M3 PLANNING, INC. dba ONSTRATEGY

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RESPONSE TO RFP NO. 20-006 City of Santa Ana Revised March 13, 2020 Pre -Planning for Strategy Session OnStrategy will perform the following pre -planning session activities: • Develop an Agenda for the Strategy Session, which will be approved by the City Manager. • Finalize the Discussion Guide - Strategic Analysis Summary featuring vital elements, insights, themes, opportunities, and considerations for the strategy sessions, as well as a draft strategic framework based on data review, information collected from the interviews and the EMT survey. • Prepare for Strategy Development Session including develop facilitation process and materials. • Pre -Planning Teleconference with the City's Management Team OnStrategy will hold a 1-hour teleconference to synthesize the proposed strategic goals and discuss the process for the full -day retreat. Strategy Session — Six -Hour EMT Retreat: Create Strategy (Onsite #1 - April 10) OnStrategy will facilitate a %-day strategic planning session on Friday, April 10, with the Executive Management Team (up to 25 members). We will focus on making strategic decisions around the following with an end goal of developing measurable objectives and key performance measures to support the Strategic Goals: • Mission, Vision, Values: Validating the City's mission, vision and values. • Processing the SWOT: Review information provided from the data collection. Define what is happening internally and externally that will affect the City. • Determine Long-term Organizational Goals and Objectives with key performance measures that address key strategic objectives we need to focus on to achieve the strategic direction that defines where the City is headed (the WHAT we expect to accomplish). Deliverables: • Session Agenda • Discussion Guide • Retreat Summary Report: OnStrategy will capture essential and actionable components of your organization's Strategic Process, including strategic action items, decisions, desired outcomes and metrics for measurement needed to build the plan. Public Input — Online Portal and Onsite Public Workshops • Strategic Goals Summary for Online Portal (Portal Open April 16 — April 29, content due to City April 15): OnStrategy will utilize the Strategic Goals Summary to develop the necessary questions for an online portal that will seek public feedback on the goals. OnStrategy will prepare all content for the online portal. The City will be responsible for developing the online portal based on content provide to them as well as marketing the portal availability to the public. • Facilitate Onsite Workshops to Gather Additional Public Input (April 23 —April 24—Onsite #2): OnStrategy will facilitate three 1-to 2-hour workshops to gather in -person, additional public feedback on the draft Strategic Goals. Workshop participants will be educated about the project, the process, and their role in it as community members. OnStrategy proposes a 2-day onsite timeframe for the workshops. To obtain comprehensive participation via the workshops, OnStrategy will perform the following activities: o Set the context: Determine the facilitation approach and discussion points for collecting feedback on the draft Strategic Goals. PRODUCED BY OnStrategy 12