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08-01-2022 Council Work SessionA SPECIAL CITY COUNCIL WORK SESSION IS SCHEDULED FOR A PRESENTATION ON STRATEGIC PLANNING WITH CRAIG RAPP, RAPP CONSULTING. RICHFIELD MUNICIPAL CENTER, BARTHOLOMEW ROOM AUGUST 1, 2022 5:00 PM Call to order 1. Presentation and review of the 2023- 2026 City of Richfield Strategic Plan Adjournment Auxiliary aids for individuals with disabilities are available upon request. Requests must be made at least 96 hours in advance to the City Clerk at 612-861-9739. AGENDA SECTION:Work Session Items AGENDA ITEM #1. WORK SESSION 8/1/2022 RE P O RT P RE PA RE D B Y: C hris S wanson, Management A nalyst D E PA RTME NT D IRE C TO R RE V IE W: O THE R D E PA RTM E NT RE V IE W: C ITY MA NA G E R RE V IE W: K atie Rodriguez, C ity Manager 7/27/2022 I T E M F O R WO RK S E S S IO N: Presentation and review of the 2023- 2026 City of Richfield Strategic Plan E X E C UT IV E S UM M ARY: Attached to this report is Richfield’s 2023- 2026 Strategic Plan document (“the Plan”). This Plan will guide the City’s resources and efforts for the next four years. Strategic planning is a process that helps leaders examine the current state of the organization, determine a desired future state, establish priorities, and define a set of actions to achieve specific outcomes. The process followed by the City of Richfield was designed to answer four key questions: (1) W here are we now? (2) W here are we going? (3) How will we get there? (4) W hat will we do? The process is divided into a development phase and an implementation phase. The full process is depicted below. The Plan consists of five strategic priorities—the issues of greatest importance to the City of Richfield over the next four years. Associated with each priority is a set of desired outcomes, key outcome indicators, and performance targets, describing expected results and how the results will be measured. The plan also includes strategic initiatives that will be undertaken to achieve the targeted outcomes. The five priorities identified are: • Operational Excellence • Community Development • Sustainable I nfrastructure • W orkforce Capacity • Equity and I nclusion The strategic planning process began with a meeting of the consultant and the Richfield senior staff on October 4, 2021. The meeting included a review of strategic planning principles, a discussion of organizational value proposition, the status of vision and mission statements, a tutorial on preparing an environmental scan and discussion on community outreach. Next, staff preformed an examination of the operating environment, consisting of an environmental scan, a community survey, eight focus groups, City Council interviews, and a S W OT analysis. The strategic planning continued with two facilitated leadership sessions focused on effective governance on November 5, 2021, and February 10, 2022. The leadership group included the Mayor, City Council, and senior management team. During the two sessions the group discussed roles and responsibilities, governance best practice, teamwork, decision-making, style differences and conflict resolution On March 23 - 24, 2022, the City’s leadership team held a two days of strategic planning sessions. They developed a set of priorities (listed above), key outcomes, and performance targets. Based upon the five priorities identified, the City’s management team met on April 28, 2022, to create a set of strategic initiatives and develop detailed action plans. The strategic priorities, key outcome indicators, performance targets and strategic initiatives are summarized in the attachments. To successfully address the strategic priorities and achieve the intended outcomes expressed in the performance targets, it is necessary to have a focused set of actions, including detailed implementation steps to guide organizational effort. Richfield will accomplish this through a set of strategic initiatives. Strategic initiatives are broadly described, but narrowly focused activities that are aligned with the priorities and targeted to the achievement of outcomes expressed in the targets. Staff then worked with the consultant to confirm that the targets, key outcome indicators and initiatives were consistent with the desired outcomes and priorities. This review also included researching and refining some targets and key outcome indicators to ensure that the needed data is or will be available. Since some of the key outcome indicator data is not currently tracked, some of the targets do not have a value listed. Staff will work over the next year to determine a baseline for the data and propose specific targets. I t is important to note, that while these five priorities guide where the City organization will focus efforts and resources over the next four years, they do not represent all of the City’s efforts or resources. The City Council and staff will still use their annual work plans, budgeting processes, and other planning initiatives (Comp Plan, etc.) to allocate resources. D IRE C T I O N NE E D E D: This work session is an opportunity for City Council to review the final draft of the Plan. It is also a chance to share the strategic initiatives developed by staff to achieve the identified targets Staff plan to bring the final document to a future council meeting to consider adoption. B AC K G RO UND INF O RM AT I O N: A.H IS TOR IC AL C ON T E X T N/A B.P OL IC IE S (resolutions, ordinances, regulations, statutes, etc): N/A C.C R IT IC AL T IMIN G IS S U E S: N/A D.F IN AN C IAL IMPAC T: N/A E.L E GAL C ON S ID E R AT ION: N/A ALTE R N AT IV E(S): P R IN C IPAL PAR TIE S E X P E C TE D AT ME E TIN G: Craig Rapp, Rapp Consulting Group AT TAC H ME N T S: D escription Type Richfield S trategic P lan S ummary 2023–2026 B ackup Material Richfield S trategic P lan S ummary Report 2023-2026 B ackup Material S trategic Initiatives B ackup Material City of Richfield Strategic Plan FY 2023-2026 | July 2022 2 STRATEGIC PLAN SUMMARY 2023–2026 City of RichfieldCity of Richfield Strategic Plan Summary 2023-2026 STRATEGIC PRIORITY DESIRED OUTCOME KEY OUTCOME INDICATOR TARGET STRATEGIC INITIATIVES OPERATI ONAL EXCELLE NCE An organization that delivers results Focused City leadership - Targets achieved - Strategic plan modifications - __% of Strategic Plan targets completed by 2026* a) Develop long-term financial plans for capital and operations b) Create organization-wide continuous improvement plan c) Develop organization-wide tech plan d) Establish essential service delivery plan Financial capacity to deliver essential services - Fund balance growth - Revenue growth - New revenue sources - Stable funding for essential services in place by 2025 Operational capability to deliver essential services - System gaps closed - Process improvements - Service levels identified, met - Office 365 implemented by 2023 - _#_ improvements in each service area implemented 2024-2026 - Essential service delivery plan in place by 2026 COMMUNI TY DEVELOP MENT Creating a community where all can thrive A vibrant downtown - _#_ of new DT housing units - _#_ of new DT business - _#_ new housing units 2023-2026* - _#_ new business in DT 2023-2026* a) Develop a downtown strategy b) Establish strategy for pooled TIF funds c) Create community affordability strategy d) Develop comprehensive HRA redevelopment plan e) Update development review process and procedures Increased tax base - Value of permits issued - _#_ of new housing units - _#_ of new businesses - _$_ increase in value of new permits* - Net increase in housing units* - Net increase in businesses* Maintain Richfield as an affordable place to live - #/% of households paying more than 30% of income on housing - Progress toward Met Council Comprehensive Plan 30/50/80% AMI need allocation - Decline in cost-burdened households - 66 units 30%, 29 units 31-50%, 26 units 51-80% SUSTAINA BLE INFRASTR UCTURE Infrastructure that meets City infrastructure supports service needs - Asset plans adopted - Replacement plan compliance - Adopted comprehensive asset management plan by 2025 a) Create comprehensive capital funding strategy b) Create comprehensive asset management plan c) Implement prioritized CAP initiatives d) Create CAP education strategy for staff and public Sustainable infrastructure financing - Utility rate, tax base, debt capacities - External revenue source usage - Adopted comprehensive funding strategy for infrastructure by 2026 Climate resilience is a priority - CAP initiatives approved - CAP priorities funded - 2 highest priority Climate Action Plan projects completed by 2025 HIGH- QUALITY WORKFOR CE A stable, well- trained workforce A well-trained workforce - Training goals met - Training completed - __% of all employees meet or exceed training goals by 2026* a)Develop recruitment strategy b)Conduct salary & classification study c)Establish departmental succession plans d)Enhance professional development plan e)Develop Council-staff relationship/workplan process Staff capacity to meet service demands - Time-to-fill reduction - Retention rate improvement - Maintain __% fully authorized strength* - Retention rate increase __% to __% 2023-2026* Healthy Council-staff relationships - Council-staff trust, relationship survey results - Meet or exceed Council-staff trust and relationship target(s) by 2025 EQUITY AND INCLUSIO N An organization that reflects and embraces diversity Reduced racial inequities and barriers for traditionally excluded groups - # of documented disparities - BIPOC community ratings - A racial disparity reduction plan in all departments by 2025 a)Develop strategy to hire DEI coordinator b)Create equity plan c)Create customer service rating increase strategy d)Develop and implement equity decision-making framework Staff, Boards and Commissions reflect the diversity of the community - Racial diversity change - BIPOC turnover rate - Overall turnover rate Percentage increase 2023-2026: -__% underrepresented leadership* -__% BIPOC employees* -__% BIPOC Commissioners* - BIPOC turnover rate =/< overall rate Equity-based framework is applied to decision-making - __% decisions using equity framework - ___% of City Council and staff decisions include use of equity framework 2023-2026* OPERATIONAL EXCELLENCE An organization that delivers results COMMUNITY DEVELOPMENT Creating a community where all can thrive SUSTAINABLE INFRASTRUCTURE Infrastructure that meets community needs Strategic Priority Desired Outcome Key Outcome Indicator Target Strategic Initiatives HIGH-QUALITY WORKFORCE A stable, well-trained workforce EQUITY AND INCLUSION *To be determined A diverse, inclusive and thriving hometown 2023-2026 STRATEGIC PLAN SUMMARY REPORT CITY OF RICHFIELD City of Richfield Strategic Plan 2023-2026 | July 2022 1 July 15, 2022 RE: 2023-2026 Strategic Plan – City of Richfield Dear Mayor Regan Gonzalez, On behalf of Cory Poris Plasch and the entire Rapp Consulting Group, I am pleased to present the 2023-2026 Strategic Plan and Summary Report to the City of Richfield. The plan reflects the organization’s priorities, commitment to measurable results and the delivery of quality services. It has been a pleasure assisting the City of Richfield with this important project. The City Council displayed clear thinking, dedication, and focused effort. We particularly wish to thank City Manager Katie Rodriguez for her help and support during the process. Yours truly, Craig R. Rapp President City of Richfield Strategic Plan 2023-2026 | July 2022 2 TABLE OF CONTENTS Executive Summary 3 Strategic Plan Summary 2023-2026 4 Vision, Mission, Values 5 Strategic Planning Process 6 The Current Environment, SWOT 10 Strategic Issues and Challenges 12 Defining Priorities, Outcomes, Targets 14 Implementing the Vision: Strategic Initiatives 17 Strategic Planning Participants 18 City of Richfield Strategic Plan 2023-2026 | July 2022 3 EXECUTIVE SUMMARY From October 2021 through April 2022, the City of Richfield engaged in a strategic planning process. The process yielded a strategic plan covering 2023-2026. The plan consists of five strategic priorities—the issues of greatest importance to the City of Richfield over the next three years. Associated with each priority is a set of desired outcomes, key outcome indicators, and performance targets, describing expected results and how the results will be measured. The plan also includes strategic initiatives that will be undertaken to achieve the targeted outcomes. The planning effort began with an examination of the operating environment, consisting of an environmental scan, a community survey, eight focus groups, City Council interviews, and a SWOT analysis. On March 23 - 24, 2022, the City’s leadership team held a two days of strategic planning sessions. They developed a set of priorities, key outcomes, performance targets, and identified concepts for draft vision, mission, and values statements. Based upon those priorities, the City’s management team met on April 28, 2022, to identify a set of strategic initiatives and develop detailed action plans. The strategic priorities, key outcome indicators, performance targets and strategic initiatives are summarized here and on the following page. STRATEGIC PRIORITIES Operational Excellence Community Development Sustainable Infrastructure High-Quality Workforce Equity and Inclusion City of Richfield Strategic Plan 2023-2026 | July 2022 4 STRATEGIC PLAN SUMMARY 20 23-2026 City of Richfield STRATEGIC PRIORITY DESIRED OUTCOME KEY OUTCOME INDICATOR (KOI) TARGET STRATEGIC INITIATIVES OPERATIONAL EXCELLENCE An organization that delivers results Focused City leadership - Targets achieved - Strategic plan modifications - % of Strategic Plan targets completed by 2026* a) Develop long-term financial plans for capital and operations b) Create organization-wide continuous improvement plan c) Develop organization-wide tech plan d) Establish essential service delivery plan Financial capacity to deliver essential services - Fund balance growth - Revenue growth - New revenue sources - Stable funding for essential services in place by 2025 Operational capability to deliver essential services - System gaps closed - Process improvements - Service levels identified, met - Office 365 implemented by 2023 - _#_ improvements in each service area implemented 2024-2026 - Essential service delivery plan in place by 2026 COMMUNITY DEVELOPMENT Creating a community where all can thrive A vibrant downtown - _#_ of new DT housing units - _#_ of new DT business - _#_ new DT housing units 2023-2026* -_#_ of new business in DT 2023-2026* a) Develop a downtown strategy b) Establish strategy for pooled TIF funds c) Create community affordability strategy d) Develop comprehensive HRA redevelopment plan e) Update development review process and procedures Increased tax base - Value of permits issued - _#_ of new housing units -_#_ of new businesses - $ increase in value of new permits* - Net increase in housing units* - Net increase in businesses* Maintain Richfield as an affordable place to live - #/% of households paying more than 30% of income on housing - Progress toward Met Council Comprehensive Plan 30/50/80% AMI need allocation - Decline in cost-burdened households - 66 units 30%, 29 units 31-50%, 26 units 51-80% SUSTAINABLE INFRASTRUCTURE Infrastructure that meets community needs City infrastructure supports service needs - Asset plans adopted - Replacement plan compliance - Adopted comprehensive asset management plan by 2025 a) Create comprehensive capital funding strategy b) Create comprehensive asset management plan c) Implement prioritized CAP initiatives d) Create CAP education strategy for staff and public Sustainable infrastructure financing - Utility rate, tax base, debt capacities - External revenue source usage - Adopted comprehensive funding strategy for infrastructure by 2026 Climate resilience is a priority - CAP initiatives approved - CAP priorities funded - 2 highest priority Climate Action Plan projects completed by 2025 HIGH-QUALITY WORKFORCE A stable, well-trained workforce A well-trained workforce - Training goals met - Training completed __% of all employees meet or exceeding training goals 2026* a) Develop recruitment strategy b) Conduct salary & classification study c) Establish departmental succession plans d) Enhance professional development plan e) Develop Council-staff relationship/workplan process Staff capacity to meet service demands - Time-to-fill reduction - Retention rate improvement - Maintain __% fully authorized strength* - Retention rate increase _% to _% 2023-2026* Healthy Council-staff relationships - Council-staff trust, relationship survey results - Meet or exceed Council-staff trust and relationship target(s) by 2025 EQUITY AND INCLUSION A diverse, inclusive, and thriving hometown Reduced racial inequities and barriers for traditionally excluded groups - # of documented inequities - BIPOC service ratings - A racial inequities reduction plan in all departments by 2025 a) Develop strategy to hire DEI Coordinator b) Create Equity Plan c) Create customer service rating increase strategy d) Develop and implement equity decision-making framework Staff, Boards and Commissions reflect the diversity of the community - Racial diversity change - BIPOC turnover rate - Overall turnover rate Percentage increase 2023-2026: - __% underrepresented leadership* - __% BIPOC employees* - __% BIPOC Commissioners* - BIPOC turnover rate =/< overall rate Equity-based framework is applied to decision-making - _% decisions using equity framework - ___% of City Council and staff decisions include use of equity framework 2023-2026* *TO BE DETERMINED City of Richfield Strategic Plan 2023-2026 | July 2022 5 OUR VISION A resilient, purposeful, and forward-thinking community where all are connected and can thrive. OUR MISSION To create equitable systems, infrastructure and services that make our community better. OUR VALUES Lead the way The City of Richfield seeks to continuously improve the services it provides to residents through innovative and creative solutions. The city cultivates an environment of growth for its staff and residents. Responsive The City of Richfield listens and responds to feedback from residents. New projects undertaken by the city will reflect the needs of residents. Both elected officials and city staff will provide friendly, timely, knowledgeable customer service to residents at all times. Stewardship The City of Richfield manages all of its resources, whether it be human, natural or financial in a responsible manner. The city aims to provide services that promote a prosperous and healthy community in the most fiscally responsible and sustainable way. Community Centered The City of Richfield celebrates and takes pride in its community. The city is resident- focused and makes tailored decisions based on what is best for current and future residents. Richfield is constantly seeking opportunities to collab orate with residents to set goals and accomplish objectives. Equitable The City of Richfield is dedicated to building a diverse, inclusive, and thriving hometown. The city seeks to understand barriers and connects all residents with opportunities. Richfield will reduce inequity by focusing on the areas of greatest disparities. City of Richfield Strategic Plan 2023-2026 | July 2022 6 STRATEGIC PLANNING PROCESS Strategic planning is a process that helps leaders examine the current state of the organization, determine a desired future state, establish priorities, and define a set of actions to achieve specific outcomes. The process followed by the City of Richfield was designed to answer four key questions: (1) Where are we now? (2) Where are we going? (3) How will we get there? (4) What will we do? The process is divided into a development phase and an implementation phase. The full process is depicted below. ALIGNING STRATEGIC LEADERSHIP AND GOVERNANCE The strategic planning process began with two facilitated leadership sessions focused on effective governance on November 5, 2021, and February 10, 2022. The leadership group included the Mayor, City Council, and senior management team. During the two sessions the group discussed roles and responsibilities, governance best practice, teamwork, decision-making, style differences and conflict resolution. As a part of the process, participants completed style assessments and a questionnaire regarding leadership challenges. An extensive discussion of personality styles and current challenges was held with a frank exchange of viewpoints. This led to the surfacing of Council-staff working relationship issues, community representation challenges and policy concerns. Ultimately, the group reconciled many important policy and procedural issues. Of particular importance, the group discussed the challenges of accommodating different perspectives—both in the community and within the leadership team. DEVELOPMENT IMPLEMENTATION Where are we now? Scan the environment Conduct internal and external analysis (SWOT) Develop Strategic Profile Identify Strategic Challenges Where are we going? Define our Mission Articulate Core Values Set a Vision Establish Goals Identify Key Intended Outcomes How will we get there? Develop Initiatives Define Performance Measures Set Targets and Thresholds Cascade throughout organization What will we do? Create detailed action plans Establish Accountability: Who, What, When Identify Success Indicators Provide Resources City of Richfield Strategic Plan 2023-2026 | July 2022 7 At the conclusion of the two sessions, the group collectively affirmed its commitment to the following: • Establishment of priorities and allocation of staff time • Collaborative resolution of Council-Staff policy disagreements • Addressing staff capacity • Creating a safe and supportive environment for debate and discussion • More informal meetings for trust building • Clear guard rails for everyone in their respective roles • A commitment to honest feedback The governance discussions established a foundation and context for the strategic planning process and the prioritization of effort that followed. ASSESSING THE CURRENT ENVIRONMENT The strategic planning process began with a meeting of the consultant and the Richfield senior staff on October 4, 2021. The meeting included a review of strategic planning principles, a discussion of organizational value proposition, the status of vision and mission statements, a tutorial on preparing an environmental scan and discussion on community outreach. The session concluded with group acknowledgement of current conditions, principles for the vision and mission statements, a timeline, and assignments for preparation of the environmental scan and organizational profile and a process for conducting the stakeholder and community outreach. Operating Environment, Stakeholder Engagement To answer the question “Where are we now? the strategic planning process began with a detailed examination of the operating environment. This is done early in the process to provide useful information to the City Council so that informed choices can be made during the strategic planning retreat. Assessing the environment included: · Environmental scanning · A community survey · Community Focus Groups Environmental scanning was conducted by staff in collaboration with the consultant. The consultants facilitated the focus groups and administered the internal survey using an online survey methodology. The purpose behind these activities was to support strategic decision-making. As such, the survey and focus groups were limited in scope. The questions centered on City services and community life—the central responsibilities of the City and the focus of strategic planning. The results of these efforts were presented to the City Council at the first strategic planning session on March 15, 2022. They are summarized below along with links to the complete results. City of Richfield Strategic Plan 2023-2026 | July 2022 8 Environmental Scan: The Environmental Scan is a description and analysis of the City of Richfield, its demographics, environment, and community. The environmental scan is the exploration phase of the strategic planning process. It provides the framework for understanding the City, its attributes, and relevant issues in planning its future. The staff presented a detailed review of internal operations and current challenges facing the organization. Topics included: community demographics, regional trends, financial summary and status, physical assets summary and human assets summary. An analysis of external factors and trends included covering changes in demographics, housing, and key economic indicators. The full results of the environmental scan are included in a link HERE Community Survey Results: A community survey was conducted in January through early March 2022 as part of the strategic planning process. The survey questions explored quality of city services, quality of life in Richfield, opportunities for improvement, and priorities for the future. KEY TAKEAWAYS: • 89% of survey respondents reported that they were Very Satisfied for Somewhat Satisfied with the quality of life in Richfield and 91% Strongly or Somewhat agreed that Richfield is a good place to live for those of all ages. • Feedback showed that more than 90% of participants felt that public safety and parks and recreation areas were important. More than 80% indicated they were satisfied with drinking water, parks and rec facilities, and roads. More than 75% indicated they were satisfied with public safety, transportation options and neighborhood appearance. • Respondents considered high quality schools, green space preservation, being a good place to raise a family and grow old, affordable city services and being a safe community as the five most important items for the future of Richfield. Focus Group Results: As part of the City of Richfield’s strategic planning process, eight focus groups were conducted on January 25th, 26th, and 27th, and March 9th. A focus group is a small-group discussion guided by a trained facilitator. It is used to gather in-depth information about a community's thoughts and opinions about a designated topic. The process included a set of questions and follow-up discussion within the small group. Participants included residents from several groups including: community leadership, the faith community, the disability community, the historically marginalized community and renters. Additional focus groups included business community, staff, and elected and appointed officials. KEY TAKEAWAYS: • Among the strengths reported by the focus groups were the “small town” atmosphere, the proximity of amenities and access to the Twin Cities, the appearance of the parks, exceptional snow removal, and the diversity in Richfield in many facets including age, race, and income. Parks are seen as one of the best things about Richfield and recent City of Richfield Strategic Plan 2023-2026 | July 2022 9 improvements such as sensory activities and fenced playgrounds in parks were noted and appreciated. • Among the opportunities for improvement cited were: community sidewalks, inconsistent speed limits in residential communities, updated technology for better community accessibility, space such as a community center with programming for residents from kids to seniors, continued dialogue with communities of color, equitable services and multi-language fluency, and increased data transparency from the police department. • The business focus group was dissimilar to the other focus groups in their discussion and priorities. The group wants to prioritize events such as the 4th of July celebration that bring together residents and business as it helps to showcase businesses in the community. They were very complimentary of police, fire, and public works and viewed those high-quality services as crucial to the business community. They think that Richfield could become more business friendly, especially for new ideas. • Priorities for the future include community safety, diversity, inclusivity, accessibility, sustainability, education, affordable housing, support for small and BIPOC owned businesses, and mental health services. The full results of the community survey and focus groups are included in a link HERE STRATEGIC PLANNING PROCESS SETTING DIRECTION: MISSION, VISION, VALUE PROPOSITION AND CULTURE On March 23-24, the City of Richfield held two days of meetings to develop the strategic plan. As they addressed the question of “Where are we now?” the group was challenged to define the current organizational culture and its value proposition—understanding that an organization’s culture, and the value proposition it puts forth provide the foundation for the way in which services are delivered and strategic direction is set. The three value propositions and core cultures are summarized as follows: Three Value Propositions Operational Excellence (example: Wal-Mart, Southwest Airlines) Set Priorities, Targets • Strategic Planning Retreat • Operating Environment - Culture, Value Proposition - Internal SWOT • Challenges, Priorities • Outcomes, KOI’s, Targets Implement the Plan • Implementation Session - Strategic Initiatives - Action Plans • Refine details • Final Review, Approval Assess Current Environment • Senior Management Review • Previous Plan status • Vision/Mission/Values • Environmental Scan • Stakeholder engagement • SWOT Analysis City of Richfield Strategic Plan 2023-2026 | July 2022 10 Product/Service Leadership (example: Apple, Google) Customer Intimacy (example: Nordstrom, Ritz-Carlton) Four Core Cultures Control Culture (example: Military - command and control) Competence Culture (example: Research Lab – best and brightest) Collaboration Culture (example: Family-teams) Cultivation Culture (example: Non-profit/religious group-mission/values) The group engaged in an extended discussion regarding the value proposition and its relationship to the culture. It was generally agreed that customer intimacy reflects much of the current approach and that in a small town that is inevitable. Operational excellence has been important and will continue to be important for operational stability, therefore, customer intimacy was determined to be the primary value proposition, with operational excellence as a secondary focus. The group then directed their attention to their mission, vision, and values statements. They agreed that all three statements needed modifications. They examined the current statements, spent time reflecting and debating their vision, long-term aspirations, and their purpose. A brainstorming process ensued, resulting in the identification of key concepts the group favored for possible revisions. These were then used over the succeeding weeks to create draft statements. Vision, mission, and value statements and values are listed on Page 5. STRATEGIC PLANNING PROCESS REVIEWING THE ENVIRONMENT, SETTING STRATEGIC PRIORITIES An important part of the strategic planning process is a review of the current operating environment and an evaluation of the challenges confronting the community. The was accomplished via a SWOT analysis—a process that examines the organization’s internal strengths and weaknesses, as well as the opportunities and threats in the external environment. To facilitate this, a SWOT questionnaire was distributed to the City Council and senior staff in advance of the planning session. Using the Assess Current Environment • Senior Management Review • Previous Plan status • Vision/Mission/Values • Environmental Scan • Stakeholder engagement • SWOT Analysis Set Priorities, Targets • Strategic Planning Retreat • Operating Environment - Culture, Value Proposition - Internal SWOT • Challenges, Priorities • Outcomes, KOI’s, Targets Implement the Plan • Implementation Session - Strategic Initiatives - Action Plans • Refine details • Final Review, Approval City of Richfield Strategic Plan 2023-2026 | July 2022 11 SWOT data, a small group review process revealed the most frequently mentioned characteristics in each area. STRENGTHS • Great staff – experienced, professional • Strong collaborative elected leadership • Financially stable • Shared values/vision • Collaborative culture • Diversity – community, commitment WEAKNESSES • Finances/financial position • Infrastructure – all types • Staffing-staff capacity • Lack of long-term planning • Organizational culture OPPORTUNITIES • Diverse community • Economic development – location • New ideas - housing, staff, services • Partnerships/collaboration • High density housing growth • Changing population in community THREATS • Stress – responding to continual change • Economic pressure, development • Racism • Perception of safety/crime • Pandemic/economic stress • Turnover • Redevelopment • Infrastructure – built and technology The group used this information to identify those opportunities that would be helped the most by the organization’s inherent strengths and which external threats were most likely to exacerbate their weaknesses. STRENGTHS LEVERAGING OPPORTUNITIES (Make good things happen) • Development • Pursue collaborations, partnerships • Leverage diversity of community, new ideas City of Richfield Strategic Plan 2023-2026 | July 2022 12 • Boards & Commissions – use/leverage them • Size and location of the city • Equity work continuation – see as an opportunity WEAKNESSES EXACERBATED BY THREATS (Keep bad things from happening) • Insufficient staff capacity • Financial challenges • Aging infrastructure – including technology-invest/reinvest • Climate change • Problems due to lack of investment in critical services/support Following this exercise, the group examined the results, and engaged in additional brainstorming to identify the strategic issues and challenges facing the organization: STRATEGIC ISSUES/CHALLENGES • Staffing – capacity, succession, retain, recruit, standards, employer of choice, diversity, stress/resilience • Infrastructure improvement • Public safely, expand non-traditional • Equity-inclusion – expand multi-cultural capacity, staff diversity, programming • Technology • Financial sustainability • Community diversity • Rate affordability – utilities • Long-term planning • Climate change – stormwater issues, trees, current/future • Organization processes – effectiveness • Accessibility • Development/redevelopment • Balancing maintenance, affordability, new development-diversity • Economic expansion-tax base • Communicating change • Market pressures • Economic downturns, inflation, etc. • Community change, type, pace • Core service – performance, scope creep (dealing with community trauma) • Offering more open/green space Based upon the challenges and issues identified, a facilitated discussion ensued to determine the highest priorities for the strategic planning period. The following priorities emerged as the most important over the next three years: City of Richfield Strategic Plan 2023-2026 | July 2022 13 STRATEGIC PRIORITIES Operational Excellence Community Development Sustainable Infrastructure High-Quality Workforce Equity and Inclusion City of Richfield Strategic Plan 2023-2026 | July 2022 14 DEFINING THE PRIORITIES To clarify the meaning of each priority, the group identified key concepts which were used to create guidance, and ultimately, definitions. 1. Operational Excellence • Operations of various departments • Continuous improvement • Financial management • Technology infrastructure • Long-term planning • Risk mitigation/management 2. Community Development • Economic development, tax base expansion • Redevelopment • Housing – affordable, maintenance, density, accessibility • Neighborhood stability, change • Planning commission 3. Sustainable Infrastructure • Streets • Utilities • Stormwater • Buildings • Climate impacts • Parks • Finance 4. High-Quality Workforce • Staff capacity • Training, development • Succession • Retention, attraction 5. Equity and Inclusion • Metrics, measures for City’s impact on community • City staff diversity • Community dynamics • Service delivery – accounting for equity and inclusion in decision making • Accessibility • Multi-lingual City of Richfield Strategic Plan 2023-2026 | July 2022 15 KEY OUTCOMES, INDICATORS, AND TARGETS BY PRIORITY: With definitions in place, the group determined the most important outcomes to be achieved for each priority, defined Key Outcome Indicators (KOI’s), and developed Performance Targets. KOI’s define progress toward desired outcomes. Performance Targets define successful outcomes, expressed in measurable terms. The alignment created between priorities, outcomes and targets is important, not only for clarity, but also for maintaining a disciplined focus on the desired results. Operational Excellence a. Outcome: Focused City leadership KOI: Targets achieved, strategic plan modification Target: __% of Strategic Plan targets completed by 2026* b. Outcome: Financial capacity to deliver essential services KOI: Fund balance growth; revenue growth; new revenue sources Target: Stable funding for essential services in place by 2025 c. Outcome: Operational capability to deliver essential services KOI: System gaps closed; process improvements; service levels identified, met Target: Implementation of Office 365 by 2023; _#_ improvements in each service area implemented 2024-2026; essential service delivery plan in place by 2026 Community Development a. Outcome: A vibrant downtown KOI: _#_ of new DT housing units; _#_ of new DT businesses Target: _#_ new DT housing units 2023-2026*; _#_ of new business in DT 2023-2026* b. Outcome: Increased tax base KOI: Value of permits issued; _#_ of new housing units; _#_ of new businesses Target: $ increase in value of new permits*; net increase in housing units*; net increase in businesses* c. Outcome: Maintain Richfield as an affordable place to live KOI: #/% of households paying more than 30% of income on housing; progress toward Met Council Comprehensive Plan 30/50/80% AMI need allocation Target: Decline in cost-burdened households; 66 units 30%, 29 units 31-50%, 26 units 51-80% Sustainable Infrastructure a. Outcome: City infrastructure supports service needs KOI: Asset plans adopted; recent plan compliance Target: Adopted comprehensive asset management plan by 2025 b. Outcome: Sustainable infrastructure financing KOI: Utility rate, tax base, debt capacities; external revenue source usage Target: Adopted comprehensive funding strategy for infrastructure by 2026 c. Outcome: Climate resilience is a priority KOI: CAP initiatives approved; CAP priorities funded Target: 2 highest priority Climate Action Plan projects completed by 2025 City of Richfield Strategic Plan 2023-2026 | July 2022 16 High-Quality Workforce a. Outcome: A well-trained workforce KOI: Training goals met; training completed Target: __% of all employees meet or exceeding training goals 2026* b. Outcome: Staff capacity to meet service demands KOI: Time-to-fill reduction; retention rate improvement Target: Maintain __% fully authorized strength*; retention rate increase __% to __% 2023-2026* c. Outcome: Healthy Council-staff relationships KOI: Council-staff trust, relationship, survey results Target: Meet or exceed Council-staff trust and relationship target(s) by 2025 Equity and Inclusion a. Outcome: Reduced racial inequities and barriers for traditionally excluded groups KOI: # of documented inequities; BIPOC service ratings Target: A racial inequities reduction plan in all departments by 2025 b. Outcome: Staff, Boards and Commissions reflect the diversity of the community KOI: Racial diversity change; BIPOC turnover rate; overall turnover rate Target: Percentage increase 2023-2026: _%_ underrepresented leadership*; __% BIPOC employees*; __% BIPOC Commissioners*; BIPOC turnover rate =/< overall rate c. Outcome: Equity-based framework is applied to decision-making KOI: __% decisions using equity framework Target: __% of City Council and staff decisions include use of equity framework 2023-2026* STRATEGIC PLANNING PROCESS Assess Current Environment • Senior Management Review • Previous Plan status • Vision/Mission/Values • Environmental Scan • Stakeholder engagement • SWOT Analysis Set Priorities, Targets • Strategic Planning Retreat • Operating Environment - Culture, Value Proposition - Internal SWOT • Challenges, Priorities • Outcomes, KOI’s, Targets Implement the Plan • Implementation Session - Strategic Initiatives - Action Plans • Refine details • Final Review, Approval City of Richfield Strategic Plan 2023-2026 | July 2022 17 IMPLEMENTING THE VISION: DEVELOPING STRATEGIC INITIATIVES AND ACTION PLANS To successfully address the strategic priorities and achieve the intended outcomes expressed in the performance targets, it is necessary to have a focused set of actions, including detailed implementation steps to guide organizational effort. The City of Richfield will accomplish this through a set of strategic initiatives. Strategic initiatives are broadly described, but narrowly focused activities that are aligned with the priorities and targeted to the achievement of outcomes expressed in the Targets. On April 28, 2022, senior staff met to identify strategic initiatives. Following this session, staff teams began work to develop detailed action plans for each initiative. Operational Excellence • Develop long-term financial plans for capital and operations • Create organization-wide continuous improvement plan • Develop organization-wide tech plan • Establish essential service delivery plan Community Development • Develop a downtown strategy • Establish strategy for pooled TIF funds • Create community affordability strategy • Develop comprehensive HRA redevelopment plan • Update development review process and procedures Sustainable Infrastructure • Create comprehensive capital funding strategy • Create comprehensive asset management plan • Implement prioritized CAP initiatives • Create CAP education strategy for staff and public High-Quality Workforce • Develop recruitment strategy • Conduct salary & classification study • Establish departmental succession plans • Enhance professional development plans • Develop Council-staff relationship/workplan process Equity and Inclusion • Develop strategy to hire DEI Coordinator • Create Equity Plan • Create customer service rating increase strategy • Develop and implement equity decision-making framework City of Richfield Strategic Plan 2023-2026 | July 2022 18 STRATEGIC PLANNING PARTICIPANTS The strategic plan was developed with the hard work and dedication of many individuals. The City Council led the way, taking time out of their schedules to commit to long-term thinking. They defined a direction and a set of outcomes that are important to the community stakeholders with whom they partner and serve. The City’s senior staff supported the City Council and offered an operations perspective as well as challenges to conventional thinking. City Council Maria Regan Gonzalez, Mayor Mary Supple, Council Member At-Large Simon Trautmann, Council Member Ward 1 Sean Hayford Oleary, Council Member Ward 2 Ben Whalen, Council Member Ward 3 Department Heads & Staff Katie Rodriguez, City Manager Sack Thongvanh, Assistant City Manager Melissa Poehlman, Community Development Director Mike Dobesh, Fire Services Director, Fire Chief Jay Henthorne, Public Safety Director, Police Chief Kristin Asher, Public Works Director Amy Markle, Recreation Services Director Bill Fillmore, Liquor Operations Director (former) Krista Guzman, HR Manager (former) Consultants Rapp Consulting Group Craig Rapp Cory Poris Plasch Strategic Priority: Operational Excellence Outcome: Financial capacity to deliver essential services Target: - Stable funding for essential services in place by 2025 Initiative: Develop long-term financial plans for capital and operations Actions Measure of Success Who’s Responsible Target Date Develop 5 and 10 year financial plan for operating and capital initiatives Financial plan created for sustainable capital and operational needs- stable tax rate Finance, Directors 2023 Review 5 and 10 year financial plan for operating and capital initiatives annually 5 and 10 year financial plan for operating and capital initiatives reviewed Finance, Directors Annually Incorporate asset plans into financial plans Asset plans incorporated into financial plans Finance, Directors 2025 Strategic Priority: Operational Excellence Outcome: Operational capability to deliver essential services Target: _#_ improvements in each service area implemented 2024-2026 Initiative: Create organization-wide continuous improvement plan Actions Measure of Success Who’s Responsible Target Date Identify existing processes in each department and create a list of what is time consuming, tedious, or ineffective Process list created Department directors, Supervisors, Staff Q3 2023 Create prioritized list of what will be needed to improve specific processes Prioritized needs list created Department directors, Supervisors, Staff Q4 2023 Identify duplicate needs between departments Itemized needs list crossed referenced across departments to see if there are similar needs Executive, Department directors Q4 2023 Identify cost and timeframe to implement improvements Timeline and quotes from vendors if there are specific needs Executive, Department directors, Staff Q1 2024 Create plan to implement new process (goal is 1 process improvement per department each year) Process improvements identified, timeline set Department directors, Staff Q2 2024 Implement new process Updated process in place Managers , Staff Ongoing through 2026 Annually evaluate process list to see if there are areas for improvement Process list updated Department directors/ Managers/ staff Annually Strategic Priority: Operational Excellence Outcome: Operational capability to deliver essential services Target: - Office 365 implemented by 2023; _#_ improvements in each service area implemented 2023-2026 Initiative: Develop organization-wide tech plan Actions Measure of Success Who’s Responsible Target Date Establish a baseline for each department on what they currently have (hardware/software) and identify needs. Baseline tech capabilities established IT, Departments Q2 2023 Needs assessment of (new) tech which must be upgraded for switch to M365 Tech identified by department – specifically focus on items associated with switch to M365 IT, Departments Q4 2022 Develop plan: IT (software/ hardware) and companies identified – create a rollout schedule. Support identified (contractors, software, hardware) to implement rollout IT, Departments, Tech consultants Q1 2024 Monitor tech implementation and meet with staff on progress and obstacles during implementation. Successfully implement and train all staff on the new tech IT, Tech consultants, staff Q2 2024 Collect feedback from staff using the new tech and adjust based on survey results Feedback collected and adjustments made to tech/implementation plan IT, Tech consultants, staff Q3 2024 Departments and IT annually review tech plan to ensure better service to our customers internally and externally Tech plan annually reviewed by Departments and IT to ensure better service to our customers both internally and externally IT, Departments, Staff Annually Strategic Priority: Operational excellence Outcome: Operational capability to deliver essential services Target: Essential service delivery plan in place by 2026 Initiative: Establish essential service delivery plan Actions Measure of Success Who’s Responsible Target Date Identify existing processes in each department and create a list of what is essential List created Department directors, Supervisors, Staff Q2 2024 Identify essential service tiers list List created Executive, Department directors Q4 2024 Identify duplicate services between departments Itemized needs list crossed referenced across departments to see if there are similar needs Executive, Department directors Q3 2024 Identify services offered by outside agencies and partners Itemized needs list of partners created Executive, Department directors Q4 2024 Create essential service delivery plan Essential service delivery plan in place Department directors, supervisors, Staff Q1 2025 Annually evaluate service delivery plan to see if there are areas that need updates Annually evaluate service delivery plan Department Directors, Managers, Staff Annually Strategic Priority: Community Development Initiative: Develop a downtown strategy Outcome: A vibrant downtown Target: _#_new DT housing units and _#_of new business in DT 2023-2026 Actions Measure of Success Who’s Responsible Target Date Recruit, hire, onboard Economic Development Coordinator Fully onboard ED Coordinator MP, HRA Q4 2023 Research, investigate, network – what exists now? How do we track? List of identified sources, people, agencies CD Staff Q4 2023 Collect baseline data Current number of housing and businesses in downtown identified CD Staff Q2 2024 Data analytics and identify trends Understanding of types of uses “missing” from downtown CD Staff Q4 2024 Consider means to attract/market for desired uses Marketing strategy and/or funding strategy complete CD Staff Q4 2025 Proactively market downtown Richfield Increased number of housing units and businesses in downtown CD Staff Q4 2025 Strategic Priority: Community Development Outcome: --Increased Tax Base & Maintain Richfield as Affordable Place to live Target: Net increase in new housing units and business & Decline in cost- burdened households Initiative: Establish strategy for pooled TIF funds Actions Measure of Success Who’s Responsible Target Date Complete City Audit Audit done and distributed Finance Q3 2022 Provide audit to Ehlers to create a TIF mgmt. plan TIF mgmt. plan completed Ehlers Q4 2022 Internal evaluation of TIF mgmt. plan and recommendation prepared Reports/ recommendations to HRA prepared MP/JU, CD Mgmt Q1 2023 Present TIF mgmt. plan to HRA and Council at work session for feedback Complete work session MP/JU, CD Mgmt Q1 2023 Adopt TIF plan mods/plan Plans/mods adopted MP/JU, CD Mgmt Q3 2023 Strategic Priority: Community Development Outcome: Maintain Richfield as an affordable place to live Targets: - Decline in cost-burdened households & creation of 66 units 30%, 29 units 31-50%, 26 units 51-80% housing Initiative: Create community affordability strategy Actions Measure of Success Who’s Responsible Target Date Review of current programs Report/ review completed CD Staff Q3, 2023 Track impact of inclusionary housing policy How many units created; cost of units; etc. CD Staff Q4, 2024 Implementation of inclusionary housing policy by increasing capacity of property managers Trained and capable property management staff & correct income qualification submittals. CD Staff ongoing Create dashboard of affordability Data available on public-facing dashboard CD Staff Q4, 2024 Facilitate construction of three fully- affordable housing projects. Projects built and operating successfully in community. CD Staff 2025 Develop affordable housing trust fund spending strategy/priorities. Funding spent to support affordable units. CD Staff, Executive Q2, 2023 Strategic Priority: Community Development Outcome: Increased tax base Target: -_$_ increase in value of new permits; Net increase in housing units; and Net increase in businesses Initiative: Develop comprehensive redevelopment plan for HRA-owned sites Actions Measure of Success Who’s Responsible Target Date Recruit, hire, onboard Economic Development Coordinator Fully on boarded ED Coordinator MP, HRA Q4/2023 Collect updated info on HRA owns sites Data on HRA owned sites collected ED Coordinator Q4 2023 Evaluate sites in relation to strategic priorities All sites evaluated and ranked CD Mgmt. Q1 2024 Identify additional info needed to market sites Data and HRA needs identified CD Mgmt. Q1 2024 Collect additional info and prepare marketing materials for sites Marketing materials prepared Communication person, Consultant, CD Q3 2024 Market sites Sites posted for sale CD Mgmt. 2025 Strategic Priority: Community Development Outcome: Increased tax base Target: $_ increase in value of new permits; Net increase in housing units; and Net increase in businesses Initiative: Update Development Review Process and Procedures* Actions Measure of Success Who’s Responsible Target Date Research electronic plan review options with departments who participate in review. Electronic Plan Review Software selected Cross- department Team late 2022 Sign contract and begin transition to electronic plan review Data transferred to new system Cross- department team Q2, 2023 ARC Team establish procedures for use of new software New process and procedures established Cross- department team Q2, 2023 Annually evaluate Process and Procedure list to see if there’s areas for improvement Streamlined and efficient processing of permits and plans Cross-department team Annually *Also advances Operational Excellence Strategic Priority: Sustainable Infrastructure Outcome: Sustainable infrastructure financing Target: - Adopted comprehensive funding strategy for infrastructure by 2026 Initiative: Create comprehensive capital funding strategy Actions Measure of Success Who’s Responsible Target Date Hire a consultant to conduct a utility rate affordability assessment. Assessment completed. PW Q4 2022 Consideration of including local option sales tax (LOST) in legislative platform. Council consideration has occurred. Executive Q4 2022 If granted authority by State Legislature, host a referendum on a LOST. Hold a vote at a general election within two years of legislative approval Executive Q4 2024 Determine sufficient cash balance for liquor operations to move to Recreation capital projects. Analysis complete, appropriate funding levels identified Finance, Liquor, Recreation 2023 Conduct an internal audit of utility fund charges (6052 Admin Charges). Utility charges are justified. Finance Q2 2023 Determine debt limit capacity. Debt policy developed and implemented into city financial planning Executive, Finance, City Council 2024 Collaborate with state officials to examine the equitability of regional cost share policies. Reduced financial burden on local municipalities from county and state infrastructure projects. PW, Executive, City Council 2023 Explore the opportunity to sell water to other cities Opportunity to sell water to other cities explored. PW, Executive, City Council Q4 2023 Strategic Priority: Sustainable Infrastructure Outcome: City infrastructure supports service needs Target: - Adopted comprehensive asset management plan by 2025 Initiative: Create comprehensive asset management plan Actions Measure of Success Who’s Responsible Target Date Compile inventory and condition assessment of all city buildings. Inventory and assessment completed. Buildings, Recreation, PW Q4 2023 Compile inventory and condition assessment of all underground infrastructures. Inventory and assessment completed. PW Q4 2023 Compile inventory and condition assessment of all city fleet units. Inventory and assessment completed. PW Q4 2023 Compile inventory and condition assessment of all city recreation facilities. Inventory and assessment completed. PW, Recreation Q4 2023 Compile inventory and condition assessment of all city roadway elements (signs/crosswalks/walls). Inventory and assessment completed. PW Q4 2023 Work with a consultant to conduct a needs assessment for all city assets. Listed created by consultant of what assets are needed and what assets are no longer needed. Consultant Q4 2024 Work with a consultant to prioritize asset replacement, removal, and expansion. (tie to funding plan) Clear understanding of priorities for asset replacement, removal, and expansion. Consultant Q3 2025 Work with a consultant to develop a timeline for replacement, removal and expansion priorities (Tied to 5 and 10 year funding plan). Timeline completed Consultant Q4 2025 Strategic Priority: Sustainable Infrastructure Outcome: Climate resilience is a priority. Target: - 2 highest priority Climate Action Plan projects completed by 2025 Initiative: Implement prioritized CAP initiatives Actions Measure of Success Who’s Responsible Target Date Develop long- and short-term action steps for CAP Action chart created that aligns CAP projects with specific goals and timelines. Recreation, PW Q3 2023 Identify funding sources for CAP projects. Designated funding for CAP implementation. Rachel, Amy, Finance, Executive Ongoing Work with Council, stakeholders, and residents to seek input on CAP priorities. Decisions influence work plan. Sustainability Commission, Rachel, City Council Q2 2023 Strategic Priority: Sustainable Infrastructure Outcome: Climate resilience is a priority Target: 2 highest priority Climate Action Plan projects completed by 2025 Initiative: Create CAP education strategy for staff and public Actions Measure of Success Who’s Responsible Target Date Identify City events for CAP education outreach opportunities. Tabling at several events/year. Rachel, Amy, Communications team Ongoing Develop formal CAP educational opportunities. Conduct education opportunities annually. Rachel, Amy Ongoing Develop informal CAP educational opportunities. Information is shared on the City website, social media, print materials, and video. Sustainability Commission, Rachel, Amy, Communications team 2025 Create a calendar to identify outreach topics to help focus CAP education efforts. Outreach calendar completed and utilized. Sustainability Commission, Rachel 2023 Create CAP education materials for website. Robust website launched. Sustainability Commission, Rachel 2025 Strategic Priority: High Quality Workforce Outcome: Staff capacity to meet service demands Target: Maintain % fully authorized strength and retention rate increase _% to _% 2023-2026 Initiative: Develop recruitment strategy Actions Measure of Success Who’s Responsible Target Date Quantify current staff/membership composition and areas for improvements Complete current analysis of employee and commissioner composition HR, DEI coordinator 2023 Survey staff and commissioners on recruitment and retention questions for staff and commissioners. Analyze employee survey results and needs determined HR, DEI coordinator, Executive 2023 Identify and utilize outreach opportunities (advertisement, flyer, etc.) for a more diverse candidate pool Opportunities for outreach and recruitment identified HR, DEI coordinator, Communications Staff Annually, starting 2024 Identify and utilize outreach opportunities (advertisement, flyer, etc.) for a more diverse commissioner applicant pool. Opportunities for outreach and recruitment identified City communications staff, Commissioner liaisons, DEI coordinator Annually, starting 2024 Strategic Priority: High Quality Workforce Outcome: Staff capacity to meet service demands Target: - Maintain % fully authorized strength and Retention rate increase _% to _% 2023-2026 Initiative: Conduct salary & classification study Actions Measure of Success Who’s Responsible Target Date Conduct wage/classification study Study completed HR, Executive, Consultant Q4 2023 Develop recommendations based on results of the study Recommendations developed and implemented HR, Executive, DEI coordinator 2024-2025 Strategic Priority: High Quality Workforce Outcome: Staff capacity to meet service demands Target: - Maintain % fully authorized strength and Retention rate increase _% to _% 2023-2026 Initiative: Establish departmental succession plans Actions Measure of Success Who’s Responsible Target Date Identify and prepare for anticipated vacancies. Forecast and anticipate 3 to 5 years Anticipated vacancies identified Department directors, supervisors Q4 2024 Departments must submit a succession plan (HR prepare sample) 10 year plan Succession plan developed an submitted Department directors, Supervisors, HR 2024, review annually Prepare for sudden/unexpected vacancies (job descriptions, materials, requisition forms, document position processes/create transition documents, etc) Materials created and updated annually HR, Department directors Annually Strategic Priority: High Quality Workforce Outcome: A well-trained workforce Target: % of all employees meet or exceed training goals by 2026 Initiative: Enhance professional development plan Actions Measure of Success Who’s Responsible Target Date Identify opportunities for staff development- what areas could be improved and what organizations should we use for training Areas for growth and partners developed HR, Department directors, Supervisors, Staff Q1 2024 Determine budget for professional development Budget determined Department directors, Supervisors 2024 budget, then annually Identify and implement professional development opportunities Training and professional development utilized HR, Department directors 2024 budget, then annually Strategic Priority: High Quality Workforce Outcome: Healthy Council-staff relationships Target: - Meet or exceed Council-staff trust and relationship target(s) by 2025 Initiative: Develop Council-staff relationship/workplan process Actions Measure of Success Who’s Responsible Target Date Council encouraged to connect more with staff, meet with directors, and attend events Improving cohesiveness between the groups and better collaboration in implementing strategic priorities Council, Executive, Directors, Staff immediately and ongoing Develop relationship/work plan process with City Council and leadership team Work plan created and approved Executive, Directors 2023 Quarterly meeting with Council to review  Standard of engagement  Strategic plan progress  Work plan  Budget Quarterly meetings held Council, Executive, Directors 2023-2026 Host all managers meetings annually to review work plan as a group Work plan reviewed internally annually and strategic priorities completed Executive Annually, starting 2023 As part of Commissions and board onboarding process go over strategic plans Commissions and boards aligned with strategic plan and city work plan Executive, liaisons 2024 Strategic Priority: Equity and Inclusion Outcome: Reduced racial inequities and barriers for traditionally excluded groups Target:- A racial inequities reduction plan in all departments by 2025 Initiative: Develop strategy to hire DEI Coordinator Actions Measure of Success Who’s Responsible Target Date Evaluate DEI coordinators roles and responsibilities DEI coordinators position evaluation completed Executive, Admin (HR), DEI position supervisor Q3 2022 Evaluate DEI coordinators position in org and if they need additional resources for success DEI coordinators position evaluation completed Executive, Admin (HR), DEI position supervisor Q3 2022 Update DEI job description to reflect finding from prior research DEI job description updated Admin (HR), DEI position supervisor Q3 2022 Post DEI position Job posted Admin (HR) Q4 2022 Promote DEI position posting to the community Position viewed by a large, diverse group of applicants Admin (HR), Communications Q4 2022 Onboard DEI position Successfully onboard DEI coordinator Executive, Admin (HR), DEI position supervisor Q1 2023 Support DEI position DEI position feels supported and empowered Executive, DEI position supervisor Ongoing Strategic Priority: Equity and Inclusion Outcome: - Reduced racial inequities and barriers for traditionally excluded groups Target: A racial inequities reduction plan in all departments by 2025 Initiative: Create equity plan Actions Measure of Success Who’s Responsible Target Date Identify data on racial inequity that can be collected, measured, and monitored Data identified DEI coordinator, CARES team, 2024 Each department will identify 3-5 metrics to focus racial inequity work on Metrics identified DEI coordinator, department leads Q1 2024 Determine framework for equity plan All sites evaluated and ranked DEI coordinator 2023? Annually review 3 ordinance and/or city policies with a specific focus on reducing racial inequalities Gaps/recommended changes identified for inclusion in equity work plan DEI coordinator, department leads 2024, On going Share/Publish Equity Pan Plan published DEI coordinator, Executive, Communication staff 2024 Educate staff, council, commission, and community on equity plan People are aware and informed on equity plan DEI coordinator, Executive, Communication staff 2024-2025 Strategic Priority: Equity and Inclusion Outcome: Reduced racial inequities and barriers for traditionally excluded groups Target: Increased rating on customer satisfaction survey Initiative: Create customer service rating increase strategy Actions Measure of Success Who’s Responsible Target Date Review past surveys/Focus groups Review complete DEI coordinator, Exec. Q4 2023 Identify communities, specifically historically excluded groups, in the city List of historically excluded groups in our city created DEI coordinator, Community engagement manager 2024 Identify community leaders, stakeholders, organizations List of community leaders, stakeholders, organizations created DEI coordinator, Community engagement manager 2024 Conduct additional surveys/focus groups of users of city services Feedback collected from a wide variety of our community DEI coordinator, Community engagement manager As needed Create and implement plan for collecting on going feedback Process in place DEI coordinator, Community engagement manager 2024 Develop and implement training program- develop outside opportunities for these trainings Trainings scheduled and completed DEI coordinator, HR 2024-2025 Conduct the National Community Survey Survey completed DEI coordinator, Community engagement manager 2024 Strategic Priority: Equity and Inclusion Outcome: Equity-based framework is applied to decision- making Target: ____% of City Council and staff decisions include use of equity framework 2023-2026* Initiative: Develop and implement equity decision-making framework Actions Measure of Success Who’s Responsible Target Date Inventory equity tools currently available in our organization Review complete DEI coordinator 2023 Research processes and tools that other cities have implemented Assessment completed DEI coordinator 2023 Pilot equity toolkit with departments Toolkit applied to some policies and procedures DEI coordinator, few staff to test 2023 Train CARES team on equity toolkit CARES team trained on equity toolkit DEI coordinator, CARES team 2023 Implement toolkit in all departments – CARES team can assist in rollout All staff trained on equity toolkit DEI coordinator, CARES team, Department directors, Managers, Supervisors, Staff 2023 Research and identify equity lens for C.C. Equity lens tool identified DEI coordinator 2023 Add equity lens to staff reports Staff reports updated with equity lens DEI coordinator, IT 2023 Annually review toolkit and processes for improvement Toolkit reviewed annually DEI coordinator, CARES team Annually