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2023-226
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2023-226
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Last modified
11/7/2023 3:11:05 PM
Creation date
11/7/2023 3:10:22 PM
Metadata
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Template:
Official Documents
Official Document Type
Memorandum of Understanding
Approved Date
10/03/2023
Control Number
2023-226
Agenda Item Number
8.P.
Entity Name
Saviak Consulting, LLC
Subject
Agreement for Planning Consulting Services for Strategic Plan
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II. Conversations with County Commission members (5) about mission, vision, values, <br />and goals, SWOT analysis, and priorities <br />III. Conversations with the County Administrator and Department Heads (15) about <br />mission, vision, values, and goals, SWOT analysis, and priorities <br />IV. Administration and analysis of an electronic survey to the BCC, administrative <br />leadership, and employees on the same topics <br />V. Meeting with the County Administrator <br />a. Discuss research <br />b. Workshop Prep — the County Administrator should also ask County Commissioners <br />to bring their specific priorities to the workshop and ask Departments Directors to <br />be ready and available to answer questions at the workshop on current/potential <br />goals (everyone will have these in advance) <br />c. Develop workshop agenda <br />VI. Goal Setting Workshop - County Commission, County Administrator, and Department <br />Heads <br />a. Primer on Goal Setting <br />b. Presentation of research findings <br />c. Open discussion/consensus building on Mission, Vision, Values, and Goals <br />d. Wrap up/Summary <br />The Team <br />Dr. Joe Saviak and Dr. Richard Levey bring extensive experience and proven success in facilitating <br />goal setting/strategic planning with local governments and non-governmental organizations <br />throughout Florida. They bring a unique combination of several decades of experience in local <br />government in Florida along with regularly teaching goal setting and strategic planning to <br />thousands of local government executives and professionals across Florida both in the classroom <br />and at professional conferences. <br />Both Dr. Levey and Dr. Saviak regularly advise and assist local governments on a wide range of <br />policy, administrative, operational, planning, and capital project issues. Our bios are attached. <br />Our professional websites can be accessed at: https://www.leveyconsulting.com/ and <br />httr)s://drioesaviak.com/ <br />Dr. Levev has led these similar iurisdictions through coal setting and strategic plannin <br />City of Leesburg (2023) — Facilitated a priority setting process for updating/revising strategic goals <br />for the annual budget process. Conducted individual interviews with the City Council and <br />Department Directors. The final work product was adopted by resolution by the City Council prior <br />to the development of the FY 2024 Budget. <br />City of Naples (2021— 2022): Engagement involved preparing the City Council for a retreat which <br />would focus on CIP priorities and a SWOT analysis of the city. Utilized a digital survey to quantify <br />opinions on CIP priorities, the SWOT Analysis, and city council governance issues. Additional <br />services included operational management review of the Planning and Building Department <br />functions. <br />2 <br />
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