M3 PLANNING, INC. dba ONSTRATEGY

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w RESPONSE TO RFP NO. 20-006 '+ �r 1♦ City of Santa Ana Revised March 13, 2020 • Final Strategic Plan (Due to City by May 7): OnStrategy will produce and deliver a final report in digital format for submittal to the City. The plan will be holistic and ready for implementation. Two -Page Public Communication Document: OnStrategy will produce the copy for the City's graphics department that to design a 2-page summary communication document for internal or community stakeholders that communicates the strategic plan. Final Deliverables: • Final Strategic Plan: The Strategic Plan Report is the entire strategic plan from mission to vision including strategic objectives, goals, and action items with measures and targets. It is an actionable strategic blueprint outlining the essential components required of your organization's strategy. For an example go to "Strategic Plan Report" at: http://onstratepvhci.com/strategic-plan-reports/`. • Two -Page Public Communication Document Copy: OnStrategy will summarize the Strategic Plan and provide the copy for a 2-Page Summary in digital format to the City's graphics department so it's ready for design/layout. ENGAGEMENT ASSUMPTIONS The cost proposal for 5-Year Strategic Plan Facilitation & Design project/Phases 1 through 3 is based on these assumptions: • Up to 7 1:1 City Council interviews. City staff will schedule the interviews. • EMT survey will survey both the members of the EMT and their direct -reports —up to 25 people. • Online Portal — OnStrategy responsible for all content production; the City will develop the online portal and provide marketing to the public. • Onsite Workshops — OnStrategy will facilitate over a 2-day period the 3 sessions. Sessions must be held on consecutive evenings. The City will manage all session logistics and advertising. • Includes 1 pre -retreat teleconference with City's Management Team. • Six -Hour facilitated session onsite with up to 25 people. OnStrategy will provide 1 professional facilitator and 1 support staff for the session. • Includes 1 post -session follow-up call with the City Manager to finalize the strategic plan. Should follow-up work go beyond this, we will enact a scope extension to cover additional time needed to complete the strategic plan. • Scope does not include individual follow up to build out section plans. • Final Strategic Plan delivered digitally with plan built to include organizational goals and supporting action items. PROJECT RECOMMENDATIONS - COST TO BE ESTIMATED IF INTERESTED Phase 1: Gain Insight - Onsite Workshops + Facebook/YouTube Live Video Feeds Gathering public feedback is very important and can help provide a solid foundation for a Strategic Plan. Another option to gain additional input from as many community individuals as possible is to include a Facebook Live or YouTube Live video PRODUCEDBY OnStrategy 14