HomeMy WebLinkAbout2021-11-18; City Council Strategic Plan {Districts - All); Haber, JasonTo the members of the:
CITY COUNCIL
Date ll h~l21 CA ✓ CCV
CM _/2(M_ ACM ~M (3) ~
Nov. 18, 2021
Council Memorandum
To:
From:
Members of the City Council
Jason Haber, lnterdrli'71ia._1':.,.•i.,t+i.1ontal Affairs Director
Via: Scott Chadwick, Ci n
Re: City Council Strategic Plan {Districts -All)
{city of
Carlsbad
Memo ID# 2021219
The purpose of this memorandum is to provide an update on the development of the City
Council's Strategic Plan.
Background
In recent years, the City Council has changed its approach to goal setting in four main ways:
1. Focus on longer-term strategic priorities more than projects and initiatives
2. Increase opportunities for community input
3. Set goals every other year to allow more time for implementation
4. Identify goals in the fall to more closely align with the city's annual budget process
In 2021, the City Council is making one additional change: Goals will be developed in the context
of a five-year Strategic Plan. Developing a Strategic Plan will provide several immediate benefits:
• Establish a common vision that will help align policies, day to day operations and
resources with the community's most important values, needs and aspirations
• Build momentum for major goals by maintaining a focused effort over multiple years
• Identify clear priorities, timelines and performance measures
Consultant selection
City staff issued a request for proposals to firms with expertise in developing strategic plans and
selected The Centre for Organization Effectiveness. The strategic planning process will be led by
the organization's CEO Sommer Kehrli, Ph.D.
Biography
Sommer Kehrli is the Chief Executive Officer for The Centre for Organization Effectiveness.
Her background includes developing strategic plans, leading large-scale change
management and employee engagement efforts, facilitating executive retreats and
teambuilding workshops, coaching leaders of all levels, and designing training programs.
Sommer has experience in the private, public, and non-profit sectors. She has worked with
local and state government, pharmaceutical companies, financial institutions, healthcare
organizations, and universities. Sommer worked at Kaiser Permanente in Northern
California as the Director of Performance Improvement and as an Organization
Development Consultant. Dr. Kehrli has a Ph.D. in Industrial-Organizational Psychology.
City Manager's Office
1200 Carlsbad Village Drive I Carlsbad, CA 92008 I 760-434-2820
Council Memo -City Council Strategic Plan {Districts -All)
Nov. 18, 2021
Page 2
The consultant team includes experts in diversity, equity and inclusion, organizational
development and community engagement.
Existing goals
In March 2021, the City Council identified 11 goals based on the Carlsbad Community Vision,
ultimately selecting four to move forward immediately and seven to be reconsidered during a fall
2021 strategic planning process. The chart below shows these goals and their status:
Goal topics
Public service
Conduct a facilitated City Council workshop to work on team building and
City Council communication and an ethics ordinance to support the
delivery of superior public service.
Diversity, equity and inclusion
Create a position to lead diversity, equity and inclusion within the city
organization.
Growth management
Engage the community through a citizens committee to create a new plan
Status
Complete
Complete
to manage growth in Carlsbad in a way that maintains an excellent quality Begun
of life.
Homelessness
Reduce homeless unsheltered population, among those who want help, by
50% within five years, with quarterly reports until we decrease the Begun
unsheltered homeless population or five years.
Public safety
Bring Fire Department into conformance with Standards of Cover
evaluation.
New City Hall site
Reduce the number of potential locations for a new City Hall and Civic
Center from four to two or select a preferred site .
Village & Barrio
In the Village and Barrio, expedite the implementation of decorative and
safety lighting, parking management, a Grande Prominade study, and the
Village and Barrio Master Plan reform package, including a parking
structure.
Coastal vision
Create a comprehensive coastal plan.
Begun
Scheduled for
discussion in early 2022
City Council direction
Nov.16,2021
Public engagement
beginning 1/22.
Potential Strategic Plan
goal
Council Memo -City Council Strategic Plan (Districts -All)
Nov. 18,2021
Page 3
Goal topics
Railroad trench
Continue to seek funding for advancement of lowering the railroad tracks
into a trench.
Economic development
Continue to cultivate a prosperous community.
Environment
Promote sustainability and natural resources.
Status
Potential Strategic Plan
goal
Potential Strategic Plan
goal
Potential Strategic Plan
goal
The City Council also identified in March three overarching priorities to be considered in
everything the city does:
• Diversity, equity and inclusion
• Meaningful and early public engagement
• Technology infrastructure (tools)
Finally, during the March City Council goal setting process, the City Council asked staff to return
with options for generating new revenue so the city can continue to provide a high level of
service and remain financially sustainable. All of these topics will be discussed during the
development of the Strategic Plan.
Proposed process
Staff have worked with the project team to develop an approach and schedule for completing
the City Council's Strategic Plan, including the ability to incorporate implementation into the
fiscal year 2022-23 budget:
Kickoff
Consultant
information
gathering
NOV
Workshop#l
Discuss 5-year vision
Identify goal ideas
'
Workshop#2
Refine ideas and develop
smart goals
Identify priorities for FY
22-23 budget
' City Council meeting
Review proposed work
plans and provide feedback
DEC JAN FEB
Public engagement
What does the community
think of these ideas?
Subject matter experts
How could staff
operationalize these ideas?
MAR APR
Staff develop FY
22/23 work plans
l
MAY
City Council hearing
Approve FY 22/23
budget
JUN
Workshop#3
Finalize 5-year
strategic plan
JUL
Council Memo -City Council Strategic Plan (Districts -All)
Nov. 18, 2021
Page 4
Next steps
1. Dr. Kehrli will meet virtually with each City Council member and the City Manager to
review the process and identify City Council member needs and priorities.
2. Dr. Kehrli will facilitate workshop #1 on Dec. 13.
3. City staff will launch the Strategic Plan public engagement process in early 2022.
Staff look forward to working with the City Council to develop a five-year Strategic Plan.
cc: Geoff Patnoe, Assistant City Manager
Celia Brewer, City Attorney
Babaq Taj, Engineering Manager
David Graham, Chief Innovation Officer
Faviola Medina, City Clerk Services Manager
Gary Barberio, Deputy City Manager, Community Services
Jamie Wood, Environmental Management Director
Jeff Murphy, Community Development Director
John Maashoff, Public Works Manager
Judy von Kalinowski, Human Resources Director
Kristina Ray, Communication & Engagement Director
Kyle Lancaster, Parks & Recreation Director
Laura Rocha, Deputy City Manager, Administrative Services
Mandy Mills, Housing & Homeless Services Director
Maria Callander, Information Technology Director
Michael Calderwood, Fire Chief
Morgen Fry, Executive Assistant to the City Manager
Mickey Williams, Acting Police Chief
Neil Gallucci, Police Chief
Paz Gomez, Deputy City Manager, Public Works
Ryan Green, Finance Director
Sheila Cobian, Legislative & Constituent Services Director
Suzanne Smithson, Library & Cultural Arts Director
Tom Frank, Transportation Director/City Engineer
Vicki Quiram, Utilities Director