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Home My WebLink AboutReso 83-18 Rescinding 72-15 and Establishing Strategic Framework PolicyRESOLUTION NO. 830018 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MORRO BAY, CALIFORNIA, RESCINDING RESOLUTION NO. 72-15 AND ESTABLISHING THE STRATEGIC PLANNING FRAMEWORK POLICY THE CITY COUNCIL City of Morro Bay, California 11, 2015, City of Morro Bay regular City Council meeting, the ing and Budgeting Framework concept presented and directed staff to develop a Strategic Planning Framework policy to be adopted at a future meeting; and WHEREAS, at the August Council nanimouslyapprovedtheStrategic Piann u WHEREAS, in accordance with City Council direction, staff prepared a Strategic Planning Framework procedure, which was adopted by City Council via Resolution No. 72-15; and WHEREAS, it is recommended that City Council revise the Strategic Planning Framework, to include a component for community outreach, to ensure broad public engagement in the development of the City's goals and objectives. NOW, THEREFORE BE IT RESOLVED by fihe City Council of the City of Morro Bay, hereby rescinds Resolution No. 72-15 and establishes the Strategic Planning Framework Policy as defined in the attached Exhibit A. PASSED AND ADOPTED by the City Council of the City of Morro Bay, at a regular meeting thereof held on the 9th day of October 2018, by the following vote: AYES: Irons, Davis, Headding, Makowetslea , McPherson NOES: None ABSENT: None 40 JAM I E,l� ATTEST: C� CAM Soy" ANA SWANSON, City Clerk �� DNS, WOMMER Mayor I. ran NO'�' PURPOSE WHITE PAPER Strategic Planning Framework Revised October 9, 2018 RESULU 11UN NU. 83-18 EXHIBIT A The purpose of this paper is t0 describe the City of Morro Bay Strategic Planning framework. This framework, t0 be adopted by the City Council, provides direction on annual, biennial and quadrennial planning and budgeting tasks and processes the City will follow. I I. OVERVIEW The City has many plans, including a General Plan (GP), Local Coastal Plan (LCP), Economic Development Strategic Plan (EDSP -under development in 2015/16), Parking Management Plan and other particular plans. Those plans are essential to provide long-term , land -use but in many other areas. guidance for the City. Andin particular, the GP/LCP provides strategic direction not only in However, the City also needs a regular process to set more general goals, and to identify specific, measurable objectives to reach those goals. This process must also ensure those objectives are considered in the annual budgeting process. This Strategic Planning Framework does that. In general, the City Council will set / refine broad goals every four years. Every two years the Council will identify specific RVLJJqU%wttives associated with each goal for staff to complete. Every year during the budget process, those objectives will be budgeted against. In addition to this Strategic Planning Framework, the City is developing fresh Vision, Values and Mission statements that should inform all of our planning efforts, and goal /objective setting in particular. III. DEFINITIONS The following definitions are important t0 understand the City's Strategic Planning Process: • City Mission Statement —The Mission Statement is aCouncil-approved statement that describes the basic /essential tasks the City must provide, and a statement toward the purpose of executing these tasks. The mission statement is focused on the purpose of the City Government, not the broader community. The City mission statement might begin something like: "The City of Morro Bay provides Public Safety, Recreation, and other key municipal services in order to ...." Community Vision and Values Statements. Community vision and values are also Council -approved, semi -permanent statements, developed with significant community Page 1 of 4 ,� �, ,,, t r: I. PURPOSE WHITE PAPER Strategic Planning Framework Revised October 9, 2�18 RESOLUTION NO. 83-18 EXHIBIT A The purpose of this paper is t0 describe the City of Morro Bay Strategic Planning framework. This framework, to be adopted by the City Council, provides direction on annual, biennial and quadrennial planning and budgeting tasks and processes the Gity will follow. II. OVERVIEW The City has many plans, including a General Plan (GP), Local Coastal Plan (LCP), Economic Development Strategic Plan (EDSP -under development in 2015/16), Parking Management Plan and other particular plans. Those plans are essential to provide long-term guidance for the City. And, in particular, the GP/LCP provides strategic direction not only in land -use but in many other areas. However, the City also needs a regular process to set more general goals, and to identify specific, measurable objectives to reach those goals. This process must also ensure those objectives are considered in the annual budgeting process. r This Strategic Planning Framework does that. In general, the City Council will efine broad goals every four years. Every two years the Council will identify specific objectives associated with each goal for staff to complete. Every year during the budget process, those objectives will be budgeted against. In addition to this Strategic Planning Framework, the City is developing fresh Vision, Values and Mission statements that should inform all of our planning efforts, and goal /objective setting in particular. III. DEFINITIONS The following definitions are important to understand the City's Strategic Planning Process: • City Mission Statement —The Mission Statement is aCouncil-approved statement that describes the basic /essential tasks the City must provide, and a statement toward the purpose of executing these tasks. The mission statement is focused on the purpose of the City Government, not the broader community. The City mission statement might begin something like: "The City of Morro Bay provides Public Safety, Recreation, and other key municipal services in order to ...." Community Vision and Values Statements. Community vision and values are also Council -approved, semi -permanent statements, developed with significant community Page 1 of 4 v a a s ® a s E � •® 6 ® E • 6 E •� i �� • On asemi-annual basis, normally in the fall of each year, staff updates the Council on the status of the two-year budget objectives in an Annual Goals Update report and special Council Meeting. • In March —May each year, the staff and Council develop a 1-year budget for the upcoming fiscal year: July 1 to June 30 of the following year. The two 1-year budgets every 2-year goal/objective period provide the Council ample opportunity to reallocate resources to achieve, or "weight" specific City Goals and Objectives. • This entire process is underpinned and informed by a continuing 10-year budget forecast process that is updated annually in Jan —Feb. Every other year the 10-year forecast is updated by an external professional consultant. In the off years it is updated interna staff . �`r�rzsitio��. F'��n fc�r tl-�e T�rr� P ��- ��e�� '��-�� are �B`t.�c.��t�� -a�n.��.�ot- Ily by 2c1s �01� �a1� �0�.8 �a�9 ��a �a�1 �o�� o�.� elections �� i�`- Goal Setting s Q S Budgeting �, 4-Year Goals �-Year�,�oals 2-Year Objecti��es �-Year Objectives �-Year Objecti�res 2-Year Objecti�res 10-Year Budget �oreeast—Updated Annually -Year �-Year �-Year �-Year �-Year :�-"Fear 1-Year �-bear Bud�e� B�.��Ge Bud�e� Budget Bud e� B��dae� Bu��e� guclrre Elections — f�ov of eti�en yearsr -- near Council sewed in early January Sienniai Plann€ng — Ed�e�,� other year in tan and Eeb Council updates 2-yearabjecti�res. e�;�er�,r �4L'' year Council also updates �- year goals, Annual Budgeting — Er,tery yrear in May and dun Cauncif updates approves a 1-year budget. V. SUMMARY aver�riew. Beginning in December 2016 the City of Morro Bay executes a �-2- 1 Strategic Planning and Budgeting process. • 1=ollo�r�Ping each election) the ne��r council meets in fan /Feb to establish 2- Year objectives supporting each existing City Goal. Er,►erY faun gears this process begins in December and includes rene��al of the City'sgoals. The staff then uses the ne��r objecti�fes to inform creation of the City's annual budget. The entire process is underpinned by a ��-year budget forecast that is professionally �externallY}updated every other year and internally updated e�erY near. Figure 1 —Strategic Planning -and Budgeting Framework This Strategic Planning and Budgeting Framework is intended to complement the City's broader and more specific plans, including the General Plan, Local Coastal Plan, Economic Development Strategic Plan and other land -use and issue -specific plans. Rev. 10/09/18 Strategic Planning White Paper Page 3 of 4 The above mentioned plans coupled with this Goals and Objectives process should serve, taken as a whole, as the City's strategic plan. Following full implementation of the ongoing GP/LCP rewrites in 2017, and 10-year Economic Development Strategic Plan in 2016, the City could consider if an additional, formal, 10-year strategic plan is required. Rev. 10/09/18 Strategic Planning White Paper Page 4 of 4