Archive Web Site
Youth Focus Grp.
Values & Vision
Natick Today Rpt.
Interview with Natick 360 Co-Chairs
The video at right features the volunteer co-chairs of the Natick 360 Strategic Planning Oversight Committee, Craig Ross and David Parish. They discuss some of the processes and results of the Natick 360 strategic planning initiative. 7:47
Suggestions for Implementation
06/04/08 Suggestions from the Strategic Planning Oversight Committee to the five sponsoring Boards and Committees on techniques for implementing the strategic plan, monitoring progress in achieving goals, continuning collaboration among the boards and committees, and continuning public engagement in the implementation process.
Executive Summary, Natick 360 Strategic Plan 2008-2012
Final Ver. 1.2, March 31, 2008. Executive summary (four pages) of the final version of the Natick 360 Strategic Plan 2008-2012 (see full document, below).
Natick 360 Strategic Plan 2008-2012
Final Ver. 1.2, March 31, 2008. Final version of the Natick 360 Strategic Plan 2008-2012. This version was accepted by all five of the sponsoring Boards and Committees: Board of Selectmen, Conservation Commission, Finance Committee, Planning Board and School Committee. This document was accepted by Town Meeting on May 1, 2008.
Proposed Modified Consolidated Strategic Goals
Draft 11/15/07. This document contains the revisions requested by the sponsoring boards and committees, expected to be approved by the final group in early January, 2008.
Sponsoring Board's and Committees' Strategic Goals
Ver. 10/04/07-B. This report presents the strategic goals developed by the five sponsoring boards and committees in facilitated open meetings September 17-20. The goals are grouped by topic, and arrayed in a matrix to facilitate comparisons among the five groups. This document also summarizes the similarities and differences among the groups' strategic goals. In addition, the document proposes a "DRAFT" single set of strategic goals, developed by the consultant, based on the text in the comparison matrix.
Board and Committees Handouts — September 17-20, 2007
Draft 08/31/07-C. Handout package for facilitated meetings of the five sponsoring Boards and Committees September 17-20, 2007. This document contains an Acrobat® fill-in form; the buttons at the bottom (Save, Print and Clear) do not print.
This document references three other key documents, all of which are available both on this site and on the Natick 360 web site (www.natick360.org). Here are links to those documents:
Public Website Review
Ver. 11/21/07. This document, by SPOC Members Andrés C. Rochwerger and Bill Mayhew, contains preliminary design specifications for an archive web site for the Natick 360 project.
Public Website Contents
Ver. 11/19/07. This spreadsheet lists the contents that might go into an archive website for the Natick 360 project.
Community Survey Report (Final)
Ver. 08/29/07. Final report on the Natick Community Survey by ETC Institute. Report contains information on both the random sample survey (n=1,192) and the self-selected survey (n=101). Report contains 183 pages; file size is 11.9 MB.
Community Survey: Appendix A – Crosstabs by Income
Ver. 08/29/07.Appendix to the final report on the Natick Community Survey by ETC Institute.
Community Survey Report (Slim Edition)
Ver. 08/29/07 – SLIM. Final report on the Natick Community Survey by ETC Institute; includes only the Executive Summary, charts and graphs for the random sample, benchmark data, GIS maps and the survey instrument. This version does not include information on the self-selected survey or the raw data. This version contains 86 pages; file size is 11.9 MB.
Executive Summary Add-On
Draft ver. 08/23/07. Additional analysis, not distributed publicly, and not included in the Executive Summary of the Communtiy Survey Report (above). Includes the Vision – Funding Assessment Matrix.
Draft Request for Proposals for a Survey Firm
Draft, 04/04/07. This draft request for proposals anticipates a competitive bidding process for the Natick random sample survey of the population, scheduled for July 2007, assuming the resulting contract will be for more than $25,000.
Strategic Choices Workshops Report
Draft 06/23/07. This updated report contains:
- An analysis of the data from the 18 small groups that met in six sessions over the Strategic Choices Weekend;
- Details about each session;
- A summary of the "Write-In" issues;
- An analysis of responses to the "Balancing the Budget" questionnaire; and
- Verbatim comments submitted by a participant about open space issues.
Strategic Choices Weekend Evaluation Report
06/28/07. This document summarizes the evaluation forms turned in by participants at the Strategic Choices Weekend, June 8-10,2007. It includes analyses of evaluations from both the Friday kickoff event (55 received) and the Saturday-Sunday workshops (120 received). Participant satisfaction was very high, at 92% (Friday) and 90% (Saturday and Sunday).
Evaluation FormsEvaluation form for Friday evening, June 8, 2007
Evaluation form for Saturday and Sunday, June 9 and 10, 2007
Evaluation form for the June 8-10 Strategic Choices weekend:
Ground Rules for Small Group Discussions
Poster with ground rules for small group discussions.
Strategic Choices Agenda
For Public Distribution
Draft ver. 1.1, 06/06/07. Description of the Strategic Choices Weekend, June 8-10, at Kennedy Middle School. Includes: agendas for Friday, Saturday and Sunday.
Strategic Choices Weekend Agenda
Producers' Version – Not for Public Distribution
Draft ver. 1.1, 06/08/07. Description of the Strategic Choices Weekend, June 8-10, at Kennedy Middle School. Includes: agenda for Friday (with directions for PowerPoint presentations), Saturday and Sunday; typical workshop agenda; and supplies lists.
Small Group Facilitators
List of small-group facilitators for the June 8-10 Strategic Choices weekend, with a paragraph of background on each one.
Map to Kennedy Middle School
Click on link above for a map to Kennedy Middle School, 1 Phillip J. Lucier Dr., Natick, MA 01760, (508) 647-6650.
Strategic Options Weekend Registration Form
Individual registration form for the June 8-10 Strategic Options Weekend event.
Strategic Options Worksheet, Ver. 2
Ver. 2. Strategic Options Worksheet for use by participants in the Strategic Options workshops, June 9 and 10, 2007. This version has additional columns for prioritizing the strategic options into short-term, medium-term and long-term phases. This worksheet is based on the final accepted version of the Strategic Options report, ver. 4.1, 06/06/07 (below).
Strategic Options – Accepted Version
Final Ver. 4.1, 06/06/07. This draft is the final version accepted by all five of the sponsoring boards and committees on June 4 and June 6, 2007.
Revised Strategic Options— School Committee
04/30/07. Suggested revisions to the Strategic Options document proposed by the School Committee.
Minutes of Business Forum, April 13, 2007
04/13/07. Ten leaders of the Natick business community met April 13 to address:
Participants included: Artie Fair, Fair & Yeager Insurance; Steve Brayman, Fitness Distributors; Jamie Holmes, Crowne Plaza; Garry Holmes, R.W. Holmes Realty; Len Dube, Natick Labs; John Koegel, Eastern Insurance Group; Brian Peoples, Natick Federal Savings Bank; Joan Craig, Morse Institute Library; Jim Rider, Mathworks; and Brian Lanigan, Middlesex Savings Bank. The meeting was facilitated by Rosemary Driscoll of Driscoll Research, a SPOC member.
- How can we begin to build a real partnership between town government and services and the business community?
- In what ways can the business community and the Town of Natick work together to address the traffic and parking issues facing Natick and the surrounding area?
- In what ways can the business community and the Town of Natick work together to increase citizen involvement in the town and region?
- In what ways can the business community and the Town of Natick work together to help the town manage growth going forward?
- In what ways can the business community and the Town of Natick work together to recruit more employers to the town and region?
- In what ways can the business community and the Town of Natick work together to provide a high quality education to our children and the community as a whole?
Minutes of Joint Board and Committee Meetings
April 3, 4 and 5, 2007
In three joint meetings, a total of 24 members (60%) of the Natick 360 sponsoring boards and committees met to write goals and policies, programs and projects to implement those goals. The following documents record the results of those meetings:
Agenda: Joint Meetings of Sponsoring Boards and Commitees
April 3-5, 2007
This agenda describes the purposes of the joint meetings, the next steps in the Natick 360 strategic planning process, handouts, pre-work, process to be followed during the two-hour meetings and guidelines for writing good goals and policies, programs and projects.
Preparing Strategic Options Feedback (as of April 12, 2007)
These documents contain the responses from the survey on Preparing Strategic Options (Ver. 03/16/07, below). Responses were received from 20 members of the public, 16 members of the Natick 360 sponsoring boards and committees (40%) and two members of the senior staff (included with the boards and committees). The boards and committees input is available in both verbatim and summary form. The public input is available in verbatim form only.
Preparing Strategic Options - March 16, 2007
Final 03/16/07. This document was distributed to the chairs of the five sponsoring boards and committees Friday morning, March 16. The focus areas and issues are unchaged from the March 12 draft (below), but the introductory material was changed to address the boards and committees directly. It asks them to provide preliminary input to the focus areas and issues via a Survey Monkey instrument at: www.surveymonkey.com/s.asp?u=74813480324.
Preparing Strategic Options - March 12, 2007 ver. D
Preparing Strategic Options - March 12, 2007 ver. D "Markup"
Draft 03/12/07. These two documents reflect the SPOC's edits to the Parish version presented to the SPOC on March 12 (See below). The first document is the finished draft; the second document is the "Markup" version, showing changes made to the Parish draft. They both contain exactly the same content.
Preparing Strategic Options - March 12, 2007 ver. C
Draft 03/12/07. This document is the Parish draft presented to the SPOC on March 12.
Proposed Focus Areas and Strategies
Draft 03/09/07. This document is the first draft of proposed Focus Areas and Strategies, drawn from the results of the two joint boards and committees meetings, the staff input meeting and the public input meeting February 12-15, 2007 (see below). This document includes a proposed list of 12 focus areas, with a number of proposed strategies under each one. It also includes a full description of one of the focus areas ("Vibrant Natick Center, day and night"), and a full description of one of the associated strategies ("Increase Parking in Natick Center"). For illustrative purposes only, the strategy description also includes a few policies, programs and projects that might be included in an eventual Strategic Choices document.
Minutes of Joint Board and Committee Meetings
February 12 and 13, 2007
These two documents summarize the activities, attendees and results of the Joint Board and Committee meetings held February 12 and 13, in which the participants provided input on the potential focus areas and scenarios that will make up the Phase 3 Our Strategic Choices document.
Joint Board and Committee Meetings Handouts
February 12 and 13, 2007
02/12/07. Handouts for joint meetings of the five sponsoring boards and committees scheduled for February 12 and 13, 2007, 7:00-9:00 p.m. This document includes the Joint Meetings Agenda, the one-page summary Natick Value and Vision Statements, and the Natick 360 Phases 3-4 Process description.
Posters of summary Natick Value and Vision Statements
02/12/07. Posters of the summary Natick Value and Vision Statements (ver. 02/02/07) prepared for the joint meetings of the five sponsoring boards and committees scheduled for February 12 and 13, 2007, 7:00-9:00 p.m.
Joint Board and Committee Meetings Agenda
February 12 and 13, 2007
02/08/07. Agenda for joint meetings of the five sponsoring boards and committees scheduled for February 12 and 13, 2007, 7:00-9:00 p.m.
Strategic Choices example: Fountain Hills, Arizona
08/08/05. These three pages are an example of what an eventual Strategic Choices document might look like. This example was drawn from the experience of the Town of Fountain Hills, Arizona (pop. 24,000), which engaged in a year-long participative strategic planning process in 2005. Fountain Hills did not go to the same lengths as Natick to develop consensus Value and Vision Statements; consequently, the introduction to Focus Area 6, Preservation of the Environment, does not compare the current situation to the Town's vision. The Natick Strategic Choices document is expected to include such a comparison, and to draw out more clearly the differences between the current situation and the Vision.
Natick High School Feedback
On three days in March, 2007, SPOC Member Matt Gardner met with five Junior and Senior-level social studies classes at Natick High School. He presented Natick 360, discussed Town Government and solicited feedback on the Values and Vision statements.
Natick 360 Key Informants Meeting Report
Final, ver. 2, 03/06/07. Documentation of the Key Informants Meeting held February 13, 2007, at the Morse Institute Library in Natick. This report includes:
- An overview of the key informants process,
- The three key messages Natick should hear, by the key informants,
- Headlines about the Natick 360 process by the individual participants,
- The key informants' verbatim comments on each of the vision statements, with supplemental research in parentheses (mostly web site references),
- Verbatim participant evaluations,
- An overview of the Natick 360 strategic planning process,
- The consensus value and vision statements from Phase 2 of the process, and
- A directory of the key informants meeting participants.
Presentation to Key Informants
Ver. 02/12/07B. Craig Ross' presentation about Natick 360 to the Key Informants Meeting, February 13, 2007 (14 slides).
Key Informants List
Ver. 02/21/07. A spreadsheet data base of all the invitees and participants in the Key Informants Meeting.
Key Informant Invitation
Ver. 01/31/07. This document is the formal invitation to the Key Informants to attend the meeting February 13, 2007.
Final Value and Vision Statements
Final, February 1, 2007. This document is the final Value and Vision Statements unanimously accepted by all five sponsoring Boards and Committees.
Review of Value and Vision Statements, Ver. 2,
by Sponsoring Boards and Committees
During December 11-14, a panel of seniors and representatives of the five Boards and Commission who sponsor the Natick 360 strategic planning process considered the proposed draft "Value and Vision Statements, Ver. 2 (see below).The following files are unedited transcripts of the notes from those sessions:
Sponsoring Board and Committee Meetings
Agenda, December 11-14, 2006
12/06/06. Agenda for meetings of sponsoring Boards and Committees the week of December 11-14, 2006.
Proposed Value and Vision Statements, Ver. 2
Proposed Draft, 12/05/06. This document contains the revisions suggested by SPOC members. It is the basic document that will be considered by the sponsoring Boards and Committees in open meetings the week of December 11-14, 2006.
Proposed Value and Vision Statements, Ver. 1
Proposed Draft, 11/29/06. These proposed Value Statements and Vision Statements were drafted by the facilitators based on input from the sponsoring Boards and Committees, and participating members of the public (see below).
Values and Vision Statements Inputs:
Sponsoring Boards and Committees and the Public
During November 13-16, 2006, a panel of the public and representatives of the five Boards and Commissions who sponsor the Natick 360 strategic planning process considered the values and vision materials from the Vision for the Future workshops held October 28-29, 2006. They reviewed the notes compiled from that event, identified issues they felt were important, and developed values and vision statements to guide the Town of Natick over the next several years. The following files are unedited transcripts of the notes from those sessions:
Values and Vision Inputs Consolidation, Ver. 2.0
Ver. 2.0, 11/14/06, 11 pages. This document rearranges the notes from the Vision for the Future Workshops of October 28-29, 2006 (see below), to group the values information and the vision information together, while eliminating duplication. Numbers in parentheses ( ) show how many small groups reported an item. This document is more consolidated (briefer) than ver. 1.0, below. This document was considered by the Finance Committee, Planning Board, Conservation Commission and Board of Selectmen.
Values and Vision Inputs Consolidation, Ver. 1.0
Ver. 1.0, 11/13/06, 23 pages. This document rearranges the notes from the Vision for the Future Workshops of October 28-29, 2006 (see below), to group the values information and the vision information together, while eliminating duplication. Numbers in parentheses ( ) show how many small groups reported an item. This document was considered by a panel of the public and the School Committee.
Additional Inputs from the Public
Two individuals filed additional "white papers" providing input into the Natick 360 Strategic Planning Process:
- John W. Wadsworth, Letter, October 20, 2006, commenting on the value of neighborhoods in fostering a sense of community, facilitated by sidewalks and pedestrian crossings.
- Peter Golden, "Re-gathering The Threads – Imagining A Renewed Natick," September 16, 2006, commenting on a wide array of issues facing Natick.
- Peter Golden, "Using Open Space and Historic Identity To Strengthen Natick’s Sense Of Itself," commenting on the value of preserving Natick's rich historical heritage and its open spaces, and creating links between open spaces and historic areas.
Vision for the Future Workshops Notes
11/07/06, 53 pages. Skilled facilitators recorded notes at the Vision for the Future Workshops on October 28-29, 2006, at Wilson Middle School. This document contains unedited transcripts of those notes.
Summary of Participant Evaluations
Final ver 2., 11/03/06. This document summarizes and analyzes the 36 participant evaluations received after the Friday kick-off event, and the 163 participant evaluations received after the Saturday and Sunday workshops. It includes the participants' verbatim comments.
Visioning Weekend Executive Summary
11/06/06. A summary of what happened at the Natick 360 Vision for the Future event, October 27-29, 2006, including a statistical summary of the attendees and participants.
Final Agenda for Vision for the Future Weekend, October 27-29, 2006
Final, 10/25/06. This agenda shows scheduled activities. The Friday evening program features:
- Welcome messages by local officials, other officials.
- Overview of Strategic Planning Process (10 min., P. Blackerby)
- Presentation by MAPC representative of Natick Yesterday and Today report (20 min. PowerPoint presentation).
- Keynote Address by Anthony Flint of the Lincoln Institute, former columnist for the Boston Globe (40 min).
- Facilitated questions directed to Mr. Flint and the MAPC representative (20 min., L. Brown).
Saturday and Sunday schedules anticipate one 2-hour workshop, focusing on developing consensus vision and values statements, offered six times during the weekend.
Natick 360 Sponsors Acknowledgement and Thanks
Final 10/24/06. This document acknowledges the generous support of Natick 360 Project Sponsors: Middlesex Savings Bank, Natick Federal Savings Bank, Eastern Bank and WebReply, Inc. Also, Vision for the Future Weekend Sponsors: TCAN The Center for Arts in Natick, The Walnut Hill School, Fair & Yeager Insurance Agency, H. Brandt Jewelers and The Frame Shop and Gallery.
Registration Form for Vision and Values Weekend
Draft 10/02/06. This proposed registration form includes demographic data.
Natick: Our Community Yesterday and Today
Final 11/13/06 (971 KB). Phase I report by Metropolitan Area Planning Council (MAPC), in final form for publication.
Summary Presentation of Phase 1 Briefing Report
Draft 10/26/06. PowerPoint presentation summarizing the Phase 1 Briefing Report.
Summary of Phase 1 Briefing Report
Draft 10/25/06. Four-page summary report.
Other Community Planning Efforts
Final 10/25/06. This document describes other planning activities in Natick, such as Natick Cares, Natick Center Associates and Morse Institute Library Strategic Plan.
Natick Center Community Forums
Minutes for Charette 1 (Natick Center Associates)
This document summarizes the first set of focus group activities sponsored by Natick Center Associates. They addressed "Assets and Likes;" Challenges and Dislikes;" "Things that Are Missing;" and "Opportunities for Change." A second charette is planned for November 5.
Natick 360 Phase 3 Process
Ver. 03/08/07. This document describes the Phase 3 process in some detail, from March 1 through April 7. Includes a calendar. This version was updated following input provided at the March 7 SPOC meeting.
Natick 360 Phases 3-4 Process
Updated 02/07/07. This document describes the process that will be followed during phase 3 "Our Strategic Choices" and phase 4 "Our Strategic Plan," month-by month, from January through October, 2007. It includes updates by the SPOC on February 7, 2007.
Natick 360 Pro-Forma Budget
Ver. 01/31/07. A working budget for the private financial contributions to the Natick 360 strategic planning process. Includes new information discussed at the January 31 SPOC meeting.
Natick 360 Schedule, Boards & Committees
Updated 11/14/06 for Finance Committee times. Working Schedule for Natick 360 project, showing weeks in which facilitation events for the five sponsoring Boards and Committees have been scheduled.
Natick 360 Schedule, Calendar Format
Draft updated 10/04/06. Working Schedule for Natick 360 project, in calendar format, September 2006 through October 2007.
Natick 360 Schedule, List Format
Draft updated 10/04/06. Working Schedule for Natick 360 project, in list format.
Blackerby Associates helps any organization transform into a high-performance enterprise. Our experts in management and operations provide a single source for organizational transformation and improvement services. Blackerby Associates is a Phoenix-based consulting firm. Key Associates working on the Town of Natick Strategic Planning Initiative include:
Phillip Blackerby, M.P.Aff., Lead Strategy Consultant and Project Manager, has 17 years in direct public service and 16 years consulting to government and not-for-profit organizations. An expert in not-for-profit and public sector strategic planning, Mr. Blackerby published several articles on planning and budgeting, produced a training video, trained hundreds of officials and facilitated dozens of public and not-for-profit sector strategic planning processes. He has evaluated grant application proposals for two federal agencies, and written successful federal and state grants. He integrated planning and budgeting at two state agencies and helped design a program planning system for a federal agency. His master's degree is from the LBJ School of Public Affairs at The University of Texas at Austin; his bachelor's degree in economics (honors) is from Brown University. Contact Mr. Blackerby at phillip@BlackerbyAssoc.com, tel. (602) 908-1082.
Kevin F. O'Sullivan, Associate Consultant, will assist in designing and managing public sessions, recruiting facilitators, facilitating small groups, and editing reports. Mr. O'Sullivan has a background in workforce development, human resources and information systems, working with FairPoint Communications, the State of Maine, Hartford Insurance, Employment Trust, Microdyne Outsourcing and Digital Product Lifecycle Services. His experience has been at the Vice President level. He has a bachelor's degree from Harvard University and additional education at the Wharton School of the University of Pennsylvania. Contact Mr. O'Sullivan at firstname.lastname@example.org.
Elizabeth Reuthe, M.B.A., Deputy Strategy Consultant, will assist in designing and managing public sessions and will edit reports. She has thirty years of leadership and professional experience in Fortune 500 companies, start-ups, government, universities, & hospitals. Her current practice and emphasis areas include Executive Development and Coaching, strategic planning and competitive positioning, trust in organizations, the people and process sides of technology investments, and customer relationships, innovation and performance. Ms. Reuthe holds a bachelor's degree from University of Pittsburgh, and a Master of Science in Business Administration from Indiana University. She is also a graduate of Gestalt Institute of Cleveland, Organizational and Systems Development Program as well as several graduate programs. She is a Certified Coach and Certified Coach Facilitator, Corporate Coach University. Contact Ms. Reuthe at email@example.com.
Minutes, May 21 Final
Minutes, Jan. 30 Final
Minutes, Dec. 18 Final
Minutes, Nov. 07 Final
Minutes, Oct. 17 Final
Minutes, Oct. 03 Final
Minutes, Sep. 26 Final
Minutes, Sep. 05 Final
Minutes, Aug. 29 Final
Minutes, Aug. 15 Final
Minutes, Aug. 01 Final
Minutes, July 18 Final
Minutes, June 21 Final
Minutes, May 30 Final
Minutes, May 22 Final
Minutes, May 16 Final
Minutes, May 02 Final
Minutes, Apr. 18 Final
Minutes, Apr. 04 Inc.
Minutes, Mar. 21 Final
Minutes, Mar. 12 Final
Minutes, Mar. 07 Final
Minutes, Feb. 21 Final
Minutes, Feb. 07 Final
Minutes, Jan. 31 Final
Minutes, Jan. 17 Final
Minutes, Jan. 10 Final
Minutes, Jan. 03 Final
Minutes, Dec. 13 Final
Minutes, Nov. 29 Final
Minutes, Nov. 01 Final
Minutes, Oct. 18 Final
Minutes, Oct. 04
Minutes, Sep. 20
Minutes, Sep. 14
Forums for Communicating
the Natick 360 Story
Right-click this file; save to your desktop. Open the file using Microsoft Word. Click "File" | "Save As..." Change the "Save as type..." to "Document Template (*.dot)". Make sure the file name is "NatickReport.dot". Click "Save". It should save it to the folder where you keep Word templates. Open Word, click "File" | "New". On the right-side panel is a menu of recently-used templates. If you do not see "NatickReport.dot", click "On my computer..." to reveal it in a menu of templates.
Small Compass Rose Logo, dark blue
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Large Compass Rose Logo, pale blue
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Natick 360 Color Palette
This file shows color swatches for the Natick 360 colors, with both CMYK and RGB values for the colors.