A View from the Other Side Strategic Planning A View from the Other Side

Questions Who has been involved in a strategic planning effort? Who has been involved in a strategic planning effort, did the work, then after six months, it just “went away?” Who has ever been involved in a strategic planning effort and has “felt” the plan was successfully implemented and completed?

**** **** **** *Metrics Vision/Planning Objective Assumptions 1. CEO & Leadership Team 2. Board 3. Staff Vision/Planning Objective Assumptions Environmental Assessment Vision: Driving force for quality of life in our community Vision/Planning Objective Inhibitors/Barriers Strategic Initiatives/Goal Statements GS #2 GS #4 GS #1 GS #3 **** GS #3: Be the regional transit leader $$$ Objective #1 Objective #2 Objective #3 Obj #2: Grow svc area/ customer base **** $$$ How do we know if we’re meeting our goals? Task 1 Task 2 **** $$$ *Metrics Task 3 Task 4 3.02.05 Task 5 Can we afford it? $$$

The Tasks * 3.02.05 Complete sentence ONE Person Add’l People Involved Seq # Task Who Who Else? Begin Date End Date On Target? Completed Report Interval 3.02.05 Complete sentence ONE Person Add’l People Involved 1st or 15th of month ✔ * * Weekly, Monthly, Bi-Monthly, Quarterly, Semi-Annually, Annually

Accountability Documentation Staff Involvement & Participation Tasks by Date, Person, Strategic Initiative Staff Involvement & Participation Performance Plan Incorporation Monthly Meetings “Checkup” Semi-Annually Refine Annually

Contact Info Patti@PattiSummerville.com 512.587.2309