The two-day retreat agenda for the CPUC Safety and Enforcement Division includes activities to discuss priorities and develop a strategic plan. Day one involves breakout groups analyzing survey data and annual work plans to identify themes and priorities. It also includes an activity to improve internal communication and trust. Day two starts with reviewing summaries from day one. Breakout groups then conduct a SWOT analysis and compare results to the survey data and annual plans. Groups prioritize recommendations, which the whole group votes on. The retreat aims to establish division priorities for the next 1-3 years through open discussion and consensus building.

1. Retreat Agenda
CPUC Safety and Enforcement Division
Facilitator: Linda Villatore
Purpose
The purpose of the retreat is to discuss and prioritize the Division’s work using the yearly work
plans and a pre-survey summary, as starting points moving toward a more strategic approach to
accomplishing work over the next one to three years. Additionally, the session will be designed
to build a culture of openness and trust among participants through increased communication and
cooperation among group members.
Agenda
DAY ONE - 8:30 – 3:00
8:30-9:00
o Icebreaker
o Introduction by Linda Villatore
o Procedures, methods breakdown of this Retreat
 Graphing the Strategic Planning Process
 Goals of Strategic Planning Process in a public agency
 Barriers and disabling factors
9:00-9:15
o Presentation by Denise Tyrrell
o Denise’s vision and role as advocate and breaking existing boundaries
o Summarize this section
9:15-10:00
Group Activity and Discussion using the survey data the four specialty areas: Gas, Electricity,
Rail, and Transportation
o Do we agree? What makes sense? What is off base and why?
o What do we want to use from this data?

2. o Summarize this section
10:00-10:10 Short Break
10:10-12:00
Group activity and discussion looking at the annual work plans submitted by senior staff in the
four specialty areas: Gas, Electricity, Rail, and Transportation. First looking at them within each
of the 4 groups, then together to find common themes including information from the survey.
o What might we edit or add?
o Could we prioritize these differently?
o What is overlapping or interconnected?
o Does this bring up new ideas?
o Summarize this section
Lunch Break
Duration and start time of lunch break will be somewhat flexible, but no less than ½ hour.
Catered lunch and time to reflect on what’s most important for your group to accomplish in the
remaining session today.
Tentative - Commissioner Picker speaks to group sometime in the morning for 15-30 minutes
12:30-12:45
o Warm-up activity - short, fun activity to re-engage, unlock thinking
12:45-1:45
Communication and Trust Building Activity and Group Discussion
o In our work how have we performed the best?
o Existing work culture, assumptions, communication, impacts on working
relationships
o Gen. Stanley McChrystal’s ideas, Adapt to Win in the 21st Century
o “Intellectual Synchronization,” or “Hive” Adaptability
o How can we improve internal Communication?

3. 1:45-3:00
o How we can we apply that to our long term prioritizing?
o Summarize this section
3:00 End of first day
Optional, Offsite Group Gathering- TBA
DAY TWO - 8:30 – 12:00
8:30-8:40
o Warm-up activity
8:40-9:00
Review all previous summaries
o Make changes, additions or deletions
9:00-10:00
Participate in modified S.W.O.T. analysis for each group
o Discuss
o Agree upon S.W.O.T. by group
o Summarize for all groups
10:00-10:10 Short Break
10:10-11:30
Compare Annual Plan with SWOT Analysis results and survey data
o Report out, what needs to change, what needs to be investigated, what stays
the same
o Brainstorm to obtain list of priorities and recommendations

4. o Each group will review, discuss, and prioritize the output from Day 1,
presenting a functional, prioritized list
o Whole group votes on priorities for the Division
o Once a list of priorities/recommendations has been established, break into
smaller groups and each group takes one priority/recommendation
o Make the case why this should be the priority or how we would do this
differently
o Summarize all sessions
11:30-12:00
o Denise offers thanks to group
o CPUC conducts in-house activity
12:00-12:30 Close of Retreat