HomeMy WebLinkAbout001004 Original Contract City of Port Angeles
Record # 001004
CONSULTING AGREEMENT
Date: 12/1/15
Consultant: Casey Reeter Client: City of Port Angeles
223 Cook Ave Ext, Contact: Kari Martinez-Bailey
Port Townsend, WA 98368 (360) 417-4500
(206) 724-2391 kmbailey@cityofpa.us
Scope of Work
Project: Strategic plan
Consultant Objective: Facilitate and complete a 2-4 year strategic plan for the City of Port Angeles using the
nc;CM mPthn 1 (coA n}t! f hP(fl rPCI 0IY1C7 In no more than five high level goals.
Deliver the following services:
1. Facilitate one 1.5 hour prep meeting and two 4-hour planning workshops
2. Provide group coaching and advisement on objectives, goals, strategies, and tactics.
3. Draft and finalize strategic plan using OGSM model w/2 rounds of feedback and revision.
4. Review, analyze, and apply secondary research as needed.
Schedule:
• Prep meeting TBD January 2016 (1.5 hours) Date
• Planning workshops February 9:30-2:30 and March 9:30-2:30 @ Olympic Medical Center.
• Strategic plan draft distributed to Client for review within two weeks of final workshop.
• Round 1 feedback due to Consultant ; revised draft distributed to Client
• Round 2 feedback due to Consultant ; final draft distributed to Client
Consultant Fee: $1650
Terms of Agreement
1. CONSULTING SERVICES
The Client employs the Consultant to perform the services outlined in the Scope of Work. Further work beyond this
scope will be negotiated and assigned as an addendum.
2. DURATION
If approved, this agreement shall commence 1 1/16/15 and end 3/31/16. Either party may cancel the agreement in
writing at which point payment will be pro-rated to the day of termination.
3. PAYMENT TO CONSULTANT
Client will be invoiced for the full amount upon completion on or by 3/31/16 and will remit payment to Consultant
within 30 days. Incidentals acquired by Consultant shall be pre-approved and reimbursed by Client.
4. CONFIDENTIAL INFORMATION
Any information received from Client during the term will be treated by the Consultant in full confidence and will not
be shared or revealed to any other persons or organizations unless permitted in writing by Client.
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Prepared by Casey Reeter caseyreeter�Jyahoo.com
Strategic Planning Process
1. Values:
A value statement is an expression of an organization's core beliefs, principles and ethics. Value statements guide the
perspective of the organization as well as its actions, and help the organization identify and connect with the
community.The value statement, along with a mission and vision, form the organization's culture and climate. Examples
include commitments to diversity, equal opportunity, customer service, community leadership, etc.
2. Vision statement:
Future state--where does the organization see itself 10 years from now? A vision statement is often written as a state of
being and reflects the optimistic view of the organization's future or its future impact on society. It's meant to be
inspiring, lofty, and even emotionally stirring.
3. Mission statement:
Purpose -- a formal statement of the purpose of the organization covering what they do/provide and the audience(s)
they serve. The mission supports the vision, guides actions of the organization, and provides parameters for decision-
making.
4. Situation Analysis:
SWOT-Strengths, Weaknesses, Opportunities,Threats.Strengths and Weaknesses are internal to the organization-what
organization can control. Opportunities and Threats are external influences usually out of the organization's direct
control. Use a simple 4-grid matrix.
5. Issues&Opportunities:
Priority issues and opportunities are extracted from the SWOT analysis and informed by market research and data. Use a
simple 2-column exercise to list the priority issues with corresponding opportunities to address each issue.The outcome is
the foundation for crafting the OGSM (see below).
6. Target Audience(s):
Broadly speaking, whom the organization serves (including geographic areas) and the basic demographics,
psychographics, and key underserved needs or desires of each customer segment.
7. OGSM planning model:
Objectives(statements) Goals(metrics) Strategies(statements) Measures(metrics)
Expressed as statements or Expressed as high-level Expressed as how and where Expressed as key actions with
future states of being. numeric targets to to focus resources to achieve quantifiable measures for
Breakthrough, achievable, demonstrate achievement goals, often in the form of tracking progress on
broadly worded to of the objective. Crafted as major initiatives.Answers the strategies;Answers the
accomplish over a specific SMART goals:Specific, question: How can we best question: What specific tactics
term.Answers the question: Measurable, Attainable, deploy resources to leverage can we execute that
What do we want to be, or Realistic, and Timely. strengths and opportunities? demonstrate success along
be known for? Answers the question: How the way? (AKA Key
do we measure success? Performance Indicators)
Example for a Boating Example: Example: Example:
Tourism Company: • Achieve annual gross • Enhance customer • Enhance on board
Be the leading source for revenue of$800,000 experience and value hospitality with designated
visitors seeking cruise • Achieve highest ranking in • Attract groups with custom cruise director per vessel
excursions on the Olympic our category on the top 3 multi-day cruises • Acquire 10 tour groups via
Peninsula. tourism review websites • Create loyalty program for social media campaign
repeat customers • Launch frequent cruiser club
with 200 members by yr. end
Action Plans:
Action plans are detailed tactical plans for the OGSM based on the Measures.They cover the what (description of
program),who (target audience), where, when, and an itemized budget.They can also take the form of an integrated
marketing plan.
Casey Reeter caseyreeter @yahoo.corn 2/14/15