MANAGEMENT PARTNERS, INC. (2013 Srategic Plan)

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Management Partners ;10 May 28, 2013 Mr. Kevin O'Rourke Interim City Manager City of Santa Ana 20 Civic Center Plaza Santa Ana, CA 92702 Dear Mr. O'Rourke: We are pleased to provide this proposal to complete a strategic planning process for the City of Santa Ana. The process of developing a strategic plan is important to the future of an organization. The public deserves to be served by a city that is grounded in a sound vision, mission and strategic direction designed to address key issues to assure a positive future. Our team members have helped many organizations develop strategic plans and we welcome the opportunity to assist the City of Santa Ana. The City of Santa Ana initiated its strategic planning project in June 2012 and Management Partners was engaged to facilitate the process. The project was divided into two phases. The first phase was launched in June 2012 and was intended to result in a set of priorities for FY 2012/13. The second phase was intended to begin in January 2013 and was to result in a five- year strategic plan. It was to have been completed in June 2013. Due to transitions in the City Manager's Office, the second phase was not initiated until recently. This proposal outlines the process and fee for facilitating the five-year strategic planning process. Status of Phase 1 Between June and October 2012, Management Partners began the first phase of the strategic planning process, focusing on FY 2012/13. The first step was to conduct individual interviews with each Councilmember to learn about their priorities for the fiscal year. These priorities were summarized and then discussed with the Executive Management Team (EMT) in a series of workshops. The EMT also identified the key priorities that their departments either intended to pursue or that were, in their opinions, critical issues in need of attention. As part of this process a subcommittee of EMT members helped guide the workshops and prepare materials for discussion by the EMT. The result of this work with the EMT was a set of priorities for FY 2012/13 in a document dated November 1, 2012. Description of Phase 2 The second phase is to create a five-year strategic plan. A strategic plan is a clear statement of where the City is going and how it intends to get there. It includes a vision, a description of the mission of the organization, a set of values that will guide actions, a set of multi-year goals that 1730 MADISON ROAD • CINCINNATI, OH 45206 • 513 8615400 • FAx 513 8613480 MANAGEMENTPARTNERS.COM 2107 NORTH FIRST STREET, SUITE 470 • SAN JOSE, CALIFORNIA 95131 • 408 437 5400 • FAx 408 453 6191 3152 RED HILL AVENUE, SUITE 210 • COSTA MESA, CALIFORNIA 92626 • 949 222 1082 • Fax 408 453 6191