25B - AGMT - ZOO MASTER PLAN - Laserfiche WebLink

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SCOPE OF SERVICES: STRATEGIC PLANNING Sample Client Mission and Goals METHODOLOGY Our master planning approach engages the Owner at each step of the design and documentation process, It Is an active and iterative process of exchanging ideas, concepts, and trends across the team crafting the unique vision appropriate only to the Santa Ana Zoo. We utilizeface to face workshops, web -based conference calls, meeting summaries and follow -up, and targeted document review periods to realize the vision. During this process our interactive workshops provide the opportunity to engage all stakeholders In the vision development, including Zoo senior management and staff, FOSAZ Members and City and government officials. An exciting and integrated strategic master plan sets the destination and clearly lays out the path forward. The plan will guide the Zoo's direction and ensure future outcomes that are measurable and realistic, Our approach is informed by our passion for zoos and our commitnientto your success; we believe in a transparent process that respects all voices. Our experience in bringing together all of the Zoo's stakeholders in a unified planning process has produced exciting results for others, and the same can be achieved for you, as well, Our role is to facilitate the planning process, bring innovative ideas to the table, and challenge the Zoo's thinking in order to ensure that your team maximizes the unique resources and opportunities available In managing and operating the Zoo. Throughout our work, we will menage and facilitate a series of discussions and meetings with various groups that comprise leadership and staff from the Zoo, as well as select representation from FOSAZ. Our first step will be to identify two teams who will guide and support the process. Although the final team composition will be determined with Zoo leadership, our Initial recommendations are outlined here, CORE STAFF PLANNING TEAM A small leadership team, Including the Zoo Director and other senior Zoo staff; who would work closely with Zoo Advisors to monitor the process and disseminate information, This team would participate in the regular planning calls and follow up to help guide the process. ADVISORY /PLANNING COMMITTEE A group of 8 -12 diverse Individuals consisting of Zoo senior staff, FOSAZ representatives, and city representatives will form the core group for all planning workshops, One of the hallmarks of our work is inclusivity, To accomplish that, we have identified a number of opportunities to gain input and participation from a range of stakeholders and Zoo staff, and keep them abreast of the plan's progress through presentations at meetings or other events. We will have multiple staff sessions at the beginning, middle, and end of our process and can provide the same for volunteers. We also suggest regular updates with key city officials and staff and FOSAZ board members. Exact make -up of the timing of input sessions and participation will be directed by the Zoo Director. STAKEHOLDERINPUT By including all of the Zoo's stakeholders throughout the process — not Just "once and done" —we ensure buy -in and consensus to the ultimate plan that gets delivered. In the interests of tra nspa rency and ind usivity, we recommend including a robust community inputcomponent into the process. Not only will this develop trust and generate excitement, but it also has the potential to identify new supporters and even donors. We will use a series of traditional and interactive tools to gain feedback, solicit ideas, and test concepts with a broad group to ensure broad -based supportfor the ultimate plan. 14- Qft I JA PBJ A BY 6, 2917 2M-45