ALIGNING COUNCIL + ORGANIZATIONAL GOALS Presented at the OCCMA Summer Conference Facilitated by Sara Singer Wilson, SSW Consulting July 11, 2019

Goal Setting for Your Council + Organization

Meet Our Panelists Allison Don City of Gresham Sherilyn Lombos City of Tualatin Jeff Towery City of McMinnville Andy Varner City of North Plains

City of Tualatin

Tualatin City Manager Since December 2006

2-Day, Off-Site with Council & Staff

Pre-Workshop Activity

Tailored Approach

Tailored Approach

Broad Vision Statements & 2-Year Priorities

Placemat

TRANSPORTATION funding Mid-Term Check-in Signal added to 65th & Sagert Sustainable City Program Herman Road Project Crosswalks Grant funding study May election TRANSPORTATION funding GREAT WORK All in a year! Regional efforts Southwest Corridor Myslony Bridge

Staff & Follow-up

City of Gresham

City of Gresham COUNCIL WORK PLAN The Council Work Plan process serves as a yearly opportunity for Gresham’s policy makers to clarify priorities and set the course for the year. The plan acts as a roadmap to advance the City’s objectives in established focus areas.  It ensures staff efforts are aligned with and driven by the Mayor and Council, and thus the community. It also holds us accountable to focusing resources on strategies that best serve the needs and aspirations of our community.

Why we do the Council Work Plan 2019 marks the 12th year in which the City of Gresham has used the Council Work Plan. The tool has been in use since 2007.  2007 TODAY

The Council Work Plan Process The plan is created based on input from council, residents and staff.  The City Manager’s office listens to Council throughout the year, city department managers have provided their vision of key 2019 projects, and Council Citizen Advisory Committees (CCACs), task forces and neighborhood associations provided their ideas as well.    After collecting project ideas from those sources, staff compile a draft work plan, then the City Manager and key staff hold a retreat with the Council to review the draft. At the retreat, councilors give feedback, make edits, and add or remove projects as they see fit. Ultimately, the Council adopts the final version of the Work Plan at a City Council meeting.    In the Council Work Plan process, a diverse mix of sources provide suggestions and ideas that help us develop the plan. Those sources are: A: Mayor and Council, whose priorities and direction we listen to throughout the year. B: Residents, who provide suggestions through formal networks like those in this room - the Council Citizen Advisory Committees, Neighborhood Associations, Task Forces and the Youth Advisory Committee. C: The City’s department directors and staff provide their vision of key projects based on their on-the-ground experience And D: Some projects are included because of regulatory agreements and partnerships with federal, regional, state and local agencies

City of Gresham COUNCIL WORK PLAN Brief run through of the contents of the work plan. How progress is reported: Quarterly updates. Community is updated at the CCAC summit and via neighborhood group meetings. Connection with budget Consideration of whether this is a strategic plan. Strictly, yes, but it lacks mission, vision, values, goals. Measurement is tricky.

City of North Plains

City of North Plains Stinky

City of North Plains

City of North Plains

City of North Plains

Budget Document

City of North Plains

Envision North Plains

City of McMinnville

Components of a Strategic Plan Vision Mission Strategic Priorities Values Goal Goal Goal Goal Goal Objective Actions & Targets Objective Objective

How many people Participated? Strategic Planning Process How many people Participated? Leadership Committees – 33 Public Meetings – 125+ Surveys – 1,000+ Interviews, Focus Groups – 100+ Online Tools – ~190

Vision A collaborative and caring city inspiring an exceptional quality of life.

Mission The City of McMinnville delivers high-quality services in collaboration with partners for a prosperous, safe, and livable community.

Values STEWARDSHIP We are responsible caretakers of our shared public assets and resources. We do this to preserve the strong sense of community pride which is a McMinnville trademark.

Values EQUITY We are a compassionate and welcoming community for all—different points of view will be respected. Because not all members of our community are equally able to access our services or participate in public process, we commit ourselves to lowering these barriers.

Values COURAGE We are future-oriented, proactively embracing and planning for change that is good for our community and consistent with our values.

Values ACCOUNTABILITY We believe healthy civil discourse is fostered through responsive service and clear, accurate, useful information.

QUESTIONS

I Mac https://www.youtube.com/watch?v=KcnjcWAnmw0&feature=youtu.be