Strategic Planning Retreat

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• Strategic Planning Retreat

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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!

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DESIRED OUTCOMES...
BUSINESS CENTER 5-YEAR STRATEGIC PLAN
BUSINESS PLAN GOALS 12-18 months Executive
Leadership Committee
TACTICAL INITIATIVES lt 12 months Operations
Committee
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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

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Future Trends Projections

• Community
• Industry
• Human Resources
• Customer

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What are the COMMUNITY TRENDS for the coming year?

• Population Growth Projections
• Citizens Survey
• Political Climate
• BCC Strategic Initiatives

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Functional Population Projections
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Municipal Unincorporated Functional Population
Projections
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Sarasota County Citizens SurveyThe Condensed
Version

• 2001
• Prepared
• By the Florida Institute of Government, USF

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Political Climate

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

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Business CenterStrategic Initiatives

• Business Center
• Alignment

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Neighborhood Preservation/Enhancement

• Provide infrastructure and amenities
  __________________________________________________
  ______________________________
• Preserve character ______________________________
  __________________________________________________
  
• Make safe _______________________________________
  _________________________________________

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Growth Management

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

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Water Resources Management

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

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Fiscal Sustainability

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

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Transportation

• Enhanced mobility _______________________________
  __________________________________________________
  _______

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Economic Development

• Expand and attract desirable businesses and
  industries ______________________________________
  __________________________________________

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Human Services

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

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What are the emerging Industry Trends for our
Business Center?

• The Crystal Ball

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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.

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

• External Human Resource Trends

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The State of the Workforce..
Rick Baron, Employment Manager 861-5809 Joanie
Whitley, Compensation Classification Manager
861-5822
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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

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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

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• 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

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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

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What are the CUSTOMER TRENDS?

• BC Customer Trends
• BC Market Share
• Emerging Customer Groups

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Let's take a Look at BC CUSTOMER TRENDS
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BC Market Share
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Emerging CUSTOMER GROUPS
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BREAK TIME Take 10
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Mission_________________________________________
______________________________________________

• A Mission answers the question, What matters
  most to us? This is what gives us the passion to
  do what we do.

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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.

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Reflecting on the past year - what were our
SUCCESSES?
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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?
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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

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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?

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A Reflection on Leadership
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Creation of the Business Plan
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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?

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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?

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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?

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PLEASE REVIEW THE LIST AND SELECT YOUR TOP THREE
AREAS OR OPPORTUNITES FOR IMPROVEMENT. Indicate
your top 3 selections on the Post-it Note.
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Clarify the specific GOALS for each selection.
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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 _________.

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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?

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PLEASE REVIEW THE LIST AND SELECT YOUR TOP THREE
AREAS OR OPPORTUNITES FOR IMPROVEMENT.
Indicate your top 3 selections on the Post-it
Note.
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Clarify specific GOALS for each selection.
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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?

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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?

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PLEASE REVIEW THE LIST AND SELECT YOUR TOP THREE
AREAS OR OPPORTUNITES FOR IMPROVEMENT.
Indicate your top 3 selections on the Post-it
Note.
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Clarify specific GOALS for each selection.
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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?

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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?

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PLEASE REVIEW THE LIST AND SELECT YOUR TOP THREE
AREAS OR OPPORTUNITES FOR IMPROVEMENT.
Indicate your top 3 selections on the Post-it
Note.
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Clarify specific GOALS for each selection.
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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.

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THANKS FOR A GREAT DAY!