HomeMy WebLinkAboutSection H.1 - Goal Setting ProcessSection H.1
Background Materials
GOAL-SETTING PROCESS FOR 2019-21
ATTACHMENT A
Community Forum
6:00 PM to 9:00 PM, Wednesday, January 23, 2019
San Luis Obispo Veteran’s Memorial Building
6:00-6:05 Individually Welcomed at the Door Staff
1. Agenda with instructions on how to participate and receive dots
2. Informational Flyer – Financial Plan process, current Major City Goals/Other
Important Objective, Local Revenue Measure priorities, Fiscal Health
Response Plan and Community Survey results
6:05-6:10 Welcome & Instructions Facilitator
1. Incorporation of a workshop component to allow more ways to provide
feedback
2. Dot placement can occur during the workshop
3. Public comment is available, but not required
4. Focus on building on the results of the Community Survey including current
Major City Goals
6:10-6:25 Presentation on 2019-21 Financial Plan Process and
Fiscal Outlook Derek Johnson, City Manager
Brigitte Elke, Finance Director
6:25-6:30 Reminder on the Instructions Facilitator
6:30-7:30 Open House/Workshop
1. Community Forum Stations
i. Input Stations: Current MCG/OIO, New/Other, Local Revenue
Measure Uses
ii. Information Stations: Core Services, Fiscal Health Response
Plan, Capital Improvement Program
2. Each station is attended by staff.
a. Printed posters with examples of current projects, services and results from
the Community Survey.
3. Participants express their top priorities with dots for Major City Goals.
a. Attendees receive 5 dots for goals at the input stations
4. Attendees prioritize Local Revenue Measure uses based upon the nine
categories at the LRM station.
Note: Instruction reminder provided every 15 minutes Facilitator
Open House/Workshop Breaks, Public Comment Begins Facilitator
7:30-8:30 Public Comment
1. Attendees will be encouraged to post all ideas and concepts during the open
house/workshop and do not need to stay for public comment.
2. Members of public who desire to directly address the Council and REOC or
elaborate on an idea or concept will complete public comment cards and
indicate the topic.
a. Where a group has several members present, we encourage them to
select a spokesperson and have others in their group indicate support
for the same position with a show of hands.
3. Facilitator organizes cards by topic, identifies general topic, and calls upon the
speakers.
8:30-9:00 Closing Remarks & Adjournment Mayor & Facilitator
9:00 Informal Discussion and Continuation of Open House/Workshop
DATE: October 19, 2018
RELEASE: IMMEDIATE
CONTACT: Alex Ferreira, Budget Manager
aferreir@slocity.org, 805-781-7132
City Seeks Community Input on Priorities Before Setting 2-Year Goals
Survey allows community to weigh in on discussion for the 2019-21 financial plan
SAN LUIS OBISPO—The City of San Luis Obispo is asking the community to help identify
priorities for the 2019-21 financial plan cycle.
Every two years, the City establishes the top priorities that will make San Luis Obispo a better
place to live, work, and play. The City Council then matches the resources necessary to achieve
these priorities through adopting the budget in June. The adopted budget sets the City’s course of
action for the next two years and helps the City to continue to provide high-quality services that
maintain an excellent quality of life for the community.
2017-19 City goals were identified as housing, multi-modal transportation, climate action, and
fiscal sustainability and responsibility. Downtown vitality was identified as an other important
objective.
This year, the City implemented the Fiscal Health Response Plan (FHRP) to address significant
financial challenges due to increased pension costs. Continuing this progress toward long-term
fiscal health, the 2019-21 Financial Plan will emphasize maintaining existing City infrastructure,
providing core services, and advancing FHRP objectives (employee concessions, new ways of
doing business, operating reductions and new revenues). Given this, it is critical to have an
effective process for setting the most important, highest priority things for the City to accomplish
in the next two years.
Community members can help by completing an online survey at www.slocity.org/opencityhall
by Sunday, December 16. Surveys will also be mailed in November utilities bills, will be
available at City Hall and at the Senior Center. They can also attend a community forum on
Wednesday, January 23 from 6 to 9 p.m. at the SLO Vet’s Hall, 801 Grand Avenue. At the
forum the community will have an opportunity to present ideas to council and discuss them with
other members of the public.
City staff will compile community feedback for council to review in advance of its goal-setting
workshop on February 7. During the workshop, council will officially set the goals for the next
two years. The financial plan will be adopted in June.
###
What are the most importantpriorities for the City in 2019-21?
Every two years the City establishes the top priorities to make San Luis Obispo an even better place to live, work, and play.
The City Council then matches the resources necessary to achieve these priorities through adopting the budget in June.
The adopted budget sets the City’s course of action for the next two years and helps the City to continue to provide high-
quality services that maintain an excellent quality of life for the community.
;OPZ`LHY[OL*P[`PTWSLTLU[LK[OL-PZJHS/LHS[O9LZWVUZL7SHU[VHKKYLZZZPNUPÄJHU[ÄUHUJPHSJOHSSLUNLZK\L[VPUJYLHZLK
WLUZPVUJVZ[Z*VU[PU\PUN[OPZWYVNYLZZ[V^HYKSVUN[LYTÄZJHSOLHS[O[OL -PUHUJPHS7SHU^PSSLTWOHZPaLTHPU[HPUPUN
existing City infrastructure, providing core services, and advancing the Fiscal Health Response Plan objectives (employee
concessions, new ways of doing business, operating reductions and new revenues). Given this, it is critical we have an
LќLJ[P]LWYVJLZZMVYZL[[PUN[OLTVZ[PTWVY[HU[OPNOLZ[WYPVYP[`[OPUNZMVY[OL*P[`[VHJJVTWSPZOPU[OLUL_[[^V`LHYZHUK
[OPZZ\Y]L`PZ[OLÄYZ[Z[LW
Complete the survey by visiting www.slocity.org/opencityhallVYÄSSV\[[OLZ\Y]L`ILSV^HUKTHPSP[IHJR
VYKYVWP[I`HU`*P[`VɉJL
Should the current Major City Goals & Other Important Objective continue, or should
the City Council consider other priorities during the next two years?
(Please choose 5 priorities)
(SSZ\Y]L`ZT\Z[ILJVTWSL[LKHUKYL[\YULK[V[OL*P[`I`+LJLTILY*P[`Z[Hќ^PSS[OLUJVTWPSL
MLLKIHJRMVY[OLJV\UJPS[VYL]PL^HOLHKVM[OLJVTT\UP[`MVY\T1HUHUKNVHSZL[[PUN^VYRZOVW-LI
If you have any questions about the City’s goal-setting and budget process, please contact Alex Ferreira
)\KNL[4HUHNLYH[VYHMLYYLPY'ZSVJP[`VYN
Current Major City Goals:
Housing (Facilitate increased production of all housing types designed to be economically
accessible to the area workforce and low and very low-income residents)
4\S[P4VKHS;YHUZWVY[H[PVU7YPVYP[PaLPTWSLTLU[H[PVUVM[OL)PJ`JSL4HZ[LY7SHUWLKLZ[YPHUZHML[`
and the Short-Range Transit Plan)
*SPTH[L(J[PVU0TWSLTLU[[OL*SPTH[L(J[PVU7SHUJHYIVUUL\[YHSI`[HYNL[HUKJVTWSL[L
a Green House Gas emissions update)
Fiscal Sustainability & Responsibility (Continue implementing the Fiscal Health Response Plan
PUHKKP[PVU[VMVJ\ZPUNVULJVUVTPJKL]LSVWTLU[HUKPUMYHZ[Y\J[\YLÄUHUJPUN
Current Other Important Objective: Downtown Vitality (Continue to improve safety, infrastructure
investment, and maintenance in the Downtown)
Neighborhood Wellness
Open Space Preservation
;YHѝJ9LK\J[PVU
Addressing Homelessness
Growth Management
Infrastructure Maintenance
(Roads, sidewalks, and bike paths)
Public Safety
Water Management
Economic Development
Other:
Other:
Other:
Other:
Other:
BUSINESS REPLY MAILFIRST-CLASS MAIL PERMIT NO. 369 SAN LUIS OBISPO, CA POSTAGE WILL BE PAID BY ADDRESSEENOPOSTAGE NECESSARY IF MAILED IN THE UNITED STATES CITY ADMINISTRATIVE OFFICER CITY OF SAN LUIS OBISPO 990 PALM ST SAN LUIS OBISPO CA 93401-9938 .P]LU[OLJ\YYLU[ÄZJHSJVUZ[YHPU[ZUL^WYVQLJ[ZVYZLY]PJLZ^PSSYLX\PYLWYPVYP[PaH[PVU
and potential trade-offs unless they can generate offsetting revenue. How might the
City adjust current projects or services to accomplish any new priorities?
FOLD
FOLD
Email (optional):
Providing your email will enable you to view your statement online and see statements from others. Your email address will not
be included with your statement and the City will not share it.
Your voice matters!
www.slocity.org/opencityhall
Also, attend our Community Forum
VU>LKULZKH`1HU\HY` MYVT
[V WTH[[OL:36=L[Z/HSS
.YHUK(]LU\L^OLYL`V\»SSOH]LHU
opportunity to present your ideas
to the Council and discuss them with
other community members.
ATTACHMENT D
Council Member Candidate Major City Goals
Please prepare up to 7 candidates for Major City Goals below and submit them to Finance by
9:00 a.m., January 25, 2019. Finance will then compile a verbatim, composite list by topic
without identifying who submitted the particular statements. Please refrain from releasing your
personal list so that each Council member has flexibility to review all of the submissions and
discuss them at the Council Goal-Setting Workshop before staking a position.
n
o
p
q
r
s
t
ATTACHMENT D
Suggestions for Changes in Other Programs and Services
Please provide ideas about possible changes in other programs and services to fund desired
goals. Please submit them to Finance by 9:00 a.m., January 25, 2019. Finance will then compile
a verbatim, composite list by topic without identifying who submitted the particular statements.
Please refrain from releasing your personal list so that each Council member has flexibility to
review all of the submissions and discuss them at the Council Goal-Setting Workshop before
taking a position.
n
o
p
q
r
ATTACHMENT E
Council Goal-Setting Workshop
5:00 PM to 9:30 PM
Monday, February 4, 2019
Council Chambers
5:00 p.m. Welcome and Introductions Mayor
5:00 – 5:15 p.m. Purpose, Process & Guidelines Facilitator
5:15 – 7:00 p.m. Review Submitted Goals by Category Council
Discuss Relationship of Goals to Current Activities
Formulate and Select Candidate Goals
7:00 – 7:15 p.m. [Council may accept further comments from the
public that have not been previously presented]
7:15 – 7:45 p.m. Council
Each Member Prepares a Written Ballot Ranking the Goals
7:45 – 8:45 p.m. Break while staff tabulates the results Staff
8:45– 9:15 p.m. Review and Identify Major City Goals Council
9:15 – 9:30 p.m. Discuss Next Steps Council/Staff
Preparation
x Staff compiles and distributes composite list of candidate goals to Council members.
x Staff prepares a template for Council ballot sheet.
x Assign staff to enter goal statements into spreadsheet as Council formulates them.
ATTACHMENT F
Suggested Guidelines for Council Members
During the Goal-Setting Process
Things to Consider:
x The City of San Luis Obispo is asking the community to help identify
priorities for the 2019-21 financial plan cycle. Every two years, the City
establishes the top priorities that will make San Luis Obispo a better place to
live, work, and plan, which help drive the budget that staff prepares for
council to approve in June.
x 2017-19 City goals were identified as housing, multi-modal transportation,
climate action, and fiscal sustainability and responsibility. Downtown
vitality was identified as an “Other Important Objective.”
x The Fiscal Health Response Plan (FHRP) addresses significant financial
challenges due to increased pension costs and the 2019-21 Financial Plan
will emphasize:
o Maintaining existing City infrastructure
o Providing core services
o Advancing FHRP objectives: o Employee concessions, new ways of
doing business, operating reductions and new revenues.
1. Encourage advisory boards, community groups and citizens to submit
written comments about desired goals.
2. Invite citizens to participate in Community Forum and to listen and learn
from their neighbors. In 2017-19, the City saw record participation (300%
increase) in the goal setting process and hopes for even more community
members to participate this year.
3. Receive comments from community and acknowledge their input without
prematurely expressing your point of view.
4. Assure the community that you are willing to listen openly to all
perspectives.
5. Focus your submission of suggested goals on a short list of key priorities to
target City resources (not to exceed seven candidate goals for
consideration).
6. Avoid publicizing your submission of suggested goals. Let staff compile
your submissions verbatim into a composite list of goals by category without
identification of who made each suggestion. This enables you to see the
whole picture.
7. Give yourself flexibility by not publicly taking positions in advance of the
February 4, 2019 Council Goal-Setting Workshop.
8. Use this process as a way to learn from citizens and Council colleagues
about what’s important.
9. Explore areas where the Council can come together for positive action.
10. Recognize that this is an important step, but only the first step, in the
planning and budgeting for the next two years.
ATTACHMENT G
Criteria for Major City Goals
1. Understanding that MCG’s are a statement of organizational priorities and
that other initiatives have to be set aside.
2. Ground Major City Goals in policies and/or community priorities (real,
supported).
3. Agreed upon by a Council majority.
4. Limited in number for comprehension, communication and focus.
5. Set forth in one document—the Financial Plan.
6. Be clear, understandable and actionable.
7. Established as a high priority and a real commitment.
8. Reflect major goals that cannot be achieved without Council support.
9. Can be translated into the performance goals and objectives of employees at
all levels of the organization.
10. Created within a supportive atmosphere where participants are not afraid to
state their suggestions for improving goals or objectives.
11. Reflect genuine consensus: while unanimous agreement is not required, they
should be accepted to the point where resistance to them is reduced or
eliminated.