MANAGEMENT PARTNERS, INC. (2013 Srategic Plan)

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Mr. Kevin O'Rourke Page 7 engaging, working in small groups around the specific goals and objectives. We will prepare a template for use during the workshop, similar to the template shown above. For implementation to occur in an orderly and effective manner, it is important for the following elements to be identified early on: • Key tasks, • Timeline (start and completion dates), • Resources needed and currently available (and sources), • Staff assigned (including a lead person), and • Milestones and success measures. After the workshop, we will prepare a draft implementation plan. We will ask the subcommittee to review it to ensure it contains all of the information needed and is accurate. Once we have received feedback, we will finalize the implementation plan, which will become part of the strategic plan document. We will then finalize the strategic plan document and submit it to the City for adoption. Project Team Management Partners has formed an experienced project team for this engagement. The team leader will be Jan Perkins. Based on the activities and schedule, she will be assisted by Robyn Uptegraff, Amy Paul, Nancy Hetrick, Emily Lohr, and Suzanne Martin. Their qualifications are provided below. Jan Perkins, Senior Partner, has 30 years of management experience in local government. Before joining Management Partners in 2005 she served in several California and Michigan jurisdictions, including as city manager in Fremont and Morgan Hill, California. She also served the cities of Santa Ana, California; Grand Rapids, Michigan; and Adrian, Michigan. She provides assistance to government leaders in organizational analysis, leadership development, facilitation, strategic planning, teambuilding, executive coaching and performance evaluation, workforce and succession planning, and policy board/staff effectiveness. Jan has authored a number of articles, including "Hiring 2.0: 23 Creative Ways to Recruit and Keep Great Staff," which appeared in the January/February 2011 issue of Public Management magazine; "Successful Leadership," March 2005, Public Management magazine; and "The Value of Going Back to the Basics," co-authored with former Fremont Mayor Gus Morrison, June 2005, Western City magazine. Jan is an ICMA Credentialed Manager. Robyn Uptegraff, Special Advisor, has extensive public sector experience in land use planning and regulation, environmental analysis, redevelopment, economic development and community outreach, as well as strategic management, organizational development and team building. Robyn served the City of Santa Ana for 22 years, with increasing responsibility, ending as assistant city manager. During her tenure there, she provided leadership in economic development and redevelopment programs and ensured the alignment of the City's J