CITY OF PATTERSON
Strategic Planning Orientation
July 2023
2 Your Team
• Colleen Rozillis | Partner
Public Sector, Nonprofit, and Tribal Consulting
• Annie Rose Favreau | Senior Manager
Project Manager, Facilitator
• LeeAnn Stivers | Senior Manager
Facilitator
• Sydney Tracewell | Staff
Analyst
Strategic Planning Overview
3 Project
Overview
4 Building on the City’s previous strategic plan,
we will work together to develop a refreshed
strategic plan to guide the City’s major
activities for the next five years.
The plan is designed to help the City identify
major strategic priorities and create a clear
path to achieve those goals.
Planning
Framework
5 MISSION,
VISION,
AND VALUES
STRATEGIC
GOALS
OBJECTIVES & ACTIONS
CITY-WIDE PERFORMANCE
MEASURES
ANNUAL OPERATING PLANS
Orientation
Meeting
Virtual meeting with
Council and management
Council Input
Council Interviews
Management
Input
Management
Interviews
Stakeholder Input
Optional: Online
Survey of key
stakeholder groups
Analysis
Review of data and
documents
Management
Work Session
SWOT Review,
Mission, Vision,
Values
Draft Mission,
Vision, Values,
and Goals
Staff Input
All-Staff Survey for
feedback on mission,
vision, values, goals
Council Work
Session
SWOT Review,
Mission, Vision,
Values, Goals
Management
Input
Goals and
Objectives survey
Draft Full
Strategic Plan
Management
Input
Individual Review of
the Draft Plan
Council Input
Individual Review of
the Draft Plan
Stakeholder/
Community Input
Online Survey and/or
Community Open
House
Update Draft
Strategic Plan
Council Review
and Adoption of
Strategic Plan
Milestones
6 JU
LY-A
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G
A
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G-S
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PT
S
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PT-OCT
OCT-D
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C
Moss Adams
Community
Council
Management
• Building on the information and success of
the City’s 2017-2021 strategic plan
• Collaborative development process
incorporating input from:
• City Council
• City Staff
• Community Stakeholders
• Focus on practical and actionable
strategies
Key
Considerations
7 DISCUSSION
QUESTION Are there any other key
considerations that you’re
hoping to see within the
strategic planning process?
8 Next Steps
9 County of Maui Strategic Plan | Work Session A
01 Orientation with management on July 24
02 Interviews with Council and management
Scheduling upcoming work sessions with Council 03 and management
THANK YOU
The material appearing in this presentation is for informational purposes only and should not be construed as advice of any kind, including, without limitation, legal, accounting, or investment advice. This information is not intended to create, and receipt does not constitute, a legal relationship, including, but not limited to, an accountant-client relationship. Although this information may have been prepared by professionals, it should not be used as a substitute for professional services. If legal, accounting, investment, or other professional advice is required, the services of a professional should be sought.
Assurance, tax, and consulting offered through Moss Adams LLP. Investment advisory offered through Moss Adams Wealth Advisors LLC. ©2023 Moss Adams LLP
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