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HomeMy WebLinkAbout01-27-15 Board Packet 1 OTAY WATER DISTRICT SPECIAL MEETING OF THE BOARD OF DIRECTORS DISTRICT BOARDROOM 2554 SWEETWATER SPRINGS BOULEVARD SPRING VALLEY, CALIFORNIA TUESDAY January 27, 2015 12:00 P.M. AGENDA 1. ROLL CALL 2. PLEDGE OF ALLEGIANCE 3. APPROVAL OF AGENDA 4. PUBLIC PARTICIPATION – OPPORTUNITY FOR MEMBERS OF THE PUBLIC TO SPEAK TO THE BOARD ON ANY SUBJECT MATTER WITHIN THE BOARD'S JURISDICTION BUT NOT AN ITEM ON TODAY'S AGENDA WORKSHOP 5. DISCUSSION OF FISCAL YEAR 2015 – 2018 STRATEGIC PLAN AND A REVIEW OF STRENGTHS, WEAKNESSES, OPPORTUNITIES AND THREATS [SWOT ANALYSIS] (STEVENS) 6. ADJOURNMENT 2 All items appearing on this agenda, whether or not expressly listed for action, may be deliberated and may be subject to action by the Board. The Agenda, and any attachments containing written information, are available at the District’s website at www.otaywater.gov. Written changes to any items to be considered at the open meeting, or to any attachments, will be posted on the District’s website. Copies of the Agenda and all attachments are also available through the District Secretary by contacting her at (619) 670-2280. If you have any disability which would require accommodation in order to enable you to participate in this meeting, please call the District Secretary at 670-2280 at least 24 hours prior to the meeting. Certification of Posting I certify that on January 23, 2015, I posted a copy of the foregoing agenda near the regular meeting place of the Board of Directors of Otay Water District, said time being at least 24 hours in advance of the special meeting of the Board of Directors (Government Code Section §54954.2). Executed at Spring Valley, California on January 23, 2015. /s/ Susan Cruz, District Secretary STAFF REPORT TYPE MEETING: Regular Board MEETING DATE: January 27, 2015 SUBMITTED BY: Geoffrey Stevens, Chief Information Officer PROJECT: Various DIV. NO. ALL APPROVED BY: German Alvarez, Assistant General Manager Mark Watton, General Manager SUBJECT: BOARD WORKSHOP – SWOT ANALYSIS GENERAL MANAGER'S RECOMMENDATION: No recommendation. This is an informational item only. COMMITTEE ACTION: See “Attachment A”. PURPOSE: To obtain Board input regarding the proposed FY2016-2018 Strategic Plan. SUMMARY: The General Manager requested staff to meet with the Board in a special workshop to review both the proposed SWOT analysis as well as preview the objectives that will be proposed for the FY2016 to FY2018 Strategic Plan. BACKGROUND: The District is currently at the midpoint of the first year of the 2015- 2018 Strategic Plan. Results from the first half year will be presented to the Board in March 2015 and preliminary results are quite positive. In the FY 2015-2018 Strategic Plan (approved by the Board in May 2014) staff identified several major initiatives that needed to be completed prior to establishing more detailed objectives. These included the replacements of the existing work order system and the SCADA system, as well as an upgrade in the District’s approach to planning for emergencies and enhanced safety. This work is on schedule and approaching conclusion. As an exercise to help determine which efforts were potentially most beneficial from a strategic perspective, the Senior Team completed a draft SWOT Analysis (Strengths, Weaknesses, Opportunities, and Threats). Recognizing that from this exercise and in line with the District’s long term plan, Department Heads also conducted a detailed analysis with their staff to develop specific proposed objectives that were responsive to the needs identified in the SWOT analysis. These meetings were quite extensive and involved an analysis of the business functions performed by each section in each department as to what corrective actions or opportunities might exist that would contribute to the District’s Strategic Plan. Workshop Format January 27th 1) Introduction and Explanation of SWOT analysis 2) Presentation of Staff SWOT Analysis 3) Board Discussion 4) Presentation of Draft Objectives for FY16-FY18 5) Summary Discussion and Conclusions Next Steps - Metrics Following this workshop, staff will finalize the proposed objectives. During February and March staff will then review the proposed metrics for the plan and enhance the existing metrics program in line with the District’s key challenge of demonstrating in a quantitative fashion how the District is making the progress required to serve our Customers and fulfill our mission as outlined in the plan. FISCAL IMPACT: Joe Beachem, Chief Financial Officer Informational item only, no fiscal impact. STRATEGIC GOAL: Strategic Plan and Performance Measure reporting is a critical element in providing performance reporting to the Board and staff. LEGAL IMPACT: None