Advanced Tools for Finance Officers:Long Term Financial Planning

Keys to Implementation Success

Topics

Buy-In Integration Measurement Continuous Improvement Communication

Buy-In

Elected officials CEO/CAO Employees Public

Integration

Environmental scan Measures Scorecards Strategic plan Business plan Budget

Measurement

Select a few measures that define successful implementation of strategy

Layers of measurement that allow you to “drill down”

Key driver analysis Process management

Continuous Improvement

Process management Cross-functional task team Analysis Best practices and benchmarking

CommunicateCommunicateCommunicate

Information Gathering

Call centers, Council meetings, letters Community visioning Communitywide survey Transactional surveys SWOT (Strengths–Weaknesses–

Opportunities–Threats) Advisory committees Neighborhood boards Town hall meetings

Process

Published documents Communications assets (television,

magazine, newsletter, website, blog, social media, email lists, town halls, paid placement, partners)

Media relations Public affairs programming Council meetings

Results

Annual report “State of the City” Communication assets Media relations Public affairs programming Town halls

The Case for Quality Awards

Provide framework Require documentation and analysis Outside review Feedback reports Continuous improvement Recognition

Summary

Listening Learning Planning Communicating