2017 19 S T R AT E G I C P L A N N I N G & E VA L U AT I O N - - PowerPoint PPT Presentation

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2017 19
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2017 19 S T R AT E G I C P L A N N I N G & E VA L U AT I O N - - PowerPoint PPT Presentation

Sep 22, 2023 103 likes •322 views

Mecklenburg Countys Strategic Business Planning Model 2017 19 S T R AT E G I C P L A N N I N G & E VA L U AT I O N C O U N T Y M A N A G E R S O F F I C E What is Strategic Planning? What is strategic planning? Systematic

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Mecklenburg County’s Strategic Business Planning Model

S T R AT E G I C P L A N N I N G & E VA L U AT I O N C O U N T Y M A N A G E R ’ S O F F I C E

2017 19

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What is Strategic Planning?

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What is strategic planning?

  • Systematic approach of “envisioning” includes setting priorities, goals;
  • utlining strategies and measures needed to get to the desired future
  • Recognize emerging trends and patterns in the community, and predict

issues in the future environment related to the marketplace, demand for service, changing community needs, etc…

  • Allows for persons to translate vision into action
  • Considers differences between strategies and tactics
  • Strategic thinking is leadership…creating the vision…doing the right things
  • Tactical thinking is management…executing the vision…doing things right
  • Process for allocating resources over a defined period
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Strategic Planning

(July-Dec., 2015)

Budget

(Jan.-June, 2016)

Evaluation

(July-Oct., 2016)

Update plans annually to ensure relevancy to business

Strategic Planning Cycle

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Who are we?

Mission Vision

Where are we now?

Performance Data Financial Data External/Internal Drivers SWOT Analysis

Where do we want to go?

Strategic Measurable Goals Strategic Measurable Priorities

How do we plan to get there?

Key Initiatives Strategies Action Items

How will we know when we get there?

Key Performance Indicators Service Level Indicators

What resources will we need to be successful?

Budget Human Capital Technology Etc.

How will we know we are successful?

Performance Results Service Evaluations Other Evaluations

Strategic Planning Cycle

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Why is it Important?

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  • We strive to meet community needs by setting goals and

achieving outcomes

  • Standardized approach for strategic planning using a

methodology that spans the next three-years

  • Improve strategic business planning at the department level
  • Incorporate strategic thinking as part of our organizational

culture…becomes the way we do “business”

  • Align budget decisions to department strategic goals and strategic

priorities

Why important for Mecklenburg County?

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What is the County’s Approach?

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Defining Goals Managing Performance Reporting Outcomes

Quality of Life Indicators Customer & Resident Perceptions Annual Mecklenburg County Government Performance Report Mecklenburg County: Community Pulse Report Legend Mecklenburg Livable Communities Plan Mecklenburg County – Department Initiatives Mecklenburg County – Corporate Initiatives Report Deliverables Strategic Planning inputs

Strategic Business Planning Framework

County-wide Goals, Strategies, & Key Performance Indicators Department 3-Year Strategic Business Plans Annual Executive Team (work plans) Key Initiatives & Key Performance Indicators Annual Department (work plans) Key Initiatives & Key Performance Indicators Organizational Performance and Budget Data Other Factors (risk, legislation, department/ community reports) Mecklenburg Livable Communities Plan (Strategies/ Action Items)
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Strategic Business Planning Vision to Action

BOCC Community Vision 3- Ye ar De par tme nt Str ate gic Busine ss Plans Me c kle nbur g L ivable Communitie s Plan

Community

Organization

BOCC Community Vision (last modifie d in 2011) Cor por ate Str ate gic Busine ss Plan (goal ar e as, goals, str ate gie s, me asur e s)

1 2 3 3 4

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Department Strategic Business Planning Timeline (FY2015 – FY2017)

FY15 FY16 FY17

Activities
  • Qtr. 1
  • Qtr. 2
  • Qtr. 3
  • Qtr. 4
  • Qtr. 1
  • Qtr. 2
  • Qtr. 3
  • Qtr. 4
  • Qtr. 1
  • Qtr. 2
  • Qtr. 3
  • Qtr. 4
Pre-Work Business Planning Post-Planning/ Implementation Department Business Planning
  • Mgrs. Cabinet Strategic
Planning Retreat Board Engagement Budgeting
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Activities Item

Pre-work Summer 2014 – Spring 2015 Prepare Strategic Planning approach and process
  • Dept. Business Planning
Spring – Summer 2015
  • Department Strategic Planning “Kick-Off”
  • Department staff strategic planning and facilitation training
  • Manager’s Cabinet Strategic Planning Retreat
Summer – Winter 2015
  • BOCC engagement on department priorities
  • Departments draft 3-Year Department Strategic Business Plans (FY17 - FY19)
Winter 2015/16 Departments present preliminary year-one (FY17) strategic business plans to BOCC March 2016 Departments prepare and submit budgets linked to year-one (FY17) strategic business plans Post-Planning/Implementation July 2016 Departments execute year-one (FY17) strategic business plan action items, key initiatives

Department Strategic Business Planning Key Activities (FY2015 – FY2017)

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What is Included in a Strategic Business Plan?

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Strategic Business Plan Elements

  • Vision Statement
  • Mission Statement
  • Environmental Context
  • Economic and Social Trends
  • Demographic and Social Changes
  • Other information
  • Summary of Goals
  • Director’s Message
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Strategic Business Plan Elements (cont’d)

Goal: A broad aim toward which your efforts are

  • directed. It is a “what,” not a “how;” it tells you

where you are going rather than how you will get there. Objective: A specific and measureable milestone that must be achieved in order to reach a goal; it is also a “what.” A sub-level goal. Strategy: A plan of action designed to achieve an objective. Strategies tell you “how” you are going to get there. Action: A specific step required to deliver on a

  • strategy. Actions are what you do and when; for

every strategy, there are a number of actions.

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What are the Key Themes for FY2017 – FY2019 Plans?

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  • 1. During September 10 County Manager’s Cabinet Retreat,

departments presented goals for FY2017 through FY2019

  • 2. Goals comprised eleven key themes (internally and externally

focused themes)

  • 3. Key themes shared with the Board of County Commissioners
  • n September 15
  • 4. Key themes provided structure for presenting elements of

strategic business plans during January 2016 Board retreat

Development of Key Themes

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Strategic Business Planning Key Themes

Organization-Focused (Internal) Community-Focused (External) Theme 1 Theme 2 Theme 3 Theme 4 Theme 5 Theme 6 Theme 7 Theme 8 Theme 9 Theme 10 Theme 11 Talent Management( Talent Acquisition/ Development/ Retention) Internal Communication and Public Awareness Leverage Financial Resources Leverage Technology to Optimize Service Delivery Optimize Investments in Criminal Justice Strengthen Families Economic Development Greater Economic Independence for Residents Aging with Dignity Community Health & Wellness Environmental Stewardship
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Other Considerations

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  • Department 3-Year Strategic Business

Plans (FY17-FY19) will be rolling plans

  • Annual review and updates to the

Business Plans each summer/fall to ensure relevancy to business

Other Considerations

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Mecklenburg County’s Strategic Business Planning Model

S T R AT E G I C P L A N N I N G & E VA L U AT I O N C O U N T Y M A N A G E R ’ S O F F I C E

2017 19