M3 PLANNING, INC. dba ONSTRATEGY

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RESPONSE TO RFP NO. 20-006 City of Santa Ana J Revised March 13, 2020 feed from the onsite workshops for each ward. Providing for increased equity and access to the workshops, this option will allow additional individuals the chance to join in on the workshops from wherever they are. Phase 2: Strategy Session — 1-Day EMT Retreat --Create Strategy In lieu of one of the post -session meetings (noted on pg. 13), OnStrategy recommends facilitating a full -day retreat with the EMT. This will provide us additional time in -session to finalize the goals, assign responsibility and determine measures and targets. Phase 3: Build the Plan — Plan Presentation to the City Council OnStrategy can make a formal presentation to the City Council at their regular meeting to present the updated Strategic Plan. Presentation to include up to 1 hour of presentation time. Next Steps/Phase 4: Implementation/Manage Performance Strategy execution is the heartbeat of a strategic management process. The end goal is to have a long-term strategic plan that is implemented and becomes part of the City's culture. It involves integrating the results of strategic planning with daily, weekly and monthly routines. In an effort to strengthen the City's execution management process and embed it into the organization's culture, OnStrategy can provide either of the following optional services for Implementation Management: Option 1 — Implementation Support Services + OnStrategy Platform OnStrategy will provide ongoing support for a 1-year period as you move through the implementation management process. A dedicated OnStrategy Advisor with years of experience in developing and implementing strategy will work with your Strategic Plan Manager, setting up your strategic plan in our online platform, developing the performance management process, checking in monthly and answering your questions so you can lead a successful planning process for your team. As part of establishing a rhythm of strategic planning for your group, OnStrategy will facilitate your first Quarterly Business Review and will provide coaching support of the Strategy Leader for the balance of meetings. Option 2 — Managed Services + OnStrategy Platform OnStrategy will provide a dedicated team member to provide consulting services to establish and support an effective implementation management process within your company. Services can include getting your plan set up in our online Platform, team training, managing and facilitating your monthly strategic updates and quarterly business reviews, reviewing monthly analytics on plan performance, and providing data entry for metric updates. Quick Tour of the OnStrategy Platform • OnStrategy Platform: http://onstrateuha.com/strategic-planning-software/ Visual Performance Dashboard Video Tour: htti3://onstrategvhg.com/virtual-strategy-dashboard-tour/ PRODUCED BY OnStrategy 15