HomeMy WebLinkAboutCity Governance and Strategic Planning Best Practice PPTCity of San Rafael - Presentation
City Governance & Strategic Planning Best Practice
March 4, 2024
The JGA Team
Greg Devereaux, JD
Senior Facilitator
Nicole Beach, PMP
Senior Facilitator
Jacob Green, MPA
Senior Facilitator
Presentation Purpose
Building Alignment
Council
Community
Goals/Objectives & Budget
City Manager
Exec Team
Staff
Building Organizational Alignment
Outcome =
Make Lasting Impact
Building Alignment Agenda
1.System for Local Government Excellence
2.Process of Building Alignment
3.Next Steps
System
The System in San Rafael
The System: Top Governance Fundamentals for
Organizational Excellence (Best Practices)
1.Operate Within the Council/Manger Form of Government
2.Council vs. Council Member Authority
3.District vs. Citywide Responsibility
4.Council Inquiries vs. Direction to Staff
5.Everything is Good Challenge
6.Goals & Objectives
7.Relationship Between Goals & Budget
8.Evolution Not Revolution
Process of Building Alignment
Process of Building Alignment
1.Mission, Vision, Values
2.Goals/Objectives/Strategies
3.Build Budget
San Rafael “Policy Focus Areas”
Today is not about creating new Policy Focus Areas.
San Rafael “Goals & Objectives”
Goal A: Neighborhood
and Economic Vitality
Goal E: Foundational
Services
Goal C: Public Safety
Goal D: Public AssetsGoal B: Quality of Life
A B C D E
Today is not about creating new goals and objectives.
Goal: Short statement of the desired outcome to be accomplished
over a long period of time, formed from Vision.
Objective: What will city do to meet goals.
Strategies: How each objective will be addressed (initiatives,
measurable results).
HierarchyGoals vs. Objectives vs. Strategies
San Rafael City Example
Goal #D: Public Assets
Objective 1.1: Canal Swing Bridge
Strategy 1.1.1: Canal ATP Transportation Experience RFP
(Projects/Programs – Work Plans)
San Rafael Process
Spring
2023
2023-2025
Goals and
Objectives
Established
Goals/Objectives
Status Report &
Pilot Work Plan
Adoption
January
2024
Work Plan Pilot
Initiated
(Goal D –
Public Assets)
March
2024
Building Alignment
Including Expectations
& Criteria Solidified for
Future Performance
Review of City Mgr
May
2024
Today!!!
Budget
Adoption
June 2024 2024/2025
Mid-Cycle Priority
Setting Review
Workshop
Work Plans
A fully customizable Portfolio-level view
offers a high-impact visual across all
activities.
Drill-down into each program
level for task and milestone level
detail, represented graphically
and in a table view.
Progress Dashboards
Flexible
Customizable
Dynamic
Automated
Public and/or
Staff Visibility
The City of San Rafael, California
Work Plan Status Dashboard
Critical Process Component:
Closed Session
Public Employee Performance Evaluation –City Manager
(Government Code Section 54957(b)(1))
In closed session the City Council will establish the expectations and criteria for the
City Manager’s future performance review
Public Participation & Future Adoption Process
Rob Epstein, City Attorney
HierarchyClosed Session Legalities
1.Closed Session (Today)
2.Pilot Work Plan Returns for Council Approval
3.Mid-Cycle Check-in on Goals & Objectives
HierarchyNext Steps
Questions?