These materials are based on a Center presentation to the MAYORS ASSOCIATION OF OHIO on June 21, 2000 in Dayton, Ohio.
There are various reasons why a community (or organization) may be interested
in conducting a goal-setting, team-building or strategic planning retreat, they
- defining future direction or vision,
- building consensus,
- setting priorities, and/or
- establishing accountability.
There are also different circumstances that may precipitate such an effort,
- breaking the cycle of crisis management,
- responding to change in leadership,
- responding to societal forces,
- responding to external factors, or
- managing growth (or decline).
In general, such efforts:
- get everyone pulling together,
- allow everyone to use their time more effectively,
- set clear guidelines,
- contribute to communication, and
- provide an evaluation tool.
The three different perspectives of goal-setting, team-building, and
strategic planning each focus on a different aspect of the planning
process. The simplified approach to any planning effort is to ask yourself
(or your agency) these three questions:
- where are we now?
- where are we going?
- how can we get there?
The process developed by the Center includes the following steps:
- Inventory and Environmental Scan
- Visioning and Goal-Setting
- Strategic Action Plan
- Implementation Plan
Examples of Projects
City of Clayton (Montgomery County) - coordinated a process where the elected officials, administration, and boards and commissions were provided an opportunity to develop an action agenda, a discussion agenda, and a charter agenda. Because the City of Clayton was the result of merging a township and village into a city, this process was a useful way for each stakeholder to categorize and prioritize their goals and to better work as team.
Community Improvement Corporation of West Milton (Miami County) - worked closely with board members to establish vision statement, goals, and objectives; the Strategic Action Plan includes an assignment of responsibility, estimate of cost, and anticipated timeframe for every element.
Union City (Darke County) - established a Mayor's Quality of Life Initiative in the form of a citizen advisory committee that identifies problems (or opportunities), analyzes solutions, and makes recommendations to Council; an example of one issue is that of property maintenance.