Town Hall 2
Town Hall 1
Where We Are Now
- Implementing the Strategic Plan: Annual Plan Fiscal Year 2008-09
Adopted 04/17/08. Final Annual Plan for Fiscal Year 2008-09 as adopted by the Town Council on April 17, 2008. Two formats are posted: PDF, or Word.
- Implementing the Strategic Plan: Council and Staff Planning Retreats 2008
Final Report 04/17/08. Final report describes the process and outcomes of the Town Council and Senior Staff planning retreats held on February 01 and 29, 2008, respectively, at the Radisson Hotel at the Fort McDowell Yavapai Nation. Two formats are posted: PDF, or Word.
- Implementing the Strategic Plan: Council and Staff Planning Retreats 2007
Adopted ver. 04/05/07. Report describing the process and outcomes of the Town Council and Senior Staff planning retreats on February 02 and 23, 2007, respectively, at Boulder House.
- Implementing the Strategic Plan: Operational Planning Retreats 2006
Final ver 03/07/06. Report describing the process and outcomes of the Town Council and Senior Staff planning retreats on February 10 and 17, 2006, respectively.
- Minutes of the Town Senior Staff Retreat, February 17, 2006
Final ver 03/07/06. Report on the proceedings of the Senior Staff planning retreat held at Saguaro Lake Ranch, February 17, 2006.
- Minutes of the Town Council Retreat, February 10, 2006
Final ver 03/07/06. Report on the proceedings of the Town Council planning retreat held at Saguaro Lake Ranch, February 10, 2006.
- Fountain Hills Strategic Plan 2006-2010 Complete Edition
Contains reference documents to final Strategic Plan 2006-2010 and all appendices.
- Fountain Hills Strategic Plan 2006-2010 Complete Edition (High-Definition)
Contains reference documents to final Strategic Plan 2006-2010 and all appendices. Note: These "high-definition" files are significantly larger than the regular files referenced above.
- Strategic Plan 2006-2010 Brochure
Final Strategic Plan 2005-2010 adopted by the Town Council December 1, 2005, condensed brochure version.
- Fountain Hills Strategic Plan 2006-2010 (Adopted December 1, 2005)
Final Strategic Plan 2005-2010 adopted by the Town Council December 1, 2005, based on ver. 4.1 of November 29, 2005, with a few error corrections only.
- Strategic Plan Summary
PowerPoint Presentation, December 1, 2005. Presentation to the Town Council on December 1, 2005, summarizing the Fountain Hills Strategic Plan 2006-2010, ver. 4.1, November 29, 2005.
- Resolution 2005-18 Adopting the Strategic Plan 2006-2010, and Creating the Strategic Planning Advisory Commission
By Andrew McGuire, Town Attorney, ver. 2.1, 11/21/05 (reference date changed 11/29/05). Town Council resolution adopting the strategic plan and creating the Strategic Planning Advisory Commission.
- Draft Strategic Plan Presentation to Town Council Study Session, Nov. 8, 2005Draft PowerPoint Presentation ver. 11/04/05. Draft presentation summary of the final strategic plan, as agreed by TAC on Nov. 2, 2005.
- Final Strategic Plan Outline; Discussion Draft
Discussion Draft, ver. 10/18/05. New outline of the final strategic planning document that will be published in November, 2005. Includes Executive Summary document design like the newsletters. Also contains some mock-ups of proposed main report content.
- 2025 Financial and Capital Plan (Narrative)
Ver. 06/13/06, by Julie Ghetti, CPA, Finance Director. Updated narrative describing the Town of Fountain Hills' long-term financial condition, with estimates of property tax and/or sales tax options to fund revenue decreases.
- 2025 Financial and Capital Plan (Presentation)
Ver. 06/13/06, by Julie Ghetti, CPA, Finance Director. Updated presentation slides describing the Town of Fountain Hills' long-term financial condition, with estimates of property tax and/or sales tax options to fund revenue decreases.
- Twenty Year Financial Overview (Narrative)
Ver. 06/14/05, by Julie Ghetti, CPA, Finance Director. This 7-page paper explains the long-term outlook for Town of Fountain Hills budget, considering declining tax and fee revenues, declining state shared revenues, and planned capital improvements.
- Twenty Year Financial Overview (Presentation)
Ver. 06/14/05, by Julie Ghetti, CPA, Finance Director. Presentation slides summarizing Finance Director Ghetti's narrative report, above.
- Survey: Findings Report (Revised Final)
Ver. 11/01/05 (rev.). ETC Institute's survey findings report. Includes an Exeuctive Summary highlighting observations from the survey. Also includes presentation charts and graphs. This document was distributed to Town Council Members in and presented on November 3.
- Comparison: Town Hall 2 to Resident and Stakeholder Surveys
Ver. 10/25/05. Comparison between Town Hall 2 results (importance scores and phase assignments) and preliminary survey results for questions 6 (community vision) and 8 (willingness to pay). Pages 1 and 2 compare resident random sample survey responses; pages 3 and 4 compare Town Hall 2 participant survey responses.
- Preliminary Survey Results in Tabular Form
Ver. 10/24/05. Preliminary results of survey in tabular form. "Stakeholder" (blue survey) means Town Hall 2 Participants (101 respondents). "Resident" (yellow survey) means Town residents in random sample (1043 respondents).
- Survey Announcement Automated Telephone Message
Recorded message delivered by telephone to all survey recipients starting Thursday, Oct. 6.
- Survey Instrument
Final Draft 09/28/05. Survey instrument final version to be administered.
- Fountain Hills Representative Survey Description
09/04/05 Draft prepared by Janice Abramson based on Survey Committee discussions. This document describes the survey's objectives, basic study design, project timing, and input for questionnaire.
- Request for Proposals – Survey, as Amended by Amendment #1, August 4, 2005
Amended August 4, 2005. "The Town of Fountain Hills, Arizona, is soliciting proposals from qualified marketing research firms for scientifically and statistically valid representative sample survey of Fountain Hills adult residents..." This version incorporates Amendment #1, changing the anticipated contract date to September 2, 2005, from August 19, 2005.
- Town Hall 2 Results, Vol. 1 Summary Report
Final, September 29, 2005 (6 pages). Final Report on Town Hall 2. Contains background, summary of results, Town Hall 2 Implementation Plan, next steps, what happened, town government financial stability questionnaire, selecting the most important choices and developing implementation plans.
- Town Hall 2 Results, Vol. 2 Appendices
Final, September 29, 2005 (37 pages). Final Report on Town Hall 2, Appendices: A. Citizen-driven strategic planning process; B. Verbatim responses to town government financial stability questionnaire; C. Group Importance Scores; D. Developing the Town Hall 2 implementation Plan; E. Town Hall 2 implementaton plan, all groups; F. Town Hall 2 implementation plans, individual groups.
- Group Financial Plans
Compilation of each of the 12 small group Financial Plans generated at Town Hall 2. Also includes a summary at the front.
- Group Scores Worksheet
Worksheet prepared mid-way through Town Hall 2 showing the total scores that individuals gave to their small group's top 15+ issues, for all 12 groups. Also shows ranks for all issues, and highlights the top 17 issues.
- Financial Stability Questionnaire
This questionnaire was handed out to Town Hall 2 participants, asking whether they prefer to solve the revenue shortfall by raising sales tax, levying a primary property tax, or cutting Town services.
- Press Release for Town Hall 2
August 3, 2005. "The second and final strategic planning Town Hall meeting is scheduled for Saturday, August 13, from 8:00 a.m. to 4:00 p.m. at the Community Center. This event is co-sponsored by..."
- Strategic Choices; Strategic Framework Report
Ver. 4, August 08, 2005. FINAL report describing 10 strategic issues, with alternative scenarios under each focus area. Contains implementation notes and cost information from Town Staff, based on information presented at June 10 Staff Retreat and subsequent comments. Includes TAC comments after August 2 meeting, after August 4 test exercise, and after comments by several TAC members. Includes a separate Summary Worksheet in front of the document, that will be used by Town Hall 2 participants in their decision-making exercises. This version is to be posted on the Town's web site.
Ver. 05/19/05. Raw input from Technical Advisory Committee meeting of May 17. Includes agreed structure for describing focus areas, and suggested scenarios for Strategic Framework report.
- Integration Exercise
Ver. 05/05/05. Documentation related to the integration exercise that the Technical Advisory Committee underwent on May 03, 2005.
- Informed Choices Workshop Flyer
Flyer advertising the series of four Informed Choices workshops on Wednesday evenings, July 13-August 3, 6:00-7:30 p.m., at the Community Center.
- Town Hall 1 Group Discussion Notes
Ver. 05/07/05. Transcription of easel pad notes from all 13 small group discussions at Town Hall 1 on April 16, 2005. This document is proposed to be posted on the Web (both as a complete compilation, and as individual group notes), and to be available (full compilation) at key drop points. TAC Members are encouraged to review this document in the context of the "Integration Exercise" of May 03, 2005 (see above).
|Individual Small Group Reports
- James Atkins, Facilitator, Room 102
- Aaron Aylsworth, Facilitator, Room 103
- Wayne Balmer, Facilitator, Room 105
- Kristin Darr-Bornstein, Facilitator, Room 108
- Carlos Duarte Herrera, Facilitator, Room 109
- Jacqi Fifield, Facilitator, Room 110
- Jennifer Livingston, Facilitator, Room 200
- Marsha Miller, Facilitator, Room 201
- Lynne Brown, Facilitator, Room 203
- Barbara Shuck, Facilitator, Room 205
- Becky Thacker, Facilitator, Room 206
- Jerry Williamson, Facilitator, Room 208
- Linda Winslow, Facilitator, Room 212
- Summary of Participant Evaluations
Ver. 04/30/05. Participants at Town Hall 1 returned 129 evaluation forms. The satisfaction rate is consistently near 90%; the dissatisfaction rate never exceeds 3% and the excellence rate ranges from 36% to 54%, a truly outstanding result! This analysis includes a quantitative summary of the results and all verbatim comments received.
- Fountain Hills Now
PowerPoint presentation, 04/15/05. Curt Dunham's Friday night presentation on Fountain Hills Now at Town Hall meeting.
- Town Hall Presentation
PowerPoint presentation, 04/16/05. Curt Dunham's Saturday morning presentation
on Common Themes identified from the Youth Visioning Institute, with a challenge to the Town Hall participants to define the issues further, and customize them to Fountain Hills.
- Town Hall Registrant Demographics Presentation
PowerPoint presentation, ver. 04/18/05. Charts profile Town Hall registrants and by length of residence, by age group compared to general population and by employment status.
- Town Hall Registrant Demographics Spreadsheet
Excel spreadsheet, ver. 04/18/05. Underlying data for PowerPoint presentation above.
- Where We Are Now; Strategic Position Report (Revised Final)
Ver. 4a - 04/12/05. Revised final report on the current status of the town, including outside research and results of Key Informants survey.
- Fountain Hills Statistics
Excel spreadsheet, ver. 04/07/05. File contains underlying tables and graphics used to produce the Where We Are Now report. It has three tabs: Population, Land Use and Finances.
- Speakers Bureau Calendar
Calendar format, ver. 04/05/05. This document shows all the scheduled presentations of the Speakers Bureau, including date, group, time and location.
- Speakers Bureau Presentation
PowerPoint Presentation. This file is the PowerPoint presentation for use by speakers at scheduled Speakers Bureau events.
- Speakers Bureau Presentation
PowerPoint Show. This file is a PowerPoint Show (*.pps) version of the same PowerPoint presentation for use by speakers at scheduled Speakers Bureau events. Use this file if you do not have access to PowerPoint, but do have the PowerPoint viewer.
Get free PowerPoint viewer for Windows or for Macintosh.
- Speakers Bureau Presentation
PDF file. This file is a PDF version of the same PowerPoint presentation for use by speakers at scheduled Speakers Bureau events. Use this file if you do not have access to PowerPoint.
- Final Interview List
List of 35+ political and community leaders whose interviews will provide input to the strategic planning process.
- Interview Sample
Sample inteview notes; use this document as a “straw man” sample interview as a suggested format, or model, for how to write up key informant interview notes.
- Report to the Town Council
July 7, 2005, PowerPoint presentation (ver. 07/06/05 rev. 2). Status report shows basic process, successes, what's in progress, what is still left to do and challenges ahead.
- Our Town. Our Choices. Public Web Site
Click the heading to open the Town of Fountain Hills Citizen-Driven Strategic Planning Process public web site.
- Action Plan (Calendar)
Calendar format, ver. 03/01/05. The Action Plan is the detailed plan that will guide the activities of the Project Manager, the Project Facilitator and the Technical Advisory Committee throughout the year-long Strategic Planning Process.
- Action Plan (List)
List format with task numbers, ver 03/01/05. The Action Plan is the detailed plan that will guide the activities of the Project Manager, the Project Facilitator and the Technical Advisory Committee throughout the year-long Strategic Planning Process.
- Master Mailing List and Volunteer Database
Excel spreadsheet, ver. 06/07/05. This spreadsheet has several tabs at bottom. The "Master List" tab contains all names and addresses from all lists, including the mailing list. Users may sort the "Master List" by any column, inlcuding by the original list. The "Communications" tab contains volunteers for the Communications Subcommittee. The "Focus Gps" tab contains volunteers for the focus groups. The "Spkrs Bureau" tab contains volunteers for the Speakers Bureau, including prospective speakers and people who want a speaker to address their club. The "Town Hall Event" tab contains volunteers to help organize the two town hall events.
- Newsletter Issue 4
December 2005 Summarizes final strategic plan.
- Newsletter Issue 3
September 2005 Featueres summary of Town Hall 2; reprint editorial from Fountain Hills Times; discussion of property tax and sales tax options.
- Newsletter Issue 2
July 2005. Features summary of Town Hall 1; invitation to Town Hall 2; announcement of the Strategic Choices report; brief descriptions of the ten focus areas; ways to stay connected; announcement of the Informed Choices workshops; calendar of events; members of the Technical Advisory Committee.
- Newsletter Issue 1
March 2005. Features announcement of Town Hall 1; descriptioni of the community-based planning process; key terms; Peg Tibbetts, Fountain Hills Pioneer; ways to stay connected; calendar of events; members of the Technical Advisory Committee.
- Web Site Content and Functionality
Discussion draft, ver. 02/27/05. Describes the primary functions and content to be incorporated into the public web site for the Citizen-Driven Strategic planning process.
- Volunteer Hours Tracking Form
Excel spreadsheet, ver. 03/03/05. Use this form to track your own time day-by-day, or to track volunteer hours at a meeting. Print this spreadsheet and use it as a sign-in sheet for meetings with volunteers. Embedded header and footer provide document identification. Get contact information only if they have not already provided it. To download this form, right-click on the link, and select "Save Target As..." (Internet Explorer), or "Save Link As..." (Netscape).
- Operating Agreements: How Fountain Hills Technical Advisory Committee Members Will Work Together
From TAC Meeting of February 08. This document describes how TAC members will (a) deal with conflict; (b) communicate with each other effectively; (c) make decisions; (d) define role of the Project Manager; (e) define role of TAC members as Subcommittee chairs; and other issues.
- Ground Rules for Meetings
Ver. 02/22/05. Ground rules and facilitator roles adopted by Technical Advisory Committee.
- City leaders, staff prioritize budget issues, fire service
Scottsdale Republic, Jan. 22, 2005
"The key players in planning the future of Fountain Hills did not venture far for their annual retreat Friday. Mayor Wally Nichols, members of Fountain Hills Town Council and other staff met one block from Town Hall to brainstorm and prioritize issues for the proposed 2005-06 budget..."
- Strategic Plan process OK'd
Fountain Hills Times, Dec. 22, 2004
"The much-discussed strategic planning process is about to begin now that the Town Council approved the tentative schedule. The purpose of strategic planning is to develop a comprehensive vision for the town’s goals over the next five years..."
- Maricopa County
Maricopa County; Managing for Results; Setting Future Direction through the 2005-2010 Strategic Plan; Employee Perspectives. This booklet summarizes the County's Mission, Vision, and Strategic Priorities.
- Lake Havasu City Strategic Plan 2003-2008, Executive Summary.
Lake Havasu City, Arizona, was developed by MCO, developer of Fountain Hills, but has a much larger population, and a much larger potential population. Strategic plan summary does not describe the process in much detail, but does not show public input. This report was apparently prepared by a consutant.
- 2005-2006 Town of Payson Corporate Strategic Plan
Payson, Arizona is a neighbor of Fountain Hills. This brochure is a companion to a 12-page action plan in a matrix format that provides details of each of 12 Key Result Areas. It's really more of a tactical plan than a strategic plan. Note in "Overview of the Planning Process" that it was developed by Council and staff through a series of facilitated meetings; public input was not solicited.
- City of Henderson, Nevada, 2005-2009 Strategic Plan
Henderson, Nevada, a town of 225,000 people, underwent a strategic planning process: "Development of this Strategic Plan began with each City department identifying the most important issues facing their operation over the next three to five years. Each department developed goals to address their issues and identified which of those issues were the most strategically important to the City. Senior management then prioritized the statements by citywide importance. The issue statements that were designated as having top citywide importance were then grouped by topic to create a foundation for the development of the City's priorities. The community’s input was obtained through the City of Henderson Citizen Assessment Survey. This data allowed City staff to validate issues..."
Minutes, July 19
Minutes, July 05
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Agenda, Nov. 16
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