City of Royal OakStrategic Planning Session

January 22 & 23, 2010

Final Report To The City CommissionFebruary 1, 2010

Mission

Vision

Goals

Objectives

Measures

Why we exist

What we want to be

Indicators and Monitors of success

Desired level of performance and timelines

Planned Actions to Achieve Objectives

O1 O2

AI1 AI2 AI3

M1 M2 M3

T1 T1 T1

Specific outcomes expressed in measurable terms (NOT activities)

Strategic Plan

Action Plans

Evaluate Progress

Targets

Initiatives

What we must achieve to be successful

Organizational Effectiveness

Review, Update, Endorse – Vision & Mission Establish Goals In Six Core Areas Establish Objectives In Each of the Six Core Areas

The Core Areas Are…› Fiscal Responsibility› Public Safety› Communication› Community› Infrastructure› Economic/Tax Base

Our Focus

What Are We Thinking?

What Are We Thinking?

What Are We Thinking?

What Are We Thinking?

Mr. Johnson, City Manager and Ms. Rudd, Director of Finance, presented a report that included the financial outlook for the State of Michigan, Oakland County and the City of Royal Oak.

The statistics and trends outlined a very troublesome period ahead for the City’s finances. The report, although not included in this presentation, provided the foundation for the urgency and focus that drove this two day process.

The message and information contained in the report focused much attention on the fiscal issues facing the City. In identifying the Goals and Objectives during this process, it should be noted the financial issues were of greatest priority.

Brett TillanderFacilitator

Critical Financial Forecast Presentation

Vision Statement

Royal Oak is a dynamic balance of progressive vision and traditional values which offers an inviting, premier and diverse community for all.

Mission Statement

Royal Oak provides a safe, healthy and sustainable community.

Vision & Mission Statements

Communication – To proactively promote meaningful, open and respectful dialogue that ensures effective decision making.

City of Royal Oak – Goals18-24 months

Community - To preserve neighborhoods by encouraging community involvement and family activities; and further to be recognized as a destination for entertainment, recreation and cultural opportunities.

City of Royal Oak – Goals18-24 months

Economic/Tax Base – Encourage and support diverse investment to maximize property values and facilitate employment opportunities and desirable housing.

City of Royal Oak – Goals18-24 months

Fiscal Management – To preserve Royal Oak as a safe and healthy community through sound fiscal policy, strategic planning, prompt decisive actions and effective management of taxpayers assets.

City of Royal Oak – Goals18-24 months

Infrastructure – To sustain, replace and enhance Royal Oak’s infrastructure to promote efficient delivery of beneficial services.

City of Royal Oak – Goals18-24 months

Public Safety – To protect all persons and property in Royal Oak by providing the highest quality public services possible in the most efficient manner.

City of Royal Oak – Goals18-24 months

Communication – To proactively promote meaningful, open and respectful dialogue that ensures effective decision making.

A. Promote customer feedback system on continuous basis (Immediate Action, City Commission)

B. Develop centralized public relations message (8/1/10, City Manager)

C. Explore live streaming of meetings (8/1/10, Information Services)

City of Royal Oak – Objectives18-24 months

Community - To preserve neighborhoods by encouraging community involvement and family activities; and further to be recognized as a destination for entertainment, recreation and cultural opportunities.

A. Community show “Insight on video” est. commercials to advertise downtown(6/1/10, City Manager, WROK Mgr directs Cable and City Commission)

B. Promote Neighborhood Associations and utilize Mobile community meetings to increase communication - 2 per calendar year March/Sept (9/1/10, City Manager)

C. Promote Art Incubator (9/1/10, City Manager and Planning Department)

City of Royal Oak – Objectives18-24 months

Economic/Tax Base – Encourage and support diverse investment to maximize property values and facilitate employment opportunities and desirable housing.

A. Streamline permit process (6/10/10, City Manager and Department Heads)

B. Create process reducing time and cost (4/1/10, Department Heads/City Manager)

C. Incentives to assist homesteaders to purchase homes (6/1/10, Administration)

D. Actively contact national, regional and local brokers to promote Royal Oak and available properties (3/1/10, City Manager and DDA )

E. DDA/Chamber to promote commercial aspect of city (4/1/10, City Manager and DDA)

City of Royal Oak – Objectives18-24 months

Fiscal Management Page 1 – To preserve Royal Oak as a safe and healthy community through sound fiscal policy, strategic planning, prompt decisive actions and effective management of taxpayers assets.

A. Strategic plan memorialized (2/1/10, City Commission)B. Adoption of 2 year Budget (6/30/10, City Manager, City Commission and Department Heads)C. Prioritize services

(6/30/2010, City Commission, City Manager & Department Heads)D. Define labor strategy

(7/1/10, City Commission, City Manager & City Attorney)E. Contract strategy/negotiations, staffing numbers and staff allocation

(Immediate action, City Commission, City Manager & City Attorney)

City of Royal Oak – Objectives18-24 months

Fiscal Management Page 2 – To preserve Royal Oak as a safe and healthy community through sound fiscal policy, strategic planning, prompt decisive actions and effective management of taxpayers assets.

E. Revenue Strategy (7/1/10 City Manager, Finance Department and City Commission)F. Lobby State of Michigan for relief (Immediate Action, City Commission)

1. Act 57;2. Act 312;3. Proposal “A”;4. Headlee Amendment; and, 5. Local Drink Tax

City of Royal Oak – Objectives18-24 months

Infrastructure – To sustain, replace and enhance Royal Oak’s infrastructure to promote efficient delivery ofbeneficial services.

A. Enact City Hall modification plan (4/1/10, City Manager/City Commission)

B. Review and enhance inter-city / county / governmental cooperation plan(7/1/10, City Manager/Department Heads)

C. Identify and analyze non-productive assets(7/1/10, City Manager, City Commission, Department Heads)

D. Prepare a new capital improvement plan(7/1/10, City Manager, City Commission, Plan Commission, Dept Heads)

City of Royal Oak – Objectives18-24 months

Public Safety (Page 1) – To protect all persons and property in Royal Oak by providing the highest quality public services possible in the most efficient manner.

A. Identify additional revenue sources1. Lobby legislature for enhanced revenue opportunities

(8/1/10, City Commission)2. Identify and increase grant funding opportunities

(Immediate, Department Heads)3. Explore the feasibility of a public safety millage

(8/1/10, City Commission)

City of Royal Oak – Objectives18-24 months

Public Safety (Page 2) – To protect all persons and property in Royal Oak by providing the highest quality public services possible in the most efficient manner.

B. Explore Cost Savings through:1. Comprehensive review of public safety staffing levels and

allocations to minimize the impact of projected budget constraints (4/1/10, City Manager)

2. Explore consolidation of dispatch and lock-up facilities (2/1/11, City Manager, Police Chief)

3. Explore privatization, consolidation and reorganization of services including the use of part-time employees (8/1/10, Department Heads)

4. Explore rebid of outside vendors and services where savings may be gained (8/1/10, City Manager, City Commission)

City of Royal Oak – Objectives18-24 months