HomeMy WebLinkAbout2021-12-13; City Council; ; City Council Strategic Plan Meeting Date: Dec. 13, 2021
To: Mayor and City Council
From: Scott Chadwick, City Manager
Staff Contact: Jason Haber, Director of Intergovernmental Affairs
jason.haber@carlsbadca.gov, 760-434-2958
Subject: City Council Strategic Plan
District: All
Recommended Action
Engage in a discussion, facilitated by Dr. Sommer Kehrli, Ph.D. of The Centre for Organization
Effectiveness, to begin the process of developing a City Council Strategic Plan and provide direction to
staff as appropriate.
Discussion
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
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.
Dec. 13, 2021 Item #1 Page 1 of 6
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. Sommer has a Ph.D. in Industrial-Organizational Psychology.
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 potential 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 topic
Status
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.
Complete
Diversity, equity and inclusion
Create a position to lead diversity, equity and inclusion within the city
organization.
Complete
Growth management
Engage the community through a citizens committee to create a new plan
to manage growth in Carlsbad in a way that maintains an excellent quality
of life.
Begun
Homelessness
Reduce homeless unsheltered population, among those who want help, by
50% within five years, with quarterly reports until we decrease the
unsheltered homeless population or five years.
Begun
Public safety
Bring Fire Department into conformance with Standards of Cover
evaluation.
Begun
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.
Scheduled for
discussion in early
2022
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.
City Council direction
Nov. 16, 2021
Dec. 13, 2021 Item #1 Page 2 of 6
Goal topic
Status
Coastal vision
Create a comprehensive coastal plan.
Public engagement
beginning 1/22.
Potential strategic plan
goal
Railroad trench
Continue to seek funding for advancement of lowering the railroad tracks
into a trench.
Potential strategic plan
goal
Economic development
Continue to cultivate a prosperous community.
Potential strategic plan
goal
Environment
Promote sustainability and natural resources.
Potential strategic plan
goal
The City Council also identified in March three foundational principles 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 revenues so the city can continue to provide a high level of service and
remain financially sustainable as the city’s funding sources change. Staff will present an updated 5-year
revenue and expenditure projection at this meeting and will initiate a revenue study concurrent with the
strategic planning process utilizing up to $50,000 that was previously approved for this purpose in the
Fiscal Year 2021-2022 city budget.
Fiscal Analysis
The cost of the work entailed in the revenue study and strategic planning process is included in current
budget appropriations.
Next Steps
Staff will launch the public engagement processes related to the revenue study and strategic planning
process in early 2022. Two additional City Council workshops will be facilitated over the next several
months to further develop and finalize the city’s strategic plan.
Environmental Evaluation
In keeping with California Public Resources Code Section 21065, this action does not constitute a
"project" within the meaning of the California Environmental Quality Act in that it has no potential to
cause either a direct physical change in the environment, or a reasonably foreseeable indirect physical
change in the environment. Therefore, it does not require environmental review.
Public Notification
Public notice of this item was posted in keeping with the Ralph M. Brown Act and it was available for
public viewing and review at least 24 hours before the scheduled meeting date.
Dec. 13, 2021 Item #1 Page 3 of 6
Exhibits
1. Goal priorities identified by City Council at 2021 Goal Setting Workshop
2. City Council Strategic Plan Timeline
Dec. 13, 2021 Item #1 Page 4 of 6
City Council Goal Setting Engage the community through a citizens committee to create a new plan to manage growth in Carlsbad in a way that maintains an excellent quality of life. Reduce homeless unsheltered population, among those who want help, by 50% within five years, with quarterly reports until we decrease the unsheltered homeless population or five years. 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. * Continue to seek funding for advancement of lowering the railroad tracks into a trench.* * Mayor Matt Hall recusedContinue to cultivate a prosperous community. Reduce the number of potential locations for a new city hall and civic center from four to two or select a preferred site. _________________________________ Create a position to lead diversity, equity and inclusion within the city organization. Bring Fire Department into conformance with Standards of Cover evaluation. 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. Create a comprehensive coastal plan. Promote sustainability and natural resources. FOUNDATIONAL TO ALL GOALS: Diversity, Equity & Inclusion, Meaningful & Early Public Engagement, Technology Infrastructure (tools)Exhibit 1Dec. 13, 2021Item #1 Page 5 of 6
Exhibit 2Dec. 13, 2021 Item #1 Page 6 of 6