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ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: September 10, 2015
Action Agenda
Item No. 3
SUBJECT: Goal Setting Presentation
DEPARTMENT: County Managers Office PUBLIC HEARING: (Y/N) No
ATTACHMENT(S): INFORMATION CONTACT:
A) Goal Setting PowerPoint
Presentation Bonnie B. Hammersley
919-245-2306
PURPOSE: To outline a proposed process for an annual goal-setting exercise.
BACKGROUND: At the Board of Orange County Commissioners (BOCC) retreat on January
30, 2015, the Board reviewed goals that were adopted in 2009. Due to the time that had
elapsed since those goals were adopted, the Board discussed establishing a process to update
and prioritize goals for the future. The attached presentation outlines a proposed goal setting
procedure that would be implemented on an annual basis in collaboration with the annual
budget process.
FINANCIAL IMPACT: There is no financial impact for this abstract.
SOCIAL JUSTICE IMPACT: The goal setting exercise will advance social justice goals as they
are prioritized by Board of Orange County Commissioners.
RECOMMENDATION(S): The Manager recommends that the Board receive this information
and respectfully consider participation in the annual County-wide goal setting process as set
forth in the presentation.
Attachment A 2
GOAL-SETTING PROCESS
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. . . . . . • FOR . .
BOARD OF ORANGE COUNTY COMMISSIONERS
WORK SESSION
SEPTEMBER 10, 2015
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PURPOSE OF GOAL SETTING
➢ Clearly define issues and strategies
➢ Reach consensus or agreement on the major goals — BOCC and
Department Directors
➢ Integrate the goal setting into the budget process to ensure
resources are available to attain them
➢ Regularly review and report on progress toward goal attainment
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DEFINITIONS
Issue — challenge or problem that needs to be
addressed over the span of one or more fiscal
years
Goal — end result or outcome that is desired
with a given strategy
Strategy — method or approach employed to
address an issue
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EXAMPLE
COUNTY-WIDE
Issue — Information is not provided consistently to
Orange County residents on significant county
issues
Goal — Transparent county government that is open
and residents are engaged
Strategy — Create an internal Communications
Committee to develop a plan with input from
internal and external resources to keep residents
informed
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EXAMPLE
BOARD SPECIFIC
Issue — Improve information provided on the
abstracts related to the social justice impact
Goal — Adopt Social Justice Impact Goals for
inclusion in the decision- making process
Strategy — Create asub-committee of the BOCC
to identify and recommend social justice impact
goals
Goal Setting
Identify and Prioritize Issues Identify and Prioritize Issues
Recommend Goals and Review Strategies and Adopt
Strategies Goals
Develop Work plans and Identify M
Needed Resources Adopt Budget
ROLES AND RESPONSIBILITIES
Leadership Teams BOCC
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Measure Progress & Report Review Results
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FUNCTIONAL LEADERSHIP TEAMS
Community Services General Government
• Animal Services • Board of Elections
• Cooperative Extension • Clerk to the Board
• Community Relations and Tourism • County Attorney
• DEAPR • County Manager
• Economic Development • Register of Deeds
• Library • Tax Administration
• Planning
• Solid Waste
Human Services and Education Public Safety
• Aging + Sheriff
• Child Support • Animal Services
• Housing • Clerk of Courts
• Library • Emergency Services
• Public Health • District Attorney
• Social Services • Public Defender
• Chapel Hill Carrboro City Schools • Public Health
• Orange County Schools
• Durham Technical College
Support Services
• Asset Management Services • Finance Department
• Community Relations • Human Resources
• County Manager • Information Technology
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GOAL SETTING WEEK
COMMUNITY SERVICES — October 20, 1:00PM — 5:OOPM
GENERAL GOVERNMENT — October 19, 1:00PM — 5:OOPM
5 HUMAN SERVICES & EDUCATION — October 22, 8:OOAM — 12:OOPM
PUBLIC SAFETY — October 22, 1:00PM — 5 :OOPM
SUPPORT SERVICES — October 19, 8:OOAM — 12:OOPM
BOCC — October 23, 8:OOAM — 12:OOPM
BOCC & LEADERSHIP TEAMS — October 23, 1:00PM — 5 :OOPM
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PROPOSED STEPS AND TIMELINE
1. Hold individual goal setting sessions with leadership teams and BOCC followed by a combined
session to identify issues and develop or refine strategies and goals. The sessions will include a
process of identifying issues team specific as well as countywide. (October 19-23)
2. Leadership Teams and staff develop objectives and budget proposals for the following fiscal year.
(November and December)
➢ 3. Report to Board on strategies and budget proposals in advance of budget preparation and make
modifications as necessary. (BOCC Retreat)
➢ 4. Manager in consultation with leadership teams decide on goals and strategies that will be
included in the following proposed budget. (February and March)
➢ 5. As part of the regular budget process, the Board reviews budget proposals related to goals and
strategies and makes final decisions in conjunction with budget adoption as well as reviewing
progress on goals from prior years. (May and June)
➢ 6. Results from the preceding year(s), including most recently available performance data is
compiled for next year's goal setting work sessions with directors and Board. (July and August)
QUESTIONS AND SUGGESTIONS ?.