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HomeMy WebLinkAbout8.F.2. Goal Setting Session Adoption �� ` ' o( . CITY OF SHAKOPEE Memorandum TO: Mayor and City Council FROM: Mark McNeill, City Administrator SUBJECT: Goal Setting Session Adoption DATE: May 1, 2012 Comment: Introduction: The Council is asked to adopt the results of the goal setting sessions held in March, and specifically adopt the priorities for the next twelve to eighteen months which were identified at those meetings. Background: On March 13th, the City Council and Department Heads met in a retreat setting at Shakopee Public Utilities. The purpose of the meeting was to set goals and objectives for the short term, which was identified as being for the next 12 to 18 months. The session was facilitated by the firm Brimeyer-Fursman, LLC. The initial March 13t"meeting lasted in excess of five hours. A follow up meeting was held on March 27th, at which time the Carver Governance model about the particular roles of government was also discussed. Through an action planning process, the highest priority issues were identified. Discussion was also held about follow-up to those priorities. Priorities: At the goal setting retreat, the participants were paired, and each individual was assigned to write ten short-term goals for the City. Each group of participants then identified five top goals, and those were assembled into specific areas. Each of the participants then were given a number of"votes" which then identified, through the number of votes, the highest, medium and low priorities. The results were as follows: Highest Priorities- 1. Budget and Fiscal Policy 2. Infrastructure needs and funding 3. Adequate staffing 4. Economic Development Medium Priorities 5. Strategic Planning 6. Annexation 7. Transportation 8. Fire Department Low Priorities 9. Community Center 10. Community ID 11. Tribal 12. Rental Code Enforcement The results of the voting are shown on pages 10 and 11 on the attached summary. The follow—up would be to identify specific task, responsible parties, and timelines. I recommend that these be subjects for deliberation at future Council discussion sessions as they are held. The logical order to address these would be from the highest priority, to the lowest. However, given that there are twelve identified priorities, it would be approaching the end of this particular City Council's term of office to discuss each, one month at a time. An alternative would be to direct staff to discuss, research, and bring back recommendations for action steps, responsible persons, and completion dates. Recommendation: I recommend that the Council adopt the twelve priorities, and assign staff to do follow-up to be brought back to the Council for consideration. Relationship to Visioning: The Goal setting session addresses all of the standard visioning issues A-E. Action Required: If the Council concurs, it should, adopt the results of the March 2012 Goal Setting workshops, the twelve priorities and designating them as High, Medium, and Low, and direct that staff research and bring back recommendations for the priorities implementation. �^ � . �.`U �: Mark McNeill MM:cn City Administrator �.F 4 ,,,�� �9c4�� k 9� :�la ;� � �4�a f K� �� ��a �'��c�` ,"��.t��' .� ��� `' .�'���t��"�1�1�y6�1����lj,l�� II'I �r � ��, r �`y, d tP� ii�i� i �;� � �, i � fs��� � � ; � � �.� .:� Goal Setting Session rr` ��� �����`" This document summarizes the planning session discussions ���f and process used to develop priorities for the year 2012. ��� �`� ��3�� ���=ii�`� ., � �� _ � � �. ���.�' Brimeyer Fursman, LLC �� °�o-: �, 1666 Village Trail East �` f� Y� 651 . 204 . 0441 �'_k ` � s.. ... ... ., .. r, w .. ». „.., .. .. ..., », �� �� �. , . TABLE OF CONTENTS: Introduction..........................................................................................................................Page 2 Objectives Agenda Pre-Session Assessment.......................................................................................................Page 3 Team Self-Assessment .........................................................................................................Page 4 Tam Challenges and Keys to Success ..................................................................................Page 5 Strategic Planning Model .....................................................................................................Page 6 Mission/Vision/Current Long Term Goals .....................................................................Page 7 GoalsTriangle Diagram........................................................................................................Page 8 SWOCSummary...................................................................................................................Page 9 Priorities 2012- 2013 .........................................................................................................Page 10 Governance Model................................................................................................................Page 12 Carver's Nesting Bowls: Board Responsibilities.................................................................Page 13 Leadership and Decision Making Process...........................................................................Page 14 ActionPlanning Model..........................................................................................................Page 15 NextSteps .............................................................................................................................Page 16 Attachment A: Session Expectations and Objectives ........................................................Page 17 Attachment B: TOP Issues ...................................................................................................Page 19 Attachment C:Team Challenges and Barriers to Effectiveness .......................................Page 20 Attachment D: Current Goals ..............................................................................................Page 22 AttachmentE: SWOC ...........................................................................................................Page 23 SESSION I Introduction The City of Shakopee council and staff have spent five hours on March 13`�',2012 to discuss the current state of the City and to identify priorities for the following twelve to eighteen months. Prior to the session,the survey and interviews were conducted to assist with the assessment and develop a list of objectives for the session. The following objectives were identified: Session Expectations and Suggestions: 5:00 Introductions, Expectations, • Government Role Discussion(��hat is government's responsibility and role) 5:20 Discussion of Pre-Session o Discuss the process for decision making and moving Resuits things forward o Council decide what is the most important to them 5:45 Status of Current Strategies o Understand what the process is and what are priorities Review Mission and SWOT o identify"must have" and"nice to have" o Set priorities, having the council make the decision 6:00 Develop List of Issues, on what is most important and get behind it o Get the council on the same page - council as a body Establish Priorities vs. individuals 8:30 Break • Discussion about"how do we shift from being reactive to g;45 Action Planning model/OR being proactive"(staying at a 30,000 feet, rather than getting into the details, have mechanism in place on Roles and Responsibilities tracking, getting things done and holding people accountable) Update current goals 9:55 Next Steps • Set specific goals, that are measurable, have a timeline, report progress , set a system to hold people accountable 10:00 Adjourn • Discussion about"How do we prepare ourselves, so that we do not depend on other government agencies(state and federal), how do we plan for it?" Other comments and suggestions from the survey can be found in Attachment A. . - - . - •.- � . . . -. .. . . o - . . ..- - . .. . . ..- „ � . . - - -.. - . . . 2� Page Pre-Session Assessment About Shakopee Shakopee has always considered itself as a conservative community, one that enjoys consistent and stable tax rate, and preserves its historic, small town feel. The community was able to maintain that culture through the last ten years of gowth. In the summer of 2004, Shakopee began a community visioning process to explore what makes Shakopee a special place to live, what community values make it great, what needs to be protected and preserved, and what needs to be different so Shakopee remains a vibrant and wonderful city as it grows and changes. Since then the City Council and appointed Steering Committee have listened to and documented thousands of issues, ideas,values, and priorities from people from all over Shakopee through community conversations, surveys, an open house, and focus groups. From these a vision, goals, and strategies were drafted. These goals have been updated regularly, up until last election. Today, the community seems to be divided, there is a sense of"old Shakopee"and"new Shakopee" being on two different sides both geographically and ideologically. The vision is no longer unifying the community. Many efforts have been tried and failed due to insufficient community support, including Community Center extension,the referendum failed four times. About the Organization Most interviewed have expressed a need to have a long term vision, goals, and strategies;there is a sense that"we have been putting out fires". In �nost cases, lack of co�nmunication seems to be a major barrier to effectiveness and cohesiveness of the City team. Staff has been described as professional, knowledgeable and dedicated to the community and the organization as a whole. Departments work well together, but the trust level is going down and morale suffers as the frustration builds with lack of direction and clarity around the priorities. There is a disconnect between the City Staff and the Council, staff is reluctant to bring new ideas forward as the council may say"no". General perception is that the council would not support anything that is innovative or simply a new, different way of doing things. Issues identified through pre-session surveys and interviews � - . -�°a' . • � See Attachment B for Details. 3� Page Team Self- Assessment � � What has been workin well? What has NOT been workin well? • Good people-- at both the staff and elected • "Minnesota Nice" --being a little more direct official level--who honestly care about would be good in some situations Shakopee and treat each other with respect • The 5 members of Council not thinking of themselves as a"team" • Shakopee has a respectful Council, and • Sometimes work load may cause an employee strong Department Head team--it works well to respond to a cowarker in an untimely together, and shares ideas and information manner � Policies and procedures either not known or not • Cooperation,working together, meetings to followed causing counciUstaff to tra�el know and keep up with things unchartered waters unexpectedly • Inability to move forward with the changing • Communication between staff times � Over-whelming citizen input both positive and � The lack of a clear direction that includes negative over the years elected officials which limits utilizing the full • The abilities and talents of the team talents and abilities of the team • Inclusion of as many parties as possible • The tendency to disparage or denigate the ability of the City and by extension its"Team" • Move forward with projects without effectively including staff and others who should be involved in developing those projects • The past use of boards & commissions • Not getting enough information Barriers to Effectiveness . � . . • - . . . � �� . • - . . _ . ��� _` - . • • ' • • • . � • • See Attachment C for Details 4� Page Team Challenges and Keys to Success ; \ � �:� x�t� � , �f, �.. � ,_--�. � _ __..� . . -- . �� How can we be more effective and better prepared? � •Decisions are going to be made by the Council as a body • � � ' •Understanding the process and individual role in that process •Council members may need to examine their willingness to make decisions,as they � � • were elected to this role •Everyone on the same page and understand the goals and limitations the organization has as a whole •The Chamber understands the role the City has to people ther than business � � S awners •Build trust and communicate the needs more effectively •Council is more involved with boards and commissions •Focus on building trust with one another � •Identified and prioritized core services and what is and is not local government's � . • • 0 responsibilities •Elected council is recognized as a body is in charge and accountable to the voters not � � � � � the boards •Clear direction and expectations(council,boards and comissions,staff) •Have clear vision,which the boards and commissions can use to make the � • • . � recommendations ' •Agree on the primary goals of the city •The decisions placed before decision makers need to provide for the future needs � � and outcomes that the upcoming generations will be dealing with shortly •Concrete,measurable goals and expectations with timelines •Stronger commitment to working as a unit,rather than focusing on the needs of � � individuals or groups •Everyone from the Council to Boards and Commission to abandon the politically alluring tendency to state very publicly that a)this is only the public sector,b) everyone knows the public sector can't do anything well,and c)so what the city is doing is only what one can expect 5� Page Strategic Planning Model The Strategic Planning Model was introduced as a framework. The external forces were evaluated via survey and the results were presented to the group during the session. See SWOC section in this report. FORCES CLLIENNfS/ CODIPETITORS • Political CUS'fOh�RS/ • Competiti�e • ��� PAl'ERS Forces • Social • Tecbmlogral E�temal En�vonwmt • Scmuios Opportunities/Ilueats hfAD1DATES 1 Stnte�• 13e Futun Organindon T3ISSIOIrS/ Stntegic Issacs • Pract�cal Akernatnrs :1CTI0\S V�-B • Bazriers "Vision of Succas" staktLold�s • Suategus � * • rlctions / • ��'ork prograns RESLZ'IS Strengthvll'ealnessa Iatemal F��ironment RESOURCES PRESE.VI' PERFOR'13A.\CE • people S7'RATEGY • Resuhs • Eco�mic • O�rratl • Intocmation • Fu�tion or • Cou�etmcia �+�nt Current Goals Update The current Mission, Vision and Goals were presented to the group as a current state assessment,to assist the new council members in understanding of the past and current strategies. The accomplishments were shared as well. Prior to developing new goals and identifying priorities for 2012-2013, the council and staff took the time to discuss the various contradictions and differences of opinions on the current Strengths and Weaknesses of the Organization, potential Opportunities and Challenges. This discussion is represented in the S WOC table on page 8, more detailed information can be found in the Attachment E. 6� Page Mission Statement: The Mission of the City of Shakopee is to provide the opportunity to live, work and play in a community with a proud past,promising future,and small-towrz atmosphere within a metropolitan setting. Visio�i Statement: Twenty years fi-om now Shakopee will be known and valued as a unique city... Where a vital and historic downtown anchors an active riverfront district; and where the Minnesota River serves as a beacon for residents and tourists. Where distinct neighborhoods and business areas connect with each other through greenways and trails to protected natural habitat,recreational attractions, and other destinations; and where the arts deepen and enhance our community. Where active, healthy, individual and family lifestyles are supported through varied recreational and educational opportunities; where we demonstrate our commitment to youth; where both young and old enjoy community gathering places; where neighbors of all backgounds respect and appreciate each other; and where diversity is celebrated. Where homes meet residents' lifetime needs and are in neighborhoods that are accessible and connected with one another; where housing developments and public spaces reflect community needs; and where the city's unique historic personality is thoughtfully balanced with easy access to urban conveniences. Where we support high quality, life-long educational opportunities; where employees receive living wages; and where both locally owned businesses and corporate headquarters are welcomed and well- supported. Where residents are invested in the community and provide input on local issues; where open communication and community service are valued; and where high standards reflect our vision and commitment to creating a sense of community for generations to come. Long-Term Goals (updated April 2010) A. Keep Shakopee a safe and healthy community, where residents can pursue active and quality lifestyles. B. Positively manage the challenges and opportunities presented by growth, development and change. C. Maintain tl�e City's financial health. D. Maintain, improve, and create strong partnerships with other public and private sector entities. E. Deliver effective and efficient public services by staff of well trained, caring, and professional employees. 7� Page Current Goals 8z Action Steps To achieve the long-term goals, the City Council meets annually with City staff to outline and update two-year goals and action steps. For 2010 and 2011,the goals and action steps fall into five main focus areas: Transportation, Economic Development, Strengthen Community Identity& Connections, Quality Public Safety& Public Works Services, Continued Responsible Fiscal Management The Goals Triangle Diagram summarizes these goals and action steps into a one page document. The detailed description of all the goals and tasks can be found in the Attachment D. 9ukmee C!r Cowr�1 ioio.2un co�r TrA21 Sp ortatlon Fons Areat CR 101/F'ast Averwe bdaschall Id�ad!CR 17 CR 31118 River C�ossu�gs(CR101,lii 41) ' CR 69!US 169 Pede stan'ha�k 1tmsB. Hi�h�ivaliry P�.�blic UJorks ��P,.ihlic Safety Senrices F�eponsible F�s�_.-� Strengtl�en Commiinit}� n��l;��r,zl;t Identity & Connections Economic ����%«�_�r�:k��:w� Development c+mmecacau r ccmssmmicuicux! Dawra,nvnr lacxil c�ra,rrs 0¢+puat�mne s for Fee�aci+�3c kg,at ]nmyRrisl Pa�ks OLi dt N+w 57rkupee J Faz3ursE�;i (Y�ey Green lZk�Lahs!ivrsi Br�i(69l169fl1)) Z.mma.4c tl:znie::i r.z i',:mvnnn��C;c»ittv:rtamt Job R.etrsuicrc�B+ssauss Reeenaor. ''-`�����`s'�$ Tar.Bue Ptese=v4.icm See Attachment D for Details 8� Page Strengths, Weaknesses, Opportunities, and Challenges (SWOC) Internal Strengths and Weaknesses External (Organization and Community) � � � . OPPORTUNITIES � � � . � � - . �. - .��� :• Pro-active Economic Development Strategies � , � •:• Tribe Relations � , • - . � • •:• Partnerships (Other Government Agencies) ��. •• :• Growth Strategies and Management . � : � - - � - � ❖ Various Updates -� ' Bonding to enhance city facilities � • �. ❖ - . , - �. - ❖ Update the website �-� - � . . � � - .. . ❖ Senior Center .� • ❖ Community Center - � - :• Skill Building - :• Transportation � - . � � • � ��� . � :• Recovering Economy . �� �-� -� . � • -� •-. � - - n � � -- - � � �: �� '• • . � � � ..�= .• • •. • i - WEAKNESSES ❖ Divided community - � �• �' •:� Growth challenges ' _ _ _ ��� - • ❖ Lack of community participation ' ❖ Unclear vision for the community �- ❖ Neglected city facilities and infrastructure • • • �• - •'• Commuter city � . ❖ Impact of economic malaise �-� �• �• - - � -�- ❖ Personnel needs �- � � - ❖ Watered down policies � = • ❖ Unwillingness to invest in research �• . � ❖ Drawback on respect of the council and staff � • - • �- - •� - �� - ❖ Avoidance of controversial issues • � ❖ Mixed priorities ❖ Limited funding ❖ Ideological differences ❖ Lack of visionary/strategic thinking ❖ Ineffective communications (PR, Internal and External) 9� Page In Qrder For This Organization To Be Successful, What Issues Should We Focus on in the Next 2 To 5 Years? � ___ _ __-- --- _ Rcntal Code j Fire Community Adcquatc ; Infrastructure � Transportation ! Budget& Economic Strategic Community ID � Annexations Tribdl ; Enforcem nt Department ' Center Staffing i Needs and � � Fiscal Developmen Planning � � �Funding � ' Policy� � ! � � � _ •Rentalproperty •Fireavailability •Rolcof •Adequate •Connection •IOlbridge,river •Idcntify •Scwer/Water •Revisitvtsionand •Community •Planningfor Tribal code /partnerships Community number of between front desired Econ Dev aka comp plan for identity and annexation Issues enforcement •Fire department Centcr staff& � infrastructure/ •Gateways to the projects and "Pad Ready" revisions to meet connectivity •CR69/TH 169 ordinance growth proper facility needs& City:improved priorities •Prepare/Plan for the next 2-�years •Branding the annexation and training to willingness to invest,economic for funding new style EDA& •Priority driven City,highlight infrastructure � meet fund development and money to go w/it budget(& � what�ve have •llevelop a plan CounciPs •Infrastructure/ (169/69&101 planning .River Front consistent follow (marketing,PR, on proceeding goals street crossings) •Preliminarv Downtown 101 through) way finding with annexation •Invest in staff improvement •Completc major Levy range redevelopment •Continue strategic parks,historic, .69/169 —hire and •Maintain current transportation set b}�May .Entertainment/ planning annually natural resources) annexation retain the resources projects •Remain retail destination •Comp Plan/CIP/ proccss initiated best,training /infrastructure fiscally .Economic Policies& •Evaluate (roads, responsible Development Proccdures followed staffing equipment, tool box review (long rangc plan), I levels vs. buildings,fleet) .C/I and jobs investments �, services •Sufficienl funds expansion consistent •Core services for overlays and ' maintained at inliastructure reasonable •Develop plan for � I levels pavement � management funding •Capital improvement """ bubble 1•' „,t . • � '�'rc : .:� '� �a"' .� � � � � , � ,.; � , < t��r,.., ., ,. ��� _ ._ _ ., � ., , . � ,r ,,, • Lowest Priority • '�-� � .` u t �� ��� � .,. .. i' , Highest Priority - ;,, . ,� �`,:.�. r,.r,�.�,, ., , ,u,�..�.�,�,,;� ,�.».,,,..., 10� P � ge `' ti��', ..,.... .,� ..............»., »...., .b ...,.,.,».... .� ........... ... ......,......,...,.....,.. .b ..................,....,..,�.,.... Council ••• •• •• Staff•• •• •• 1. Budget and Fiscal Policy ..................................................................................+ 12 Council •••' + g Staff•• ••+� 2. Infrastructure Needs and Funding .......................................................................+ 19 Council •• +6 Staff•••••• +13 3. Adequate Staffing ........................................................................................ + 13 Council ' Staff•••• •+9 4. Economic Development ..................................................................................+ 11 Council •• • +4 Staff• 5. Strategic Planning ........................................................................................... +5 Council • +2 Staff•• ••• 6. Annexation ................................................................................................... +3 Council • Staff • 7. Transportation................................................................................................ -3 Council • - 2 Staff•• ••• - 1 8. Fire Department ............................................................................................ —5 Council ••• - 2 Staff• •• •• - 3 9. Community Center ......................................................................................... -6 Council '• - 3 Staff •• - 3 10. Community ID ............................................................................................. - 17 Council •O • -4 Staff• •••••• - 13 11. Tribal .......................................................................................................— 17 Council •• '• - 6 Staff• ••••• - 11 12. Rental Code Enforcement ................................................................................. -17 Council •• ••' - g Staff •••• ••• - 9 11� Page SESSION II: GOVERNANCE March 13�'session adjourned until Tuesday, March 27th. The council met with consultants to discuss the governance model at 6:30PM, followed by the Action Planning Process for the hiQhest priority issues jointly�vith tlie depart��lent directors at 7:30P'�1. � Agenda: Characteristics of Productive Team: 6:30 Governance Presentation • Effective Leadership • Suitable Membership and Discussion • Member Commitment 7:30 Break • Constructive Climate • Clear Purpose 7:45 Action Planning Model • Organized Procedures • Mutual Trust (Top Priority) • Creative Capacity • Meaningful Outcomes 8:30 Next Steps • Stakeholder Relations 9:00 Adiourn Governing Body Working Conditions: • Vague Task Definition • No Hierarchy • No Specialization • Little Feedback • Open Meetings � • � � � Reduce Uncertainty: • • � • Know Policymaking Role • Set Goals • Problem Solving Techniques • Develop Norms of Behavior . . - . • Teambuilding � ' - - . . . . . • Partnership with Staff � _ . � . Understand Behavior and Learning � � � Styles . • - . , . . . Flows of Governance � ' • - - � / Time of the Trivial � - � � 1 Short Term Bias � � 1 Reactive Stance ' � ' / Reviewing, Rehashing, Redoing � � / Leaky Accountability . . . . • / Diffuse Authority 12� Page �,,:..w..,,....�- ��...,4� -.�........,� K�$�� . ,�.m..wo+.+ . c.wr�.�uea1 s�ab�6ars P.ndea� Ldu�rai LQeevee v .�"' +..r..�'�s;uae+kce�-- .... » 4� co�^�ciL roucras r' . rto�r U�.coa�ea] {?1 eoasnecti c-ttb thz pnbl�c 1� sud eicb otLec to decc�tn�n-Ast ii ;a�' impotunt i�: - . ::a�.;w"rna.e�a�°`'•.,++�"" � COC,`!�`CTGaY'�PF RBI�TIONS � Cowa<z!�tuDlsla�d 4:.. matssSOru�sS�tem�eo accauast[or wseciata�r aesao�as. � � .�sM«' '`°� � �����' g�cvrzt�s ustrrwrioNs ji� � Go•n!Counca!�ats STOP �i�... • Su[W m�!��sK�ur�eo ltm�t �[�tf't piuDCV�.t»�Rsodf. acv�'sw1.aod Cf[cssmluotel. ����`..'+mr.camJ <`":i«. 'z xx^... " 8i�7D$ • tilut Pood� 7..;.. • Rtvch p�opy> � ubai CO1T? • DeGas��me�asoeneo o!etse oayxtsixatsan •.,j' f e+,!� ,�a::.G`° .ax.+= � -.�.:r.r..r� ,..�r....� ?.��,.�'�t7� wa.n..... ..... . - NiISSION ]. � H[II��S[�d[01A�5[iL1[I'@fII2 O�6'YSS!Lb!Cl�i� ♦�.'.. G[satL2lUOtt!1(Ol.3tlA IEDSC t�t[YV[$d li•lD b� �,�y,�,,F, Qt��i1JiL]1�1 Vlli2t. �^'r ' `� ���g�a '.�J'�ipyn.N"� .�f[+'d��yeool'i.::-. "HE POLICY 1�3AKING NESTING BOW Bss�d oaa John Cata�ri'+\fod+l of Gov���unc� � � � � � y _ < v;�� ����� 1 Set Expectations for CEO/ Management Team ��'� � / Hold CEO/ Management Team Accountable / Check with CEO/ Management Team on progress and ,� � u completion � , .� .,_ � , . �> �� ,��r.. . � :, _,� ��� �v�. _ � �, 13� Page Policy as a Leadership Tool i • . • - - � - - . • � ' . • • Decision Making Process: Ends vs. Means Council concerns are with ENDS which are desired outcomes for the arganization and the community ENDS must consider the following ,°;':� . . . . - - . � . . . • . � - - . 14� Page Action Planning Model . - - - . . . • . . . . . . � . - . . - . . �i • . � - • . . . - � . W y�s t is Strategic Issue. Major parts of it unfunded What are the consequences�of NOT addressing this issue. Depreciation is catching up to funding Increasing Cost Policy—financing issue Public Reaction Could not bond Deteriorated Economic Development I! No mone was dedicated to CIP Funding Mechanisms in place (assessments) Annual Evaluation Franchise Tax considered Public understanding and accepting Re-allocate resources (re-prioritize) �ncreased Tax Base (Economic Development) Economic Development Incentives(Business Phase in over time assistance, etc.) 1 - . _ - . . . - - - . . ,i ' ; � PublicUnderstanding/Acceptance Unwillingnessto raise taxes Inconsistent Allocation of Funds Inconsistent Public Policy Absence of a method for allocation CurrentAssessment Policy(Levy) Additional Cost—Size of the Assessment 15� Page 1 1 � ' I � 1 ` � • I . � � 1 � � � 1 / 1 1 i 1 I ' � � •Explore Investments i� Options • - - •Ends discussion (overall =°'� � � . • Look at debt schedule vision for the City) `��.��� �:,�� � • Explore other •Communication •New money(borrow ) € financing options Strategy � •Re-allocation (what .2014 budget .��. . �� fr,,;: � , should we stop doing) � ' �' � 'i��' � •Tax Levy increase �� • discussion . , _ � .�...,.a..,:w,��,�.� ,.A�.�,� . . . � • ' ,�� Next Steps The questions for further discussion and next steps: 1. Complete Action Planning for all top priorities 2. Develop Work Plans: identify milestones and responsibilities 3. Develop a reporting(communication) system and progress tracking mechanism 4. Discussion about Tax Levy Policy 5. Adapt a process on how the decisions will be made going forward(to what end?) 6. Discussion on how pro-active the City should be(Economic Development) 7. Finalize/make the decision on Fire Station(sell or arts) 8. Check with the current Mission/Vision and Goals—are they aligned with our priorities? 16� Page Attachment A: Expectations and Objectives • What is the role of the City(as an organization-- City employees, taxpayer dollars, etc.)when it comes to economic development, PR for Shakopee, promoting cultural diversity, etc. We provide public safety, public works, and other local government services -- but is there a consensus from the Council on whether or not the City's role does or should extend beyond this? • How to tie results to budget--far example,the Council is at least initially supportive of the city retaining ownership of the now vacant downtown fire station. It is a policy decision as to whether to keep it, but there are costs involved with that. Shakopee has for years taken a"low tax, low service level"philosophy. If that is going to change, the Council has to accept that taxes will go up. • Council's goals as far as willingness to amendldeviate from its comprehensive plan because a particular proposal is desirable, but not in the zone proposed. What recreational investments are desired(or are not affordable)and identifying where the funds will come from. Realistically discuss funding as goals are identified and not just put things down as dreams, but think about how can they be funded, are they important enough to raise taxes?In other words, be somewhat realistic. • Do you want to be proactive or reactive?Being proactive will most likely require a move in the tax rate and additional staf£ It seems like all we've done is cut. • How can we enhance our image as a City to make people proud of living in Shakopee?How do we fund facility enhancements to increase our amenities that the City has to offer? • Identify and prioritize core services. What is local government's responsibility? Proper policies and procedures for council/boards to follow with self-initiated ideas. How do we best help those we serve? • What does the City Council expect far fire response times?Is 5, 10, 15, 20 minutes acceptable? What response time is it, so staff can build a Fire Department around those times? • What frustrations have the Council members experienced in obtaining information from staff? What tools are needed by Council to respond and provide residents or peers with accurate information?Where do you see Shakopee moving as a community in the next 3 years?Does this tie to your personal lifestyle, or do you see conflict? • 1) What are the services that the City currently provides that should be continued and/or expanded?2) What are the new initiatives that you contemplate the City engaging in?What is the potential budgetary impact of those, and how do you see those being impacted in 2013 budget. • Goals for boards& commissions. • What are your expectations for service? 17� Page SESSION ANTICIPATIONS 1. The Council will set some priorities (and a reasonable# of them--not 12 or 15 priorities for one year!) 2. For the Council to have a better understanding of the amount of staff resources need to do X or Y. In the past, direction has been given to do things without regard for potentially burning people out 3. I would like to see less goals,but realistic/attainable. If the list is kept realistic, the range of goals (years)can be expanded as desired 4. Council be more supportive of city staff. I also would like to see a more positive approach to everything.It's fine to disagree and have a lively debate, but things get negative, especially around budget time. 5. For Council and staff to have realistic goals that they stick to and conduct business around. The goals should set Shakopee up for the future not just for today. To stop being okay with good enough. 6. Stable tax rate, smaller more focused government. Minimize regulatory burdens on job creation. Prioritize service levels based on realistic funding considering current economic situation and the impacts of state/federal economic issues. How to leverage the private sector to better the community as a whole(Derby days)? 7. I am just looking for clear direction, so I can do the job the city has hired me far. 8. Determination of the greatest needs that should be addressed by the Council and Staff 9. Identification of the areas of conflict that may slow down progress or growth in the area 10. Priorities of the Council that will ensure a stronger connection with the inter-governmental groups, private entities and private citizens, as there will continue to be strong emphasis on the City to be as efficient and effective as possible 11. A commitment on the part of the Council members to work together in developing and launching initiatives or projects 12. Once a majority of the Council agrees on a project or initiatives that it remain publicly committed to moving forward with it. 13. "Measurable" goals from staff, police& fire. 14. To agree on items that they can agree to do and identify priorities. OTHER NOTES • I see more 3-2 votes by this Council. While that is not bad by itself, it will be different. We will need to learn how to function that way, and not have staff be caught in the middle of opposing points of view. • I believe if city government starts doing things outside its area of responsibility, the flood doors become wide open to do all kinds of things with a lot of expenses and more political ideology will divide the city. We need to be able to tell people, NO, this item is not a function of the city sorry. Steer them in another direction. Most dislike congress for 3 reasons, gidlock, ideology, and spending. The local level should not be like congress. • Shakopee provides an excellent work environment that is supportive and encouraging, and will need to ensure that the new and upcoming employees have an opportunity to learn this culture from the more senior employees, as this is often the largest source of frustration for staff members. This will need to be a mare"city-wide" process,to ensure that the skills of the staff are used to create a stronger working environment, as well as a welcoming and positive presentation for future hires. • Our boards seem underutilized and adrift. Police goals are not measurable.Need clear development plan. 18� Page Attachment B: Top Issues • Partnerships o Work to build better relationship with the Tribe--Intergovernmental Working Group now set up o Define core responsibilities of local government- where partnerships can be found to minimize expense for all • Staff o Complete and implement new staff salary structure o Day time staffing for the fire department o Greater training and skill building for staff, boards and commission members • Planning o Adherence to the comprehensive plan and zoning o Park development long range goals and affordability o Benefits of investments when there are long term ongoing costs o Long-term capital improvement planning • Fiscal o Remain financially strong o Stable tax rate o Identify and minimize unnecessary spending o Shelter Shakopee from larger government economic impacts o Budget and service level • Infrastructure o Maintain current infrastructure-buildings, roads, equipment o Long term infrastructure maintenance needs and funding • City Facilities o Enhancement of City faciliries(community center) o Time frame on building fire station three in Southbridge o Senior center development • Job creation o Updated TIF policy. Future land development(annexation) o Dedication of money and resources to economic development • Development of procedures that allow the strongest level of consistent communication between elected officials • Housing o Housing regulation o Rental ordinance • Development of accurate demogaphics of the community, allowing Council and Boards to more clearly understand who their constituents are-across the board 19� Page Attachment C: Team Challenges /Barriers to effectiveness • New Team—New Direction o Working as a team with the new mayor and Council has been challenging-- staff is more than willing to make changes to the ways things have been done, but there needs to be an acknowledgement in order to go in a different direction, some things will have to wait until the next budget cycle. There also needs to be an understanding that things are currently being done the way they are for a reason--whether it is to comply with a state law or our own City code or because of lessons learned over the years. o Learning curve for new elected officials o Learning to wark in collaboration, approach projects as a team not individuals o Learning to trust the team, "empowering the staffl' o The lack of long term thinking and willingness to ]ead by example from the City Council. Also lack of support for staff to be innovative o Lack of consistent decisions or direction from Council or Boards o A lack of unified commitment to the direction(s)the City is taking o Finding the direction from a split council • Continued growth o Ability to keep up with growth and new responsibilities as we grow as a community and organization with current funds that will not continue to meet those needs o What do we want to be and what do we want to look like in 5, 10, 15 years etc...This city is still going to change. Are we going to be proactive or reactive to those challenges and changes? o Growing population over the last 10 years,which is going to continue for this community o Future land development o Community center expansion • FinancialInstability o Market values have and are falling o Foreclosures, economic uncertainty at multiple levels of government, unemployment is double the norm o Inflation or weakening dollar causing food, gas, and most other items to cost more while private side wages remain flat o Financial limitations at this time • Employee Retention o Retirement or retention of long term and skilled employees, as job market becomes more mobile • Public Distrust o Negative perceptions of public service and public employment, that is often exasperated by the media, community or misinterpreted actions o Public distrust of any level of government activity 20� Page HOW CAN WE BE MORE EFFECTIVE/BETTER PREPARED? • Process for making decisions o We need to talk about how decisions are going to be made--they need to be made by the Council as a body o People need to understand the process and their role in that process.Nothing gets done with the snap of a finger o Difficult decisions often require the difficult task of making a decision, rather than deferring the decisions to votes of the whole or extension of decisions. Council members may need to examine their willingness to make decisions, as they were elected to this role • Communication o More communication. We all need to be on the same page AND know and understand the goals and limitations the organization as a whole has. o The city and the chamber need to get on the same page. The chamber needs to understand the role the city has to people other than business owners. o Build trust and communicate the needs more effectively. Council should be mare involved with boards and commissions. o Focus on building trust with one another • Clear Roles and Responsibilities o We need to identify and prioritize our core services and what is and is not local government's responsibilities. o We need to recognize that the elected council as a body is in charge and accountable to the voters not the boards. We the council need to tell our boards what we expect from them, they are often times working outside the spectrum either because they have a political ideology and personal agendas or because the council has not given clear direction. • Shared Vision and Goals o It boils down to having a clear vision, which the boards and commissions can use to make their recommendations of. o Agree on the primary goals of the city o Currently the goals that are listed on the agenda direct some focus, but the decisions placed before decision makers also need to provide for the future needs and outcomes that the upcoming generations will be dealing with shortly o Concrete, measurable goals and expectations with timelines. Review of all policies to update to current conditions. • Commitment to the City o Stronger commitment to working as a unit, rather than focusing on the needs of individuals or goups o A good start would be for everyone from the Council to Boards and Commission to abandon the politically alluring tendency to state very publicly that a)this is only the public sector, b)everyone knows the public sector can't do anything well, and c) so what the city is doing is only what one can expect. 21� Page Attachment D: Current Goals Focus Area: Transpoi-tation Goal l: Reconstruct CR101/lst Avenue Goa12: Facilitate Marschall Rd/County Road 17 Improvements Goa13: Complete County Road 21/18 Project Goa14: Facilitate River Crossing w/MnDOT and Met Council Goa15: Participate in CR 69/TH 169 Interchange Study Goa16: Work with Jurisdictions to Close Gaps on Regional& Local Trail System Goal 7: Expand Commuter Transit Service& Expand Ridership on Transit Circulator Service Focus Area: Economic Development Goal 1: Re-establish and begin regular meetings of the Economic Development Advisory Committee. Goa12: Develop a marketing plan for the Downtown& CR 101 corridor in"Old Shakopee". Goa13: Develop and Adopt a Plan for the Future of New and Existing Retail Centers within the City. Goa14: Develop and Adopt a Plan for the Further Development of Industrial and Business Park areas in the City. (Valley Green/Dean Lakes/West End(CR 69/US 169/TH 41) Goa15: Establish Job/Business Retention Program Goa16: Ensure Tax Base Preservation Focus Area: St�-engthen Community Identity and Connections Goal 1: Improve Communication& Connections between the City, its Diverse Population,and its Neighborhoods Goa12: Evaluate& Enhance Community Amenities Goa13: Build Upon& Expand Partnerships & Sponsorships Focus A►-ea: Public Safety/Public Works Goal 1: Maintain Adequate Staffing Levels Goa12: Continue High Quality Training Goa13: Fire Station 2 Relocation Goa14: Continue Working on Goals and Objectives set forth by the Police Services Master Planning Task Force Goal 5: Community Survey Goa16: Improve Department Visibility Goal 7: Place Mobile Data Terminals in Fire Vehicles Goal 8: Establish Station Paging Goal 9: Fire Explorer Program Goal 10: Use of Technology Focus Area: Responsible Fiscal Management Goal 1: Maintain Adequate Fund Balance Levels Goal 2: Maintain Sustainable Property Tax Burden Goa13: Maintain Debt Levels Relative to Projects Goal 4: Control Spending 22� Page Attachment E: SWOC COMMUNITY STRENGHTS • Strong and diverse tax base with opportunities to grow o Well-rounded community with a good mix of housing, retail and commercial tax base o A geat commerciaUindustrial base--many exciting things just on the cusp right now in terms of new tax base and jobs o Contains industrial, commercial and residential development o It has everything from entertainment,roads/transit, and opportunity to still grow o Relatively good financially o In a reasonable financial condition o Great tax rate(stable tax rate) o The city is financially sound o A lot of opportunities for growth o Strong and consistent population growth o Healthy cash position allowing for options in decision making o A strong employment base and mix o CommerciaUindustrial development • Services and amenities o Ability to live and work here and get most of the services you need here, as opposed to being a"bedroom community" o Good Schools o Strong business community • Large entertainment base o Tourist attractions -- something that brings people to town and something that we could build upon in the right economic climate o We have a lot of entertainment opportunities o Strong attractions, including Valley Fair, Canterbury Park, Renaissance Festival, The Landing,the Minnesota River, etc. o Area attractions • Expedient location with multiple transportation options o It is located close to the big city amenities of the Twin Cities, yet also close to rural agricultural areas o Shakopee is located along 169 so it is easily accessible for businesses o Location close to metro yet still small and personal, transportation major hiway,transit, and rail exist o Space to grow • Natural Resources o Natural resources, multiple lakes and a river o The river o Set in the MN River valley, Shakopee has a great deal of physical beauty--river, lakes, bluffs and forests o Transpartation system-road, rail,river crossings 23� Page • Well run city services o The City is in relatively good financial shape, and has invested in its infrastructure--city buildings, utilities, schools, and some transpartation o Low crime o City has a strong relationship with the school district o The City has a well trained staff of employees o Knowledgeable staff • Diverse,and growing population o Increasing diversity of races o The city is so diverse in both population and make-up of businesses o Diversity of the community, employment base and demogaphics o A well-educated and diverse population o Newer residents and various cultures o Growing population o Active senior community • Historic Community o A strong history to be gounded in o Historic roots STRENGHTS OF THE ORGANIZATION • Dedicated and knowledgeable employees o Experienced professionals who work hard to give the City Council and the community what they ask for or expect o City Administrator and Department Heads are dedicated to this City and this community -- not just working here for a few years until they can move on to a bigger city o New Finance Director has brought a much needed breath of fresh air and new perspective to the City's budget and financial outlook o Good labor relations o Strong and experienced management team o Devoted and caring employees o The city has great staff. The department heads are well educated and trained. They also have a great deal of experience o The majority of the staff is dedicated to the organization and works very hard in many cases doing multiple job tasks o Skilled and experienced staff, with the ability to train and assist new staff inembers o Supportive administrative staff who are well prepared and knowledgeable about issues and political arena o Capable and potentially very creative staff o Knowledgeable staff 24� Page • Fiscally astute organization o Policies that position the city to keep costs from peaks and valleys o The city is financially strong, which allows for progess and forward thinking in a time when many cities are just trying to stay a float o City staff and council both share credit for holding the financial line but we should also recognize, and be proud of the fact,that we're financially strong o Basically, very sound financially o Fiscally sound o Financial systems in place • Positive relationships and history of respectful politics o History of unanimity and positive political culture--Councilmembers have respected each other's' opinions o The departments generally work very well together and communicate well o The Department Heads all get along • Organizational infrastructure o Defined departments, latest technology, communication tools, stated department goals o The city has talented individuals in key position within the organization o Communication between departments is very good o Sound Organizational Structure • New city facilities • Willingness to consider and implement new ideas and procedures • A variety of community input through numerous boards, committees, and commissions • Ready for a challenge WEAKNESSES • Divided Community o Status quo and keep taxes low at all costs(folks that are out to prevent change) o Want change, but not willing to pay for the desired services and amenities o This city has an'bld Shakopee"vs. "new Shakopee" feel at times o There is a feel of separation between east and west ends of town o Are we a small town or an emerging city in the metro? o Believing Shakopee is a small community and we should hold on to that small town feeling o Blending ar appreciation of the "new residents" into an existing or "old town" perspective o Set in its ways/Old vs. new/ Small town vs. small city o different viewpoints of groups, no continuity o "Originally from town" vs. "out of town-ers" 25� Page • Growth Challenges o Lack of adequate river crossings has stymied growth, and it is a long term prospect to remedy o Costs to retrofit infrastructure in some older areas of the city, and to provide new infrastructure in potential areas for expansion o Ability to view a°greater good"perspective from many projects or community growth issues o Can be unreceptive to growth o The feeling of"this is how it's always been" has gotten in the way of progress o Have not realized the potential of the river • Lack of community participation o Lack of involvement or interest of a broader base of participants o There needs to be more participation from the community • Unclear Vision and Goals o Identification of major goals or objectives - short term o Lack of following policy/procedure, going multiple directions often times outside the core responsibilities of government(core functions not defined) • Neglected City facilities and infrastructure o The City facilities are not as up to date or appealing as surround communities i.e. the Community Center, City Hall and lack of a dog park o Physical disruption of many arterials and county roadways that tends to lead to isolation of one area of the city from another o Challenges in maintaining City's downtown and related "First Avenue" corridor as a meaningful core to the city • Commuter city(the lack of good shopping and restaurants drives people elsewhere) • Impact of economic malaise will potentially affect the overall quality of life--code enforcement, rental housing issues, multifamily housing(extended families in neighborhoods designed for single families, etc.) WEAKNESSES OF THE ORGANIZATION • Personnel Needs o Serious need for additional personnel in certain areas (if the Council or the community wants more or a higher level of service) o The City is beginning to lose experienced Department Heads, over the next 3-8 years several more(and the City Administrator)will be leaving o Succession planning is in order o We all want more staff to accomplish tasks and conduct proactive/quality of life projects but nobody has increased staffing levels for years o We will need more staff to accomplish many of the goals that may be set at the meeting o Council must understand current staffing levels when making decisions to do more o Staffing levels are very low o Not having enough staff to preform core functions 26� Page o Limited staff training and opportunities for staff to network and update with peers o Development of skill sets that are needed for today's work flow-not settling for skills that may not be efficient or effective in today's work place • Watered down policies o We often try to please everyone at once-- which can result in a watered down policy or program, rather than picking priorities and sticking with them, even if that means telling a person ar group that while their idea or request may have some merit, it just doesn't fit in with where we are putting our energies • Unwillingness to invest in research o Staff and the Council are too often operating on an assumption of what people want or what a certain project will require--there is an unwillingness to spend money on resident surveys and consultants which have the potential to provide a more solid foundation for our work o Change should be for the better but only if ineasured with the cost • Drawback on respect of the council and staff o The respect Councils have shown for each other has some drawbacks o The Council has problems with giving direction o The Mayor's ideas seem to be different from others on the Council o New elected are still learning their role o Micromanagement of staff at times o Not trusting city staff s recommendation can be frustrating given the training and experience that department head possesses o Things get too negative sometimes o Let's be proud and celebrate our successes more o The City Council does not put a lot of faith in City Staff o Willingness of public members of the city quasi organization(City Council, boards and commissions)to publicly denigrate or disparage the work and abilities of the city to meet community needs and do a good job • Avoidance of tough/controversial issues o Instead of delving into controversial issues, we have avoided them--what to do with the area north of 1 st avenue along the river is a case in point o Challenges not faced and dealt with • Mixed Priorities o Too many people going different directions o Not getting clear direction or decision from council • Limited Funding o Taking on new projects or goals are limited due to funding o The willingness to Increase taxes to fit the needs of the city • Ideological differences o Not staying focused on core government functions (not defined) o Differing views of governments responsibility 27� Page • Accountability o Goals are not measurable • Lack of Visionary and Strategic Thinking o The City Council is not visionary o The City Council too concerned with the dollar figures and do not enhance City amenities to accommodate our current population let alone future growth o Tendency of city councils over the past several years on the direction(s)the city should take(e.g. fund only core services like public safety versus all others) o A dislike to stepping out of comfort zone • Ineffective Communications o The City website is very hard to navigate and with only a part time communications coordinator there is little to no marketing of the City o The Communications Coordinator only writes newsletter, her time could be much better allocated to actually promote the City o Communications coordination and process that will provide updates to staff from the top down, consistently and timely OPPORTLJNITIES • Pro-Active Economic Development Strategies o I think the City should step into the development function a little bit mare. The Vikings stadium quest seemed like trying to run before you can walk for a City that has not taken an active role in economic development for years, but there are certainly opportunities on a more do-able scale to acquire and assemble land, raise old buildings to make way far new, etc. o Riverfront development o West downtown redevelopment • Tribe Relations o Build on recent positive outreach from the Tribe--work to get reimbursement ageements for services which the City provides. • Partnerships o Renegotiate fire services agreement with the two neighboring townships o Work with MNDOT to expand and flood proof the CR 101 River Crossing o Joint construction with the school district or County o Partnerships with other government entities to share resources and manpower, we really need to decide if having professional staff inembers contract out city projects, do we need outside consultants when our staff is capable in the slower development era where in? o Seek private business solutions to non-core function issues o Potential partnership with the SMSC, which controls about 1/3 of the remaining developable land within the City limits o Partnerships available through SCALE, including partnership with Greater MSP, other cities, and others o Annexation, warking with the SMSC 28� Page • Growth strategies and management o What is the long term desire for the community? Small, well run, clean, recreational opportunities,job opportunities,with little crime o Development of greater linkage with community and surrounding communities that could provide insight into the future of a growing community, as it plans for the°maintenance" of the rapid gowth • Various updates o Bonding to enhance City facilities o Updating the website o Senior center o Community center/2nd ice sheet • Skill Building o Greater development of skill building,through review of procedures and practices • Expand the work opportunities for residents and future residents that provide wages and lifestyles for trained and skilled employees CHALLENGES • Negative or passive attitude o As the current legislature imposes its "less government is good" philosophy on Cities and Counties, it willleave fewer resources with which we can use to provide services (the demand for services won't go away, but we will have fewer options) o Maintaining an atmosphere of"we're OK", rather than striving to be a community that is considered a model of high functioning, healthy lifestyles, supported by strong economic options o Allowing the negative minority to plan and prepare for the possibilities of the future o Communities will need to aggressively place a path for growth and options for their residents o Willingness to "not plan" and react, rather than make a difficult decision that may require the discussion of tax increases or fee increases • Rising aging population o Need for planning to have more sustainable City services--look at whether it is a good idea to develop neighborhood parks with active use areas that become functionally obsolete in 20 years as the neighborhood ages o With aging population--more demands for transportation, social services, that our traditional planning layout does not easily support • Potential Rising crime o Allow the Police Department to continue to build on progams for young and to educate the public so as to head off development of additional crime as time goes by(would rather spend money on encouraging and promoting prevention than on jails and courts and attorneys after the fact) • Foreclosures • Transportation issues 29� Page • IndustriaUcommercial development space availability • Tribal issues o Must be careful of doing anything just to get businesses in here and getting burned o Tribal issues- more land into trust o The Native American Community purchasing more land in Shakopee. Funding and tax reductions o Limitations on development created by SMSC control on such a large area of the City • Unfunded mandates/impact of other governments: o Met council, EPA, federaUstate mandates o Emergency management preparedness update o Growing limitations placed by the Congress, legislature, and Metropolitan Council on cities in their work o Continued pressure to make county roadways limited access to foster geater flow of traffic through the city at the expense of useful local access o STATE,County, SMSC 30� Page