HomeMy WebLinkAboutAGMT - Management Partners (Facilitation of Council Strategic Planning Workshop)Management
Partners
July 21, 2022
Ms. Jill Ingram
City Manager
City of Seal Beach
211 Eighth Street
Seal Beach, CA 90740
Dear Ms. Ingram:
Thank you for the opportunity to provide a proposal to facilitate a Council strategic planning workshop
in September. We understand the value to a council and manager of allocating time for ensuring that
scarce resources are allocated through a thoughtful priority -setting process. Special Advisor Rick Haydon
will serve as facilitator and will be assisted by one of our experienced management analysts. The
workshop is intended to be conducted onsite if pandemic conditions allow. Otherwise, it will be
conducted remotely.
As you may already know, Management Partners is a professional management consulting firm
specializing in helping local government leaders. The firm is staffed with 100 professionals who are
experienced public service managers as well as qualified management consultants. Our consultants
carry out a full range of projects for local government leaders including teambuilding, strategic planning,
organization reviews, executive coaching, performance management, and development process
reviews. Each assignment we undertake receives careful, professional attention and we take pride in the
quality of our work.
Approach
To optimize Council members' time during the workshops, we are proposing that careful advance
planning be done. This planning will include meeting with you to discuss the workshop and your desired
outcomes, conducting interviews with the Mayor and each Council member, preparing an agenda and
reviewing it with you, and coordinating with your staff about workshop logistics. Following the
workshop, we will prepare a report that documents the direction provided by the Council.
The following describes the plan of work anticipated for the engagement.
Activity 1— Gather Background Information and Conduct Interviews
Rick will start by having a phone conversation with you to discuss the work plan and schedule. He will
then conduct individual interviews with each Council member. In the Council interviews, Rick will ask
questions such as:
What are the key accomplishments of the City over the past year?
What are the key challenges facing the City in the coming year?
What are your comments on progress made on the strategic plan?
1730 MADISON ROAD c CINCINNATI, OH 45206 a 513 8615400 . FAx 513 8613480 MANAGEMENTPARTNERS.COM
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Ms. Jill Ingram Page 2
■ What six-month objectives would you like to see discussed at the workshop?
■ What comments do you have about last year's budget process?
■ What other issues would you like to discuss at the workshop?
The results of Rick's interviews will be summarized for discussion during the workshop.
Activity 2 — Design and Facilitate Workshop
We will prepare a draft agenda and identify materials that will be helpful during workshop discussions.
Rick will review the draft agenda with you and then finalize it, along with other workshop materials. We
will prepare a PowerPoint presentation to aid in the workshop process.
Participants will include Council members and the management team. The discussions will include
several items, such as:
■ Progress on the existing strategic objectives,
■ Financial forecast,
■ Results of Council member interviews regarding priorities they identified,
■ Consensus about six-month strategic objectives, and
■ Other issues identified during interviews or the agenda -preparation process.
Following the workshop, we will prepare a report summarizing the results and follow-up steps to be
taken.
Facilitator
Rick Haydon will serve as facilitator, assisted by one of our management analysts. Rick's brief
qualifications are provided below.
Rick Haydon, Special Advisor
■ Has more than 30 years of municipal government experience, with an
emphasis on management and supervision, budgeting, financial
analysis, and fund accounting.
■ Served as interim city manager for the City of Solvang until April 2019;
retired in 2017 as city manager for the City of Santa Maria, having been
in that capacity for six years.
■ Oversaw a full-service city in Santa Maria of more than 100,000
residents, a workforce of over 700 employees and an annual operating
budget of $163 million; responsible for the day-to-day operations of the City and coordinated
the budget process.
■ During his tenure with Santa Maria, Rick was responsible for the City winning 21 consecutive
California Municipal Finance Officer's (CSMFO) Excellence in Budgeting Awards and 10
consecutive biennial Government Finance Officers Association (GFOA) Distinguished Budget
Presentation Awards.
■ Prior to Santa Maria, Rick was the budget and employee relations manager for the City of
Dinuba where he was responsible for coordinating, preparing, and compiling the City's annual
budget document.
Project Cost
We will complete the plan of work described above for a fixed fee of $13,900, which includes our
expenses.
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Ms. Jill Ingram
Page 3
Conclusion
We would enjoy working with you on this Council workshop. Please feel free to contact Jan Perkins at
(949) 202-8870 if you have any questions.
Accepted for the City
Name:
Title:
Date: —7k
Sincerely,
Jerry Newfarmer
President and CEO
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