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Santa Ana Zoo Management Assessment & Options Proposal September 26, 2011 <br />Schultz & Williams Pnna 3 <br />Identifying & Framing the Strategic Opportunities and Options <br />Step 1: Meet with Friends of the Santa Ana Zoo and Zoo Director to better understand the current <br />baseline organizational model: <br />¦ Discuss organizational trends and governance structures in Zoos <br />¦ Identify benchmark case study models and comparisons/outcomes <br />¦ Summarize roles and responsibilities and report relationships <br />¦ Develop/review financial profile of current baseline <br />? City expenses and services <br />? Friends costs and services <br />? Revenue Model <br />? Note: Review FOSAZ's projections of future operating revenue/expense models <br />¦ Identify impacts of current "status quo" of the Zoo <br />¦ Identify opportunities and/or options to strengthen or improve existing structure <br />¦ Prepare summary "findings" report <br />Step 2: Leadership Discussions: <br />¦ Schedule one-on-one interviews with the Interim City Manager and Executive Director of <br />Parks, Recreation and Community Services to discuss opportunities and challenges with <br />current and future management models <br />¦ Schedule a meeting the Friends of the Santa Ana Zoo leadership to review governance <br />trends within the zoo industry and opportunities and challenges with existing and future <br />management models <br />Step 3: Identify future management models for the Santa Ana Zoo. For each potential <br />management model, identify: <br />¦ Role of City: ownership of land and facility assets; funding commitment; indirect services; <br />oversight <br />¦ Role of FOSAZ/Partner: management and operations; governance; funding <br />¦ Community Impact: public-relations; investment; usage or re-use options <br />¦ Financial Impacts: short/long-term impacts <br />Step 4: For each potential management model, identify criteria: <br />¦ Underlying strategic and organizational assumptions <br />• Strengths, challenges and opportunities <br />¦ Financial pro forma projections <br />¦ Financial impact on the City: dollars, control, services <br />¦ Timeline for implementation <br />¦ Prepare summary matrix of potential management options <br />Step 5: Recommendation on preferred management option: <br />¦ Based on discussions, review of all available information and our professional experience, <br />make formal recommendation on preferred management option including identifying next <br />steps and timeline for moving forward. If needed, a weighted-rating scale could be <br />developed to support our recommendation. <br />¦ Prepare a final report document that summarizes Steps 1- 4 as outlined above. <br />We could assess the City and its partners in the implementation of the identified recommendations. <br />25A-14