We’ve Reinvigorated Strategic Planning! Using Values & Actionable Plans

William Sager, Senior Associate
“Our Strategic Planning Process Leader”

We know that predicting the future is at best difficult, particularly in today’s chaotic times.  Regardless of that reality, organizations still only have two choices: either plan for the future or do not plan.

Failure to plan is planning to fail. Strategic planning is one method by which an organization can plan to at least have some control over its destiny.  Strategic planning is not a panacea; nevertheless, strategic planning does provide organizations guidance and principles by which their futures can be structured.

 Avoid Paralysis by Analysis

Citygate believes, along with management authority Tom Peters, that strategic planning can easily lead to paralysis by analysis, or as Brian Quinn stated, “a good deal of corporate planning is like a ritual rain dance, it has no impact on the weather.”

The chief concern of all strategic planning critics is that opportunities and challenges will arise and the plan does not prepare the organization to take advantage of those opportunities or overcome the roadblocks when they occur. And in today’s chaotic world, they will occur.

Start Fresh

Citygate supports a fresh approach we call “values-based applied strategic planning.” Most textbook strategic planning starts out by assessing the organization’s mission, followed by focusing on the vision, and finally evaluating the organizational values. This follows the conventional organizational model of what, how, and why. Citygate uses an approach that breaks this paradigm. Our model works from why, how, and what.

Values and Culture Come First

We start planning by examining the values and culture of the organization and the community served. We do this because these are the intangibles that actually motivate an organization to act in a particular way. Ultimately, when unexpected opportunities or challenges arise, it will be the values and ongoing culture that drives the organization’s decision-making process and leads the organization forward.

Second…Vision of the Future

After the values are understood (the why), we then ask the planning team to envision the future of the organization. This vision of the future can be likened to a road map to an end state – how the organization will get there.

Third…Mission

After a vision of the future is developed (the how) then the planning team can either update or create a new mission statement (the what).

This is the necessary underlying structure for proceeding with planning. This process then leads to Environmental Monitoring where the planning team collects all the possible inputs about the various environments it operates within, both internal and external. This environmental monitoring is a constant throughout the planning process.

This is the “applied” part of strategic planning. Citygate’s plans result in objective, measurable and resourced “mini-plans” for each service line or program the organization offers. The entire mini-plan commitments and resource needs are then blended into an integrated, achievable time-over-distance plan that advances the prioritized actions.

While values-based strategic planning develops measurable results that enable the organization to fully deliver on its commitments, our planning also places emphasis on integrating into the plan the random noise, impressions, and performance audit findings that we as seasoned consultants are able to glean from analyzing the organization. Henry Mintzberg concludes in The Rise and Fall of Strategic Planning:

“While hard data may inform the intellect, it is largely soft data that generates wisdom.”

Citygate’s strategic planning approach goes further still; in addition to providing consultants with years of experience, we teach the process to the organization’s planning team so that when we leave, a group of planners has been developed who understand how to plan and can keep the plan alive and adjust it as circumstances require. The planning team becomes invested in the plan and more importantly, the organization’s future. They will act as guardians to ensure that the plan is lived.

With the ingredients of why, how, and what in this order, the organization’s strategic plan is on sound footing that can reliably guide its future. This strong foundation is an essential consideration that enables the organization to be flexible and ready to meet a highly volatile future in which unpredictable change is guaranteed. In a crisis, the organization does not need to reconsider its why, all that is needed is to adapt changes into the how or the what.

Citygate’s pledge to our strategic planning clients is:

• We care passionately about strategic planning, not only as a concept but as a means for organizations to guide their future;
• We are relentless in our focus on quality strategic plans;
• We develop plans that are practical and useful and leave behind in the organization a cadre of trained planners.

This Process Works!

We recently used our strategic planning model to assist the Los Angeles-Long Beach Fire Chiefs Regional Training Group with a very difficult strategic plan for 31 fire agencies, and as their project manager, Timothy Scranton, the Fire Chief in Beverly Hills, stated, “Citygate completed a near impossible task of creating a strategic plan for the entire region in less than two months – they are incredible and I am grateful!  I am a huge Citygate fan and share my experiences with everyone.” An example of this strategic plan can be found at:

www.citygateassociates.com/RTG.

If you would like to talk to us about creating a values-based strategic plan in your agency, please call William Sager at (916) 458-5100 ext. 302, or email him at:

bsager@citygateassociates.com.

“My Elected Board wants it done now, but I don’t have the staff to do the work!”

September 2010

Are you cutting back on staff? 

Does your Elected Board still need and expect important key projects and programs to move forward?

Could you use some short-term help? 

Remember Lucy in the chocolate factory, struggling to wrap an overwhelming amount of chocolates on the conveyor belt, as the boss yells “Speed it up a little!”?  Ever feel like that?

Citygate Associates is available to serve city managers, county managers, and department heads by managing politically important projects and programs during these tough financial times.

We have highly experienced senior executives ready to step in immediately to produce and get results for you and your department heads in the following program areas:

• Law Enforcement
• Fire
• Finance
• Community Development
• Redevelopment
• Economic Development
• Planning
• Building
• Engineering
• Library
• Animal Control
• Public Works
• Information Technology
• Executive Search
• Human Resources

We can show up immediately to lend a hand.  All you have to do explain your need to us, point us in the right direction, give us the files, introduce us to the key contact persons…we’re on our way.  We get things done on time, on budget, and without disruption.

All our Citygate team members are comfortable in complex, nuanced, and challenging situations.  We would welcome the opportunity to represent YOU with loyalty and competency.

Citygate Associates, LLC is a management consulting firm providing services to local governments across the Western United States. Headquartered in Folsom, CA, Citygate’s clients benefit from our ability to provide effective and cost-efficient services through improved management approaches and systems, clarified focus, and upgraded skills.

                   Citygate Associates, LLC

                     Celebrating 20 Years!

                            Ph: (916) 458-5100

                    www.citygateassociates.com

Why your agency needs first responder training: to limit liability exposure and save $$$

By John Muldown, JD
Consultant, Citygate Associates, LLC

June 2010

We live in a litigious society. The strong tie between liability and budgetary issues has become even more important with the current financial situation in which federal, state and local governments find themselves.

Due to the inherent danger and rapid decision making associated with operational first responder work, liability for these front-line workers has become critical. The focus is now on both reducing liability and assisting in mitigation measures, with the goal of reducing a jurisdiction’s costs in both litigation and payments to plaintiffs.

History

More than ever before, jurisdictions are being financially attacked by plaintiffs and attorneys as a result of actions and verbal communication by the first responders in the police, fire and emergency medical services (EMS). There has been little training at the operational level where the majority of liability cases are initiated.

Today’s tighter budgets resulting from the national economic situation have brought this even more into focus. Agencies can reduce plaintiff payouts and the high cost of litigation by addressing this issue.

Advantages to
Agencies/Jurisdictions

Most visible to the public are the settlements or court decisions and financial awards. However, in the early stages, significant costs are incurred. These include preliminary investigations, witness interviews, interrogatories, depositions and other labor-intensive costs for investigators and attorneys. Then there is the time spent briefing the decision makers (agency heads, risk managers, city counsel, etc.).

There are additional costs involved in negotiating with the plaintiff’s representatives, working out a potential settlement, and obtaining court input and approval. Significant financial drains on the jurisdiction result from man-hours spent on a case, even if it has no merit.

If operational first responders are given a basic explanation and understanding—through this four-hour training course in the alternative theories of liability, how they function, and how to apply this training in their day-to-day operations—there are several significant advantages to the agency.

The first and most obvious advantage to the jurisdiction is the benefit that comes from first responders understanding how to avoid liability in their actions without compromising safety of agency personnel. Through training and policy changes, first responders can learn to reduce the chances of developing agency liability, further reducing financial exposure.

“More than ever before, jurisdictions are being financially attacked by plaintiffs and attorneys as a result of actions and verbal communication by first responders…”

Second, often the actions taken by the employee(s) do not generate liability in and of themselves, but what is later said verbally and in written reports can create liability where none previously existed. First responders can learn to identify situations that can develop liability, allowing their managers to more efficiently address and rapidly mitigate liability issues when they arise.

Third, by providing liability training to their employees and including the information in their policies and procedures, an agency/jurisdiction can help avoid becoming the “deep pocket” payee. This is done by inhibiting an employee’s claim of “course and scope” protection if they act or verbalize in a manner inconsistent with the policy, procedure or training.

Today, in a situation that may involve agency liability, cases are initiated by the “ambulance chasing” attorneys. These attorneys can initiate a suit knowing the defendant agency has a “deep pocket.”

Frequently, these settlements can cost thousands of dollars, because risk managers are aware of the significant costs involved in investigating and defending these claims.

“Through training and policy changes, first responders can learn to reduce the chances of developing agency liability.”

Finally, by providing this training and having input from the agency counsel on the training and policy formulation, there should be a significant reduction in the costs associated with litigation, settlement and payments.

Advantages to Operational Level Staff

In addition to helping agencies, operational first responder training also provides significant advantages to operational level staff.

Staff can avoid and reduce personal liability exposure without compromising their own and others’ physical safety, further reducing agency liability exposure. This can be done simply by staff receiving this training and understanding the basic theories of liability.

Staff can develop better work habits consistent with increased safety and reduced liability exposure. Understanding that the agency may no longer be a “deep pocket” will give the employees a personal stake in the liability issue. This can only serve to get them to reduce the agency’s and their own liability exposure.

Second, staff will also better understand what to say, and not to say, to avoid creating liability where none previously existed. There are many theories of liability not commonly recognized, including the theory of warranty, detrimental reliance, negligent referral and others.

Finally, by having this understanding, staff will be able to recognize situations that may involve liability, and communicate this to superiors and/or counsel thereby rapidly mitigating the situation through a compromise and release, or something similar. This has proven to significantly reduce the ultimate cost to the agency by tens of thousands of dollars.

Summary

It should now be clear that with a small investment in this four-hour liability training course for operational level staff, an agency/jurisdiction can significantly reduce its liability exposure, assist in rapid mitigation measures, significantly reduce the costs associated with pre-litigation investigation, settlements and plaintiff payments and help inhibit becoming the “deep pocket.”

One adverse liability situation can greatly exceed the costs associated with basic training in liability, a great argument for investing in a half-day training before bearing the costs of one adverse situation.  This training is available brought to your site by Citygate and tailored to your specific agency. 

Dr. John Muldown, JD, F.ACFEI, D.ABFE, D.ABLEE, CHS-V, CMI-V, has a Doctorate in Law, 28 years of police experience, and specializes in liability training. Please contact John by phone at (530) 990-8372 or by email at
jmuldown@citygateassociates.com

Cost benefit analysis: small cities disincorporate now!

By Jay Corey, February 2010

Right. Not going to happen in my lifetime or yours. Having stipulated to the obvious, most professional municipal government officials would admit, albeit not in public, that many small cities would disappear if, like in the private sector, they were subject to mergers and acquisitions.

Why? Small cities, like many small companies, have a unit cost of production comparable to at least most mid-sized cities.

A Powerful Dilemma: Small Cities Are in a Squeeze

Private sector organizations come and go based on their ability to constantly “add value” for their customers. They change and adapt, or they’re gone. This highly successful process is commonly referred to as creative destruction, “[the] process of industrial mutation that incessantly revolutionizes the economic structure from within, incessantly destroying the old one, incessantly creating a new one.”[1]

This creative destruction process doesn’t take place among cities. There are no hungry competitive forces. Because of this reality, small cities get stuck in a dilemma. They get caught in the squeeze between two powerful forces:

Force One: The desire on the part of taxpayers to feel they have their own locally-controlled municipal government. They want it to be accessible, responsive, and an intimate part of the fabric of the community.

Force Two: The continual rise in the cost of goods and services and the complexity of providing services needed to meet community expectations. Small cities can’t achieve the cost benefits and level of personnel expertise that come with being at least a mid-sized organization. (Very large organizations often suffer from the opposite problem of not being nimble enough, so their unit cost of production in many areas may be high as well.) 

Consolidating Small City and District Services Can Work

In the mid-90s I was city manager in a small city in eastern Contra Costa County. It was the fastest growing city in the state according to the California Department of Finance during the entire time of my service. A well-established special district had historically been providing the city’s parks and recreation services for decades.

The district was proud of its well-earned affection from the community, but it was struggling to keep pace with the city’s rapid growth. Master planning for the district’s services and facilities had fallen way behind. The district’s finances could not keep up. They were in trouble.

The general manager and I began a dialogue, first at the peer-to-peer level and then at the technical level. In time, we brought in the city’s and district’s elected officials for policy leadership.

Then we brought in the staffs. The special district eventually consolidated its services with the city. The highly successful process was akin to childbirth: lots of communication, lots of hard work, and certainly some pain. But it was worth the effort.

The community to this day remains very proud of its parks and recreation program. It has grown and prospered, and is well ahead on the city’s facility and program demand curve.

Over a period of several years, through interagency joint ventures, we were able to leverage services and achieve multi-million dollar savings in other important program areas.

Opportunities for joint venturing between small cities and districts are numerable. The most fruitful area of opportunity for controlling costs and increasing efficiency and effectiveness is in the public safety arena: fire protection, emergency medical services, and police services. No surprise.

Other opportunities exist in business license administration, code enforcement, finance administration, human resources, purchasing, animal care and control, information technology, parks and recreation, fleet maintenance, facility maintenance, city engineering, and capital improvement administration.  

Lessons Learned: Getting Out of the Small City Dilemma

At Citygate Associates, LLC, we have worked effectively with many different agencies in implementing the steps necessary to successfully achieve getting out of the small city dilemma.

The graphic below provides a summary of what leads to successful joint ventures between small cities.

Budget Season Has Already Started: Act Now

Give Citygate a call today to discuss your needs. We have practical solutions borne from decades of successful management in complicated and challenging local government situations. We are experienced managers with a lot of time spent in the trenches through economic downturns.

Put us on your team for your most difficult project, including tough interagency opportunities like the examples described above. We can provide you with a written proposal almost immediately. The return on this one-time investment will provide structural cost savings and service enhancements to your city for years to come.

Often you can benefit from the experience of others. If you are wondering whether Citygate can help you in any of these areas, please call us.

If we can be of value to you, we would like to help. Please contact Jay Corey by phone at (510) 303-0327 or via email at jcorey@citygateassociates.com.

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[1]http://dictionary.reference.com/browse/creative+destruction

Strategies for managing long-term retiree benefit costs

By Steven Harman, June 2009

Public agencies offering retiree health benefits are now required to tabulate and disclose the long-term costs of providing those benefits. Agencies are now coming to grips with the staggering long-term costs these benefit plans impose. To address these costs, many agencies have terminated the benefit and implemented defined contribution plans, while others have developed long-term financial strategies for meeting their obligations under GASB #45.

The good news is that strategies exist for agencies to reduce their long-term financial obligation while continuing to provide their retirees with this valuable benefit. Some of those strategies are discussed below.

Get to Know Your Actuary

GASB #45 requires a biannual actuarial valuation to determine the long-term financial obligations. It is essential to understand the key actuarial assumptions used in conducting the valuation and how making simple adjustments to your benefit may influence those assumptions.

Your actuary is an excellent source of critical information in helping you develop a comprehensive strategy to address costs. Talk with your actuary.

Promise to Pay

For some agencies, the amount of the agency’s premium payment toward the monthly premium for a retiree is tied to an external benchmark such as the “two-party” premium rate. When the amount of premium payment paid by the agency for the retiree is linked to a health insurance premium rate that increases annually, you can be assured that the long-term cost to provide the benefit will be huge.

Benchmarking an agency’s contributions to a more stable external index will help reduce the long-term liability.

Benefit Plan

There are two main points to consider regarding your current benefit plan. The first point deals with the benefit plan design for both active and retired employees. Carefully review your plan’s experience data with your broker or consultant. Look to see how your employees and retirees are consuming health care. Some areas to look at include the number of doctor’s visits per year per covered employee, emergency room utilization, in-patient hospitalizations, prescription drug utilization, and outpatient procedures.

In particular, it is useful to correlate utilization data and trends in those areas to the required co-payment in place for those services. Lower co-payments tend to result in higher than expected plan utilization; slight adjustments in co-payments will result in a reduction of plan utilization by subscribers.

You need to be careful how this point is communicated to employees and retirees. You never want to tell employees and retirees not to seek medical care when necessary, but you want to ensure that they seek medical care when necessary.

Helping employees and retirees become better-educated consumers is essential for plan management.

The second point is the “implied subsidy” provision of GASB #45. When a group medical plan includes both active and retired employees in the same pool, everyone in the pool pays the same premium – even though active employees consume fewer benefits than retirees do. Those consuming fewer benefits are subsidizing the “real” premium cost for the higher consuming members. GASB #45 requires the actuarial study tabulate the value of the “implied subsidy.” One strategy to consider is separating active and retired employees into two pools (with the same or similar benefit levels) for premium purposes. This reduces the implied subsidy and lowers the long-term cost.

Pre-Funding the Long-Term Obligation

Nothing in GASB #45 requires an agency to pre-fund the long-term obligation. Nonetheless, there are several compelling reasons to pre-fund the cost of the benefit. First, negative consequences may accrue on an agency’s financial statement if benefits are not pre-funded. Using the “pay as you go” approach increases the long-term obligation and may adversely affect an agency’s debt rating.

Second, pre-funding using a 115 Trust allows the actuary to use a higher actuarial assumption regarding investment returns on funds placed in the Trust. Using a higher rate of return results in a reduction of long-term costs, but significantly increases the annual budget allocation for funding the retirement health benefit. A 115 Trust may not be appropriate for all agencies, as there are issues of trust governance and operation that must be considered.

Also, when using a 115 Trust, deciding on a funding policy to pay the Annual Required Contribution is important. GASB #45 does not require full funding of the ARC (many agencies do not have the resources to fully fund the ARC in the first few years of a 115 Trust), and agencies using this approach must develop a funding policy and disclose the policy as part of their compliance with GASB #45.

VEBA’s or Health Savings Accounts

Both Voluntary Employee Beneficiary Associations (VEBA) and Health Savings Accounts (HSA) provide an alternative approach to paying for retirement health benefits. Generally, agencies providing their employee with VEBAs or HSAs are not making a “promise to pay” for retiree health insurance and may not be subject to the provisions of GASB #45. In both VEBAs and HSAs, funds are deposited into interest-bearing employee accounts on a pre-tax basis and upon retirement, can be used to pay for a range of medical expenses, including premiums for health insurance.

VEBAs can be used by active employees as well. The risk associated with this approach is that the funds accumulated in the employee accounts are subject to market volatility and upon retirement may not be adequate to cover the cost of health insurance for the remainder of the retiree’s life.

Citygate’s next article on this topic will address managing pension cost issues.

Steven A. Harman is a Senior Associate with Citygate Associates. He provides consulting services on a wide range of human resource management challenges including GASB #45 compliance and strategies for reducing long-term costs. For more information, please contact Steve at (510) 599-5294 or at
sharman@citygateassociates.com.

Leadership for the next generation

By Steven Harman, March 2009

After twenty plus years in human resource executive and management positions, my leadership style changed in several significant ways. This evolution was brought about by the changing demographics and expectations of newer, younger employees coming into the workplace. In a fundamental shift, generation X-ers and millenials are redefining traditional leadership concepts in ways that challenge our organizations. To be a successful leader today, one has to adapt his/her leadership strategies and techniques, and more significantly, we have to change the way we lead if our organizations are going to be successful in the competition for talented, motivated and passionate people, today and well into the future.

Over the past few years, I have engaged younger people in conversations about leadership.  Those conversations resulted in learning that my “baby boomer” views about leadership characteristics do not “jive” with the current thinking of the up-and-coming generations. Here is what I have learned about what today’s leaders need to do to motivate and effectively lead their organizations.

Be Real – Results vs. Expertise

You can have all the credentials in the world, but if they do not equal results, younger employees will not care about your credentials, degrees and experience and will not recognize you as a leader. Today’s younger employees are not impressed with the letters of the alphabet that follow your name. Consider the example of Kevin Garnett, the professional basketball player. He came into the National Basketball Association directly from high school with no college basketball experience or degree.  In a short time, he was an NBA All-Star. What we want to know is if he can put the ball in the hoop, and we are less concerned about how much he studied hoops. In today’s world, it is about results – but not results at any cost. As a “baby-boomer,” I always placed a high value on the credentials and experience of people who were leaders in organizations in which I worked.

Personality vs. Shared Journey

Leadership today demands someone who is not afraid to “get dirty” alongside employees. Even if they don’t have to actually pitch in with the work, it is important to value the work that employees are doing, and more important to make sure that the employees feel valued as people.  Young people today want to know that leaders care about them and demonstrate that caring attitude in a variety of ways. “Getting dirty” with employees is one sure-fire way to impart that feeling. It is also critically important in our world of complex relationships, that leaders are willing to confront difficult situations head-on, in a principled and ethical way. Leaders who stay silent in the face of controversy will soon discover that employees will soon feel that they are “taking the fall” for their leader. This is not a very healthy situation.

Do You Know Where We Are Going?

Articulating a vision of the future is one characteristic of leadership that crosses generational lines. However, where the lines generationally part is over the question “Can the vision be achieved and will I be valued as your partner along the journey?” Leaders should be able to answer that question clearly.

Implications for Current and Future Leaders

There are several implications for current and soon-to-be leaders. Communicating a positive vision of the future is essential, but explaining why that particular vision is better than others and how it will benefit all is critical.

All the training, education and experience you have generally does not impress younger workers. Understand that newer, younger employees will respect you for your performance, not your job knowledge, and will value your leadership even more if you put them in positions to achieve great things within your organization. I think this is a significant challenge for leaders today, many of whom seek to minimize risk taking and simply are not willing to put younger workers in a position to take calculated risks out of a fear of failure.

Listen to employees. Create an environment that not only encourages feedback, but also active participation in the development of policy recommendations. However, before employees are comfortable talking, leaders have to strive to create trusting organizations. One way effective leaders can do that is to “walk the talk” and lead based on shared organizational principles.

Gone is the “one size fits all” aspect of traditional personnel management. Employees today want and need to be treated as individuals, and to be seen not merely as a job title on an organizational chart. They want and need to be respected, valued and trusted.

If you are in a leadership position in your organization, take some time to reflect on how your leadership style resonates with the younger employees in your organization. Are you convinced that your leadership style is effective? Are you sure that your style is valued and respected by all the employees in your organization? Finally, it is important for leaders today to understand their responsibility in developing the next generation of leaders. Are you willing to give younger employees the opportunity to be successful and achieve things that contribute to your organization’s success, or do you think that the best way to develop talent is simply letting nature take its course?

Citygate Associates has training available to assist your organization in developing leadership talent to meet the future demand for skilled, effective and passionate leaders. We custom-tailor training to meet the specific needs of your agency. In difficult economic times, effective leadership talent that crosses generational boundaries is more critical than ever.  Please visit our website for further information, or contact Steve Harman by phone at (510) 599-5294 or by email at sharman@citygateassociates.com. Steve Harman directs Citygate’s Executive Search and Human Resources consulting, which includes succession planning, leadership development, and management training.

Protecting community development, engineering, planning, and building staff during tough times

 

By Jay Corey, January 2009

You’re the boss and for years you’ve had to struggle to keep up with the demands that growth has placed upon your organization:

• Complaints to your city council regarding poor customer service
• Getting transportation, sewer, water, parks, and facility infrastructure in place ahead of demand
• Keeping current with your General Plan and Zoning Regulations
• Getting your engineers and planners to cooperate effectively and efficiently.

Now the housing boom has come to a grinding halt. California is suffering from a serious economic downturn that could last several years. Nobody knows when the housing market will turn around and construction will begin again. California home sales have already plunged well below levels experienced during the 1990-91 recession. Now what?

Question No. 1: 

What can I do as a local government leader to provide stability for my community development, engineering, planning, and building staffs?

Question No. 2: 

What can I do to take advantage of these tough times by building a better organization that is highly productive as it waits for the next up turn in the economy?

I speak from experience when I say, “These times are full of opportunity.” When I served as Acting Finance Director and then as Interim City Manager, my city was experiencing serious financial troubles a few years ago — so serious that Standard & Poor’s and Moody suspended their credit ratings of our city. The financial troubles were so overwhelming that we had to lay off hundreds of our employees, including some sworn personnel. The city was a mess financially. Morale was non-existent. The city’s financial situation was so bad our mayor was interviewed on NBC’s Today Show.

Quietly below the radar screen, during these tough times, we were able to keep our community development, planning, engineering, and building programs intact. Not only did we retain our staff, we actually did some hiring! The organization remains fully intact today and, in fact, is successfully working its way through a multi-million dollar General Plan Update.

What did we learn from this tough-time experience? We developed valuable “Managed Decline Principles” to get through it all in a way that strengthened and improved the organization.

Here’s a partial list of the How To’s we developed:

• How to stop the bleeding now
• How to stabilize the organization
• How to develop visible Quick Fixes that boost confidence and morale
• How to involve customers in revenue enhancement decisions
• How to address sticky personnel issues with dignity and humanity
• How to conduct 360 degree transition planning
• How to attract, develop, and retain talent in tough times
• How to reevaluate customer service policies
• How to take a fresh look at technologies
• How to take a fresh look at short-term and long-term facility needs
• How to update regulatory codes and systems
• How to reposition through training
• How to develop efficiencies by eliminating organizational silos.

Develop a 3-Year Financial Plan With Investment Strategies that Motivate Employees

We found that involving staff at all levels in order to build a consensus-based 3-Year Financial Plan was an essential part of organizational survival and regeneration. We developed financial stress tests in an open and transparent environment so that everyone affected by the plan had a meaningful part in developing it, understanding it, and believing in it. We developed effective revenue strategies, overhead strategies, and reserve strategies that were understood by staff in a way that provided private-sector-like motivations and behavior. Along the way we made investments in technology and training.

Develop a 3-Year Action Plan that Gets Real Measurable Results

During tough times it is important that community development, planning, engineering, and building staff know where they are heading individually and as teams within the organization. A 3-Year Action Plan that is in sync with the previously mentioned financial plan is an essential ingredient to make sure there are measurable deliverables that will keep the organization on a highly productive track. The Plan should identify the recommended action(s) to be taken by the teams, its priority, the anticipated benefits, the lead person responsible for results, the support team members, the milestones, and the reporting-out mechanisms.

Getting Ready for the Economic Turn Around

A smart leader knows that there is no substitute for preparation. Yes, it is hard to imagine right now that the housing slow down will bottom out, but it will. And when it does, those agencies that have planned for the turn around will be in a good position to take advantage of growth and all the wealth accumulation opportunities it provides. As long as California offers sunshine and jobs, housing demand will continue. It is a question of when, not if.

Sometimes you can benefit from the experience of others. If you are wondering whether Citygate Associates can help you in any of these areas, please call us. If we can be of value to you, we would like to help.

Please contact Jay Corey by phone at (510) 303-0327 or via email at jcorey@citygateassociates.com.