Section II
Strategic Planning Process
Mission In Support of Concerns
The kinds of concerns described in Section I were on the minds of Michigan
City's leadership when they became exposed to the concept of strategic
planning in 1989. At that time the Mayor and Director of Planning
and Inspections attended an Urban Horizons Conference in Indianapolis at
which the concept was explained and discussed. Although Michigan
City had just completed revision of its comprehensive plan in 1988, it
became apparent to the leadership that social and economic problems not
covered in the plan were of great concern to many residents and representatives
of business alike. These concerns stimulated Nixon Newspapers, publishers
of the Michigan City News-Dispatch, to engage a consulting firm to describe
the strategic planning process and to site examples of it in their 1989
report.
By 1990, the City and business leadership, through the Chamber of Commerce,
had decided to support a strategic planning
process. They prepared a request for proposals and distributed it
to a variety of prospective consultants. Paralleling this effort,
the Lilly Endowment of Indianapolis had established a program to provide
financial support to enterprise zones located across Indiana for strategic
planning. Furthermore, projects identified by the process were to
be prioritized and were eligible to compete for matching grants from the
Lilly Endowment.
As a result of these parallel activities, funds raised by the Chamber
of Commerce were added to those available from the Lilly Endowment and
the UEA in order that the strategic planning processes for the UEZ and
the multijurisdiction Michigan City Area could occur simultaneously.
This had the added advantage of using the same local and consultant staff
resources and methods and techniques for both geographic areas. Perhaps
the greatest advantage of all was opening dialogue between residents and
representatives of the UEZ and the area that surrounds it.
Having met for a number of months informally, a leadership group advocated
the strategic planning concept and spearheaded raising local money for
it. This group was composed of the following people and was staffed
by the Chamber of Commerce President J. Bradley Allamong:
Mayor Robert Behler, Jr., City of Michigan City
Mr. Joseph Mitchell, Michigan City News-Dispatch
Mr. Larry Reed, First Citizens Bank
Mr. Michael Brennan, Lighthouse Partners
Mr. Donald Babcock, Northern Indiana Public Service Company
Mr. Barry Bensz, Urban Enterprise Association
Mr. Thomas Alevizos, Urban Enterprise Association
They met from time-to-time through August 1991 to discuss a name
for the process, its procedures, and its timing. Upon deployment
of the consultant team the leadership group was apprised of the most appropriate
strategic planning process to serve the community planning process and
UEA Board needs and those of the Lilly Endowment. The timeline for
completion of this report was established by the Lilly Endowment.
Organizing for Strategic Planning
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The unusually fast track of the strategic planning process required the
organizational structure and scheduling to be put in place and become operational
within a six-week period. A four-tiered process was conceptualized
by the consultant team and endorsed by the leadership group which called
for:
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Three town meetings which were always open to all persons who wished to
participate who would generate ideas.
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Four task force meetings to develop, organize, and communicate the town
meeting ideas. The first task force meeting was organized by four
large neighborhood geographic areas. The next three task force meetings
were organized by 10 functional subjects representing the most important
issues brought up by town meeting attendees.
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Five Steering Committee meetings at which task force priorities were translated
into programs.
The UEZ Board was to meet as frequently as necessary to translate
these programs into implementable projects.
The first Steering Committee meeting was held on October 10 with the
following persons were in attendance:
Don Babcock
Chuck Oberlie
John White*
Allen Williams
Joe Mitchell
Robert McBride
John Calvin
Valerie Melnyk
Hazel Thomas*
Dan Bryda
Mike Brennan
Maggie Spartz
Jim Kintzele
Larry Reed
Barry Bensz*
Bob Behler
Jeff Priebe
* UEA Board members. All other members except
Chuck Oberlie,
Valerie Melnyk, and Maggie
Spartz live or work in the UEZ.
At this meeting, strategic planning procedures were described and questions
answered. Roles of task force facilitators (lead discussion and maintain
discipline) and recorders (record principal points of the discussion) were
described. The volunteer facilitators and recorders were trained
on October 10 in anticipation of the first town meeting on October 17.
The town meetings were held at Elston High School near the center of
the UEZ. Many communication techniques were used to reach and attract
UEZ residents and representative of its businesses to the meetings.
These techniques included:
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1. Oral and written announcements.
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a. Radio stations.
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b. News-Dispatch.
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c. Association and business newsletters.
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d. Display at businesses.
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e. Friends of Steering Committee and staff members.
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f. Public television station.
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2. Letters to 47 ministers, priests, and rabbis inviting religious membership
participation.
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3. Radio station interviews of Horizon 2000 representatives.
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4. News conferences.
A result was that some 81 people attended of whom 49 were residents
of or represented businesses located in the UEZ.
Three plenary presentations were made to open the first town meeting:
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Welcome and identification of Steering Committee members.
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Description of the City's planning history and issues organized in terms
of the UEZ residential, work place, social, and physical environments.
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Description of the town meeting's objectives to be achieved and procedures
to be followed.
Attendees then broke up into neighborhood groups which they had
selected to discuss visions for development of those neighborhoods during
the next nine years. Participants reassembled into a plenary session
to hear reports of each group's activities and to learn of the next steps
in the strategic planning process. These results were organized into
a series of issue and vision statements as a basis for organizing functional
task forces and for reporting to the Steering Committee.
The second Steering Committee meeting was held on October 19.
Members Calvin, Kintzele, McBride, Melnyk, and Williams, who had attended
the October 10 meeting, were not in attendance. Mr. John Pugh and
Mr. John Newcomb of the UEA, who had not attended the October 10 meeting,
were in attendance. A video presentation entitled "Discovering the
Future" was shown. Ten task forces were prescribed. Their first
meeting was scheduled for November 7.
The second task forces meetings were held at Rogers High School, located
in the southeast section of the City. Participants chose which of
the following 10 functional topic task forces to join:
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Economic Development
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Public Safety and Security
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Housing and Neighborhoods
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Leisure
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Recreation and Culture
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Education and Learning Public Facilities and Infrastructure
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Job Skills Development
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Environmental Quality
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Health and Services to Community Traditions and Civic Spirit
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People
Approximately 85 people participated with attendance varying from
four to 13 people on each task force. Their charge was to review
the goals for the entire strategic planning area and issues associated
with each topic. The free flowing discussion caused overlap among
the topics, as one would expect. Task force reporters described their
findings and conclusions to a plenary session. This set the stage
for the second town meeting.
On November 14, the 116 participants at the second town meeting assembled
at Elston High School and included 50 UEZ residents and representatives
of businesses. A plenary session discussion of procedure to be followed
to achieve the evenings objectives was followed by organizing in the same
10 topical groupings as the task forces. Attendance ranged from four
to 21 people per topic. Each group had previously determined goals
and issues and were asked to identify actions required to respond to the
issues. Facilitators assisted the group's focus their energies and
recorders highlighted the evenings activities. Reporters provided
the oral summaries of each group's deliberations.
The Horizon 2000 process was a topic on the Urban Enterprise Association
(UEA) Board's November 14 agenda. Roles of the Board in the process
were discussed, an invitation was extended for Board members to attend
a Lilly Endowment-sponsored conference in January, and the Endowment's
matching grant program were described. The Board was also notified
of its project identification responsibilities for its November 18 meeting.
The task forces met on November 16 to review output of the town meeting
held two days earlier, to describe actions required to resolve issues,
and to prioritize those actions. Approximately 90 people participated
at Rogers High School. They were instructed to reach consensus on
the most important actions and to discard the least important actions for
possible future consideration. Priority actions were then assembled
by the consultant study team for review by the UEA Board.
Following the nine task force meetings, the Steering Committee met at
Rogers High School. Chairman McBride presided and a discussion was
held on progress to date on the strategic planning process and each task
force discussion leader provided an overview of the morning's task force
deliberations. The Job Skills Development Task Force met five days
later than the other nine task forces.
Summary
Participation in the task force meetings was considered broadly representative
of the UEZ and a reflection of the importance placed on encouraging people
to come to them and to the extent to which participants felt it was a worthwhile
experience. Total attendance at the November 7 task force meetings
was 73 of whom 37, or 51 percent, were from the UEZ. Total attendance
at the November 16 task force meetings was 69 of whom 33, or 48 percent,
were from the UEZ. Continuity of participation was also important
as discussion picked up from the previous meeting, minimizing repetitiveness
and maximizing substantive dialogue. Some 65 percent of attendees
at the second meeting had attended the first meeting.
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