess impact of each cell in environmental scan </li></ul></ul><ul><ul><li>Complete overall analysis of scan </li></ul></ul>
    19. 19. 5. Carry out the planning process (2) <ul><li>Use environmental scan to complete SWOT analysis </li></ul>
    20. 20. 5. Carry out the planning process (3) <ul><li>Extract ideas for potential goals from SWOT analysis and environmental scan </li></ul>
    21. 21. 5. Carry out the planning process (4) <ul><li>Draft goal statements </li></ul><ul><ul><li>Develop measurable objectives for each goal </li></ul></ul><ul><ul><li>Develop tactics for each objective </li></ul></ul>
    22. 22. 5. Carry out the planning process (5) <ul><li>Evaluate resources to accomplish goals, objectives, and tactics </li></ul>
    23. 23. 5. Carry out the planning process (6) <ul><li>Make decisions and set priorities </li></ul><ul><ul><li>Decide which items can be accomplished and which must be delayed or left undone </li></ul></ul><ul><ul><li>Decide which existing programs must be reduced </li></ul></ul>
    24. 24. 5. Carry out the planning process (7) <ul><li>Develop implementation plans for the tactics </li></ul><ul><ul><li>Make tactical assignments of implementation plans </li></ul></ul><ul><ul><li>Set schedules for completions </li></ul></ul>
    25. 25. 5. Carry out the planning process (8) <ul><li>Contingency situations </li></ul><ul><ul><li>Identify potential contingency situations </li></ul></ul><ul><ul><li>Develop plans to address contingency situations </li></ul></ul>
    26. 26. 6. Finalize the planning document (1) <ul><li>Draft stage </li></ul><ul><ul><li>Prepare initial draft of strategic plan </li></ul></ul><ul><ul><li>Seek input from stakeholders </li></ul></ul><ul><ul><li>Amend drafts </li></ul></ul><ul><ul><li>Discuss and approve final form at committee level </li></ul></ul><ul><ul><li>Develop an executive summary </li></ul></ul>
    27. 27. 6. Finalize the planning document (2) <ul><li>Final version </li></ul><ul><ul><li>Submit plan to elected officials for approval </li></ul></ul><ul><ul><li>Adopt plan or amend plan </li></ul></ul><ul><ul><li>Adopt amended plan (if necessary) </li></ul></ul>
    28. 28. 7. Translate the plan into action (1) <ul><li>Implementation </li></ul><ul><ul><li>Announce and publicize plan </li></ul></ul><ul><ul><li>Disseminate executive summary to stakeholders </li></ul></ul><ul><ul><li>Implement the plan </li></ul></ul><ul><ul><li>Report periodically to elected officials and stakeholders </li></ul></ul><ul><ul><li>Adjust plan if needed </li></ul></ul>
    29. 29. 7. Translate the plan into action (2) <ul><li>Assessment </li></ul><ul><ul><li>Develop assessment tools to collect data for each tactic </li></ul></ul><ul><ul><li>Collect data and measure performance </li></ul></ul><ul><ul><li>Use assessment data as basis of periodic reports on the plan </li></ul></ul><ul><ul><li>Establish schedule for next planning cycle </li></ul></ul>
    30. 30. Additional Internet resources <ul><li>Local governments with strategic plans on the Web </li></ul><ul><ul><li>Addison, Illinois </li></ul></ul><ul><ul><li>Columbus and Franklin County, Ohio </li></ul></ul><ul><ul><li>Frankenmuth, Michigan </li></ul></ul><ul><ul><li>Gratiot County, Michigan </li></ul></ul><ul><ul><li>Kingsport, Tennessee </li></ul></ul><ul><ul><li>Lewiston, Idaho </li></ul></ul><ul><ul><li>Medford, Oregon </li></ul></ul><ul><ul><li>Santa Clarita, California </li></ul></ul><ul><ul><li>Waukesha County, Wisconsin </li></ul></ul><ul><ul><li>Wilcox, Arizona </li></ul></ul><ul><ul><li>Worcester, Massachusetts </li></ul></ul>
    31. 31. Strategic Planning for Local Government Second Edition Gerald L. Gordon, Ph.D. President and CEO Fairfax County (Virginia) Economic Development Authority Phone: 703/790-0600 Fax: 703/893-1269

    ×