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Sample CIientMission anJ Goads <br />4 C LR I JANI<A.RY 6, z�� i <br />METHODOLOGY <br />Our master planning approach engages the Owner at each step of the design and <br />documentation process. It is an active and Iterative process of exchanging ideas, concepts; <br />and trends across the team crafting the unique vision appropriate only to the Santa Ana <br />Zoo, We utilize face to face workshops, web -based conference calls, meeting summaries and. <br />follow-up, and targeted document review periods to realize the vision, During this process <br />our interactive workshops provide the opportunity to engage all stakeholders in the vision <br />development, Including Zoo senior management and staff, FOSAZ Members and City and <br />government officlals. <br />An exciting and integrated strategic master plan sets the destination and clearly lays out <br />the path forward. The plan will guide the Zoos direction and ensure future outcomes that <br />are measurable and realistic. Our approach is Informed by our passion for zoos and our <br />commitment to your success; we believe in a €ransparent process that respects all voice5.0ur <br />experience in bringing together all of the Zoo's stakeholders in a unified planning process <br />has produced exciting resultsfor others, and the same can be achieved foryou, as well. Our <br />role is to facilitate the planning process, bring Innovative ideas to the table, and challenge <br />the Zoo's thinking in order to ensure that your team maximizes the unique resources and <br />opportunities available in managing and operating the Zoo. <br />Throughout our work, we will manage and facilitate a series of discussions and meetings <br />with various groups that comprise leadership and staff from the Zoo, as well as select <br />representation from FOSAZ Our first step will be to identify two teams who will guide and <br />support the process. Although the final team composition will be determined with Zoo <br />leadership, our initial recommendations are outlined here. <br />CORE STAFF PLANNING TEAM <br />A small leadership tears, including the Zoo Director and other senior Zoo staff, who would <br />work closely with Zoo Advisors to monitor the process and disseminate information, This <br />team would. participate in the regular planning calls and follow up to help guide the process. <br />ADVISORYIPLANNING COMMITTEE <br />A group of 8-12 diverse individuals consisting of Zoo senior staff, FOSAZ representatives, <br />and city representatives will form the core group for all planning workshops. <br />One of the hallmarks of our work is inclusivity. To accomplish that, we have identified a <br />number of opportunities to gain input and participation from a range of stakeholders and <br />Zoo staff, and keep them abreast of the plan's progress through presentations at meetings <br />or other events, We will have multiple staff sessions at the beginning, middle, and end of <br />our process and can provide the same for volunteers, We also suggest regular updates with <br />key city officials and staff and FOSAZ board members. Exact make-up of the timing of input <br />sessions and participation will be directed by the Zoo Director. <br />STAKEHOLDER INPUT <br />By including all of the Zoo's stakeholders throughout the process — not just "once and done" <br />we ensure buy -in and consensus to the ultimate plan that gets delivered. <br />In the interests of transparencyand inclusivity,we recommend including a robustcommunity <br />inputcomponent into the process. Not only will this develop trust and generate excitement, <br />but it also has the potential to identify new supporters and even donors. We will use a series <br />of traditional and interactive tools to gain feedback, solicit ideas, and test concepts with a <br />broad group to ensure broad-based support for the ultimate plan. <br />