{ Kiwi } District Council Presentation { Date } Our Council’s … ‘Vital Stats’

1. {Kiwi} District CouncilPresentation {Date} Our Council’s … ‘Vital Stats’ Larry. N. Mitchell Finance & Policy Analyst(Local Government)

2. Contents … a roadmap of this presentation The next slide gives an outline of how this presentation is put together. Use the next slide to ‘navigate’ around the full presentation whilst completing the customisation necessary for YOUR slide show.

3. Contents … a roadmap of this presentation • Slide front page and navigation note • Powerpoint Presentation Notes • Read Me … Advice to users • Presentation ‘proper’ … Start slide show here … • Executive Summary – Findings • The ‘10 Biggies’ & Objectives of the session • Timing and Process of the Session • Brief overview of the {Kiwi} District Council ‘Base Stats with Trendz’reports and the rationale for Council comparisons • ‘Biggie No 1’ - Organisational dynamics … to ‘Biggie No 10’ - Local Issues

4. Powerpoint Presentation Notes • The analysis and customisation process is best conducted ‘by the presenter’, • that way, she/he will become familiar with the ‘issues’ and will be able to respond to points which are likely to arise in discussions. • If you require assistance in completing these steps or in delivering a customised presentation just contact… • Larry Mitchell at larry@kauriglen.co.nz or on • 0800 puhoi u (0800 784 648)

5. Powerpoint Presentation Notes • The next few slides (headed ‘Powerpoint Presentation Notes‘, ‘Read Me … Advice to users’) are NOT part of the presentation. • They provide ‘Help’ … in the form of specific ‘easy to follow’ instructions (such as customising the graphs) as well as … • giving ‘useful tips’ to improve and focus the content, for example the specific instructions for customisation of graphs, findings and executive summaries for your Council’s presentation.

6. Powerpoint Presentation Notes • Care taken to implement these tips will add value to the ‘Base Stats with Trendz’ reporting, using a presentation that identifies key findings drawn from the analysis of YOUR results taken from the ‘Base Stats’reports … tailored and presented to YOUR selected audience(s). • This presentation will add value to the ‘Base Stats with Trendz’ report package by using key findings from your analysis of the ‘reports’ customised for YOUR selected audience(s).

7. Powerpoint Presentation Notes • The presentation follows the ’10 Biggies’ coverage … • these are a selection of 10 key topics or subject areas that succinctly cover YOUR Council’s ‘vital stats’. • The next slides describe how to obtain best value from the presentation and contain some simple instructions to customise YOUR presentation.

8. Powerpoint Presentation Notes • Optimum ‘value’ can be obtained from this presentation by firstly deciding what the presentation is designed to achieve. • If its objective is a generic one, a briefing and coverage of your Council’s ‘vital stats’ within the ’10 biggies’ framework will do, as supplied with this presentation. • If the presentation is to have an emphasis, such as ‘Rating’ or ‘Finances’ then the presentation can be modified, based upon the ‘modular’ topic-driven format of the 2006 ‘Base Stats with Trendz’reports.

9. Read Me … Advice to users • The ‘topic driven’ ’10 Biggies’ presentation of the reports address the issues within a focused modular format covering the standard topic areas. • This series of slides as supplied, has been compiled and provides a ‘framework’ for Council driven presentations based upon the findings drawn from your Council’s ‘Base Stats with Trendz’reports. • The following steps, outlined on the ‘Read Me’ slides can be used but these will require your involvement for the preparation that is needed to customise the presentation for YOUR presentation.

10. Read Me … Advice to users • Important note: • Use of the Microsoft (MS) ‘Find’ utility (edit/find) is required … to input or replace the parts of the presentation necessary for its customisation. • To customise the presentation for your Council, complete the following steps covered on the next slide …

11. Read Me … Advice to users • To customise the presentation for your Council, complete the following steps: • All areas requiring customisation have been identified with red brackets { }, for example the name of a Council shown in red brackets as {Kiwi} is intended to be replaced with your Council’s name. • Use your own Council’s logo to replace the ‘Kiwi’ one … cut & paste your logo to the bottom right hand side of the slide master, (front page) slide – to do this …

12. Read Me … Advice to users • From drop-down menu select – View/Master/Slide Master and paste your Council logo over ‘Kiwi District Council’ logo, bottom right of slide (this will add logo to all slides) • Cut and paste your own graphs/tables within the ‘10 Biggies’ series of slides, replacing with yours, in the places already containing ‘sample’ graphs … and adding any others you consider to be appropriate.

13. Read Me … Advice to users • Conduct your own analysis of your ‘Base Stats’results and enter these ‘Findings’ at two levels: • Within the body of the ’10 Biggies’ presentation complete topic findings then … • Summarise the ’10 Biggies’ topic finding and copy these to within the ‘Executive Summary’ slides ‘Findings’ area • For both of the above steps use Edit/Find at all points where {enter text here} appears.

14. Read Me … Advice to users • For generic presentations of your Council’s ‘vital stats’ the framework provided should be sufficient, supplemented with your own interpretations of the findings and summarised within the ’10 Biggies’ slides and the Executive Summaries. • For more focused topic driven findings, further analysis and a ‘rejigging’ of this presentation is required.

15. Read Me … Advice to users • Add to the standard formats provided for this presentation, (with Larry’s assistance if necessary) your own more precise ‘topic’ analysis within a more specific reporting and analysis of your slide series and Executive Summary. ‘Let’s Go!’

16. Read Me … Advice to users • ‘Presentation Proper’ • The next slide commences • the presentation

17. Executive Summary - Findings • The executive summary of this presentationis produced in the same format as the presentation … that is, it follows the ‘10 Biggies’ topic list. • The ’10 Biggies’ are listed on the next slide. • Each ‘Finding’ contained in the ‘10 Biggies’ topic list of the executive summaries is reproduced from the supporting detail from each of the ’10’ topics within the presentation.

18. The 10 Biggies • Organisational Dynamics • Outcomes-Results • Niceties to Amenities • Ability to Pay • Roading • Financial position • Debt levels • Rating levels • Local Issues (if any) • Overall assessment

19. Executive Summary - Findings • Biggie No 1 - Organisational Dynamics • Findings: • {enter text here} • Biggie No 2 - Outcomes-Results Factors Findings: {enter text here}

20. Executive Summary - Findings • Biggie No 3 - Niceties to Amenities • Findings: • {enter text here} • Biggie No 4 - Ability to Pay Findings: {enter text here}

21. Executive Summary - Findings • Biggie No 5 - Roading Findings: {enter text here} • Biggie No 6 - Financial Position Findings: {enter text here}

22. Executive Summary - Findings • Biggie No 7 - Debt Levels Findings: {enter text here} • Biggie No 8 - Rating levels Findings: {enter text here}

23. Executive Summary - Findings • Biggie No 9 - Local Issues (if any) Findings: {enter text here} • Biggie No 10 - Overall assessment Findings: {enter text here}

24. Objectives of the session • The objectives of this presentation are … • To conduct a ‘review and presentation … of the Council’s ‘vital stats’ its ‘dynamics’ that is: • its financial and non financial characteristics, • the demographic and geographic characteristics that make up the {Kiwi} District … and • the things that make the ‘{Kiwi}DC’ tick … its ‘vital stats’ • 10 of these key ‘topics’ are chosen … referredto as the ’10 Biggies’

25. Timing and process of the session • The ‘presentation’… is usually run as a series of interactive topic-driven sessions, each of about 15 minutes duration. • Each topic will refer to one of the ’10 Biggies’ and will first be presented and then discussed by all. • An attempt, where possible should be made to reach some at least tentative conclusions for each topic. These are summarised in the ‘Executive Summaries’ … preceding slides.

26. The 10 ‘Biggies’ • The ‘10 Biggies’ analysis suits: • New Council-Councillor briefings, • Outcomes planning, • funding reviews, • long term financial planning etc and • provides a snapshot of a Council’s circumstances – both financial and non-financial and of its ‘dynamics’. • The following slide lists the ’10 Biggies’ topic headings that address these matters.

27. The 10 ‘Biggies’ The following is a list of the ‘Biggies’ topic headings that address these matters: • Organisational dynamics • Outcomes-Results • Niceties to Amenities • Ability to Pay • Roading • Financial position • Debt levels • Rating levels • Local Issues (if any) • Overall assessment

28. Brief overview of the {Kiwi} DC‘Base Stats with Trendz’ reports and therationale for Council comparisons • The ‘Base Stats’reports … cover the 200 or so key financial, economic, outcome, physical and eco - socio stats of every New Zealand Council • … with ‘Trendz’reports… shows five years … or more of history of this data … now in its tenth! year. • Sources of the data StatsNZ, LTANZ, all Council’s Annual Reports, DIA and StatsNZ web sites etc …

29. Brief overview of the {Kiwi} DC‘Base Stats with Trendz’ reports and therationale for Council comparisons • Over 30 Council’s currently subscribe to the reports, many, just like the {Kiwi}DC for whom the reports were designed use these reports because these Councils do not have the ‘luxury’ of expensive analyst/policy people on their staffs. The rationale for comparisons … ‘there are no alternatives’ … see next slides

30. Brief overview of the {Kiwi} DC‘Base Stats with Trendz’ reports and therationale for Council comparisons • The reports do not! benchmark, they ‘locate’ and ‘inform’ the issuewith relevant comparative data • Use of comparable peer groups … ‘standard’ and ‘customised’ • Based on size, population and character, for example rural or provincial/rural

31. Brief overview of the {Kiwi} DC‘Base Stats with Trendz’ reports and therationale for Council comparisons • The rationale for comparisons … ‘there are no alternatives’ … • ‘If you know your Council’s result how does that help? …very little by itself. • But if you can compare it with ‘others’ then you can locate your data within a context and then begin to understand its significance …’

32. Brief overview of the {Kiwi} DC‘Base Stats with Trendz’ reports and therationale for Council comparisons • The {Kiwi} customised ‘Base Stats’ group…’ {Kiwi}Grp’ selected by self and {Kiwi}DC management ‘for fit’ • Comprises {number} ‘similar’ Councils • Includes {if applicable a near neighbour?} for reasons of ‘statistical spread’ and for comparisons… • A subset of the {standard for eg provincial/rural} standard group.

33. Composition of ‘{Kiwi}Grp’ {Note:Replace with your own customised group – see file ‘Groups’ Section}

34. ‘Biggie No 1’Organisational dynamics

35. Organisational Dynamics • A Council’s organisational dynamics includes its geography, demographics, densities and other key determinants of its unique character. • This first ‘biggie’ considers the Council dynamics under the following headings … • Cohort size ranking graph • Densities • Relative Council revenues and expenditures and • Representation

36. Cohort size ranking graph

37. Organisational Dynamics – Densities • Findings: • {enter text here}

38. Organisation Dynamics - Relative Council revenues and expenditures • Findings: • {enter text here}

39. Organisation Dynamics – Representation • Findings: • {enter text here}

40. Biggie No 2‘Outcomes-Results’

41. ‘Outcomes-Results’ • Income Composite • Index – • A summary of • all of your • ‘Income’ related ‘Outcomes-Results’

42. ‘Outcomes-Results’ • Economic Composite • Index – • A summary of • all of your • ‘Economic’ related ‘Outcomes-Results’

43. ‘Outcomes-Results’ • Wealth Composite • Index – • A summary of • all of your • ‘Wealth’ related ‘Outcomes-Results’

44. ‘Outcomes-Results’ • Composite (of composites) Index Summary – • This aggregation of the three composites ‘tells it all!’ with one index covering the three separate, Income, Economic and Wealth factors of your Council. Findings: {enter text here}

45. Biggie No 3Niceties to Amenities

46. Niceties to Amenities • Findings: • {enter text here}

47. Biggie No 4Ability to Pay

48. Ability to Pay – Income Factors • Findings: • {enter text here}

49. Ability to Pay – Economic Factors • Findings: • {enter text here}

50. Biggie No 5Roading