M3 PLANNING, INC. dba ONSTRATEGY

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RESPONSE TO RFP NO. 20-006 J City of Santa Ana Revised March 13, 2020 Discovery and Project Planning • Kickoff Meeting with the City Manager to discuss your organization's Strategy, essential elements of the strategic process, clarify expectations and establish timelines. OnStrategy will gather information, insights and recommendations that will be integrated into your plan. • Gather Information, Data and Planning Documents: The City of Santa Ana will provide OnStrategy with any organizational information that is relevant to effectively facilitate the planning process. Information should also include (if available) materials such as the current 5-Year Strategic Plan, situational analysis, current surveys, budget, and other related documents. This information may also include any customer, market and agency operational plans. • Analyze, Synthesize, Interpret All Documents: OnStrategy will review, analyze and synthesize all current plans, surveys, research and related documents to gain an understanding of the community, services provided by the City, and current topics of interest. The OnStrategy team will discuss with leadership if additional work is required. Internal & External Analysis - Determine Position An understanding of the City's internal and external environments is essential to the strategy development process. OnStrategy will perform the following activities to gather additional information necessary to draft the strategic goals: • City Council Member Interviews (Week of March 23): One-on-one interviews will be conducted by OnStrategy with the City Mayor and each of the six City Council Members (7 people) to understand their goals and vision for the City. These interviews greatly accelerate the effectiveness of our work and are invaluable in determining the strategic direction needed to move the City toward its vision. Outcome is the collection of information on key elements of the strategic plan, including mission, vision, values, SWOT, and strategic issues. Interviews will be about 30 minutes each. City staff will schedule the interviews. OnStrategy will compile responses, evaluate and synthesize the results, and produce a summary report of the draft Strategic Goals that reflect the feedback of the City Council. • EMT Survey: OnStrategy will design, implement and synthesize an online survey among the City of Santa Ana's EMT and their immediate reports (approximately 25 people). Mostly open-ended, qualitative questions will provide the staff perspective of the vision and goals for the City. Deliverables: • Project Plan: Develop a complete Project Plan for the engagement, including task timeframes and responsible party. • Council Member Interview Report: OnStrategy will synthesize the data from the interviews and develop a report. • EMT Survey Report: OnStrategy will compile the themes and direction from the staff survey into a report. • Strategic Goals Summary: OnStrategy will capture the common priorities from the interviews and survey. Phase 2: Design Strategy Strengthening the City's Strategy is an essential element of the strategic process. Information gathered from Phase 1 is used to facilitate the onsite 6-hour Strategy Development Session with the Executive Management Team (EMT). During the process, we will review all information and feedback previously received, discuss strategic issues and develop consensus around the draft Strategic Goals as part of the 5-year strategic direction. PRODUCED BY OnStrategy 11