FY 2017 19 Mecklenburg County Presentation to the North Carolina - - PowerPoint PPT Presentation

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FY 2017 19 Mecklenburg County Presentation to the North Carolina - - PowerPoint PPT Presentation

Nov 12, 2022 241 likes •449 views

FY 2017 19 Mecklenburg County Presentation to the North Carolina Local Government Budget Association Monica R. Allen, PhD Director, Strategic Planning & Evaluation July 12, 2018 Mecklenburg g County F Fun F Facts Largest County

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Mecklenburg County

Monica R. Allen, PhD Director, Strategic Planning & Evaluation

Presentation to the North Carolina Local Government Budget Association July 12, 2018

FY2017

19

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SLIDE 2
  • Largest County in NC
  • City of Charlotte and Six Towns
  • One of the fastest growing counties
  • County seat is Charlotte, NC
  • Largest County in population
  • between Atlanta and DC
  • 2nd /3rd largest banking industry
  • Approx. 1,100,000 residents
  • MC Government
  • Approx. 5,000 full-time/part-time employees
  • $1.6 billion operating budget
  • Primarily a health and human services agency

Mecklenburg g County F Fun F Facts

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SLIDE 3

Big ig P Pic icture

  • Strategy to Success: To make management decisions and funding choices using quantifiable

performance data

  • Strategic Planning, Performance Management and Program Evaluation for 17 years
  • 22 County departments (independent lines of business with some interdepartmental

relationship) + 2 business partners (Mecklenburg Emergency Services – MEDIC and Charlotte- Mecklenburg Public Library)

  • EVERY department/agency has a 3-Year Strategic Business Plan for FY2017-FY2019
  • Currently prepping for FY2020-FY2022 Departmental Strategic Business Planning
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SLIDE 4

BOCC Community Vision 3-Year Department Strategic Business Plans Livable Meck Plan (broader region/community)

Community

Organization

Community Pulse (external environmental influences) Corporate Strategic Business Plan (goal areas, goals, strategies, measures)

Th The V Ver ery F First St Step t the Co e County t too

  • ok:

Create a a Strategic P Plann anning ng F Fram amework

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SLIDE 5

Strateg egic Busines ess P Planning

5

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Cr Creation of

  • f Tea

eams

  • Every department has strategic business planning teams to assist with the

development of the strategic business plans

  • Teams include:
  • Strategic Business Planning Team Lead
  • Department Director/Deputy Director
  • Senior Leaders/Managers
  • Management Analysts
  • Budget/Finance Staff
  • Consultation was provided by the Strategic Planning & Evaluation team to

develop strategic business plans

6

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SLIDE 7

Strateg egic Bus usines ess P Plan E n Elem emen ents

  • Vision Statement
  • Mission Statement
  • Environmental Context
  • Economic and Social Trends
  • Demographic and Social

Changes

  • Other information
  • Summary of Goals
  • Director’s Message

Core Plan Structure:

  • Goals
  • Objectives
  • Strategies
  • Actions
  • Costs
  • Measures
  • Comments
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SLIDE 8

Costs B s Breakout t to Support t the S Strategy

The ask: Identify costs for each fiscal year in which the actions will occur Align to the four categories: 1. Human Capital 2. Information Technology 3. Communications 4. Assets and Facilities 5. Other

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SLIDE 9

Dep epartm tment t St Strategic Bu c Business P Plan T Tem emplate

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SLIDE 10

Budg dgeting ng

11

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Strategic Planning

(July-Dec.)

Budget

(Jan.-June)

Evaluation

(July-June)

Update plans annually to ensure relevancy to business

Strategic Planni nning ng C Cycle

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SLIDE 12

Budg udget F Forms

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Eval aluation

  • n

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Track cking A Acti ctivity ty (Ex Ex: O Office of

  • f the T

e Tax C Col

  • llector)

r)

Q1 Status Q2 Status Q3 Status Q4 Status In Progress In Progress Completed Completed In Progress In Progress In Progress Completed In Progress In Progress In Progress Completed

GOAL 1: Maximize Tax Collections

Objective Notes Objective 1: Expand Legal Services Vendors are onboard and operational. Objective 2: Implement a Comprehensive Foreclosure Strategy Foreclosure policy completed. Revolving fund

  • rdinance approved. Real Estate Services vendor

selected. Objective 3: Maximize Use of and Acquire Existing Technology Completed Phase II - Taxpayer Transparency Initiative. Budgeted Amount for Goal Expense Amount for Goal % Spent To Date 660,000 $ 660,000 $ 100%

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SLIDE 15

Lessons ns L Learne ned

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Strategic planning requires a different way of thinking (i.e., culture shift, paradigm shift) about how to do business Need to allow a sufficient time to inspire and implementation strategic business plans. Recommend at least 1 ½ years before you want to implement Aligning (budget) resources to plans can be a challenge given it may be hard to identify true costs to achieve goals and

  • bjectives

Each of the 24 lines of business may require customized approaches to strategic business planning; there is not a good one size fits all (i.e., people-focused business units vs. hard services)

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Lessons ns L Learne ned d (cont’d ’d)

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Ever changing landscape makes it hard to always “predict” what information should be used in the environmental scan Change in leaders requires

  • ngoing training and information
  • sharing. Hold “refresher” and

“newcomer” trainings on a regular basis You do not have to have a full team of individuals to carry this

  • ut as long as you can leverage

department staff to support you in this effort If you align the strategic business plans to budget development, then recognize that you will need to be intentional in your messaging on the front end i.e., make aware of limited resources.

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Op Oppor

  • rtunities

es

Continue to provide training on strategic business planning; build capacity throughout the

  • rganization

01

Streamline strategic business plans (more focused strategies, actions, costs, etc.)

02

Build a health and human services integrated service delivery plan (reflects the collective impact of the work by four departments)

03

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Strategi gic B Business s Plan ans: s: F Fun F Facts s

60

persons trained across the enterprise in strategic business planning

24

County strategic business planning teams

24

County department plans developed for FY2017-2019

~50

department goals

~185

department

  • bjectives

11

key themes reflecting department goals and

  • bjectives

$7.9

million est. new and

redirected funding identified for dept. plans in FY2017

$8.8

million est. new and redirected funding identified for dept. plans in FY2018

~$7.7

million est. new and

redirected funding identified for dept. plans in FY2019

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SLIDE 19

Monica R. Allen, PhD Director, Strategic Planning & Evaluation Mecklenburg County Government County Manager’s Office Strategic Planning & Evaluation 600 E. 4th Street, 11th Floor Charlotte, NC 28202 980.314.2901 Monica.allen@mecklenburgcountync.gov

mecknc.gov/CountyManagersOffice/Pages/Strategic-Planning-Evaluation.aspx

Co Contact Infor

  • rmation
  • n

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Mecklenburg County

Monica R. Allen, PhD Director, Strategic Planning & Evaluation

Presentation to the North Carolina Local Government Budget Association July 12, 2018

FY2017

19