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Welcome

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Welcome

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    1. 1 Welcome! Enterprise Management Education Series Module 4 Fiscal Planning EMES Module II: Understanding Balanced Scorecard & Enterprise Strategic Planning" will be offered. (You only need to attend one of these sessions.) EMES Module II: Understanding Balanced Scorecard & Enterprise Strategic Planning" will be offered. (You only need to attend one of these sessions.)

    2. 2 During Module #3, we: Summarized the key components of each core service business plan. Reviewed cascading scorecards. Explored methods to apply the cascading process. Determined how to select appropriate business plan objectives, measures and actions. Gained familiarity with business planning tools, resources and contacts available to core service teams. Welcome – continuation of Enterprise Mgmt Education Series Builds on Module 1 – Overview Expandable envelop provided at Module 1, add Module 2 packet to it Today we are discussing the components that make up Strategic planning efforts A graphic representation of our overall Strategy for the Community and the Enterprise will be provided A discussion on the components and how they were arrived at for our Community and Enterprise Balanced Scorecard.Welcome – continuation of Enterprise Mgmt Education Series Builds on Module 1 – Overview Expandable envelop provided at Module 1, add Module 2 packet to it Today we are discussing the components that make up Strategic planning efforts A graphic representation of our overall Strategy for the Community and the Enterprise will be provided A discussion on the components and how they were arrived at for our Community and Enterprise Balanced Scorecard.

    3. 3 Today’s Learning Objectives Review land use and growth patterns. Explore economic and demographic indicators. Review our managed competition process. Identify the link between Strategic/Business Planning and the Fiscal Planning process. Review FY06 Fiscal Planning Guides.

    4. 4 “Planning is bringing the future into the present so that you can do something about it now.” - Alan Lakein A statement very relevant to our organization’s journey. Hard work has been already done in many areas, with continued hard work we will reach the level of success as we have defined in a high performance organization.A statement very relevant to our organization’s journey. Hard work has been already done in many areas, with continued hard work we will reach the level of success as we have defined in a high performance organization.

    5. 5 Terminology What terms must I understand to successfully navigate through this module? 2050 Plan Budget Budget Calendar Budget Guideline Message Comprehensive Plan COP Teams Economic Indicators Managed Competition Net Budget Target Budget Transfers In/Out Urban Service Area

    6. 6 Fiscal Plan What drives a fiscal plan? A checklist for success: Community Needs BCC & Admin Strategies Fed.& State Mandates Comprehensive plan Economic and demographic influences Business plan Infrastructure needs Revenue Forecasting Debt Management Total Employee costs* Fund Balances

    7. 7 Apoxsee: Blazing a Trail toward Sarasota County’s Future

    8. 8 Apoxsee: Blazing a Trail toward Sarasota County’s Future Past Efforts: WHERE of growth Urban Service Area boundary Future Urban Area Sarasota 2050: WHERE and HOW of growth Walkable, mixed-use communities of place Mixed use centers connected to neighborhoods Networks of permanently protected open space

    9. 9 Apoxsee: Blazing a Trail toward Sarasota County’s Future The Question… How can Sarasota continue to grow yet balance economic development, the preservation / conservation of environmentally sensitive land, maintain sound county fiscal policy, and maintain or improve its quality of life?

    10. 10 Overlay to the current plan - Six Resource Management Areas Long Range: 50+ Years Goals Livable communities Preserved open space/environmental resources Incentive-based Village form allows commercial centers not usually in the rural area Villages can transfer development rights Hamlets can transfer development rights

    11. 11 Affordable housing Coordinating Infrastructure with Land Use Economic Development Infill and Redevelopment Integration of School Facilities Planning and Land Use Planning Neighborhood Preservation and Revitalization Smart Growth Urban Greenspace Urban Capacity Water Resources and their Management Apoxsee: Evaluation and Appraisal Report - (EAR) Top Ten

    12. 12 Surveying the Navigational Conditions for the Journey

    13. 13 Surveying the Navigational Conditions for the Journey

    14. 14 Surveying the Navigational Conditions for the Journey

    15. 15 COUNTY OPERATIONAL PERFORMANCE “COP TEAMS”

    16. 16 MANAGED COMPETITION

    17. 17 MANAGED COMPETITION “We will look at all of our services, seeking to deliver the highest quality at the lowest cost through competition, both internally and externally.” - Jim Ley, 2003

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    23. 23 Charting our Course! Translating strategic planning into a financial plan.

    24. 24 Charting our Course!

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    26. 26 Navigational Tools to help us Reach our Destination Financial Planning Guidelines Message Maintain a flat rate of taxes & assessments Reduce net operating 3% Increase General Fund Reserves to $16.8m Reduce 77 positions Implement a Smart Hiring Process Encourage employees to develop and expand skills Seek to competitively bid services

    27. 27 Navigational Tools to help us Reach our Destination Target Budget (Net Operating) Removes Transfers, Elected/Appointed Officials, Capital, Debt, Internal Service Funds, and Aids to Other Governments and Private Agencies Budget -3% Target Current Gap FY05 - $280.2m FY06 - $285.2m $271.8m ($13.4m)

    28. 28 Navigational Tools to help us Reach our Destination Calendar of Significant events Jan. - GovMax–the Lab training Feb. & Mar.– Input Financial Plan in GovMax Mar. 31 – Budgets Submitted April – Review Process May – Final Proposed Plan delivered to CFPO, DCA, CA June 7 – Proposed Plan delivered to BCC

    29. 29 Navigational Tools to help us Reach our Destination Calendar of Significant events June 13, 14 – Budget Workshops July 27 – BCC certifies millage rates Aug. 19 – Non-Ad Valorem published Sept. 12 – 1st Public Hearing Sept. 26 – 2nd Public Hearing

    30. 30 Questions? Let’s apply what we’ve learned!

    31. 31 Pit Stop How are you doing so far? Have you: Completed the post-assessment and glossary game for Module #3 (Business Planning: From Concept to Action)? Added Module #4 post-assessment (Fiscal Planning) to your “to do” list? [Due by 1/15] Added Module #5 pre-assessments (Gov Max: The Tool) to your “to do” list? [Due by 1/20] Signed up for Module #5 via TRAC?

    32. 32 Thank you for your participation!

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