HomeMy WebLinkAboutDocumentation_Regular_Tab 12_5/9/2024 Agenda Item #12.
Regular Council
STAFF MEMO
Meeting: Regular Council - May 09 2024
Staff Contact: Jeremy Allen, Village Manager Department: Manager
Consider Approval of the 2024-2025 Strategic Plan
On March 26, 2024 the Village Council held a planning workshop facilitated by Herbert A. Marlowe,
Jr., to review the FY2023-2024 Strategic Plan and develop the 2024-2025 Strategic Plan.
If approved, the plan will be added to the Village's website for public access and used a guiding
document for staff through the budget process.
This document and any attachments may be reproduced upon request in an alternative format by
completing our Accessibility Feedback Form, sending an e-mail to the Village Clerk or calling 561-
768-0443.
BUDGET • •
BUDGET AMOUNT NA AMOUNT AVAILABLE NA EXPENDITURE AMOUNT: NA
FUNDING SOURCES: NA IS THIS A PIGGYBACK:
❑ Yes ❑ N/A
DID YOU OBTAIN 3 QUOTES?
❑ Yes ❑ N/A
COMMENTS/EXPLANATION ON SELECTIONNA
.,
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Numbered Strategic Plan Teguesta 2024
V3 Strategic Plan
Page 131 of 226
Agenda Item #12.
Strategic Plan Tequesta 2024/25
Vision
We will preserve and enhance the unique character, community spirit, small-town values, and superior
quality of life for all who reside, visit, and work in the Village of Tequesta.
Mission
The Village of Tequesta's mission is to protect the health,safety,and well-being of the community, provide
exceptional, fiscally sound, and efficient customer service, uphold the public interest, and advance the
community's vision.
Values
• Excellence
• Ethics and Transparency
• Quality of Life
• Employees
• Communication
• Compassion
Highest Priority Objectives
1) Provide additional Match Funding to State appropriation for Tequesta Park
2) Consider Remembrance Park Phase 2
3) Identify Additional CIP Funding Sources
4) Conduct Fee Analysis Storm Water Fund
Priority Objectives
S) Future Master Facilities Plan
6) Develop High-Level Transportation Plan With Mobility Planning
7) Implement a citizen-led petition process for undergrounding.
8) Continue Funding for Bridge—Currently funded with CIP
9) Pursue Coastal Resiliency Advocacy and Planning
10) Expand tree planting efforts—Phase 2
11) Seek initiatives to reduce the Village's carbon footprint
12) Determine the Impact of Proactive Code Enforcement
13) Continue vehicle and other equipment replacement fund
Page 132 of 226
Agenda Item #12.
Goals & Objectives (By Priority)
Goal: Maintain level of services at the intended level of Operational Excellence
Priority
• High Level Transportation Plan with Mobility Planning(6)
Approved
• Transition Business Liaison Position Duties
Goal: Update Infrastructure
Highest Priority
• Provide additional Match Funding to State appropriation for Tequesta Park(1)
• Conduct Fee Analysis Storm Water Fund (4)
Priority
• Future Master Facilities Plan (5)
• Implement a citizen-led petition process for undergrounding. (7)
• Continue Funding for Bridge—Currently funded with CIP (8)
• Coastal Resiliency Advocacy and Planning(9)
Approved
• Continue Sidewalk Plan
• Establish Safe and Quiet Railroad Crossing
Goal: Maintain and enhance the distinctive character and culture of the Village
Highest Priority
• Consider Remembrance Park Phase 2 (2)
Priority
• Expand tree planting efforts—Phase 2 (10)
• Seek initiatives to reduce the Village's carbon footprint (11)
• Determine the Impact of Proactive Code Enforcement (12)
Page 133 of 226
Agenda Item #12.
Approved
• Purchase critical land areas that serve to maintain the Village's distinctive features Civic/Open
Space Requirements in commercial code.
• Beautification of Old Dixie
• Current Policy and Additional Education on Golf Carts and E-bikes
• Continue to address community recreation and event needs
• Continue to Develop Construction Impact Policies
• Review Noise Pollution and Control Options
• Goal: Maintain and strengthen the financial stability of the Village
Highest Priority
• Identify Additional CIP Funding Sources (3)
Priority
• Continue vehicle and other equipment replacement fund (13)
Page 134 of 226
Agenda Item #12.
WR
J
low
Village of Tequesta Strategic Plan
2024-2025
Page 135 of 226
Agenda Item #12.
TABLE OF CONTENTS
IntroductionLetter.......................................................................................................... 3
PlanningProcess............................................................................................................4
LeadershipTeam............................................................................................................ 5
Mission,Vision and Values...................................................................................................7
Plan Status and Progress........................................................................... .........................9
FocusAreas.................................................................................................................10
Operate a Fiscally Responsible Government.............................................................................. 11
FSl-Identify additional CIP Funding Sources(P3).................................................................... 12
FS2-Continue vehicle and equipment replacement fund (P13)....................................................... 13
Protect Community Appearance,Character and Identity................................................................. 14
CAl-Consider Remembrance Park Phase 2(P2)......................................................................16
CA2- Expand tree planting efforts- Phase 2(P10).....................................................................17
CA3-Seek initiatives to reduce the Village's carbon footprint(Pll).................................................... 18
CA4- Determine the impact of Proactive Code Enforcement(P12)....................................................19
CAS- Expand critical land areas that serve to maintain the Villages distinctive fea.................................... 20
CA6- Beautification of Old Dixie......................................................................................21
CA7- Expand education and policy on golf carts and e-bikes......................................................... 22
CA8-Continue to address community recreation and event needs...................................................23
CA9- Develop Construction site policies............................................................................. 24
CA10- Review noise pollution and control options....................................................................25
Build and Maintain the Municipal Infrastructure......................................................................... 26
UP- Provide additional match funding to the State appropriations for Tequesta Park.................................28
U12-Conduct Fee Analysis Storm Water Fund (P4)................................................................... 29
U13- Develop Future Master Facilities Plan (P5)...................................................................... 30
U14-Implement a citizen-led petition process for undergrounding (P7)...............................................31
U15- Fund Tequesta Bridge future Maintenance(P8)................................................................ 32
U1 6-Implement Coastal Resiliency Advocacy and Planning (9)...................................................... 33
Continue Sidewalk Plan............................................................................................. 34
Establish Safe and Quiet Railroad Crossing........................................................................ 35
Maintain level of service at the intended level of Operational Excellence.........- 36
OEl- High Level Transportation Plan with Mobility Planning (P6)................................................... 37
OE2- Establish Business Liaison new responsibilities and duties................................................... 38
Page 136 of 226
Agenda Item #12.
Strategic Plan
Welcome to the strategic plan for the Village ofTecluesta.This document
k
outlines our vision,mission,and strategic direction for the coming years. It I ..
serves as a roadmap that will guide us in achieving our long-term goals and
positioning our organization for success.
I
In this strategic plan,we have carefully analyzed our current state,identified
areas for improvement,and defined specific goals and objectives that will guide
our decision-making and resource allocation.Through a collaborative and
forward-thinking approach,we aim to leverage our strengths,address Village Council (Left-Right):Vice
weaknesses,and embrace opportunities to adapt to a dynamic and evolving Mayor Rick Sartory,Mayor Molly
environment. Young, Patrick Painter,Laurie
Brandon,]ayson French
Our strategic plan represents our commitment to excel,innovate,and create a
sustainable future for our organization and the communities we serve. By
working together,embracing change,and staying true to our vision and
mission,we are confident in our ability to achieve our goals and make a lasting
impact.
As we embark on this transformative journey,we extend our gratitude to all our
stakeholders,whose support and dedication are vital to our success.Together,
we will navigate the path ahead and emerge as a stronger,more resilient
organization.
Note:The strategic plan should be a dynamic and living document,subject to
periodic review and updates to remain relevant and responsive to changing
circumstances and opportunities.
lIP1J 2024-2025 Strategic Plan I Tequesta Page 0,173of 226
Agenda Item #12.
Planning Process
In the Village of Tequesta,staff's efforts are focused and intentional to meet the expectations of the Strategic Plan. The
Plan's pillars are the foundation for the initiatives and action items to allow us to be transparent about our goals,focused
on efforts,and accountable for our results.
As reflected in the 2024-2025 plan,the Village has targeted meaningful projects that will continue to move the Village
forward and benefit those who live,work and visit the Village of Tequesta.
Developing a strategic plan is a critical process that requires careful analysis,collaboration,and a clear roadmap for the
future.
By following a systematic and inclusive planning process,the Village of Tequesta can develop a robust strategic plan that
guides its actions and helps it achieve its long-term objectives while remaining agile and responsive to a dynamic
business environment.
11 P1J 2024-2025 Strategic Plan I Tequesta Page Q&94of 226
Agenda Item #12.
Leadership Team
The leadership team plays a pivotal role in the success and effectiveness of any organization.They are the group of
individuals who hold executive or senior management positions and are responsible for guiding the organization towards
its strategic goals.The importance of the leadership team stems from the following key aspects:
1.Setting Vision and Direction:The leadership team is responsible for defining and communicating the organization's
vision, mission,and strategic objectives.They provide a clear sense of direction, purpose,and long-term goals that inspire
and align all members of the organization.
2.Decision Making and Strategy Formulation:Leaders are involved in critical decision-making processes,such as
setting priorities,allocating resources,and formulating strategies.Their experience and expertise enable them to make
informed and effective decisions that steer the organization in the right direction.
3.Inspiring and Motivating Employees:Strong leadership inspires and motivates employees to give their best. Leaders
lead by example and foster a positive and empowering work culture that encourages creativity,innovation,and
collaboration.
4.Creating a Cohesive Team:The leadership team must work cohesively as a unit to ensure effective communication,
coordination,and synergy among different departments and functions.A united leadership team sets a positive example
for the rest of the organization.
S.Driving Change and Adaptation:In today's dynamic business landscape,organizations must adapt quickly to
changes and challenges.The leadership team plays a vital role in driving change initiatives and encouraging a culture of
continuous improvement and learning.
6.Building and Nurturing Relationships:Leaders represent the organization to external stakeholders such as
customers,investors,partners,and regulatory authorities. Building and nurturing strong relationships with these
stakeholders are essential for the organization's success and reputation.
7.Managing Risks and Challenges:Effective leaders anticipate potential risks and challenges and develop strategies to
manage them.They are prepared to face uncertainties and make timely adjustments to steer the organization towards
success.
S.Talent Development and Succession Planning:The leadership team is responsible for identifying and developing
high-potential employees and future leaders within the organization. Effective succession planning ensures the continuity
of leadership and knowledge transfer.
9.Enhancing Organizational Performance:Strong leadership enhances overall organizational performance by
fostering a culture of accountability,encouraging high levels of employee engagement,and promoting innovation and
efficiency.
10.Long-term Sustainability:Leaders focus on the long-term sustainability of the organization by balancing short-term
goals with broader,strategic objectives.They ensure that the organization remains relevant,competitive,and financially
stable in the face of market changes.
11 P1J 2024-2025 Strategic Plan I Tequesta Page aA95Df 226
Agenda Item #12.
Staffing by Fund
FTE's by Fund - All Funds
Fund#001 General Fundvw� 81.66
Fund#401 Water Utility Fund Mahl. 20.35
Fund#101 Building Fund ■ 5.51
Fund#403 Storm Water Utility ' 170
Fund
Fund #605 Special Law o.50
Enforcement Trust Fund
Values
11P1J 2024-2025 Strategic Plan I Tequesta Page a406of 226
Agenda Item #12.
Mission, Vision and Values
Documenting your vision,mission and values is an important part of the planning process. It helps to provide clarity and
direction to your organization,and allows you to measure progress towards achieving your goals. It also helps to ensure
that everyone involved is working towards the same goals,and that all decisions are made with the same objective in
mind.
Our Vision
We will preserve and enhance the unique character,community spirit,small town values,
1�4and superior quality of life for all who reside,visit,and work in the Village ofTequesta. r
F.t.n�-V_Innovahm
VISION
Vision
Our Mission
We will protect the health,safety and well-being of the community,provide exceptional,
fiscally sound and efficient customer service,uphold the public interest,and advance the
community's vision.
MISSION
Mission
Our Values
• Excellence
We value excellence in all things. Professionalism,courtesy,accountability,and innovation drive our commitment to
the delivery of exceptional customer service.
• Ethics and Transparency
We set high standards and are responsible for our personal, professional and organizational conduct and act with
integrity.We provide open access,encourage community involvement and promptly respond to requests for information.
• Quality of Life
We value maintaining a safe,family-friendly and healthy environment to build our future and conduct business.We
foster recreation,public safety,youth activities and events that benefit the entire community.
2024-2025 Strategic Plan I Tequesta Page aAj-of 226
Agenda Item #12.
• Employees
We recognize that our diverse staff is invaluable and we provide a work environment that emphasizes teamwork,
respect,dignity and support.We attract the best recruits, retain top-level employees and invest in their professional
growth.
• Communication
As a value,communication plays a significant role in fostering healthy relationships, resolving conflicts,and building trust
among people.
• Compassion
Compassion extends beyond just feeling sympathy or pity;it involves a genuine desire to help and support others in their
times of need.
11 P1J 2024-2025 Strategic Plan I Tequesta Page-1 Q Of 226
Agenda Item #12.
Plan Status and Progress
Overall Plan Status
59%
Complete
41 Complete 1 Action Items(9%)
On Track 3 Action Items(27%)
Minor Disruption 0 Action Items(0%)
10 Major Disruption 0 Action Items(0%)
Not Started 7 Action Items(64%)
Future 0 Action Items(0%)
Focus Areas Progress Over Time
100%
75%
m
c�
c
aD
U
a 50%
(n
a�
`a)
0
a_
25%
0% —
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Build and Maintain the Municipal Infrastructure now Protect Community Appearance,Character and Identity
Operate a Fiscally Responsible Government
2024-2025 Strategic Plan I Tequesta Page a,Qgof 226
Agenda Item #12.
Focus Areas
Operate a Fiscally Overall Progress Goals and Initiatives
Responsible 90% 2
Government
-- Protect Community Overall Progress Goals and Initiatives
L11J , Appearance, Character 50% 10
} and Identity
Build and Maintain the Overall Progress Goals and Initiatives
Municipal 36% 8
Infrastructure
Maintain level of Overall Progress Goals and Initiatives
r service at the intended 0% 2
Pam, level of Operational
Excellence
lI P1J 2024-2025 Strategic Plan I Tequesta Pageplocpf 226
Agenda Item #12.
Focus Areas
Operate a Fiscally Responsible Government
Operating a fiscally responsible government involves managing public finances prudently to ensure sustainability,
transparency,and accountability.
Overall Progress
90%
Complete
Complete 0 Action Items(01/16)
• On Track 1 Action Items(1001/16)
• Minor Disruption 0 Action Items(0°/a)
Major Disruption 0 Action Items(0%)
Not Started 0 Action Items(01/16)
Future 0 Action Items(01/16)
Goals and Initiatives
. Complete On Track Minor Disruption 10 Major Disruption Not Started �, Future
FSl - Identify additional Action Items 0 Progress Status
CIP Funding Sources(P3) I No data available No data available
FS2-Continue vehicle and Action Items 1 Progress Status
equipment replacement 90% '
fund (Pl3)
lIP1J 2024-2025 Strategic Plan I Tequesta PageP' Qf 226
Agenda Item #12.
Focus Areas
Protect Community Appearance, Character and
Identity
Protecting community appearance,character,and identity involves preserving the unique features,values,and traditions
that make a community distinct.
Overall Progress
50 /o
Complete
Complete 1 Action Items(500/6)
On Track 0 Action Items(0°/0)
Minor Disruption 0 Action Items(01X)
Major Disruption 0 Action Items(00/6)
- >t Not Started 1 Action Items(500/6)
Future 0 Action Items(0%)
Goals and Initiatives
6 Complete 0 On Track Minor Disruption 19 Major Disruption 4# Not Started 0 Future
CAI -Consider Action Items 0 Progress Status
Remembrance Park Phase No data available No data available
2(P2)
CA2- Expand tree planting Action Items 0 Progress Status
efforts- Phase 2(P10) No data available No data available
CA3-Seek initiatives to Action Items 0 I Progress Status
reduce the Village's carbon No data available No data available
footprint(Pll)
CA4- Determine the Action Items 0 Progress Status
impact of Proactive Code No data available No data available
Enforcement(P12)
2024-2025 Strategic Plan I Tequesta PagepjAF,of 226
Agenda Item #12.
CAS- Expand critical land Action Items 0 Progress Status
areas that serve to No data available No data available
maintain the Villages
distinctive features
through civic/open space
requirements
CA6- Beautification of Old Action Items 0 Progress Status
Dixie No data available No data available
CA7- Expand education Action Items 1 Progress Status
and policy on golf carts 0%
and e-bikes
CA8-Continue to address Action Items 0 Progress Status
community recreation and No data available No data available
event needs
CA9- Develop Action Items 1 Progress Status
Construction site policies 100%
CA10- Review noise Action Items 0 Progress Status
pollution and control No data available No data available
options
11 P1J 2024-2025 Strategic Plan Tequesta PagepJA7,9f 226
Agenda Item #12.
Focus Areas
Build and Maintain the Municipal Infrastructure
Building and maintaining municipal infrastructure involves the planning,construction,operation,and upkeep of essential
facilities and systems that support a community's functioning and quality of life.
Overall Progress
36%
Complete
Complete 0 Action Items(01/16)
On Track 2 Action Items(251/16)
Minor Disruption 0 Action Items(01/)6)
Major Disruption 0 Action Items(0%)
Not Started 6 Action Items(751/16)
Future 0 Action Items(01/16)
Goals and Initiatives
Complete On Track Minor Disruption Major Disruption 0 Not Started Future
Ull - Provide additional Action Items 1 Progress Status
match funding to the State 0%
appropriations for
Tequesta Park(PI).
U12-Conduct Fee Analysis Action Items 6 Progress Status
Storm Water Fund (P4) 8%
U13- Develop Future Action Items 0 Progress Status
Master Facilities Plan (P5) No data available No data available
U14- Implement a citizen- Action Items 0 Progress Status
led petition process for No data available No data available
undergrounding (P7)
lIP1J 2024-2025 Strategic Plan I Tequesta Page: $sof 226
Agenda Item #12.
U15- Fund Tequesta Action Items 1 Progress Status
Bridge future Maintenance 100%
(P8)
UI 6- Implement Coastal Action Items 0 Progress Status
Resiliency Advocacy and No data available No data available
Planning (9)
Continue Sidewalk Plan Action Items 0 I Progress Status
No data available No data available
Establish Safe and Quiet Action Items 0 Progress Status
Railroad Crossing No data available No data available
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Agenda Item #12.
Focus Areas
Maintain level of service at the intended level of
Operational Excellence
Maintaining a level of service at the intended level of operational excellence involves a strategic approach to managing
resources, processes,and performance to consistently meet or exceed expectations
Overall Progress
Complete
Pe,op o 0 Complete 0 Action Items(01/)c))
On Track 0 Action Items(0%)
Minor Disruption 0 Action Items(01X)
Major Disruption 0 Action Items(00/6)
Not Started 0 Action Items(0°/o)
Future 0 Action Items(0%)
Goals and Initiatives
Complete 0 On Track Minor Disruption 19 Major Disruption Not Started 0 Future
OE1 - High Level Action Items 0 Progress Status
Transportation Plan with No data available No data available
Mobility Planning (P6)
OE2- Establish Business Action Items 0 Progress Status
Liaison new No data available No data available
responsibilities and duties
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