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WELCOME!
On-line
Registration
Economic
Development Training Class
Economic Development Strategic Planning
Springfield MO - March 18-19, 2010
This course is given in partnership with
IEDC.
Economic
developers must build consensus among board
members, stakeholders and the community as a
whole, creating a unified vision for the
future. Getting everyone to agree is not
always easy. Learn techniques to build
consensus among stakeholders who represent
different values and interests. Look at the
steps that precede a strategic planning
process, including identifying stakeholders
and preparing an economic analysis. Explore
methods for setting priorities and measuring
your plan’s impact.
Course
Highlights:
- Organizing
the team
- Building
consensus
- Preparing
an economic assessment
- Determining
goals and objectives
- Identifying
projects
- Strategy
formation
- Effective
strategy implementation
- Setting
realistic benchmarks
Agenda
March
18
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8:30
- 9:00 am
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Registration
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9:00
- 10:00 am
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Introduction
to Planning
The elements involved in the
strategic planning process will be
reviewed, as well as the goals and
expectations for the course. This
session will touch on some of the
outcomes that the community can
expect from the strategic planning
process and participants will be
asked to contribute from strategic
plans that they have worked on.
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10:00
- 10:15 am
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Short
break
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10:15
- 11:15 am
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Organizing
for ED Strategic Planning
One of the most important aspects of
strategic planning is the
pre-planning phase of the process.
Practitioners need to know who the
plan is serving and must organize a
team that will work together to
carry out the process. A great deal
of leadership and team building is
necessary and the planning team must
establish a clear timeline for
developing the plan. This session
will discuss the values and cultures
that the planning team must build
upon or establish during formation.
Building consensus among planning
team members is a major component in
the strategic planning process. The
team that is put together must
include many different stakeholders
representing a number of values and
interests. After the pre-planning
phase, the practitioner must
establish a sense of ownership and
consensus among those participating
in the planning process as well the
general community.
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11:15
am - Noon
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Consensus
Building/Stakeholder Ownership
In a recent examination of
successful economic development
efforts, consensus-building was
highlighted as a key activity for
moving the planning process forward.
In fact, the Chicago Metropolitan
Mayors Caucus decided from the
beginning that all decisions would
be arrived at through consensus.
Stakeholders must have ownership of
the plan, which means they should
play large roles throughout the
process. Although building consensus
may take time, it is imperative if
the process is to succeed.
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Noon
- 1:30 pm
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Lunch
on your own
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1:30
- 3:30 pm
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Analysis
for ED Strategic Planning
The next two sessions cover how to
both qualitatively and
quantitatively evaluate the
community. The strategic planning
process requires a great deal of
analysis to understand the forces at
work in the community. This first
session will discuss the importance
of understanding the local economic
community and look at some of the
factors to analyze during this phase
of the strategic planning process.
This session will introduce methods
with which to do an economic base
analysis, including location
quotients, shift-share and
specialization ratios. Input-output
analysis and cluster analysis will
also be discussed briefly. The types
of data to collect and where to
collect the data will be discussed.
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3:30
- 3:45 pm
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Short
break
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3:45
- 5:00 pm
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Techniques
for Assessing Economic Data
Once attendees have discussed the
types of data to collect and the
types of analysis that are
applicable, how are the data used,
interpreted and applied to the
future needs of the community? The
planning process will be influenced
by the type of data that are
collected and the conclusions made
from that data.
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March
19
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9:00
- 10:30 am
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Vision,
Mission, Goals & Objectives
By establishing a clear vision with
understandable mission statements,
the team can build goals and
objectives in a more significant
manner. This session will discuss
this widely overlooked but extremely
important phase of the planning
process. Leadership involvement,
organizing for accountability and
starting the prioritization process
of projects will be included.
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10:30
- 10:45 am
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Short
break
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10:45
am - 12:30 pm
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Strategic
Project/Initiative Identification
One key element to consider when
creating an action plan is how to
prioritize the projects that will
help achieve the plan’s goals and
objectives. The process for
prioritizing includes determining
from where resources are coming and
the benefits and outcomes for each
project. This critical phase of the
planning process identifies the
major initiatives and programs that
the overall plan will address. What
is realistic given the community’s
constraints? What resources will be
tapped for each project? How does
the community decide which projects
are realistic and feasible given the
current situation, potential future
situation and the given resources?
Participants will also help draft a
budget for their projects and
identify funding sources for
projects.
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12:30
- 2:00 pm
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Lunch
on your own
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2:00
- 2:45 pm
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Strategy
Formulation
This session continues the
discussion concerning the strategy
formulation process. This is a
significant phase in the planning
process as it builds the action plan
for achieving the set goals for the
organization or community. Attendees
will be introduced to the process of
cost-benefit analysis when
determining which programs to
develop, as well how to prioritize
the key programs for funding
purposes.
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2:45
- 3:30 pm
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Action
Plans and Implementation
The successful economic development
practitioner will have an
organizational chart established for
implementing each action plan.
Practitioners must build support for
the programs and projects to be
implemented. During the
implementation stage, a number of
political and competition issues may
arise. The team must address these
in advance with an implementation
plan to sustain its programs. This
session will discuss how
professionals can be successful
addressing these issues during the
implementation phase.
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3:30
- 3:45 pm
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Short
break
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3:45
- 4:30 pm
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Evaluations/Monitoring/Benchmarking
Although listed as the final step to
the planning process, the choice of
benchmarks and ways in which to
monitor the progress in the plan
need to be considered throughout the
process. At this stage, specific
measurements must not only be set in
place, but a process with which to
measure those measurements must be
solidified. This includes tapping
into other resources and leveraging
information that is already
available in the community.
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4:30
- 4:45 pm
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Wrap-up/Evaluation/Certificates
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*
Agenda subject to change
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**PLEASE
NOTE: In order to receive full
IEDC certification credit for this
course and a certificate indicating
course completion, participants must
attend the entire course and stay
through the final session on the
last day. Please make travel plans
accordingly.**
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Instructors
Jon
Roberts
Managing Director
TIP Strategies, Inc.
 Jon
Roberts is the Managing Director of TIP
Strategies, Inc. (TIP), in Austin, Texas. He
is an international leader in economic
development and a proponent of the
“creative class” as a model for growth.
He has overseen projects in Oregon, Texas,
and other U.S. regions, as well as in Europe
and Asia. Mr. Roberts is currently involved
in a variety of development and recruitment
projects.
Mr. Roberts
has wide range of experience associated with
incentives and tax abatements, as well as
local recruitment and redevelopment efforts.
He has prepared policy papers on national
economic development strategy, published
articles on economic development marketing
and has written editorials for the state’s
major newspapers.
Mr. Roberts
was formerly the Director of Business
Development both for the State of Washington
and then for the State of Texas. In these
positions, he directed recruitment and
investment and led international trade
missions.
Prior to
working for the Washington Department of
Trade, Mr. Roberts was with the Oregon
Technology Fund, where he was responsible
for venture capital investments. He also
managed two start-up technology companies:
Fiberlite Composites and LifePort Inc., and
worked with the Center for Entrepreneurial
Ventures.
Mr. Roberts
was elected to the board of KMFA radio in
Austin, Texas, and is active in the
technology community. He maintains his ties
to the Northwest and is a Fellow of the
Washington World Affairs Council in Seattle.
He has served on the boards of several
start-up technology companies and on state
task forces and gubernatorial committees. He
has lectured in business at the University
of Washington, the University of Texas, and
was on the faculty at Marylhurst College in
Portland, Oregon. Mr. Roberts has also
proven to be a successful entrepreneur. He
is the founder of a mountain bike company in
Portland, Oregon.
Born and
raised in Germany, Mr. Roberts has traveled
extensively throughout Europe and Asia. He
lived in the Pacific Northwest for over
twenty years before making Texas his home.
Accommodations/Training
Location
University
Plaza Hotel
333 S John Q Hammons Parkway
Springfield, MO 65806
Phone: (417) 864-7333
Website: www.upspringfield.com
IEDC room
rate: $94 single/double
Cut-off date: Monday, February 15, 2010
Please
reference the International Economic
Development Council to obtain the discounted
group rate. The group rate is available
until Monday, February 15, 2010 or until
the room block is full. After the cutoff
date, registration rates will be subject to
availability and prevailing rates.
Registration
click
here to access online registration if
you are paying w/ a credit card. click
here to access registration if you are
paying by check or
fax.
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