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Blackerby Associates
Town of Fountain Hills, Arizona
Technical Advisory Committee


Strategic Plan Information Center
Town of Fountain Hills, Arizona  

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Contents
  • Planning Retreats
  • Strategic Plan
  • Long-Term Finance
  • Survey
  • Town Hall 2
  • Strat. Framework
  • Informed Choices
  • Town Hall 1
  • Where We Are Now
  • Youth Visioning
  • Speakers Bureau
  • Interviews
  • Process Docs
  • Communications
  • TAC Operations
  • News Articles
  • Other Towns
  • Town Council and Senior Staff Planning Retreats

    Fountain Hills Strategic Plan

    • Cover Word file


    • Fountain Hills Strategic Plan 2006-2010 Complete Edition
      Contains reference documents to final Strategic Plan 2006-2010 and all appendices. Web page


    • 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. Web page


    • Strategic Plan 2006-2010 Brochure
      Final Strategic Plan 2005-2010 adopted by the Town Council December 1, 2005, condensed brochure version. PDF


    • 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. PDF


    • 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. PDF


    • 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. PDF


    • Draft Strategic Plan Presentation to Town Council Study Session, Nov. 8, 2005
      Draft PowerPoint Presentation ver. 11/04/05. Draft presentation summary of the final strategic plan, as agreed by TAC on Nov. 2, 2005. PDF


    • 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. PDF


    Long-Term Financial Projections

    • 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. PDF


    • 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. PDF


    • 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. PDF


    • 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. PDF


    Survey

    • 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. PDF


    • 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. PDF


    • 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). PDF


    • Survey Announcement Automated Telephone Message
      Recorded message delivered by telephone to all survey recipients starting Thursday, Oct. 6. Sound


    • Survey Instrument
      Final Draft 09/28/05. Survey instrument final version to be administered. PDF


    • 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. Word file


    • 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. PDF


    Town Hall 2

    • 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. PDF


    • 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. PDF


    • 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. PDF


    • 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. PDF


    • 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. PDF


    • 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..." PDF


    Strategic Framework Report

    • 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. PDF


    • Scenarios
      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. PDF


    • Integration Exercise
      Ver. 05/05/05. Documentation related to the integration exercise that the Technical Advisory Committee underwent on May 03, 2005. PDF


    Informed Choices Workshop

    • 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. PDF


    Town Hall 1

    Where We Are Now Report

    • 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. PDF


    • 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. Excel file


    Youth Visioning Institute

    Speakers Bureau

    • 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. PDF


    • 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. PDF


    Key Informant Interviews

    • Final Interview List
      List of 35+ political and community leaders whose interviews will provide input to the strategic planning process. PDF


    • 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. PDF


    Strategic Planning Process Documents

    • 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. PDF


    • 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. PDF


    • 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. PDF


    • 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. Excel file


    Communications Subcommittee

    • Newsletter Issue 4
      December 2005 Summarizes final strategic plan. PDF


    • 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. PDF


    • 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. PDF


    • 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. PDF


    • 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. PDF


    Internal TAC Operations

    • 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). Excel file


    • 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. PDF


    • Ground Rules for Meetings
      Ver. 02/22/05. Ground rules and facilitator roles adopted by Technical Advisory Committee. PDF


    News Articles

    • 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..."


    Other Towns

    • 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. PDF


    • 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. PDF


    • 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. PDF


    • 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..." PDF


    Technical
    Advisory
    Committee
    Meeting Info

    Minutes
  • Minutes, July 19 PDF
  • Minutes, July 05 PDF
  • Minutes, June 21 PDF
  • Minutes, May 24 PDF
  • Minutes, May 10 PDF
  • Minutes, May 03 PDF
  • Minutes, Apr. 26 PDF
  • Minutes, Apr. 19 PDF
  • Minutes, Apr. 12 PDF
  • Minutes, Apr. 05 PDF
  • Minutes, Mar. 29 PDF
  • Minutes, Mar. 15 PDF
  • Minutes, Mar. 08 PDF
  • Minutes, Mar. 01 PDF
  • Minutes, Feb. 22 PDF
  • Minutes, Feb. 15 PDF
  • Minutes, Feb. 08 PDF
  • Minutes, Feb. 01 PDF
  • Minutes, Jan. 25 PDF


  • Agendae
  • Agenda, Nov. 16 PDF
  • Agenda, Nov. 02 PDF
  • Agenda, Oct. 26 PDF
  • Agenda, Oct. 19 PDF
  • Agenda, Oct. 05 PDF
  • Agenda, Sep. 21 PDF
  • Agenda, Aug. 31 PDF
  • Agenda, Aug. 16 PDF
  • Agenda, Aug. 09 PDF
  • Agenda, Aug. 02 PDF
  • Agenda, July 19 PDF
  • Agenda, July 05 PDF
  • Agenda, June 21 PDF
  • Agenda, May 17 PDF
  • Agenda, May 10 PDF
  • Agenda, May 03 PDF
  • Agenda, Apr. 26 PDF
  • Agenda, Apr. 19 PDF
  • Agenda, Apr. 12 PDF
  • Agenda, Apr. 05 PDF
  • Agenda, Mar. 29 PDF
  • Agenda, Mar. 15 PDF
  • Agenda, Mar. 08 PDF
  • Agenda, Mar. 01 PDF
  • Agenda, Feb. 22 PDF
  • Agenda, Feb. 15 PDF
  • Agenda, Feb. 08 PDF
  • Agenda, Feb. 01 PDF
  • Agenda, Jan. 25 PDF
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