M3 PLANNING, INC. dba ONSTRATEGY

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RESPONSE TO RFP NO. 20-006 U City of Santa Ana IKRevised March 13, 2020 o Develop engaging questions that matter: OnStrategy will develop powerful questions for participation and involvement focusing on the outcomes desired. The questions will attract collective energy, insight, and action. Knowledge emerges in response to compelling questions. The questions will be simple and clear, thought - provoking, and seek what the public deems important as the City prepares their Strategic Plan. o Prepare materials: OnStrategy will prepare all workshop materials (handouts, agendas, etc) and review with the City. The City will provide graphic design for workshop materials, workshop scheduling (date, time and location), public notice and advertising, and audio-visual and translation services as necessary. Deliverables: • Strategic Goals Summary for the online portal. • Public Input Report: OnStrategy will synthesize the data from the online portal and the onsite workshops and develop a report. Phase 3: Build the Plan Post -Session Final Strategic Plan Development OnStrategy will synthesize and organize all information developed from the onsite retreat, develop the Strategic Plan and submit the plan to the City. The plan will contain all the elements of a strategic plan. Objectives will support the goals or focus areas of the plan. Measures and targets will be indicated where appropriate. OnStrategy will perform the following activities: • Finalize Proposed Strategic Goals: Based on feedback received via City Council Member interviews, EMT Strategy Session, and public input, OnStrategy will prepare a strategic framework of the proposed goals and related performance measures for the 5-year Strategic Plan. • Remotely Facilitate One Follow -Up Meeting (April 29): OnStrategy will facilitate one post -session meeting with City Management to validate and verify the Strategic goals, objectives and supporting initiatives, and finalize the measures and targets. • Develop Draft Strategic Plan (Due to the City by May 4): After synthesizing all information from the strategy session, OnStrategy will develop a draft strategic plan and coordinate its review with the City. Once the draft plan has been reviewed and approved, OnStrategy will produce a revised Strategic Plan inclusive of any required changes. Specifically, OnStrategy will draft a Strategic Plan inclusive of the following: o Organization -Level Objectives with Measures and Performance Targets: Establish and prioritize organization - level annual goals. Identify measurable metrics, performance targets and key performance indicators required to support the execution of your organization's Strategy. o Annual Initiatives with Measures and Performance Targets: Establish and prioritize supporting quarterly initiatives that are in alignment with the annual goals. We'll identify measurable metrics, performance targets and key performance indicators required to support the execution of your Strategy. o Develop 3-Year Milestone Roadmap: Facilitate a collaborative exercise to initiate the development of the City's 3- year Strategy. Establish SMART short-term and mid-term goals for measuring performance. o Build Organizational Scorecard with KPis: OnStrategy will work with the team to build a Balanced Corporate Scorecard that incorporates best -practice metrics, internal and external performance indicators and measurable performance targets tailored to your organization's Strategy and Strategic Process. PRODUCED BY OnStrategy 13